• Home
  • Daily
  • Free Services
    • Reports
    • Webinars
    • Videos
    • Daily
  • Premium Services
    • Prime Pro Membership
    • Prime Membership
    • Cabot Retirement Club
    • Advisories
      • Cabot Dividend Investor
      • Cabot Early Opportunities
      • Cabot Global Stocks Explorer
      • Cabot Growth Investor
      • Cabot Income Advisor
      • Cabot Marijuana Investor
      • Cabot Micro-Cap Insider
      • Cabot Options Trader
      • Cabot Options Trader Pro
      • Cabot Profit Booster
      • Cabot Small-Cap Confidential
      • Cabot Stock of the Week
      • Cabot Top Ten Trader
      • Cabot Turnaround Letter
      • Cabot Undervalued Stocks Advisor
      • View All
    • Summit
  • My Services
  • Daily Archive
  • Browse Topics
    • How To Invest
    • Value Investing
    • Growth Stocks
    • Stock Market
    • Dividend Stocks
    • Options Trading
    • Emerging Markets
    • Small-Cap Stocks
    • Income Investing
    • ETFs
    • View All Topics
  • Stock Picks
  • Keyword Index
  • Analyst Index
  • Manage Account
  • About
    • About Us
    • Learn
      • Glossary
      • Chart School
      • Stock Market Timing Indicators
      • Manage Your Own Money
    • Webinars
    • Buttons
  • Contact Us
  • Privacy Policy, Terms of Use & Premium Service Terms & Conditions
  • RSS Feed
  • All Investing Lessons
  • Start Investing
  • Investing FAQs

Cabot Wealth Network Logo

  • Home
  • Daily
  • Free Services
    • Reports
    • Webinars
    • Videos
    • Daily
  • Premium Services
    • Prime Pro Membership
    • Prime Membership
    • Cabot Retirement Club
    • Advisories
      • Cabot Dividend Investor
      • Cabot Early Opportunities
      • Cabot Global Stocks Explorer
      • Cabot Growth Investor
      • Cabot Income Advisor
      • Cabot Marijuana Investor
      • Cabot Micro-Cap Insider
      • Cabot Options Trader
      • Cabot Options Trader Pro
      • Cabot Profit Booster
      • Cabot Small-Cap Confidential
      • Cabot Stock of the Week
      • Cabot Top Ten Trader
      • Cabot Turnaround Letter
      • Cabot Undervalued Stocks Advisor
      • View All
    • Summit
  • My Services
  • About
  • Sign In
  • Register
  • | Register
  • Sign In
  • Register
  • | Register

growth versus value stocks Archives

Cabot Early Opportunities Special Bulletin

February 26, 2021|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

Arcosa (ACA) released an uninspiring report on Wednesday that was particularly ill-timed given yesterday’s market retreat. The company missed across the board. Revenue was up 2.7% to $459 million, missing by $4.7 million while adjusted EPS of $0.33 missed by $0.08. Guidance for 2021 missed...
Read More

Cabot Early Opportunities Special Bulletin

February 24, 2021|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

Upwork (UPWK) reported Q4 results yesterday that surpassed expectations on the top and bottom lines. Revenue was up 32% to $106.2 million (beating by $8.8 million) while adjusted EPS of $0.06 beat by $0.06. Guidance for 2021 also surpassed consensus.
Read More

Cabot Early Opportunities Special Bulletin

February 23, 2021|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

Last week wasn’t great for growth stocks and so far, this week is just plain awful. The primary culprits are known; risk of inflation and higher interest rates have pushed cyclical stocks up and growth stocks down (generally speaking).
Read More

Cabot Early Opportunities Special Bulletin

February 12, 2021|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

Datadog (DDOG) reported Q4 results yesterday afternoon that surpassed expectations but were light in terms of 2021 EPS guidance. Revenue was up 56% to $178 million (beating by $14 million) while adjusted EPS of $0.06 beat by $0.04. Revenue guidance for 2021 of $825 to...
Read More

Cabot Early Opportunities Special Bulletin

February 10, 2021|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

Lyft (LYFT) reported Q4 2020 earnings after the close yesterday and the results were better than expected even though the numbers look just terrible (thanks pandemic!). Revenue fell 44% to $570 million (but beat expectations by $9 million) while adjusted EPS was -$0.58, $0.05 than...
Read More

Cabot Early Opportunities Special Bulletin

February 9, 2021|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

Nuance (NUAN) reported Q1 fiscal 2021 results yesterday that beat expectations on the top and bottom lines. That said, the numbers don’t look that great due to a large, non-strategic coding government contract that did not renew (management previously disclosed on the Q4 fiscal conference...
Read More

Cabot Early Opportunities Special Bulletin

February 5, 2021|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

As earnings season gets into gear we have a few updates on positions that have reported this week. Stepping back and looking holistically at our portfolio, which currently has 34 positions, we’re going to view earnings season as an opportunity to prune our a..
Read More

Cabot Early Opportunities Special Bulletin

January 28, 2021|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

It’s hard to say if this round of fun with Virgin Galactic (SPCE) is beginning to unwind or if the stock will be up 20% tomorrow (to pick a random number). However, judging by the action in many of the most speculative short squeeze stocks (GME,...
Read More

Cabot Early Opportunities Special Bulletin

January 27, 2021|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

The market has been searching for direction this week and we’ve seen an uptick in “the crazy.” If you don’t know what I mean just Google “Short Squeeze GME” and read about the likely collective impact of retail investors teaming up on some to...
Read More

Cabot Early Opportunities Special Bulletin

January 15, 2021|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

What a market! Despite all the noise out there our portfolio’s performance continues to exceed expectations. Our average gain across 30 positions is hovering between 80% and 85% as I write.
Read More

Cabot Early Opportunities Special Bulletin

November 13, 2020|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

This portfolio stock reported Q3 results yesterday that came in ahead of expectations.
Read More

Cabot Early Opportunities Special Bulletin

November 11, 2020|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

Tyler reports on three stocks in the portfolio.
Read More

Cabot Early Opportunities Special Bulletin

November 10, 2020|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

The market continues to react to the good news on the vaccine front, but growth stocks continue to suffer. Today we’re taking another incremental step to wind down some of our exposure.
Read More

Cabot Early Opportunities Special Bulletin

November 9, 2020|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

The U.S. and the world has cleared two of the biggest hurdles of uncertainty out there. I am, of course, talking about the U.S. presidential election and the Pfizer and BioNTech vaccine news.
Read More

Cabot Early Opportunities Special Bulletin

October 30, 2020|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

Tyler recommends selling one stock and gives earnings updates on five more.
Read More

Cabot Early Opportunities Special Bulletin

October 27, 2020|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

We're selling one stock and buying another half on two others.
Read More

Cabot Early Opportunities Special Bulletin

September 24, 2020|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

With 32 stocks in our portfolio and a market that’s going through all manner of gyrations right now, it’s time to part ways with a few of our underperforming positions.
Read More

Cabot Early Opportunities Special Bulletin

September 22, 2020|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

When we got into this stock we fully expected a lot of twists and turns. We didn’t expect the current drama.
Read More

Cabot Early Opportunities Special Bulletin

September 11, 2020|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

Every so often one of our stocks is the target of a short report that tries to make the case that a company is garbage, a fraud, and/or wildly overvalued.
Read More

Cabot Early Opportunities Special Bulletin

September 8, 2020|From Cabot Early Opportunities|by Tyler Laundon|Small Cap Stocks

The big question on investors’ minds is if this tech stock retreat is a precursor to something larger or a “normal” correction in the context of a bull market.
Read More

View Topics

  • Dividend Stocks
  • Emerging Markets
  • ETFs
  • Growth Stocks
  • How To Invest
  • Income Investing
  • Options Trading
  • Small Cap Stocks
  • Stock Market
  • Value Investing

Subscribe To

  • Cabot Top Ten Trader
  • Cabot Stock of the Week
  • Cabot Global Stocks Explorer
  • Cabot Small-Cap Confidential
  • Cabot Dividend Investor
  • Cabot Options Trader
  • Cabot Options Trader Pro

Customer Service

  • Manage My Account
  • Subscription Questions
Enter Your Log In Credentials

  • Lost your password? Create New Password
  • No account? Sign up
  • Manage Account
  • Subscribe
  • About
  • Contact Us
  • Privacy Policy, Terms of Use & Premium Service Terms & Conditions
  • Analyst Index
  • Keyword Index
  • Daily Archive
  • RSS Feed

Copyright © 2021 Cabot Wealth Network
Cabot Heritage Corporation
176 North Street, Salem, MA 01970
Phone: (800) 326-8826
Fax: (978) 745-1283
Email: support@cabotwealth.com

Powered by Mequoda Systems

Subscribe to Our Newsletter

Discover the hottest stocks, investing tips and analysis from Cabot analysts in our free Cabot Wealth Daily newsletter delivered right to your inbox.

Cabot Wealth 50th anniversary