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Cabot Small-Cap Confidential 246

November 1, 2019

This month we’re venturing into the services sector with a stock that fits the Growth at a Reasonable Price (GARP) strategy that’s come back into favor recently. This isn’t a high-flying stock with a new widget or software solution. It’s a pretty basic business really. In all likelihood, it’s insulated from trade wars, and even recessions too.

This little nugget is helping rebuild America’s infrastructure, one road at a time. With funding for road construction and repairs going up, and a long list of acquisition targets to roll into its business, this young company has a bright future.

All the details are inside the November Issue of Cabot Small-Cap Confidential.

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Cabot Small-Cap Confidential 245

October 4, 2019

It was 2007 when James Morales first realized he had sleep apnea. For over a decade he frequently stopped breathing at night, struggled in life and at work due to chronic fatigue, and his wife was always worried about what could happen if he didn’t get help.
Today, James sleeps like a baby. He rocks out of bed, attacks the day doing house projects and in his job. The best thing is he’s not relying on a CPAP machine – complete with hoses and a face mask – to deal with the sleep apnea.

What was his solution?
It’s all laid out in the October Issue of Cabot Small-Cap Confidential.

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Cabot Small Cap Confidential 244

September 6, 2019

What happens when you implement a digital marketing platform within secure online banking and mobile banking channels? Is that even possible?
The short answer is yes, it’s possible … if you can get banks to sell you their transaction data, host your platform and accept the revenue share agreements you propose for all the deals that consumers accept while logged in.
This month’s Cabot Small-Cap Confidential stock has created such a platform, and it’s taking off.
The story, and potential, of what happens when digital marketing and fintech walk down the aisle together is inside.

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Cabot Small Cap Confidential 243

August 2, 2019

Today’s recommendation is a software and infrastructure company specializing in communications. It just reported Wednesday night, and results were better than expected, which is great for two reasons.
First, the latest numbers support my thesis that this company has what it takes to grow over the long haul.
And second, we don’t need to stress about the company reporting right after we buy in! We have the latest data. And it looks good.
All the details are inside this month’s Issue.

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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!

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Cabot Small Cap Confidential 241

June 7, 2019

Today’s Cabot Small-Cap Confidential candidate runs an online marketplace for a different type of market where over $120 billion is spent each year. The trend is strong, and it’s still early days. All the details are inside the June Issue of Cabot Small-Cap Confidential.

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Cabot Small Cap Confidential 240

May 3, 2019

We all want to find those rare gems that are disrupting big markets with new solutions.
Today’s company may be one such opportunity. It’s relatively unknown and has a software platform that can address $45 billion in annual enterprise spending right now. That’s a big pond.
It’s a story about big data, digital transformation and business intelligence (BI). These are more than buzzwords. They’re what every company in the digital age needs. And this little guy can give it to them.

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Cabot Small Cap Confidential 239

April 5, 2019

This month we’re wading deeper into the MedTech space with a life sciences company that’s commercializing a disruptive technology that could diagnose disease in seemingly healthy people.
It’s an exciting story of a young company that appears to be in the early innings of its growth curve, but has made it far enough with respect to technology development, customers and strategic partnerships to attract attention from larger investors.
Revenue was up 60% in 2018, and is projected to keep growing at a rapid rate. All the details are inside this month’s Issue.

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Cabot Small Cap Confidential 238

March 1, 2019

Today’s opportunity is a cloud software stock that’s recovered nicely from its December lows and is moving back up near its 2018 high.
The company is growing quickly, mainly because of an acquisition-led growth strategy. Evidence is building that organic growth is starting to kick in too now that the company has acquired enough solutions to start bundling them into product suites.
This M&A growth strategy is a slightly different one than pursued by the other cloud software vendors in our portfolio. I think it’s compelling. And if I’m right that organic growth will be steadier moving forward, we should see shares perform very well in 2019 and beyond.

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Cabot Small Cap Confidential 237

February 1, 2019

Today I am fulfilling your dreams and profiling a company that specializes in tax collection. Three cheers for taxes!
Seriously, nobody likes taxes. With the exception of state treasurers. Taxes are just one of those parts of life that you’d prefer to ignore. But if you’re a retailer you can’t do that. In fact, retailers across the U.S. – and the world for that matter – have to devote more and more attention to sales tax compliance.
That’s the big picture trend powering one company’s growth. All the details are inside this month’s Issue. And I promise, it’s going to be more interesting than you think!

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Cabot Small Cap Confidential 236

January 7, 2019

Today’s stock is another specialized medical device company. It plays in the highly specialized market for organ transplant surveillance. It has all the attributes of a good stock—it’s expanding its end market potential with new products, is almost profitable, and the chart looks great!

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Cabot Small Cap Confidential 235

December 7, 2018

Today’s new addition is, like last month’s, a stock that has bucked the broad market’s trend and gone up!
It’s an industrial biotechnology stock. And the secret to its success lies in a proprietary technology platform that uses artificial intelligence and machine learning to create new proteins for use in various industries.

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Cabot Small Cap Confidential 234

November 2, 2018

October proved to be a challenging month for stocks, but one good thing came out of it—it helped me identify stocks that investors really want to own!

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Cabot Small Cap Confidential 233

October 5, 2018

Despite weakness in the broad market today’s addition is holding up very well. The company specializes in simulation software – programs that tell users what a physical object, or process, may or may not do.

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Cabot Small Cap Confidential 232

September 7, 2018

Today’s Cabot Small-Cap Confidential addition isn’t a cloud-based software provider. But it is a perfect example of what I’ve been talking about – a company in an established industry that’s shaking things up largely because cloud-based technologies are at the center of its DNA. The company’s platform is helping it grow roughly 10 times faster than its industry average, while delivering profits.
It’s an exciting story that I’ve been looking forward to sharing with you. Enjoy!

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