Cabot Turnaround Letter Weekly Update
This note is a Monday edition, following the long Thanksgiving weekend last week. No companies reported earnings last week, and we review Adient’s (ADNT) earnings that were reported today.
Read More
investment income Archives
Cabot Stock of the Week 325
The bull market is alive and well, as investors look forward to vaccines that enable economic reopening. So I continue to recommend that you be heavily invested in a diversified portfolio of stocks.
Read More
Cabot Turnaround Letter Weekly Update
This week, ten companies reported earnings, with Berkshire Hathaway (BRK.B) reporting tomorrow (Saturday): Barrick Gold (GOLD), Conduent (CNDT), Gannett (GCI), GCP Applied Technologies (GCP), General Motors (GM), Jeld-Wen Holdings (JELD), LaFargeHolcim (HCMLY), Meredith Corporation (MDP), Mosaic (MOS), and ViacomCBS (VIAC).
Read More
Cabot Small-Cap Confidential Special Bulletin
Tyler updates us on one more stock that reported earnings recently.
Read More
Cabot Stock of the Week 324
The bull market rolls on, with today’s news about Moderna’s vaccine providing a high-profile reason to be optimistic about reopening the economy.
Read More
Cabot Small-Cap Confidential Special Bulletin
Tyler updates us on one more stock that reported earnings recently.
Read More
Cabot Small-Cap Confidential Special Bulletin
Tyler updates us on two more stocks that reported earnings recently.
Read More
Cabot Small-Cap Confidential Special Bulletin
We have four earnings reports from last night to get to today (ARNA, APPF, RPAY, SPT). Right now, I’m getting the first two out and will follow up with the other two shortly.
Read More
Cabot Stock of the Week 323
The news that Pfizer has a promising Covid vaccine, combined with the weekend news that Biden/Harris won the presidential election, triggered a wave of buying (and selling) on Wall Street this morning, rewarding both large caps and small caps while penalizing (at least stocks...
Read More
Cabot Small-Cap Confidential Special Bulletin
We are getting closer to clearing 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 Small-Cap Confidential Special Bulletin
Three of our portfolio stocks report earnings.
Read More
Cabot Small-Cap Confidential Special Bulletin
Two of our portfolio stocks report earnings.
Read More
Cabot Small Cap Confidential 258
The Big Idea
The cell and gene therapy market is one of the fastest growing and most exciting areas of medicine. Analysts see it growing at an average clip of 30% through 2025, powered by expected approvals of more therapies over the next five are...
Read More
Cabot Small-Cap Confidential Special Bulletin
Four of our portfolio stocks report earnings.
Read More
Cabot Stock of the Week 322
With the election tomorrow a nearly universal concern, my optimistic expectation is that it will quickly pass, and investors’ attention will revert to what really matters—growth and valuation.
Read More
Cabot Small-Cap Confidential Special Bulletin
The market has started to look iffy lately and today we’re seeing another wave of selling. The pressure is on the bulls to step up and turn things around. Or, at least stop the bleeding. At the moment there are very few bright but...
Read More
Cabot Small-Cap Confidential Special Bulletin
Shares of one of our oldest positions are trading off more than 10% today after Bank of America analysts downgraded the stock to neutral from buy and trimmed their price target to 150 from 162.
Read More
Cabot Small-Cap Confidential Special Bulletin
This portfolio stock reported Q3 results this morning before the market opened. As expected, the company delivered outstanding results that surpassed expectations on both the top and bottom lines.
Read More
Cabot Stock of the Week 321
The overall investing environment remains positive, though recent weakness in growth stocks in particular means buyers of aggressive stocks should favor low-risk entry points.
Read More
Cabot Stock of the Week 320
Some of the best stock performers throughout history have been what are known as “follow-on” opportunities—companies that thrive as a secondary effect of some major change going on in the world.
Read More
Enter Your Log In Credentials
- Lost your password? Create New Password
- No account? Sign up