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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government bond Archives
Finding Good Stocks for Long-Term Investment Stability
Discovering good stocks for long-term investment success will allow you to feel confident in the stock and will lead to greater wealth.
Have you ever looked for a good movie to watch on a weekend night? Then you know how easy it can be find...
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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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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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Cabot Turnaround Letter 721
At about the halfway point of 2021, the S&P 500 has returned 14.8% (a good annual return in most years), continuing its remarkable advance from the depths of the pandemic-led sell-off in March 2020.
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Cabot Turnaround Letter 621
Good investment ideas can come from anywhere. One useful source is to borrow ideas from like-minded investors.
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Cabot Turnaround Letter 521
With the stock market continuing to reach record highs, and with most stocks either participating in the rally or facing structural, fundamental challenges that they won’t likely overcome, finding new ideas can be a challenge.
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Cabot Turnaround Letter 421
In the excitement to capture the momentum in post-Covid economic re-opening stocks, investors seem to be leaving aside the defense contractors.
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Cabot Turnaround Letter 321
We are modestly optimistic on energy prices – domestic production will likely remain subdued while global demand has essentially returned to pre-pandemic levels even though some petroleum-driven demand for gasoline and jet fuel hasn’t fully recovered yet.
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Cabot Turnaround Letter 221
While momentum-driven concept stocks make the headlines, stocks of companies that are firmly grounded in cash flows and tangible assets, like energy pipelines, remain out of favor. There may be an opportunity emerging in this group from their contrarian status and a favorable change...
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Cabot Turnaround Letter 121
Following the S&P 500’s incredibly strong 33% total return last year, adding to a remarkable decade-long bull market, it would have seemed a stretch to think that 2020 would bring more gains.
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Daily Alert – 9/16/19
We provide the top five holdings in this fund.
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Wall Street’s Best Dividend Stocks 324
Market Views
One Stock at a Time
The major indexes are tilted to the upside to start the week. However, under the surface, we’re continuing to see increasing selling pressure on most growth stocks, including a bunch of names from leading areas like software and While...
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Wall Street’s Best Dividend Stocks 323
Market Views
Be Ready for Profit-Taking
The S&P 500 and Dow Jones Industrial Average were little changed today on slightly negative breadth on the NYSE. Broad foreign equity ETFs (EFA, EEM, VEU) also had a quiet day. However, small and mid-cap ETFs fell about 1⁄2%.
The Russell...
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Wall Street’s Best Dividend Stocks 322
Congrats to the Top Picks 2019, Mid-Year
Congratulations to our Top Picks for 2019! We’re halfway through the year, and the markets are doing great—and so are our Top Picks! The Dow Jones Industrial Average has gained 11.8%; the S&P 500 is up 14.3%, the...
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Wall Street’s Best Dividend Stocks 321
Market Views
Be Ready for Profit-Taking
I see yields and stocks falling considerably more than this in the months ahead. Likewise, I think gold’s countdown is nearing its end, prior to re-launching in more dramatic fashion its interrupted secular bull market.
But these moves—or at least of...
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Wall Street’s Best Dividend Stocks 320
Market Views
Watch for Violation of Lows
Technically, not much has changed since last week. Momentum indicators on the major averages remain overbought for the short, intermediate, and the long term. Market sentiment shows high optimism (a contrary indicator), suggesting short-term caution. Today’s decline and were...
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Daily Alert – 4/10/19
The shares of this automotive supplier are trading at a discount. The company has a current annual dividend yield of 6.32%, paid quarterly.
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Daily Alert – 4/9/19
This company is a good buyout candidate. The current annual dividend yield is 1.91%, paid quarterly.
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Daily Alert – 4/8/19
The fund’s annual current dividend yield of 2.35%, paid monthly.
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