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.
Read More
book value Archives
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.
Read More
Cabot Undervalued Stocks Advisor Weekly Update
The market seems to have settled into complacency. We’re in a period after first-quarter earnings reports and government statistics indicate a surging economy, yet investors rightfully wonder if or when the Fed will raise interest rates and are starting to consider what happens the...
Read More
Cabot Micro-Cap Insider 621
“Nothing is Cheap Anymore”
Every Friday, a bunch of families in my neighborhood gather at a local park to have pizza, drink some beer, and let our kids run around.
It’s a great way to unwind after the week, and the kids usually sleep well Friday...
Read More
Cabot Turnaround Letter Weekly Update
Today’s note includes earnings updates, ratings changes and the podcast.
Read More
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).
Read More
Cabot Micro-Cap Insider Update
My favorite market strategist, Ryan Detrick, is always good for some interesting factoids. According to Ryan, when the S&P 500 is up >10% through the first 100 days of the year, it increases 8.6% on average during the remaining portion of the year.
Read More
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.
Read More
Cabot Undervalued Stocks Advisor Weekly Update
We’ve written about inflation in the past two letters and promise that we’ll stop with this letter, unless some major news on this front emerges. Yet, what keeps us on the topic is commentary from brokerage firms and media outlets saying that the is...
Read More
Cabot Micro-Cap Insider Update
In the stock market (and in life), incentives matter. Charlie Munger summed it up well when he said, “Show me the incentive and I will show you the outcome. I think I've been in the top 5% of my age cohort all my in...
Read More
Cabot Turnaround Letter Weekly Update
Today’s note includes earnings updates, ratings changes and the podcast.
Read More
Cabot Undervalued Stocks Advisor Weekly Update
Investors have started to see a cloud or two in an otherwise sunny stock market sky. We don’t focus much on short-term market moves, but we have noticed that the weather is shifting, at least slightly.
Read More
Cabot Turnaround Letter Weekly Update
Today’s note includes earnings updates, ratings changes and the podcast.
Read More
Benjamin Graham’s Seven Criteria for Picking Value Stocks
Benjamin Graham was the father of value investing, and these were his seven primary criteria for selecting winning value stocks.
Read More
Cabot Undervalued Stocks Advisor Weekly Update
We’ve seen signs of it everywhere. Retail prices for homes, apartments, food, gasoline, cars and everyday services are higher than they were a year or two ago and are going higher. Upstream from these consumer-facing prices, input prices for raw materials, semiconductors, crops, energy...
Read More
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.
Read More
Cabot Turnaround Letter Weekly Update
Today’s note includes earnings updates, ratings changes and the podcast.
Read More
Cabot Undervalued Stocks Advisor 521
May hasn’t started out exuberantly, with an early pull-back in the high-momentum tech stocks dragging down the broader indexes.
Read More
A Short Biography of Benjamin Graham
Benjamin Graham is considered the godfather of value investing. Understanding his system and his thinking can help you find the right value stocks.
Read More
Cabot Turnaround Letter Weekly Update
Today’s note includes earnings updates, ratings changes, the podcast and the Catalyst Report.
Read More
Enter Your Log In Credentials
- Lost your password? Create New Password
- No account? Sign up