Cabot Turnaround Letter Weekly Update
This week’s update includes our comments on earnings from Baker Hughes (BKR) and Mattel (MAT) as well as commentary on several stocks.
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Carl Icahn Archives
Cabot Turnaround Letter Weekly Update
This week’s update includes our comments on earnings from Walgreens Boots Alliance (WBA) and Wells Fargo & Company (WFC) as well as commentary on several stocks.
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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 Turnaround Letter Weekly Update
This week’s update includes our comments on LambWeston’s (LW) earnings as well as commentary on several stocks. We had no ratings changes this week.
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Cabot Turnaround Letter Weekly Update
This week’s note includes The Catalyst Report. We encourage you to take a look at this – it is popular among many of our subscribers and unique on Wall Street.
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Cabot Turnaround Letter 1021
Transportation is a fundamental component of human existence, and like all industries, innovations that improve relevance while reducing costs mean the difference between prosperity and oblivion.
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Cabot Turnaround Letter Weekly Update
Today’s note includes the podcast.
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Cabot Turnaround Letter Weekly Update
We’re past the earnings season, so there were no companies reporting earnings this week. The next scheduled earnings report looks to be on October 8, with Lamb Weston (LW) reporting.
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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 Turnaround Letter Weekly Update
Today’s note includes earnings updates on Duluth Holdings (DLTH) and Signet Jewelers (SIG), the podcast and the Catalyst Report.
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Cabot Turnaround Letter 921
While the stock market continues to set new record highs, investors continue to bypass the energy sector. One indicator: the sector’s weight within the S&P 500 has collapsed from nearly 16% in 2009 to only 2.4% today, making it the smallest in the index.
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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 on Macy’s (M) and the podcast. There were no ratings changes this past week. Also, a few scheduling changes as the CTL is on vacation next week.
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Unusual Options Activity Scanner: Uncover What Big Hedge Funds Are Doing
My most successful strategy throughout my 20-year options trading career has been using my unusual option activity scanner. Here’s how it works.
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Cabot Turnaround Letter Weekly Update
Today’s note includes ratings changes, earnings updates on six companies and the podcast.
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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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5 Rules for Selling Short in the Stock Market
With so much uncertainty in the market, today I want to discuss my five commandments for selling short - before you need to use them.
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Cabot Turnaround Letter Weekly Update
Today’s note includes earnings updates on 11 companies and the podcast. On Thursday, we moved shares of Oaktree Specialty Lending Corporation (OCSL) from Buy to Sell.
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Cabot Turnaround Letter Weekly Update
Today’s note includes earnings updates on 12 companies, the podcast and the Catalyst Report. We publish the Catalyst Report on the Friday after each monthly issue of the Cabot Turnaround Letter. There were no changes to any of our ratings this week.
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Cabot Turnaround Letter 821
It’s been a remarkably strong market, not just since the bottom of the pandemic-driven sell-off a little more than a year ago, but over the past decade.
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