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Clif Droke

Chief Analyst, Cabot Turnaround Letter

Clif Droke is the Chief Analyst of Cabot Turnaround Letter. For over 20 years, he has worked as a writer, analyst and editor of several market-oriented advisory services and has written several books on technical trading in the stock market, including “Channel Buster: How to Trade the Most Profitable Chart Pattern” and “The Stock Market Cycles” as well as “Turnaround Trading & Investing: Tactics and Techniques for Spotting Winning Turnaround Stocks.”

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From this author
Cabot Turnaround Letter
January 3, 2025
In today’s note, we discuss pertinent developments and institutional ratings changes for some of the stocks in the portfolio, including Alcoa (AA), Duluth Holdings (DLTH), SLB Ltd. (SLB) and the SPDR S&P Retail ETF (XRT).

The fabled “Santa Claus Rally” failed to appear this season, prompting concern for the early part of 2025 among many investors. We discuss what it entails for our investment approach.
January 3, 2025
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Clif Droke
Cabot Turnaround Letter
December 27, 2024
In today’s note, we discuss developments and institutional ratings upgrades for some of the stocks in the portfolio, including Fidelity National Information (FIS), Paramount Global (PARA) and Starbucks (SBUX).


The famed “Santa Claus Rally” is underway and, assuming a successful conclusion, portends a bullish early part of the coming New Year.
December 27, 2024
 · 
Clif Droke
Cabot Turnaround Letter
December 20, 2024
In today’s note, we discuss developments and institutional ratings upgrades for some of the stocks in the portfolio, including Agnico-Eagle Mines (AEM), Atlassian (TEAM), GE Aerospace (GE), SPDR S&P Retail ETF (XRT) and Starbucks (SBUX).
December 20, 2024
 · 
Clif Droke
Cabot Turnaround Letter
December 13, 2024
Quick Note: Due to the Christmas holiday, you will receive the next Cabot Turnaround Letter issue a week early, on Wednesday, December 18, 2024.

In today’s note, we discuss a number of positive developments and bullish outlooks for several of our portfolio positions, including American Airlines (AAL), SLB Ltd. (SLB), the SPDR S&P Retail ETF (XRT) and Super Hi International Holding (HDL).
December 13, 2024
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Clif Droke
Dividend Stocks
The 10 Highest-Paying Dividend Stocks in the S&P 500
More than 75% of the S&P 500 pays a dividend these days. Here are the 10 highest-paying dividend stocks in the index.
December 10, 2024
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Clif Droke
Cabot Turnaround Letter
December 6, 2024
In today’s note, we discuss a number of earnings results and new developments for several of our portfolio positions, including American Airlines (AAL), Atlassian (TEAM), Duluth Holdings (DLTH), Intel (INTC), SLB Ltd. (SLB) and Super Hi International Holding (HDL).
December 6, 2024
 · 
Clif Droke
Cabot Turnaround Letter
December 5, 2024
I’m recommending that we sell a quarter of our position in American Airlines (AAL).
December 5, 2024
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Clif Droke
Cabot Turnaround Letter
December 2, 2024
I’m recommending that we sell a quarter of our position in Super Hi International Holding (HDL).
December 2, 2024
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Clif Droke
Cabot Turnaround Letter
November 22, 2024
In today’s note, we discuss a number of earnings results and new developments for several of our portfolio positions, including Alcoa (AA), Brookfield Wealth Solutions (BNT), Intel (INTC) and Starbucks (SBUX).


The broad market outlook remains bullish for the rest of this year and early next year, but with the possibility for weakness to emerge heading further into 2025.
November 22, 2024
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Clif Droke
Stock Market
3 Investments That Should Thrive in 2025
The new year will bring a new administration that will favor a fresh slate of markets and industries; these three investment areas are looking bright in 2025.
November 18, 2024
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Clif Droke
Cabot Turnaround Letter
November 15, 2024
In today’s note, we discuss a number of earnings results and new developments for several of our portfolio positions, including Barrick Gold (GOLD), Centuri Holdings (CTRI), Intel (INTC), Pan American Silver (PAAS) and Super Hi International Holding (HDL).

The favorable liquidity backdrop should continue for the rest of Q4, which is ideal for initiating new turnaround trading positions.
November 15, 2024
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Clif Droke
Cabot Turnaround Letter
November 12, 2024
I’m recommending that we sell our position in Solventum (SOLV). I’m recommending that we sell our position in Baxter International (BAX).
November 12, 2024
 · 
Clif Droke
Cabot Turnaround Letter
November 11, 2024
Sell Barrick Gold (GOLD)
November 11, 2024
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Clif Droke
Cabot Turnaround Letter
November 8, 2024
In today’s note, we discuss a number of earnings results and new developments for several of our portfolio positions, including Alcoa (AA), Atlassian (TEAM), Barrick Gold (GOLD), Viatris (VTRS), and Pan American Silver (PAAS).

Continued strong earnings reactions this week bode well for several of our recent portfolio additions.
November 8, 2024
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Clif Droke
Stock Market
3 Stocks for the Energy Transmission Crisis
Little covered in the headlines about infrastructure is the massive need to solve the energy transmission crisis; these 3 stocks are set to benefit.
November 1, 2024
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Clif Droke
Cabot Turnaround Letter
November 1, 2024
Sell a Half of Atlassian (TEAM)
November 1, 2024
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Clif Droke
Cabot Turnaround Letter
November 1, 2024
In today’s note, we discuss a flurry of key news developments for several of our portfolio positions, including Agnico Eagle Mines (AEM), Atlassian (TEAM), Intel (INTC) and Janus Henderson Group (JHG).


Two strong earnings reactions after Thursday’s market close bode well for two of our recent portfolio additions.
November 1, 2024
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Clif Droke
Cabot Turnaround Letter
October 25, 2024
In today’s note, we discuss a flurry of key news developments for several of our portfolio positions, including Baxter International (BAX), B2Gold (BTG), Intel (INTC), Polaris (PII), Solventum (SOLV), Viatris (VTRS) and Vodaphone (VOD).

We’re adding two new stocks to the portfolio, providing us with exposure to the white-hot silver mining sector as well as the seasonally strong food services industry.

We’ll also discuss some catalysts for the under-the-radar restaurant group, including three very attractive potential turnaround plays.
October 25, 2024
 · 
Clif Droke
Cabot Turnaround Letter
October 18, 2024
In today’s note, we discuss the reasons why it’s a good time to exit our (mostly) profitable holdings in Alibaba Group Holding (BABA), Nokia (NOK), Tyson Foods (TSN) and Zillow (Z).

We’re adding two new stocks to the portfolio, providing us with exposure to the booming software and utilities sectors.

We’ll also discuss some catalysts for three stocks across three different sectors in what look to be powerful intermediate-term turnarounds.
October 18, 2024
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Clif Droke
Dividend Stocks
10 Highest-Paying Dividend Stocks in the Dow
The 10 highest-paying dividend stocks in the Dow Jones Industrial all yield more than 3%. But which of them would I buy today?
October 16, 2024
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Clif Droke
Cabot Turnaround Letter
October 11, 2024
In today’s note, we discuss the acceleration—and potential for overcrowding—of the China stock momentum trend, specifically how it relates to our position in Alibaba Group Holding (BABA).
October 11, 2024
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Clif Droke
Cabot Turnaround Letter
October 4, 2024
In today’s note, we discuss the recent developments concerning Barrick Gold (GOLD) and V.F. Corp. (VFC), while taking a nice profit in the latter stock.
October 4, 2024
 · 
Clif Droke
Cabot Turnaround Letter
October 3, 2024
Sell TreeHouse Foods (THS)
October 3, 2024
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Clif Droke
Cabot Turnaround Letter
September 27, 2024
In today’s note, we discuss the recent developments concerning Tyson Foods (TSN) and Alibaba Group Holding (BABA), with a particular emphasis on exit strategies for both stocks.
September 27, 2024
 · 
Clif Droke
Magazine
2 Turnaround Stocks for a Defensive Market
There are two dominant themes favoring defensive stocks these days, and these turnaround stocks offer an angle on each.
September 27, 2024
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Clif Droke
Cabot Turnaround Letter
September 26, 2024
Sell Another Quarter of Alibaba Group Holding (BABA)
September 26, 2024
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Clif Droke
Value Stocks
The Real Reason the Fed Cut Rates (and Why This Silver Stock Should Benefit)
The Fed finally cut rates, but the real motivation behind the move is likely to benefit precious metals and this overlooked silver stock.
September 24, 2024
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Clif Droke
Cabot Turnaround Letter
September 20, 2024
Sell a Quarter Position in Alibaba (BABA)
September 20, 2024
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Clif Droke
Cabot Turnaround Letter
September 20, 2024
In today’s note, we discuss the recent developments concerning Duluth Holdings (DLTH), Gannett (GCI) and Zillow (Z), with a particular emphasis on the latter due to recent interest rate-related strength.

Despite our focus on primarily mid-stage turnarounds with exceptional momentum potential in recent weeks, I’m looking for potential opportunities in early-stage candidates due to the additional improvement in the market’s intermediate-term outlook, thanks to the Fed’s latest rate cut.
September 20, 2024
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Clif Droke
Value Stocks
Is Starbucks (SBUX) Pricing Itself Out of the Market?
The fix for falling retail sales is lower prices, but with a new CEO at the helm, is Starbucks (SBUX) pricing itself (and its stock) out of the market?
September 20, 2024
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Clif Droke