Cabot Turnaround Letter Weekly Update
This week’s update includes our comments on earnings from Baker Hughes (BKR) and Mattel (MAT) as well as commentary on several stocks.
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SHOP Archives
Cabot Growth Investor 1483
The market's nascent bounce two weeks ago has morphed into a very impressive rally, led by a gaggle of growth stocks that are acting better than they have since late last year and early 2021. We're not completely out of the woods, and season...
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Cabot Small-Cap Confidential Weekly Update
As we move closer to earnings season for our portfolio holdings (really gets underway the week after next) we see many small-cap growth names (and growth stocks in general) recovering nicely from the drawdowns in late September.
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4 Fitness Stocks to Buy for the Exercising-at-Home Era
Thanks to Covid-19, exercising from home has never been more popular. And these four fitness stocks are capitalizing.
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Cabot Explorer Bi-weekly Update
In a person, company, country, or stock, resiliency matters. For example, with disruptions related to the pandemic and supply-chain chaos all around us, some will navigate better than others. U.S. stocks have been rising despite coping with the effects of inflation, a slowing economy...
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Cabot Dividend Investor Weekly Update
Forget the virus. Forget about the Fed tightening. It’s all about earnings now.
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Cabot Prime Pro Week Ending October 22, 2021
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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Cabot Prime Week Ending October 22, 2021
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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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 Undervalued Stocks Advisor Weekly Update
A few weeks ago, at the annual Morningstar Investment Conference in Chicago, two investing icons debated the merits of value versus growth. On the value side was Rob Arnott, founder and head of Research Affiliates, with Cathie Wood, founder and head of ARK Management,...
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The Other Wizard of Wall Street
Jay Gould was the original Wizard of Wall Street. The self-proclaimed 21st-century version turned out to be an imposter. Here is his story.
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Cabot Profit Booster 197
Before we dive too deep into this week’s idea I have decided to sell our PureStorage (PSTG) stock position as the stock has not been participating in the recent market rally. This could prove to be a mistake, but I would prefer to lock in small...
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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 Turnaround Letter Weekly Update
This week’s update includes our comments on earnings from Walgreens Boots Alliance (WBA) and Wells Fargo & Company (WFC) as well as commentary on several stocks.
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Cabot Small-Cap Confidential Weekly Update
The biggest stories this week weren’t all that different from last week, namely supply chains, interest rates/inflation, and Covid. But this week has a decidedly different feel to it, possibly because we’ve added earnings season into the mix and, so far, that’s going well...
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Cabot Growth Investor Bi-weekly Update
As of 10 a.m. ET this morning, the market is solidly green, with a broad advance taking both the Dow (up 386 points) and Nasdaq (up 192 points) nicely higher.
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Cabot Explorer 746
Get ahead of the recovery in aviation. Our new recommendation is a global leader in aviation with a niche market in private and corporate markets.
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Cabot Prime Week Ending October 15, 2021
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...
Read More
Cabot Prime Pro Week Ending October 15, 2021
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...
Read More
Cabot Undervalued Stocks Advisor Weekly Update
Last week, we wrote about how lower quality, in both home appliances and tangible money, debases value and is a form of inflation. Today’s note includes some of our current views on inflation and capital markets, and what investors can do to help inflation’s...
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