Cabot Benjamin Graham Value Investor 284

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. As value investors, we have ample reasons to believe that investing in stocks today is not as easy as it was a few years ago. is...
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Cabot Small-Cap Confidential Weekly Update

We had four companies report earnings this week and I’ve already updated you on three of them through Special Bulletins. A review of the fourth, as well as incremental updates on our other positions, is provided in today’s Update. Overall, my stance is cautiously...
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Profit from the Growth in Electronic Payments

One of the things I love about being chief analyst of Cabot Small-Cap Confidential is the quest for the next great undiscovered small cap growth stock. It’s like a never-ending treasure hunt, with occasional massive discoveries. And I have the freedom to search in...
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Three Small-Cap Bank Stocks on the Rise

When the Federal Reserve raised short-term interest rates by 0.25% last December, there was no shortage of investment professionals with opinions on which sectors the rate increase would ultimately benefit. One industry frequently cited was financials—banks, investment firms, insurance companies, etc. The thinking this:...
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Markets Seesawing Since Fed Announcement

Apparently, the stock market didn’t agree with Wall Street’s consensus opinion that increasing the Fed Funds rate was already ‘discounted into the market.’ Instead, that quarter percentage rise has had markets seesawing since the announcement.
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Cabot Top Ten Report, Top Money Manager Share Strategy

Reprinted from The Baton Rouge, LA Advocate: Anderson outpaces markets while minimizing risk By Gary Perilloux, Advocate business writer Published: April 21, 2008Why spin your wheels when you can do the locomotion?That outlook carried Frank Anderson through life as a payroll master for a forerunner of Burlington...
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Don’t Put All your Eggs in One Basket

Portfolio Protection, Step #3: In my article “5 Steps to Protect your Portfolio” the third step I discuss is diversifying your investments to reduce the volatility and risk of your portfolio. You can think of diversification simply as this, “Don’t put all of eggs...
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Procera Networks, Inc. (PKT)

Thomas Byrne, editor of The Periscope Report, specializes in finding small-cap companies with big ideas. Procera Networks (PKT) is one of his latest picks. Procera's stock has already more than doubled in price over the last six months, but PKT is still small, in...
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An Investment in Efficiency

Last week, I asked readers what they thought of airlines’ complex pricing schemes. (If you missed the issue, you can still read it  here on the website.) Several of you responded with interesting comments, including the ones below. For the most part I have...
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