Cabot Micro-Cap Insider Update
What does this have to do with investing? I think Fraser’s approach can translate quite well to the way we invest.
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Rich Howe Archives
Cabot Micro-Cap Insider Update
Many great investors including Peter Lynch and Warren Buffett recommend ignoring macro and politics and focusing on bottom up company analysis. They argue that anything else is a waste of time. Focus on things that are more predictable.
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The 5 Best Mid-Cap Stocks to Buy Now, According to this Winning Formula
One mutual fund uses the following four criteria to identify the best mid-cap stocks on the market. Here are five that meet the criteria now.
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Cabot Micro-Cap Insider 1020
Going Contrarian
Ideally, I like to look for companies that are operating in industries with secular tailwinds and long runways for growth (think Liberated Syndication or P10 Holdings).
I usually don’t like to invest in overly cyclical industries because a lot is out of the control.
However,...
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Cabot Micro-Cap Insider Special Bulletin
Today, this portfolio stock published a press release that it will make a $1.35 per share distribution on October 27.
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Cabot Micro-Cap Insider Update
In my Cabot Micro-Cap Insider Guide (which you can download on our members page), I describe the three buckets of my recommendations:
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Cabot Micro-Cap Insider Special Bulletin
I usually wait until the second Wednesday of the month to share my latest micro-cap recommendation with you, but in this case, I couldn’t wait.
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Cabot Micro-Cap Insider Special Bulletin
Given the market pullback, a couple names on my watch list are looking particularly interesting. I haven’t completed my analysis yet, but stay tuned—all of these names could ultimately make their way into the Cabot Micro-Cap Insider portfolio.
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Cabot Micro-Cap Insider Update
Every so often, I get a question from a subscriber about a price move in one of my micro-cap recommendations. The first thing that I do is check the trading volume.
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Cabot Micro-Cap Insider Update
As we move closer to October, the S&P 500 is down about 8% from its peak and this is no longer the longest start to a bull market.
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Cabot Micro-Cap Insider Update
The beautiful thing about micro-caps is that you can invest in stocks that are both “growth” and “value.”
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Cabot Micro-Cap Insider 920
Take Advantage of Recent Volatility
Over the Labor Day holiday, I was up with my extended family in Arrowsic, Maine. We enjoyed going for a cruise on the Kennebec River and also got in one last beach day. It was also a peaceful setting reflect...
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Cabot Micro-Cap Insider Update
One benefit of investing in micro-caps is that you can talk to management.
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Cabot Micro-Cap Insider Update
This week, the main updates are from a stock that reported earnings and another portfolio stock that announced that it has sold its midstream business and will liquidate the company.
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Cabot Micro-Cap Insider Special Bulletin
This morning, this portfolio stock announced that it has reached an agreement to sell its midstream business.
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Cabot Micro-Cap Insider Update
Many of our micro-cap stocks reported excellent quarters.
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Cabot Micro-Cap Insider 820
Getting Defensive
This week, I’m on vacation in scenic Manchester-by-the-Sea, Massachusetts. We chose Manchester-by-the-Sea because of the beautiful beaches, but just as importantly, because that’s where my in-laws live.
My wife and I have learned (the hard way) that going on vacation isn’t much of vacation...
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Cabot Micro-Cap Insider Update
U.S large-cap markets are more expensive than international developed and emerging markets.
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Cabot Micro-Cap Insider Update
Over the past decade, it has paid to invest in the most expensive and least profitable companies. According to Verdad Research, $100 invested in the most expensive and least profitable companies has turned into $321 while $100 invested in the cheapest and most companies...
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Cabot Micro-Cap Insider Update
While the S&P 500 is up slightly on the year, it’s important to remember that its return is skewed by the strong performance of Facebook, Amazon, Alphabet, Microsoft, and Apple, which together make up ~23% of the S&P 500.
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