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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
April 4, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Alcoa (AA), Atlassian (TEAM), Centuri Holdings (CTRI), SLB Ltd. (SLB) and Starbucks (SBUX).

Gold miner Agnico Eagle Mines (AEM) is well positioned in the ongoing tariff war to benefit from increasing safe-haven gold demand.
April 4, 2025
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Clif Droke
Cabot Turnaround Letter
March 28, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including GE Aerospace (GE), Paramount Global (PARA), SLB Ltd. (SLB), Starbucks (SBUX) and UiPath (PATH).

This month’s catalyst report features a mixed bag of longer-term attractive turnaround candidates in industries ranging from car rentals to dental equipment to semiconductors.
March 28, 2025
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Clif Droke
Cabot Turnaround Letter
March 21, 2025
In today’s note, we discuss pertinent developments for several of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Alcoa (AA), Atlassian (TEAM), GE Aerospace (GE), Paramount Global (PARA), SLB Ltd. (SLB) and Starbucks (SBUX).


Gold and silver continue to benefit from safe-haven buying, boosting our holding of Agnico Eagle Mines (AEM).
March 21, 2025
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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.
March 14, 2025
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Clif Droke
Cabot Turnaround Letter
March 14, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico-Eagle Mines (AEM), GE Aerospace (GE), Paramount Global (PARA), Sirius XM (SIRI), Teladoc Health (TDOC) and UiPath (PATH).

Gold and silver continue to benefit from safe-haven buying, boosting our holding of Agnico-Eagle Mines (AEM).

Trump’s tariffs are directly, or indirectly, roiling some of holdings, including Sirius XM (SIRI) and UiPath (PATH). The favorable long-term outlooks for both stocks remain unchanged, however.
March 14, 2025
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Clif Droke
Cabot Turnaround Letter
March 7, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Alcoa (AA), Janus Henderson Group (JHG), Paramount Global (PARA) and Starbucks (SBUX).

This week’s watch list includes a focus on the suddenly interesting toy market outlook, with two major industry members poised to benefit from it.
March 7, 2025
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Clif Droke
Cabot Turnaround Letter
March 4, 2025
Take Profit in Starbucks (SBUX); Sell American Airlines (AAL)
March 4, 2025
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Clif Droke
Cabot Turnaround Letter
February 28, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Alcoa (AA), Centuri Holdings (CTRI), Janus Henderson Group (JHG), Paramount Global (PARA), Starbucks (SBUX) and Teladoc Health (TDOC).


This month’s catalyst report features a mixed bag of attractive turnaround candidates in several industries, including software, healthcare, luxury retail and chemicals.
February 28, 2025
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Clif Droke
Cabot Turnaround Letter
February 21, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Alcoa (AA), American Airlines (AAL), Berkshire Hathaway (BRKB), Brookfield Wealth Solutions (BNT), GE Aerospace (GE), Pan American Silver (PAAS), Starbucks (SBUX) and Toast Inc. (TOST).
February 21, 2025
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Clif Droke
Cabot Turnaround Letter
February 14, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Alcoa (AA), American Airlines (AAL), Berkshire Hathaway (BRKB), Sirius XM (SIRI) and SLB Ltd. (SLB).

Overall market liquidity remains ample, yet small-cap stocks have lagged in recent months, suggesting money availability isn’t as profuse as it was last year.
February 14, 2025
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Clif Droke
Cabot Turnaround Letter
February 11, 2025
Sell Fidelity National Information Services (FIS)
February 11, 2025
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Clif Droke
Cabot Turnaround Letter
February 7, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Alcoa (AA), Janus Henderson Group (JHG), Paramount Global (PARA), Starbucks (SBUX) and Teladoc Health (TDOC).
February 7, 2025
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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.
February 5, 2025
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Clif Droke
Cabot Turnaround Letter
February 4, 2025
Sell Fortrea Holdings (FTRE); Buy Pan American Silver (PAAS)
February 4, 2025
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Clif Droke
Cabot Turnaround Letter
January 31, 2025
A Tale of Two Earnings Reports: Atlassian (TEAM) and Vestis (VSTS)
January 31, 2025
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Clif Droke
Cabot Turnaround Letter
January 31, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Alcoa (AA), Atlassian (TEAM), Fidelity National Services (FIS), Paramount Global (PARA) and Starbucks (SBUX).
January 31, 2025
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Clif Droke
Cabot Turnaround Letter
January 24, 2025
In today’s note, we discuss pertinent developments and ratings changes for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Alcoa (AA), American Airlines (AAL), GE Aerospace (GE), SLB Ltd. (SLB) and UiPath (PATH).


Projected strength in U.S. commercial loan growth and continued increases in M2 money supply bode well for the stock market’s liquidity backdrop.
January 24, 2025
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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?
January 21, 2025
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Clif Droke
Cabot Turnaround Letter
January 17, 2025
In today’s note, we discuss pertinent developments and ratings changes for some of the stocks in the portfolio, including Alcoa (AA), Atlassian (TEAM), GE Aerospace (GE), SLB Ltd. (SLB), Starbucks (SBUX), Super Hi International Holding (HDL) and Teladoc Health (TDOC).
January 17, 2025
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Clif Droke
Cabot Turnaround Letter
January 10, 2025
In today’s note, we discuss pertinent developments and institutional ratings changes for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Alcoa (AA), American Airlines (AAL), Atlassian (TEAM) and Toast Inc. (TOST).
January 10, 2025
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Clif Droke
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
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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
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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
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
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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