Current Market Update

From Cabot Top Ten Trader It’s been a relatively choppy week, with Monday seeing many major indexes briefly sinking to new lows before reversing higher, a modest bounce mid-week, and this morning looking like another sharp drop. Following the open, it appears the S&P 500 be...
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Cabot Small Cap Confidential 235

THE BIG IDEA Let’s talk proteins. Proteins are the large, complex molecules that do the lion’s share of the work in your cells and are essential for all living organisms. They’re made up of hundreds of thousands of amino acids, smaller units that are attached long,...
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Cabot Undervalued Stocks Advisor 1218

Another Dow 30 Shakeup is Coming November brought some significant news about General Motors (GM) and United Technologies (UTX), while General Electric (GE) continues to invite investor inquiries. As our portfolio stocks experience share price recoveries alongside the broader market, in the aftermath of October...
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Cabot Dividend Investor 1118

Approaching Neutral The major stock market indexes tacked on more losses last week, even though markets were only open for three-and-a-half days and trading was relatively light. The Nasdaq closed the week 4.3% lower, the Dow was down 4.4%, and the S&P 500 lost But...
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Cabot Undervalued Stocks Advisor 1118

Apple (AAPL) Redux Welcome to November, holiday season, winter’s coming, and mid-term elections! As if a stock market correction wasn’t providing enough excitement… Today I’m doing something slightly different. I normally feature one stock from each of our three portfolios in the monthly issue. Today of...
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Cabot Small Cap Confidential 234

THE BIG IDEA A lot of attention is given to the companies that develop blockbuster drugs. Far less attention is paid to those that make the sophisticated manufacturing equipment that allow drugs to be developed, made for clinical trials, then produced at scale when approved. These...
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Cabot Dividend Investor 1018

Ready For Whatever Comes Next The stock market is trying to pull itself together as October ends. Following Friday’s massive selloff, bargain hunters attempted to take control Monday, but selling pressures overwhelmed the rally and all three major indexes closed lower once again. Yesterday’s had...
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Cabot Small Cap Confidential 233

THE BIG IDEA Read slowly. This will take some time to digest. We are on the verge of a renaissance in the industrial manufacturing industry that will forever change how products are designed, built and introduced to market. This renaissance is being driven by the same that...
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Cabot Dividend Investor 918

A Change in Leadership Despite occasional hiccups, the stock market’s main trend is up. However, the advance has changed character a bit. We’re seeing investors rotate out of the growth stocks that had, until recently, led the market higher, and into more undervalued or names...
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Cabot Dividend Investor 818

At New All-Time Highs The market is strong: the S&P 500 and Nasdaq are at all-time highs, and most stocks and sectors are participating. The strength of the market made the selection of this month’s new addition challenging. The strong stocks on my watchlist have higher...
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Cabot Small Cap Confidential 231

THE BIG IDEA The size of the market for electronic business-to-business (B2B) payments is hard to wrap your mind around. In the U.S. alone, it’s estimated that current B2B payment volume tops $20 trillion. That’s a lot of Benjamins exchanging hands. Even in such a big there’s...
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Cabot Dividend Investor 718

Earnings Season Begins Earnings season has begun. As usual, that means we’ll see larger-than-usual moves in stocks, many of which will turn out to be short term. Don’t overreact, stick to your plan, and be patient—do this and you’ll be fine. Big picture, the stock is...
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Cabot Small Cap Confidential 230

THE BIG IDEA The year was 1956. Peter Pappas, originally from Cyprus, had recently returned to New York City after fighting in the Korean War. Sensing a need for food deliveries to local restaurants, Mr. Pappas teamed up with his cousin and founded the Butter...
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Cabot Dividend Investor 618

Proceed With Caution The stock market stumbled this week, and investors have turned more conservative, creating a number of ripples in the market. We’ve been discussing the divergences between growth stocks, conservative stocks and various sectors here for some time, and last week earnings were...
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Cabot Small Cap Confidential 229

THE BIG IDEA Warby Parker launched in 2010 selling eyeglasses online. With prices starting at just $95, its glasses have always been a lot less expensive than many alternatives out there, especially for buyers used to going through traditional eyeglass channels. The business came about its...
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Cabot Dividend Investor 518

Surprise! The stock market had quieted down in recent weeks; the major indexes were establishing fairly tight ranges, a constructive sign. However, yesterday’s massive selloff in Italian bonds—triggered by political turmoil—caused a lot of unexpected moves, including big pullbacks in most stocks. It also treasury...
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Cabot Small Cap Confidential 228

THE BIG IDEA You’re as smooth as Tennessee whiskey, You’re as sweet as strawberry wine, You’re as warm as a glass of brandy, And I stay stoned on your love all the time. - Lyrics from Tennessee Whiskey, originally recorded by David Allen Coe, 1981 A few weeks ago, heard...
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Cabot Dividend Investor 418

Market Down, Rates Up After turning lower at the end of last week, the broad market sold off sharply yesterday. The selloff followed Caterpillar’s (CAT) earnings call, during which management lowered their guidance for the rest of 2018. Combined with some other factors, the triggered...
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Cabot Small Cap Confidential 227

THE BIG IDEA If you’ve spent much time in the United Kingdom you might be familiar with Reading Buses. The company has been transporting passengers in and around Berkshire, England and the greater London area for over a century. Its fleet of 180 brightly single-...
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