Cabot Stock of the Week 359
The bull market is alive and well, with major indexes hitting new highs just last week.
Read More
currency Archives
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.
Read More
Cabot Growth Investor 1477
Can Growth Break Free From the Chop?
In our opinion, there are three main things about the market that make it difficult for most investors to succeed. The first is its contrary nature—oftentimes, many of the same qualities that help you succeed in the world...
Read More
Cabot Explorer Bi-weekly Update
Chinese stocks were hit this week both on American exchanges and overseas as Chinese regulators ratcheted up the pressure through antitrust and regulatory steps that caught many executives and investors off guard. The Golden Dragon index of Chinese technology stocks fell by 15% two...
Read More
Cabot Undervalued Stocks Advisor Weekly Update
The stock market reached yet another record high on Monday, but it just doesn’t seem the same as earlier records. Investors (and everyone else) is starting to wonder if Covid is now endemic – an inherent component of everyday life. Will cases surge the...
Read More
Cabot Micro-Cap Insider Update
Investing in micro-caps is fun because you can invest in growth companies at value prices. When investing in pure “value” stocks, your goal is to buy a dollar for 50 cents. The problem is that the dollar of value can shrink over time 80...
Read More
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.
Read More
Cabot Income Advisor 721
The sideways market finally got some action. It went the wrong way. But it showed signs of life nonetheless.
Read More
How to Hedge the Delta Variant? Invest in Gold
Gold has long been a safe haven for investors in turbulent times, and new pandemic fears could prompt more people to invest in gold.
Read More
Cabot Small-Cap Confidential Special Bulletin
Repligen (RGEN) reported Q2 results before the bell today that surpassed expectations and has the stock up nicely (6% at mid-day) and bucking the broader market weakness. Revenue was up 86% to $163 million, beating by nearly $19 million, while adjusted EPS of $0.79 by...
Read More
Cabot Stock of the Week 358
When I wrote to you last Monday, stocks were having their worst day since March, and looked primed for a more sustained pullback. Since then, they’ve gone nowhere but up.
Read More
Cabot Turnaround Letter Weekly Update
Today’s note includes an update on earnings from Baker Hughes (BKR) and a preliminary trading report from Vodafone (VOD). There were no ratings changes.
Read More
Cabot Explorer 740
The Uber of China – DiDi, has been in the headlines and is caught up in power play over data security and defying authorities in Beijing. All this highlights that Chinese stocks listed in the U.S. should be considered speculative.
Read More
Cabot Early Opportunities 123
Stock Name
Market Cap
Price
Investment Type
Concentrix (CNXC)
$8.25 Billion
158.2
Growth – CX Software
FirstService Corporation (FSV)
$7.88 Billion
178.9
Growth – Property Services
iHeartMedia (IHRT)
$3.25 billion
24.61
Growth – Radio/Podcast/Broadcasting
L Brands (LB)
$19.9 billion
74.46
Growth – Retail
Upstart Holdings (UPST)
$9.05 billion
117.6
Rapid Growth – AI Lending
Seeking Simplicity Through Diversification
As we move through the middle of 2021 investors continue face...
Read More
Cabot Undervalued Stocks Advisor Weekly Update
Last week, we wrote about how the damp Boston-area weather matched the soggy stock market. Pressing our literary luck today, the market is following another New England weather meme: “if you don’t like the weather, wait a few minutes.”
Read More
Cabot Micro-Cap Insider Update
Pullbacks in the market are never fun. It’s way more fun when we are all making money together and stocks are going up. But it’s important to keep the recent market action in perspective. LPL Strategist Ryan Detrick recently shared a couple charts that helped the...
Read More
Cabot Stock of the Week 357
The bull market is alive and well, with major indexes hitting new highs in recent days. However, growth stocks in particular have been hit hard recently, and that requires some selling.
Read More
Cabot Turnaround Letter Weekly Update
Today’s note includes an update on Wells Fargo’s (WFC) earnings. There were no ratings changes.
Read More
Cabot Growth Investor 1476
Can’t Shake the Sellers
Because most of us are long-only players (focusing our time looking at what to buy, not short), we usually think of things from the perspective of buyers. There’s nothing wrong with that, per se—a lot of my commentary and analysis focused...
Read More
Cabot Explorer Bi-weekly Update
After last weekend’s successful space flight of Sir Richard Branson, one would have expected Virgin Galactic (SPCE) stock to soar on Monday. Instead, it lost altitude. Sure, the announcement of a $500 million secondary offering leading to dilution was not welcome news, but part of reason...
Read More