Cabot Dividend Investor 621
It’s hard to get away from the current headlines. It’s all about the pandemic and recovery. Lately, they’re throwing in some inflation talk to spice things up.
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bond yield Archives
Cabot Turnaround Letter 621
Good investment ideas can come from anywhere. One useful source is to borrow ideas from like-minded investors.
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Why High-Yield Bonds Have Rarely Yielded Less
High yield bond returns have been quite strong. But the yields are lower than they've been in 30 years. And that makes them even higher risk.
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Cabot Dividend Investor 521
The easy money and sky-high returns of the earlier recovery may be over. But the party for income investors is still going strong.
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Cabot Turnaround Letter 521
With the stock market continuing to reach record highs, and with most stocks either participating in the rally or facing structural, fundamental challenges that they won’t likely overcome, finding new ideas can be a challenge.
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Cabot Dividend Investor 421
This is an unusual environment to say the least. The market is looking ahead to the highest GDP growth in decades as vaccines end the lockdowns and restrictions. And forecasts continue to rise. At the same time, trillions in government stimulus will flood the...
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The 2 Best High-Yield Stocks for a Low-Yield World
Interest rates may be rising fast, but they're still historically low. The best high-yield stocks are far better investments. Here are two.
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Cabot Turnaround Letter 421
In the excitement to capture the momentum in post-Covid economic re-opening stocks, investors seem to be leaving aside the defense contractors.
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Cabot Turnaround Letter 321
We are modestly optimistic on energy prices – domestic production will likely remain subdued while global demand has essentially returned to pre-pandemic levels even though some petroleum-driven demand for gasoline and jet fuel hasn’t fully recovered yet.
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Why this Stock Market Isn’t as Overvalued as You Think
The consensus is that this is a historically overvalued stock market. But if you dig into the numbers, it's not as overpriced as many think.
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Cabot Turnaround Letter 221
While momentum-driven concept stocks make the headlines, stocks of companies that are firmly grounded in cash flows and tangible assets, like energy pipelines, remain out of favor. There may be an opportunity emerging in this group from their contrarian status and a favorable change...
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Cabot Turnaround Letter 121
Following the S&P 500’s incredibly strong 33% total return last year, adding to a remarkable decade-long bull market, it would have seemed a stretch to think that 2020 would bring more gains.
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2 Big Bank Stocks to Buy for the Coming Economic Recovery
While tech stocks have boomed this year, financials have lagged. When the economy recovers post-Covid, these 2 big bank stocks should thrive.
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