Cabot Dividend Investor Weekly Update
A crazy earnings season meets a sideways market. Investors have been looking for a narrative that gains traction. Maybe earnings will provide it.
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Bill Ackman Archives
Cabot Turnaround Letter Weekly Update
Today’s note includes an update on earnings from Baker Hughes (BKR) and a preliminary trading report from Vodafone (VOD). There were no ratings changes.
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Cabot Explorer 740
The Uber of China – DiDi, has been in the headlines and is caught up in power play over data security and defying authorities in Beijing. All this highlights that Chinese stocks listed in the U.S. should be considered speculative.
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Cabot Dividend Investor Weekly Update
The bears sure enjoyed a rare day in the sun on Monday. The Dow had its worst day of the year, down more than 3%. Pessimists haven’t loved life like that since March of 2020.
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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 Turnaround Letter Weekly Update
Today’s note includes an update on Wells Fargo’s (WFC) earnings. There were no ratings changes.
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Cabot Turnaround Letter Weekly Update
Today’s note includes a brief update on a preliminary earnings summary, a price target increase and the podcast.
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Cabot Dividend Investor Weekly Update
There is a Fed meeting today. The ultimate oracle of wisdom will bestow their current thinking upon anxious traders.
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Cabot Undervalued Stocks Advisor 721
The U.S. economy is recovering robustly with promises of ongoing strength as the jobs market recovery accelerates and as international economies more fully reopen.
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Cabot Turnaround Letter Weekly Update
Today’s note includes ratings changes, the podcast and the Catalyst Report. We publish the Catalyst Report on the Friday after each monthly issue of the Cabot Turnaround Letter.
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Cabot Dividend Investor Weekly Update
The second quarter ends today. GDP growth is forecasted to be 8.6% for the quarter, one of the best on record. Earnings for the S&P 500 is expected to grow over 60% over last year’s second quarter.
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Cabot Turnaround Letter Weekly Update
This was a quiet week, with no earnings reports or ratings changes.
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Cabot Dividend Investor Weekly Update
The market is hovering at a high level within bad breath distance of the all-time high. But that factoid is deceiving. The market really has not gone anywhere but sideways for about two months.
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Cabot Turnaround Letter Weekly Update
This was a quiet week, with no earnings reports or ratings changes.
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Cabot Dividend Investor Weekly Update
Sideways is a good thing. The market had a huge recovery from the pandemic and really soared between November and May. After such a rapid move higher in a short amount of time, a correction would be normal.
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Cabot Turnaround Letter Weekly Update
Today’s note includes the Signet Jewelers’ (SIG) earnings update and our price target increase, as well as our ratings changes from this past Monday, and the podcast.
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The Top 5 Hedge Fund Managers Today – and What They’re Buying
Hedge funds are supposedly where the smart money is going. The track record says otherwise. But these 5 hedge fund managers have outperformed.
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Cabot Turnaround Letter Weekly Update
Today’s note includes earnings updates, ratings changes and the podcast.
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How a Trader Made $124 Million in AMC Options in Four Days
Last week, my unusual options activity scanner spotted an AMC options trade that seemed far-fetched. The result was $124 million in four days.
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Cabot Undervalued Stocks Advisor 621
Many of our recommended names are at or approaching our price targets. The decision to keep or sell isn’t easy in a strong market. Our patience is being tested (in a good way).
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