Cabot Turnaround Letter Weekly Update
Today’s note includes earnings updates, ratings changes and the podcast.
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Today’s note includes earnings updates, ratings changes and the podcast.
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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.
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Today’s note includes earnings updates, ratings changes, the podcast and the Catalyst Report.
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You may have seen that a relatively new Explorer idea, Fisker (FSR), was up 38% yesterday. It turns out that my analogy of comparing the company to Apple’s relationship to Foxconn was truer than even I could imagine. The news yesterday was that Foxconn will be a..
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Today’s note includes earnings updates, ratings changes and the podcast.
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In an increasingly frothy market, it can pay to have a few undervalued micro-cap stocks in your portfolio. Here are three that I like.
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Some investors are bracing for the possibility that all this will lead to a surge in the cruelest tax of all – inflation.
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SPAC investing has suddenly become all the rage on Wall Street. But does that mean you should invest in one of them?
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Today’s note includes earnings updates, ratings changes and the podcast.
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While the market continues to move forward, The “Buffett Indicator,” which takes the broadest Wilshire 5000 Index and divides it by the annual U.S. GDP, is now at a record high. In doing the math, the Buffett Indicator stands at about 194%. This is...
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Today’s note includes earnings updates, ratings changes and the podcast.
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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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Today’s note includes earnings updates, ratings changes, the podcast and the Catalyst Report.
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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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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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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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As the U.S. economy recovers, look for M&A activity to pick up. You could profit from owning these potential takeover targets.
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SPACs (Special Purpose Acquisition Companies) are the latest fad on Wall Street. Here are 3 new ones, from one of the niche sector's pioneers.
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We are combining our regular Friday afternoon Members-Only Podcast with any earnings updates. By combining these, you will receive the same research, perspective and analysis as always yet in one easy-to-read email.
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