Cabot Small Cap Confidential 241

THE BIG IDEA On a whim, I recently reviewed our car insurance. Something didn’t feel right, so I went online and got a quote from another provider. It turns out they could cover our two cars with essentially the same coverage – for half the was...
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Cabot Undervalued Stocks Advisor 619

Assessing the Retail Stock Landscape After rising 25.3% from Christmas Eve 2018 through April 30, 2019, the S&P 500 stock index fell 6.6% in May. A pullback was clearly overdue, and there was plenty of fuel to keep investors on the edge of their Many...
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Cabot Dividend Investor 519

The Incredible Opportunity of 5G Technology seems to provide us with new English words all the time. Nobody ever heard the terms “tweet” or “selfie” or “photobomb” just a few years ago. So many new terms are thrown around that it’s tempting to ignore of...
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Cabot Undervalued Stocks Advisor 519

Property & Casualty Insurance Stocks Are On My Radar Today I’m taking the opportunity to remove two stocks from the portfolios, in the quest to (a) pare back the number of stocks in the portfolios and (b) add new stocks to the portfolios. Clearly, two...
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Cabot Small Cap Confidential 240

THE BIG IDEA One of the big challenges for organizations in the fast-moving digital age is to understand what’s going on in their businesses right now. Look at Facebook (FB). For a company that specializes in harvesting detailed user data and selling targeted ads you’d they...
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