Cabot Turnaround Letter Weekly Update
Today’s note includes earnings updates and the podcast.
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Today’s note includes earnings updates and the podcast.
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Today’s note includes earnings updates and the podcast.
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How about this market? Even with the technology sector still in a funk and the huge energy sector rally abating, the S&P 500 just made a new all-time high anyway.
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Determining a company’s underlying value is difficult, and clearly more of an art than a science.
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Today’s note includes earnings updates, ratings changes, the podcast and the Catalyst Report.
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Energy and technology are no longer driving the market higher. As a result, the S&P 500 is kind of moving sideways.
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The bull market in our turnaround stocks continues to drive several names to prices above our targets.
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The market looks like it wants to change its stripes and morph into something else. But it’s not there yet.
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The bull market in our turnaround stocks continues to drive several names to prices above our targets.
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What a difference a week makes. It’s been a reversal of fortunes. Technology stocks are soaring and energy stocks are pulling back.
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The bull market in our turnaround stocks has pushed more names above their price targets. Many (most) of these companies continue to see their fundamentals improve while their valuations still look attractive enough to keep, so we are raising our price targets on stocks...
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Today’s note includes earnings updates, ratings changes and the podcast.
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The market has gotten a little choppy and interest rates are to blame. At least, that’s what they say. The market indexes fell last week and have been all over the place so far this week.
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We’re watching market sentiment gyrate sharply between “the economic reopening will boost earnings” and “the economic reopening will boost inflation”. Both outcomes are likely.
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Today’s note includes earnings updates, ratings changes, the podcast and the Catalyst Report.
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Earnings have been sensational. Reported earnings for S&P 500 companies have grown an average of 2% in the fourth quarter, compared to an expected -11%.
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Today’s note includes earnings updates, ratings changes and the podcast.
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Earnings have been sensational. Reported earnings for S&P 500 companies have grown an average of 2% in the fourth quarter, compared to an expected -11%.
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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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Today’s note includes earnings updates, ratings changes and the podcast.
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