Cabot Dividend Investor Weekly Update
New highs are good. Nine portfolio positions are at or near the 52-week high. Let’s be happy.
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Bill Ackman Archives
Cabot Turnaround Letter Weekly Update
This week’s update includes our comments on earnings from Baker Hughes (BKR) and Mattel (MAT) as well as commentary on several stocks.
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Cabot Explorer Bi-weekly Update
In a person, company, country, or stock, resiliency matters. For example, with disruptions related to the pandemic and supply-chain chaos all around us, some will navigate better than others. U.S. stocks have been rising despite coping with the effects of inflation, a slowing economy...
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Cabot Dividend Investor Weekly Update
Forget the virus. Forget about the Fed tightening. It’s all about earnings now.
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Cabot Turnaround Letter Weekly Update
This week’s update includes our comments on earnings from Walgreens Boots Alliance (WBA) and Wells Fargo & Company (WFC) as well as commentary on several stocks.
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Cabot Explorer 746
Get ahead of the recovery in aviation. Our new recommendation is a global leader in aviation with a niche market in private and corporate markets.
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Cabot Turnaround Letter Weekly Update
This week’s update includes our comments on LambWeston’s (LW) earnings as well as commentary on several stocks. We had no ratings changes this week.
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The Pros and Cons of SPAC Investing
SPAC investing has suddenly become all the rage on Wall Street. But does that mean you should invest in one of them?
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Cabot Explorer Bi-weekly Update
U.S. crude oil hit a seven-year high as stocks, especially tech stocks, face headwinds. Today I am moving dominator Taiwan Semiconductor (TSM) to a Sell as Taiwan, America, China and Japan play a dangerous game. China sent 52 warplanes into the islands air buffer after...
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Cabot Dividend Investor Weekly Update
So far, October has been volatile. There have been strong rallies that quickly become undone in the following days. The market is still even for the month, but it looks very unsteady.
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Cabot Undervalued Stocks Advisor 1021
In the olden days, when kings and governments minted coins made of gold and silver, people were tempted to shave tiny amounts off the edges of the coins, thus stealing some value for themselves.
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Cabot Turnaround Letter Weekly Update
This week’s note includes The Catalyst Report. We encourage you to take a look at this – it is popular among many of our subscribers and unique on Wall Street.
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Cabot Explorer 745
The big picture is that economic growth and retail sales were much weaker than expected last month in China, led by slow car sales.
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Cabot Dividend Investor Weekly Update
The market had its worse day since March yesterday. The worry de jour was the debt limit. I believe the issue will be resolved long before a default occurs one way or another.
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Cabot Explorer Bi-weekly Update
A recent survey by the American Association of Individual Investors (AAII) showed that the percentage of investors who think stocks will rise over the next six months plunged to its lowest level in more than a year.
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Cabot Dividend Investor Weekly Update
Today, markets are rallying as much as they fell on Monday ahead of the Fed meeting this afternoon.
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Cabot Turnaround Letter Weekly Update
Today’s note includes the podcast.
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Cabot Explorer 744
With more than 10,000 baby boomers reaching 65 each day in America, you can bet that medical services aimed at this giant group are growth markets.
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Cabot Dividend Investor Weekly Update
So far, the post-Labor Day market has been just a little bit crummy. Stocks have drifted slightly lower over the past week. While that’s nothing alarming, it is a reversal of the summer market where stocks were drifting slightly higher. It could be the...
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Cabot Turnaround Letter Weekly Update
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.
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