Rapid Growth – Software
OneWater Marine (ONEW)
Growth – Boats
Purple Innovations (PRPL)
Rapid Growth – Mattresses
Rapid Growth – Insurance Broker
Tela Bio (TELA)
Rapid Growth – MedTech
Keep An Open Mind
If this year has taught us anything it is the...
How to Monitor Future Trouble in the Housing Market
U.S. stock markets continue to rise, carrying the majority of our portfolio stocks upward. There’s price resistance on the S&P 500 index at about 3,200, so that’s where I will anticipate an end to the run-up...
Rapid Growth – Sports Betting
Rapid Growth – Solar
Formula One Group (FWONK)
Growth – Auto Racing
GFL Environmental (GFL)
Rapid Growth – Waste Services
Viela Bio (VIE)
Clinical Stage Biotech
Dot Com Bubble 2.0 or Rational Exuberance?
When then-Fed Chairman Alan publicly...
Caution: Rough Seas Ahead
As the stock market recovers from the steep downturn in March, I’d like to stress that this downturn bears no resemblance to any previous stock market downturn. It wasn’t created by corporate excesses or a housing bubble or any specific problem...
Nothing in stock market history quite resembles the current coronavirus crash and recovery. So what should investors expect next?
Adaptive Biotechnologies (ADPT)
Rapid Growth – Immune Medicine
Steady, Slow Growth – MedTech
Supernormal Growth – Cloud Infrastructure Monitoring
Descartes Systems (DSGX)
Growth – Supply Chain Software
Virgin Galactic Holdings (SPCE)
Disruptive Technology – Aerospace
Off the Ventilator and Into the a..
What should we expect from stocks next? Digging into three historic market crashes shows a familiar pattern - and offers some encouraging signs.
The Other Side of the Mountain
It appears as if U.S. stock markets have begun rebounding from the drastic March downturn. As you would expect, stocks that are less affected by global quarantine behaviors are recovering far more swiftly than those that cater to of...
Is the coronavirus crash unprecedented in stock market history? Not quite, but it's rare. The closest parallels may be 1962 and 1987. Here's what happened.
BellRing Brands (BRBR)
Growth – Packaged Foods
Rapid Growth – Accounting Software
Steady, Slow Growth – Grocery Store
Survey Monkey (SVMK)
Rapid Growth – Survey Software
Growth – Solar Panels & Storage
Searching for Turnip Shoots on a Scorched I..
Analyst note: With all that’s going on in the market and all the disruptions we’re dealing with as families working from home we’re altering the editorial schedule and format of Cabot Early Opportunities for a short period of time. The immediate goal is focus...
Expect Continued Volatility
I’ll continue to write Bulletins more often, so that investors can navigate through this stock market correction and take advantage of trading opportunities. I might frequently mention stocks that don’t appear in these portfolios. There are lots of excellent growth to...
Rapid Growth – Collaboration Software
Sprout Social (SPT)
Growth – Social Media Software
Growth – Solar Panels & Storage
Growth – Security Software
Y-mAbs Therapeutics (YMAB)
Development Stage Biotech
How Volatile Is My Stock?
One of the characteristics of early-stage that...
The Stock Market Will Have A Lingering Cough After The Coronavirus Outbreak
When we all learned of the coronavirus outbreak in China, my first concern was, “Is this a normal flu or pneumonia germ, or is this a plague?”
I’m one of those “worst-case scenario” who...
Stocks in this Issue
Another Year (Almost) in the Books
With this being the final Issue of Cabot Early Opportunities in 2019 I want change things up just a little. Normally, I write about some topic of interest that’s related to either small caps early-stage...
December: Time for a Portfolio Shake-Up
Here we are in December, an interesting time in the stock market, as excessive price movements culminate, often reversing course in January. On the bullish side, you may have owned stocks that rose an abnormal amount, all year We...