Cabot Turnaround Letter Weekly Update
Today’s note includes earnings updates, ratings changes and the podcast.
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Today’s note includes earnings updates, ratings changes and the podcast.
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We’re watching market sentiment gyrate sharply between “the economic reopening will boost earnings” and “the economic reopening will boost inflation”. Both outcomes are likely.
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Once red-hot, the popular ARK Innovation ETF (ARKK) has gone cold. But there's a way to make money as it falls.
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Today’s note includes earnings updates, ratings changes, the podcast and the Catalyst Report.
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Today’s note includes earnings updates, ratings changes and the podcast.
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Today’s note includes earnings updates, ratings changes and the podcast.
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Today’s note includes earnings updates, ratings changes and the podcast.
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Today’s note includes earnings updates, ratings changes, the podcast and the Catalyst Report.
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This week we had two companies reporting earnings, one reports next week, and the earnings deluge starts the following week with at least seven companies reporting.
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This week we had two companies reporting earnings, one reports next week, and the earnings deluge starts the following week with at least seven companies reporting.
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This week we had one company reporting earnings - Lamb Weston Holdings (LW). We are raising our price target on Signet Jewelers (SIG) to 42 from 35. DuPont (DD) shares are under review as they trade above our 75 price target.
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This month saw several major mergers/acquisitions and changes in CEOs and at least two high-profile activist campaigns.
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It was a quiet week, with no companies reporting earnings (no earnings reports scheduled for the rest of the year, in fact) and no changes in ratings. We had three price target increases, for Trinity Industries (TRN), Adient (ADNT) and DuPont (DD), noted ...
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It was a quiet week, with no companies reported earnings (no earnings reports scheduled for the rest of the year) and no changes in ratings or price targets.
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This week two companies reported: Signet Jewelers (SIG) and Duluth Holdings (DLTH).
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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.
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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).
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Hedge funds are supposedly where the smart money is going. The track record says otherwise. But these 5 hedge fund managers have outperformed.
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