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Cabot Benjamin Graham Value Investor

Latest Issue

In this month's issue, I introduce two new stocks, recommend selling two stocks and change one position from Buy to Hold. I'm consciously changing the portfolio into more defensive stocks to guard against inflationary fears.


August 9, 2018

In recent months, I’ve helped investors unwind some of their Benjamin Graham Value stocks, while keeping those with sound fundamentals and good earnings growth prospects.
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Special Bulletins

March 14, 2018

Signet Jewelers (SIG) fell dramatically upon news surrounding the fourth-quarter earnings release. The fourth-quarter numbers were not the problem, but there were additional announcements.
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