Cabot Micro-Cap Insider 1021

Time for a Rocket This week, I was tempted to recommend another cyclical energy name as I tend to believe we are in the early innings of an energy crisis. Soaring commodity prices and low equity valuations should result in some explosive returns. But we have...
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Cabot Micro-Cap Insider 921

Back to School My daughter started kindergarten last week while my son will be starting his second year of pre-school next week. School starts with half days, but by next week, we will be on to full days and back in the swing of things. While is...
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Cabot Micro-Cap Insider 821

“Trades” vs. “Core Positions” My favorite stock to recommend is a growth-at-a-value-price name like Performant Financial (PFMT), my recommendation last week. These companies are great because they can grow revenue and earnings significantly, and also benefit from a valuation multiple re-rating. This is what can generate or...
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Cabot Micro-Cap Insider 721

Growth at a Value Price If you’ve been a subscriber for a while, you’ve heard me say it before. I love micro-caps because you can buy growth stocks at value prices. In large-cap land, you can buy growth stocks for growth (expensive) prices and value stocks value...
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Sunny Days

Every year, usually on a Thursday in July, most of the Cabot crew gathers in Salem, jumps into cars and heads north. With bathroom breaks and a stop to purchase refreshing beverages (ahem), the group drives through New Hampshire’s tiny seacoast neck and up...
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