This week’s Friday Update includes our comments on earnings from Wells Fargo & Company (WFC). We had no price target or ratings changes this week, although we are reviewing Wells Fargo shares as they trade above our price target.
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There is this widely held belief that January is a great month for investors. But I always throw cold water on this claim because the fact is, over the past 25 years, it’s been one of the worst months for stocks.
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So far, 2022 is playing out as expected. But of course, this is only the eighth trading day of the year.
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Why I Love Micro Caps
Over the long term, investing in stocks has been a great decision as equities (no matter the market cap) have outperformed almost every asset class.
Historically, stocks have returned about 10% per year, an excellent result. But what if you to...
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The world has undergone a massive disruption over the last two years. Such events almost always create opportunity. The global pandemic hit the world like a meteor. The ensuing lockdowns crashed the economy overnight. And the end of those lockdowns revived the economy as...
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The U.S. stock market rebounded on Tuesday, following testimony from Chair Powell at his Senate confirmation hearing. Investors liked what he said, implying that the three anticipated quarter-point rate increases, which could start in March, would likely be enough to quell inflation (along a..
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Benjamin Graham was the father of value investing, and these were his seven primary criteria for selecting winning value stocks.
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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In late December, prior to the holiday, we published the January edition of the Cabot Turnaround Letter. Our first article, “Top Five Stocks for 2022,” we highlighted Credit Suisse (CS), Dril-Quip (DRQ), Lamb Weston Holdings (LW), Nokia (NOK) and TreeHouse Foods (THS).
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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It’s a new year, and a new attitude. Investors tend to sober up after weeks of holiday slacking and refocus on the market. What are they saying?
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Benjamin Graham is considered the godfather of value investing. Understanding his system and his thinking can help you find the right value stocks.
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In two days, the S&P 500 has set two new all-time highs. Last year’s momentum is spilling over so far. But will it last?
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The market finished the year strong, with the S&P 500 up 26.9%. And so far, 2022 is off to a good start.
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Another year has come and gone. I can’t believe it. They never used to go by this fast. Anyway, it was a terrific year for stocks. The market is up 28% for the year.
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At the end of each year, the Cabot Turnaround Letter looks through its portfolio of recommended stocks to identify the “Top Five” for the coming year.
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It’s the end of remarkable year. With just two more full market days left, the S&P 500 is up 28% for 2021.
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As this will likely be my last update of the month, let me wish you a happy and prosperous new year! To celebrate the new year, my wife and kids (6-year-old girl and 3-year-old boy), will head up to Camden, Maine to visit friends.
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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This week’s Friday Update is brief, with no earnings reports or ratings changes. And, with the long holiday weekend just ahead, there was little news on our recommended companies.
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