Cabot Dividend Investor Weekly Update
Forget the virus. Forget about the Fed tightening. It’s all about earnings now.
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market crashes Archives
Cabot Early Opportunities 126
Stock Name
Market Cap
Price
Investment Type
AppLovin’ (APP)
$35.6 billion
95.7
Rapid Growth - Software
Dynatrace (DT)
$21.9 billion
77.0
Rapid Growth – Software
GFL Environmental (GFL)
$14.5 billion
40.1
Rapid Growth – Waste Management
SiteOne Landscape (SITE)
$9.53 billion
214
Growth – Landscape Supply
ZoomInfo (ZI)
$27.3 billion
69.6
Rapid Growth – Software
It’s All About Earnings
There are a lot of things investors could focus these...
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Cabot Stock of the Week 370
Long-term market trends remain positive, but short-term trends remain troubling. Still, growth stocks snapped back strongly last week, so it’s possible the weakness has passed and the market will become more cohesive and begin a renewed advance.
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Cabot Stock of the Week 369
Long-term market trends remain positive, but short-term trends have become troubling in recent weeks (last week we sold three stocks), so I’m now recommending scaling back on your market exposure.
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Cabot Dividend Investor Weekly Update
So far, October has been volatile. There have been strong rallies that quickly become undone in the following days. The market is still even for the month, but it looks very unsteady.
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Cabot Stock of the Week 368
Today’s recommendation is an established retailer with a stable of familiar names—and it pays a dividend!
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Cabot Dividend Investor Weekly Update
The market had its worse day since March yesterday. The worry de jour was the debt limit. I believe the issue will be resolved long before a default occurs one way or another.
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Cabot Stock of the Week 367
Last Monday brought the market’s biggest selloff since the spring, but the rebound since then has been impressive, telling us this long bull market is not over yet.
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Cabot Dividend Investor Weekly Update
Today, markets are rallying as much as they fell on Monday ahead of the Fed meeting this afternoon.
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Cabot Stock of the Week 366
The long bull market continues, despite this morning’s sharp selloff, and thus I continue to recommend that you be heavily invested in a portfolio that meets your investment needs.
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Is Seasonal Investing a Good Strategy?
There's plenty of data that suggests the calendar matters when it comes to investing. But should seasonal investing be part of your long-term calculus?
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Cabot Dividend Investor Weekly Update
So far, the post-Labor Day market has been just a little bit crummy. Stocks have drifted slightly lower over the past week. While that’s nothing alarming, it is a reversal of the summer market where stocks were drifting slightly higher. It could be the...
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Cabot Early Opportunities 125
Stock Name
Market Cap
Price
Investment Type
Asana (ASAN) *
$19.4 billion
106.5
Rapid Growth – Software
Bellring Brands (BRBR)
$1.25 billion
31.07
Growth – Consumer
Dlocal Limited (DLO)
$18.5 billion
64.07
Rapid Growth – Payments
Snowflake (SNOW)
$94.3
319.25
Rapid Growth – Software
Travere Therapeutics (TVTX)
$1.45 billion
23.61
Development Stage – Biotech
*Watch List Addition
Growth is Where it’s at
First off, I want to thank everyone responded...
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Cabot Stock of the Week 365
Today’s recommendation is a young, fast grower in a sector that has enormous growth potential.
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Cabot Stock of the Week 364
Today’s recommendation is one of my favorite kinds of stocks—a small company that’s not well known but that’s growing fast by making a big difference in a global marketplace.
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Cabot Dividend Investor Weekly Update
Although it went by way too fast, it’s been a glorious summer in the market. The S&P 500 is up 8% since Memorial Day. And the index is now up over 20% so far in 2021.
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Cabot Stock of the Week 363
What has been propelling adoption of electric vehicles forward and what will power them into the mainstream across the world?
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Cabot Dividend Investor Weekly Update
The summer malaise is in full swing. The market is doing pretty much exactly what it was doing when investors went on vacation and stopped paying attention.
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Cabot Stock of the Week 362
As second-quarter reports have increasingly been revealing an economy that continues to expand at faster-than-expected rates, buyers have been rewarding a wide variety of stocks, on both the value and growth side.
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Cabot Early Opportunities 124
Stock Name
Market Cap
Price
Investment Type
Avantor (AVTR)
$22.4 billion
38.30
Growth – MedTech
Bath & Body Works (BBWI)
$15.7 billion
59.44
Growth – Retail
Global-E Online (GLBE)
$10.6 billion
74.55
Rapid Growth – Software
Lightspeed Commerce (LSPD)
$13.3 billion
93.01
Rapid Growth – Software
Snowflake (SNOW) *
$82.9 billion
280.0
Rapid Growth – Software
* Watch List Addition
A Word on Portfolio Management
Before we dig into substance...
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