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Cabot Small-Cap Confidential

Latest Issue

Cabot Small Cap Confidential 242

July 1, 2019

Today’s recommendation is another company tapping into the explosive growth in genomic testing. It makes diagnostic tests, which pits it against larger rivals like Illumina (ILMN) and Gardant Health (GH). But this small company plays in three very specific markets where its next-gen products are emerging as market leaders. And new collaborations with the likes of Johnson and Johnson (JNJ) and Loxo Oncology, now part of Eli Lilly (LLY), are further evidence that it’s on the right path. All the details are inside. Enjoy, and Happy 4th of July!

Updates

July 19, 2019

This week marks the beginning of the second-quarter earnings season. I don't foresee any major changes in the trends in any of our companies, but stock price reactions and trends don't always line up in the short term.
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Special Bulletins

July 16, 2019

Every now and then one of our stocks is the target of a short report by a myriad of research houses that try to make the case that a company is garbage and its stock is wildly overvalued.
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Strategy