Cabot Small-Cap Confidential Weekly Update
The big thing on most investors’ minds is whether or not this market can go higher.
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MedTech stocks
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MedTech stocks Archives
Cabot Small-Cap Confidential Special Bulletin
This portfolio stock has gone vertical today after the company announced that management sees Q4 revenue near $69 million (+44%) versus expectations of $59 million and billings near $100 million versus previous guidance of $82 million to $88 million.
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Cabot Small-Cap Confidential Weekly Update
The market is off to a superb start to 2020 with many growth sectors finding their groove and ripping higher. The S&P 600 Small Cap Index continues to trade above the all-important (my opinion) 1,000 level and we’re seeing participation from a wider of...
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Cabot Small-Cap Confidential Special Bulletin
Our first move in 2020 is going to be to modestly reduce our exposure by dropping a few stocks that are looking weak right now.
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Cabot Small Cap Confidential 248
The Big Idea
If you want to find markets where purpose-built software can make life a lot easier look no further than life sciences and high tech.
Both are defined by the ever-present need to develop new products, launch them into the market, appropriately manage through...
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Cabot Small-Cap Confidential Weekly Update
The S&P 600 Small Cap Index, which hadn’t broken above 1,000 for most of 2019, is now comfortably above that level and appears to be heading higher.
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Cabot Small-Cap Confidential Weekly Update
The upward trajectory for growth stocks that was smooth sailing in November has turned far bumpier in December.
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Cabot Small-Cap Confidential Special Bulletin
Especially with small caps, it’s not always an efficient market in the short-term. So sometimes the best thing to do is nothing. Just sit back and think it over.
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Cabot Small Cap Confidential 247
The Big Idea
How psyched would you be if you went to your healthcare provider and they said the following:
“I can make a health optimization recommendation for you, informed not only by the latest clinical trials, but also by local and regional data about like...
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Why You Shouldn’t Judge Small-Cap Stocks By the Russell 2000
The best small-cap stocks don't necessarily reside - or stay - in their signature index, the Russell 2000. Here's a better way to find them.
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Cabot Small-Cap Confidential Special Bulletin
Small caps have been lagging, and have failed to return to their 2018 highs, for too long. If the asset class can get back in gear, we’ll have more things working in the market for risk-tolerant investors (that’s us!).
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Cabot Small-Cap Confidential Weekly Update
Both large and small growth stocks continue to advance off their October lows despite all the political turmoil from the impeachment hearings.
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Cabot Small-Cap Confidential Weekly Update
The S&P 600 Index just made another run but called it quits at 990 and has turned south.
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Cabot Small-Cap Confidential Weekly Update
I wasn’t expecting that of the seven companies we had reporting Monday through Thursday this week that the average gain would be nearly 9% though. What an intense week. As you’ve no doubt noticed, our portfolio has done well this week.
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Cabot Small Cap Confidential 246
THE BIG IDEA
In its 2017 infrastructure report card the American Society of Civil Engineers (ASCE) gave America’s infrastructure a grade of “D+”.
America received the same grade in 2013. That was an improvement over 2009 (and 2005) when we received a “D”.
Suffice to say, room...
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Cabot Small-Cap Confidential Weekly Update
There has been no big picture change in the market over the last week. As expected, everyone is following earnings reports and trying to make broad assumptions based on what individual companies are reporting.
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Cabot Small-Cap Confidential Weekly Update
There is a lot of uncertainty out there, which isn’t an entirely new scenario. We’ll continue to try and play it a little safe right now by keeping all stocks previously rated hold at the same rating.
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Cabot Small Cap Confidential 245
THE BIG IDEA
There are over 100 million people around the world suffering from obstructive sleep apnea (OSA), a condition in which a partially blocked airway prevents airflow to the lungs when a person is asleep. The typical length of a breathing pause is seconds...
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Cabot Small-Cap Confidential Weekly Update
I’m going to go off on a little tangent this week to share something with you that I think will help put this market, and the action in our stocks, into context.
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3 Beaten Down Small-Cap MedTech Stocks for 2020
Small-cap MedTech stocks are a small subsector of the market that appear poised to outperform in the year ahead. Here are three that I like.
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