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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It continues to be a very bumpy ride for small-cap growth stocks, while those names with a slightly more value-oriented profile are providing a somewhat smoother ride. Big picture, there is no doubt the risk-off environment continues. The good news for more aggressive is...
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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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The U.S. stock market rebounded on Tuesday, following testimony from Chair Powell at his Senate confirmation hearing. Investors liked what he said, implying that the three anticipated quarter-point rate increases, which could start in March, would likely be enough to quell inflation (along a..
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Much like home and auto insurance, buying put options is a way to protect your portfolio from sudden disaster. Here's how it works.
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Revocable living trusts and Irrevocable Trusts can help you ensure that your estate avoids probate and that it's distributed as you wish.
The stepfather of a good friend of mine recently passed away. Her mother died a couple of years ago, so now it’s 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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This is the secret Warren Buffett stock picking formula that has helped investors build long-term wealth and beat the market over and over again.
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And just like that, market sentiment has shifted to boost our undervalued stocks relative to expensive hyper-growth stocks.
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As we approach the final trading day of 2021, we see a market in a period of relative calm after what felt like a very volatile November and December, especially for those invested in individual stocks.
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At the end of each year, the Cabot Turnaround Letter looks through its portfolio of recommended stocks to identify the “Top Five” for the coming year.
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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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Big picture, the prominent topics of debate out there continue to be the potential economic impact of Omicron and the longer-term market/stock valuation/investor risk tolerance impact of a rate hike cycle (assuming the Fed can pull that off).
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According to market lore, an off-handed comment in a brief conversation between two Wall Street participants about a century ago dispensed perhaps the most valuable investing advice ever uttered. When asked what he thought stocks would do, the veteran John R. is said have...
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Despite sluggish performance of late, there are several reasons to own gold in 2022. Here are 3, and why it's always a good time to buy gold.
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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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With a better understanding of self-funded health insurance, you may be able to get some tax-free benefits.
Understanding self-funded health insurance is as simple as sneezing with your eyes open. And depending on which state you're in, the system you'll use to purchase or it...
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The biggest thing happening is the change in fiscal stimulus and interest rate policy. Yesterday the Fed said it intends to accelerate the tapering process by reducing purchases by $30 billion a month (from $90 billion to $60 billion) starting in January. This half...
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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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Private equity, the polished-up name for venture capital and leveraged buyout funds, is white-hot. If every market cycle has its own Masters of the Universe (the 1990s had tech mutual funds, the 2000s had hedge funds), the past decade’s MOTU was clearly private equity.
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