Today’s note includes earnings updates on 12 companies, the podcast and the Catalyst Report. We publish the Catalyst Report on the Friday after each monthly issue of the Cabot Turnaround Letter. There were no changes to any of our ratings this week.
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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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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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The U.S. economy is growing more quickly than before the pandemic, both the S&P 500 and S&P 600 are up modestly over the past week and, so far, this earnings season has been a massive improvement over the train wreck of the first-quarter season...
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Chinese stocks were hit this week both on American exchanges and overseas as Chinese regulators ratcheted up the pressure through antitrust and regulatory steps that caught many executives and investors off guard. The Golden Dragon index of Chinese technology stocks fell by 15% two...
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Waiting for the Uptrend
The father of value investing, Benjamin Graham, once noted that in the long run, the stock market functions like a weighing machine, assessing the substance of a company and reflecting its true value over time, but in the short run, resembles...
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The stock market reached yet another record high on Monday, but it just doesn’t seem the same as earlier records. Investors (and everyone else) is starting to wonder if Covid is now endemic – an inherent component of everyday life. Will cases surge the...
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Investing in micro-caps is fun because you can invest in growth companies at value prices. When investing in pure “value” stocks, your goal is to buy a dollar for 50 cents. The problem is that the dollar of value can shrink over time 80...
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It’s been a remarkably strong market, not just since the bottom of the pandemic-driven sell-off a little more than a year ago, but over the past decade.
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The sideways market finally got some action. It went the wrong way. But it showed signs of life nonetheless.
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Repligen (RGEN) reported Q2 results before the bell today that surpassed expectations and has the stock up nicely (6% at mid-day) and bucking the broader market weakness. Revenue was up 86% to $163 million, beating by nearly $19 million, while adjusted EPS of $0.79 by...
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When I wrote to you last Monday, stocks were having their worst day since March, and looked primed for a more sustained pullback. Since then, they’ve gone nowhere but up.
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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
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
Today’s note includes an update on earnings from Baker Hughes (BKR) and a preliminary trading report from Vodafone (VOD). There were no ratings changes.
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The market got off to a horrible week as stocks sold off Monday, but things have been a lot better since and the S&P 600 Small Cap Index is now back above where it closed last Wednesday (6% below all-time highs). Stepping back, see...
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The Uber of China – DiDi, has been in the headlines and is caught up in power play over data security and defying authorities in Beijing. All this highlights that Chinese stocks listed in the U.S. should be considered speculative.
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Last week there was no Cabot Marijuana Investor update, and I apologize to those readers who expected one and were disappointed. Officially, there is no update schedule; my goal is to give you whatever’s needed whenever it’s needed. But I’ve got into the habit of updates...
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Stock Name
Market Cap
Price
Investment Type
Concentrix (CNXC)
$8.25 Billion
158.2
Growth – CX Software
FirstService Corporation (FSV)
$7.88 Billion
178.9
Growth – Property Services
iHeartMedia (IHRT)
$3.25 billion
24.61
Growth – Radio/Podcast/Broadcasting
L Brands (LB)
$19.9 billion
74.46
Growth – Retail
Upstart Holdings (UPST)
$9.05 billion
117.6
Rapid Growth – AI Lending
Seeking Simplicity Through Diversification
As we move through the middle of 2021 investors continue face...
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Last week, we wrote about how the damp Boston-area weather matched the soggy stock market. Pressing our literary luck today, the market is following another New England weather meme: “if you don’t like the weather, wait a few minutes.”
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