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.
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financial statements Archives
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.
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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.
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Cabot Marijuana Investor Update
Last week there was no Cabot Marijuana Investor update, and I apologize to those readers who expected one and were disappointed. Officially, there is no update schedule; my goal is to give you whatever’s needed whenever it’s needed. But I’ve got into the habit of updates...
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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...
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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.
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Cabot Turnaround Letter Weekly Update
Today’s note includes an update on Wells Fargo’s (WFC) earnings. There were no ratings changes.
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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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Datadog (DDOG) Vs. Dynatrace (DT): What’s the Better Cloud Computing Stock?
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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Cabot Stock of the Week 356
The broad market will stop going up and start going down. And while I will continue to recommend one stock per week, I will recommend that you be more cautious about buying, that you be less patient with underperformers, and that you take more...
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Cabot Turnaround Letter Weekly Update
Today’s note includes a brief update on a preliminary earnings summary, a price target increase and the podcast.
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Cabot Explorer 739
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.
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Cabot Marijuana Investor Update
Back in early 2000, when the Internet stock bubble was preparing for its long deflationary period, the charting service we used categorized Internet stocks into four groups: ISP/Content, E-Commerce, Software and Security/Solutions. At the time, these groups included 470 stocks.
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Cabot Micro-Cap Insider Update
Before we get into this week’s update, I want to share a few thoughts on my favorite free investing resource: Twitter. From 2006 to 2018, I worked at Eaton Vance and then at Citi, and didn’t really see the use for Twitter. It seemed...
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Cabot Stock of the Week 355
Today’s recommendation is a big fast-growing technology company that you may not have heard of, but that has had a huge impact on the lives of Asian consumers.
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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.
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Cabot Small Cap Confidential 266
The Big Idea
It used to be that sales and marketing teams relied on conferences, cold calls, mass mailings and in-person networking events to engage with business clients.
Then the internet arrived, and a lot of this activity moved online. That was great … for while.
But...
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Cabot Marijuana Investor 621
Marijuana Industry Trends
In the early years of marijuana legalization in the U.S., when the main action was in Colorado and the three West Coast states, there were no major multistate operators (MSOs). Instead, hundreds of small-time businesses sprang up, and in the competitive that...
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Cabot Micro-Cap Insider Update
We have a lot to cover this week, so I’m going to use my intro to cover one company: BBX Capital (BBXIA). Last week, BBX announced that it increased its tender offer to buy back shares up to 8.00 per share, up from 6.75. Currently, the is...
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Cabot Stock of the Week 354
In recent weeks, growth stocks, which had underperformed for a few months, have looked increasingly healthier, and today I’m happy to recommend a young one in the life sciences industry with a strong chart and great growth potential.
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