Cabot Turnaround Letter Weekly Update
We comment on recent earnings reports and other company-specific news about our recommended stocks, and include some thoughts on cryptocurrencies and the current burndown in momentum stocks.
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investment manager Archives
Cabot Turnaround Letter Weekly Update
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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Cabot Turnaround Letter Weekly Update
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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Cabot Turnaround Letter Weekly Update
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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Cabot Turnaround Letter Weekly Update
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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Cabot Turnaround Letter Weekly Update
This week’s Friday Update is brief, with no earnings or ratings changes. Despite the uncertainty in the broad stock market, there wasn’t much news on our recommended companies.
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Cabot Turnaround Letter Weekly Update
This past Wednesday we published the December edition of the Cabot Turnaround Letter. Our first article, “Year-end Selling: Turning Other’s Losses into Gains,” describes three reasons why many investors, including highly experienced professional managers, tend to sell weak stocks toward year end without to...
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Cabot Turnaround Letter Weekly Update
This week’s Update is being published on Wednesday due to the Thanksgiving holiday in the United States. The December edition of the Cabot Turnaround Letter will be published next Wednesday, December 1.
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Cabot Turnaround Letter Weekly Update
This week’s Friday Update includes our comments on earnings from Macy’s (M), Toshiba (TOSYY), and Vodafone (VOD).
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Cabot Turnaround Letter Weekly Update
This week’s Friday Update includes our comments on earnings from eight companies. Also, Toshiba (TOSYY) reported earnings this morning, along with its plan to split into three companies.
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Cabot Explorer 748
Inflation stays high, Infrastructure week arrives, Rivian stock surges while markets sell off a bit yesterday. The weakness yesterday halted some good rallies among Explorer stocks.
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The Top 5 Hedge Fund Managers Today – and What They’re Buying
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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Cabot Turnaround Letter Weekly Update
This week’s Friday Update includes our comments on earnings from eight companies.
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Cabot Undervalued Stocks Advisor 1121
A hundred years from now, the average citizen will wonder aloud when they think about how oil was used in transportation… “you mean they actually burned that stuff!?”
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Cabot Turnaround Letter Weekly Update
This week’s note includes comments on earnings reports from ten recommended companies as well as The Catalyst Report. Our podcast also includes our views on Facebook (FB) and the metaverse, and the secret of low expectations.
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Cabot Explorer 747
There are many ways to get investment ideas, but more than one successful investor has told me it all begins for them with reading the humble front page of a national newspaper.
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Cabot Turnaround Letter Weekly Update
This week’s update includes our comments on earnings from Baker Hughes (BKR) and Mattel (MAT) as well as commentary on several stocks.
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Cabot Turnaround Letter Weekly Update
This week’s update includes our comments on earnings from Walgreens Boots Alliance (WBA) and Wells Fargo & Company (WFC) as well as commentary on several stocks.
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Cabot Explorer 746
Get ahead of the recovery in aviation. Our new recommendation is a global leader in aviation with a niche market in private and corporate markets.
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Cabot Turnaround Letter Weekly Update
This week’s update includes our comments on LambWeston’s (LW) earnings as well as commentary on several stocks. We had no ratings changes this week.
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