Cabot Turnaround Letter 520

HOMEBUILDERS: KNOCKING ON THE DOOR OF OPPORTUNITY In this Issue:  Homebuilder Stocks  Insider Buying After the Market's Lows Recommendations: Buy: Lamb Weston (LW) Price Target Changes and Sells Performance Like most consumer industries, residential housing construction is declining sharply in the wake of the Covid-19 shutdown. One indicator: single family housing fell...
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Cabot Dividend Investor 919

Profit from the American Energy Export Boom One of the constants in life is change. The winds of change seem to swoop in and disrupt things we mistakenly consider permanent. Understanding exactly when and where such events occur is crucial to successful investing. One such change...
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Cabot Turnaround Letter 919

  In This IssueShort SellersBrexit StocksRecommendations:Buy: Trinity (TRN)MPO UpdateNews Notes & Performance WHERE SHORT-SELLERS COULD BE WRONG While most investors select stocks that they believe will increase in price (being “long” a stock), short-sellers are hoping the price goes down.  Motivations for short-selling include: betting against stocks...
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Cabot Dividend Investor 819

Defense is the Best Offer Here we are in the tenth year of an economic recovery and bull market. All recoveries end in recession and all bull markets end in bear markets. Both have already well exceeded the average historical life spans. In fact, is...
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Cabot Dividend Investor 719

The Dog Days of Summer We are in the dog days of summer, the hottest, most sultry days of the year. The expression “dog days” is an old one. In fact, it’s really old. The Romans used it. It’s one of those expressions that everyone but...
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