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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In a recent update, I used the phrase, “It’s always darkest before the dawn,” as I reasoned that the marijuana sector’s dreadful performance in 2021 was likely the prelude to a well-deserved rebound in 2022. And the news is still pretty dark.
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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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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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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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This list of the best investment sites to research stocks aims to help individual investors navigate the sea of stock-related information on the web.
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Don’t Buy Cannabis ETFs—Buy Cannabis Stocks
In most sectors of the investment world, buying an ETF is a reasonable strategy if you don’t want to take the trouble to invest in individual stocks. The main downside is that you won’t have any huge winners, for...
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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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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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Datadog (DDOG) and Dynatrace (DT) are my two favorite cloud computing stocks. Which is the better buy now? Let's break it down.
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This year – for the first time ever – I’m done with my Christmas shopping EARLY. The supply chain issues and Covid delays scared me into ordering all my gifts online weeks ago, and they have all arrived. Now I just have to them!...
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This week’s Friday Update is brief, with no earnings reports. As next Friday is a Christmas holiday, we will be publishing our Friday note and podcast next Thursday, December 23.
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I’ve been in the business of writing and publishing investment advice for 35 years and over that time I’ve become a dyed-in-the wool, card-carrying optimist about the market.
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While the S&P 500 is very close to an all-time high, it masks what is going on in the broader stock market. Many companies – especially growth companies – have taken a massive swoon.
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This week’s Friday Update is brief, with no earnings or ratings changes. Despite the uncertainty in the broad stock market, there wasn’t much news on our recommended companies.
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A Correction in Micro-Cap Land
Many high-quality micro-caps have pulled back in the past month.
In aggregate, the iShares Micro-Cap ETF (IWC) is down ~12% from all-time highs in the last four weeks.
And some of our names are down even more than that.
While the benefit micro-caps...
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This past Wednesday we published the December edition of the Cabot Turnaround Letter. Our first article, “Year-end Selling: Turning Other’s Losses into Gains,” describes three reasons why many investors, including highly experienced professional managers, tend to sell weak stocks toward year end without to...
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The Big Idea
When Tom Brady was throwing rockets over the middle of the field to Julian Edelman the timing of the throw was crucial.
A split second too early or too late meant an incomplete pass or interception. Or it could leave Edelman exposed getting...
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As we enter the final month of the year, market volatility has increased, and with it, investor anxiety. But the main trend of the market remains up, so I remain confident that intelligent investors who follow proven investing disciples can make money—which brings to...
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I hope you had a wonderful Thanksgiving! Mine was perfect. We had a great holiday in Milton, MA, with my parents, my family, my sister and her family. After essentially skipping Thanksgiving last year, it felt especially great to get my extended family together.
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