Cabot Weekly Review Summary
Overview
- Presented by Mike Sto, Chief Analyst of Cabot Growth Investor and Cabot Top 10 Trader.
- Recorded late Friday morning, September 27th.
- A quiet week from a top-down perspective, with some churning and selling on strength in growth stocks.
Market Overview
- Market isn't in a runaway phase but shows overall positive trends.
- Evidence is positive for the intermediate-term trend of indexes, with many individual stocks performing well.
- Defensive flavor in the market as Dow outperforms NASDAQ.
- FED cutting rates viewed as a big-picture positive, while China unleashed significant stimulus.
- Elections are upcoming, impacting market sentiment.
Investment Strategy
- Some buying in growth investor’s model portfolio, maintaining about 30% cash.
- Not aggressively investing, instead picking spots and holding on to successful stocks.
- Intermediate-term trend is up; many indexes are testing resistance levels.
Stock Market Analysis
- NASDAQ: Above moving averages, close to all-time highs but facing resistance.
- S&P 500 & NY Composite: New highs observed, while small and midcaps are at old highs.
- IBD 50 & 85 Indexes: Positive, tagging new highs but remain range-bound.
- DIA (Dow Industrial ETF): Hits new highs, not considered a negative factor.
- Individual Stocks: Some stocks like ServiceNow and Halo are pulling back rather than showing strong upside.
Sector Insights
- Bond Market: FED cut rates, yet 10-year Treasury rate increased, weighing on rate-sensitive stocks.
- Home Builders: Stocks like D.R. Horton show potential for investment.
- Airlines: Showing strength due to economic optimism and falling oil prices.
- Alternative Energy: Stocks like GE Verona, Constellation Energy are performing well, but not early entry.
- Networking & AI: Stocks like Arista and Coherent show promise.
China Market & Bitcoin
- China Stimulus: Stimulus efforts may rejuvenate interest in Chinese stocks; advanced volume in ETFs like FXI.
- Bitcoin: Potential signs of recovery post-consolidation phase.
Conclusion
- General market sentiment is bullish; however, cautious optimism prevails.
- Not aggressively deploying cash, waiting for clear breakout signals.
- Monitoring market and individual stock behavior closely moving forward.
Here are the stocks mentioned in the transcript:
- Eagle Materials
- ServiceNow
- Halo
- GE Verona
- Constellation Energy
- D.R. Horton
- Redfin
- Instacart (Maple Bear C)
- DoorDash
- SMH (VanEck Semiconductor ETF)
- Arista Networks
- Coherent
- Robin Hood
- FXI (iShares China Large-Cap ETF)
- Alibaba
- JD.com
- IBIT (VanEck Bitcoin Strategy ETF)
Recommendation: Keep a balanced approach, possibly increase activity if the market shows strong upward movement in the coming weeks.
Note: These notes are for educational purposes and not a recommendation for any specific stock or investment.