We’re past the earnings season, so there were no companies reporting earnings this week. The next scheduled earnings report looks to be on October 8, with Lamb Weston (LW) reporting.
Ratings Changes:
None
Friday, September 10th, 2021 Subscribers-Only Podcast
Covering recent news and analysis for our portfolio companies and other topics relevant to value investors.
Today’s podcast is about 16 minutes and covers:
- Detailed discussion on new recommendation Marathon Oil (MRO)
- Brief coverage of other topics in the September edition of the Cabot Turnaround Letter:
- Five additional attractive oil and gas companies
- The former highly profitable recommendations that look like bargains again
- Three one-off stocks that look interesting
- Brief updates on:
- MolsonCoors (TAP) – fading of hard seltzer fad favors MolsonCoors
- General Motors (GM) – returning to full production of trucks and SUVs but halting production of Chevy Bolt
- Holcim (HCMLY) – facing criminal charges for alleged bribery in 2015 or so
- Kraft Heinz (KHC) – reaffirmed their 2021 EBITDA guidance
- Xerox (XRX) – changing listing from NYSE to Nasdaq
- Elsewhere in the Market:
- Are Saudis running out of money?
- Final Note
- Dow 100,000?
- 9/11
Please feel free to share your ideas and suggestions for the podcast with an email to either me at bruce@cabotwealth.com or to our friendly customer support team at support@cabotwealth.com. Due to the time limit we may not be able to cover every topic each week, but we will work to cover as much as possible or respond by email.