Cabot Explorer 733
Markets seem to be pausing a bit, with some stocks losing momentum while a few show surprising strength.
Read More
small cap market cap Archives
Cabot Small-Cap Confidential Weekly Update
It’s been another mostly constructive week as many of our stocks inch higher and the economic picture continues to improve.
Read More
Cabot Small-Cap Confidential Weekly Update
There’s no doubt things are looking a little better out there as many software, MedTech and other growth stocks retested their March lows late last week then turned north. The timing of that short-term reversal, coinciding with the end of the first quarter, definitely...
Read More
Cabot Global Stocks Explorer 732
Tech stocks struggle a bit but some EV stocks bounce back as investors look to play the long game.
Read More
Cabot Small-Cap Confidential Weekly Update
It continues to be a very tough market, and with our exposure to small- and mid-cap growth stocks our portfolio continues to feel pressure. After some signs of stabilization last week the sellers are back in control this week and many names look to...
Read More
Cabot Small-Cap Confidential Weekly Update
Neither the broad market nor the S&P 600 Small Cap index have done much over the last week. But both received a small boost yesterday after the Fed upgraded its 2021 growth outlook and said it didn’t expect to raise rates until 2024.
Read More
Cabot Global Stocks Explorer 731
You can often find exciting and profitable investment ideas at the edge of new technologies.
Read More
Cabot Small-Cap Confidential Weekly Update
As promised in yesterday’s Special Bulletin today we’re looking past the big picture stuff to focus on our stocks. With one quick note … we just may have a three-day streak going! Yields have backed off and a lot of stocks from different are...
Read More
Cabot Global Stocks Explorer 730
The market is hitting a little turbulence, which is natural as it feels its way across the timing of the pandemic economic recovery, concern over debt, interest rates, and inflation.
Read More
Cabot Small-Cap Confidential Weekly Update
The big picture for the market is that the uptrend is intact but under the surface we’re continuing to see pockets of turbulence. While the S&P 500 is just 2% off its high from last week and the S&P 600 Small Cap Index a..
Read More
Cabot Global Stocks Explorer 729
Some investors are bracing for the possibility that all this will lead to a surge in the cruelest tax of all – inflation.
Read More
Cabot Small-Cap Confidential Weekly Update
As mentioned last week, today’s Weekly Update will be an abbreviated version owing to the short work week and because of family commitments as our kids are out of school and I am solo parenting, making free writing time hard to come by. said,...
Read More
Cabot Small-Cap Confidential Weekly Update
Suffice to say we are in a bull market. Areas of it are most definitely frothy. But stepping back and thinking about where we are in a bigger cycle I continue to feel as though we are entering a more sustained economic recovery (hopefully)...
Read More
Cabot Global Stocks Explorer 728
Today, I have a new recommendation that links three high profile growth trends: SPACs, e-commerce and internet gaming, and mobile payments.
Read More
Cabot Small-Cap Confidential Weekly Update
For some time I’ve felt that we should be bumping up the upper end of our market cap range since the market’s evolution, and rising share prices, has made for somewhat slim pickings for high growth names in the under $3 billion market range...
Read More
Cabot Small-Cap Confidential Weekly Update
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...
Read More
Cabot Global Stocks Explorer 727
Today, I have a new recommendation that links three high profile growth trends: SPACs, e-commerce and internet gaming, and mobile payments.
Read More
Cabot Small-Cap Confidential Weekly Update
As we near the end of the second week of 2021 and approach inauguration day, the market is barreling full steam ahead, seemingly unaware of the dung piles that are consistently thrown in its path.
Read More
Cabot Global Stocks Explorer 726
The most important catalyst for America’s political upheaval as well as the prime generator of wealth over the last three decades has been the inexorable rise of finance and technology and the relative decline in terms of jobs, growth and profits from manufacturing industry...
Read More
Cabot Small-Cap Confidential Weekly Update
I’m sending this week’s update out a day early because I have a window to work now with the kids somewhat entertained with Christmas presents. And it’s always nice not to load up our team with communications the day before a holiday (Cabot closed...
Read More
Enter Your Log In Credentials
- Lost your password? Create New Password
- No account? Sign up