Cabot Stock of the Week 332
Overall, the market remains very healthy. Yes, sentiment is a bit high, and yes, valuations are a bit high, but I learned long ago not to fight the trend.
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Overall, the market remains very healthy. Yes, sentiment is a bit high, and yes, valuations are a bit high, but I learned long ago not to fight the trend.
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International stocks have lagged U.S. markets for the last decade. But with the valuation gap wider than ever, that appears to be changing.
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any to...
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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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If you can hang in there with the volatility, MicroVision (MVIS) is a promising growth stock to take a chance on, says Hashtag Investing.
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It's been another good week for the market, though we’re seeing an increasing amount of crosscurrents and rotation—even with this morning’s dump, the big-cap indexes are solidly positive on the week, but the leading small- and mid-cap indexes are flat-to-down.
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Based on the below press release highlighting the agreement for Australia’s Lynas to build a rare earths refinery in Texas, I recommend you sell your MP Materials (MP) position.
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The big news this week was, of course, the swearing in of President Biden and all the associated stories about the transition. Fun fact – portfolio holding Everbridge (EVBG) supplied its Mass Notification system to help keep Washington, D.C. area residents and visitors safe and in...
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Not much has changed with the market’s picture—most stocks (especially cyclical stocks) are very strong, and we’re happy that the Model Portfolio is off to a good start this year after a great 2020. However, things are also quite frothy, few stocks are attractive...
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Today, I have a new recommendation that links three high profile growth trends: SPACs, e-commerce and internet gaming, and mobile payments.
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Stock Name
Market Cap
Price
Investment Type
Arcosa (ACA)
$3.0 billion
62.01
Growth & Value – Infrastructure & Energy
Castle Biosciences (CSTL)
$1.9 billion
81.48
Rapid Growth – Genetic Testing
Certara (CERT)
$5.6 billion
36.60
Growth – Biosimulation Software
Lyft (LYFT)
$15.5 billion
48.94
Rapid Growth – Ridesharing
Purple (PRPL)
$2.2 billion
35.07
Rapid Growth – DTC Mattresses
Still Rallying
As we wade deeper into winter here in Northeast,...
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The market is off to a good start this year and anticipating wonderful things for 2021.
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Over the long run, the S&P 500 has produced an average annual return of about 10% per year. Our aim at Cabot, through our various services, is to do better, and in the long run we do.
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We are raising our price target on General Motors (GM), following our review as the shares have surged through our 49 price target, to the mid-50s.
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As value investors in a remarkably robust (exuberant) stock market, full valuation impels us to want to sell a stock. Such is the case with General Motors. On most conventional metrics, the stock is fairly priced. Through the courtesy of several friends, we’ve some...
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January was another good month for the Cabot Profit Booster portfolio as we closed our two positions for profits:
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The broader stock market continues to perform well. In fact, the S&P 500 has gained 12% since the election. This is the most ever (starting date 1950), according to Ryan Detrick of LPL Financial.
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The positions remaining in the portfolio will benefit if the market continues to move higher.
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The value of a dollar is continuing its quiet decline. But there are ways for value investors to take advantage of the weaker U.S. dollar.
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