Cabot Early Opportunities 129

Stock Name Market Cap Price Investment Type Airbnb (ABNB) –Buy Half $103 billion 163 Rapid Growth – Accommodations Portillo's (PTLO) – Watch $969 million 27.1 Growth – Restaurant Snowflake (SNOW) – Buy Half $89.0 billion 290 Rapid Growth – Software Solo Brands (DTC) – Watch $780 million 12.3 Rapid Growth – Consumer Products TaskUs (TASK) – Watch $2.84 billion 29.2 Rapid Growth – Services * Watch Addition Don’t...
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Cabot Undervalued Stocks Advisor Weekly Update

The chances of a recession in the foreseeable future seems exceptionally unlikely. The domestic economy is booming: following last year’s estimated 5.2% growth, the economy is estimated to grow at a 3.3% pace this year. Any further Omicron-related deceleration appears more likely to a..
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Cabot Income Advisor Weekly Update

The indexes plummeted on rising rate worries and disappointing Goldman Sachs (GS) earnings. The benchmark 10-year Treasury rate soared to 1.85 on Tuesday. That’s the highest level since the pandemic began and up from 1.34% as recently as last month.
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Cabot Prime Pro Week Ending January 21, 2022

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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Cabot Undervalued Stocks Advisor Weekly Update

The U.S. stock market rebounded on Tuesday, following testimony from Chair Powell at his Senate confirmation hearing. Investors liked what he said, implying that the three anticipated quarter-point rate increases, which could start in March, would likely be enough to quell inflation (along a..
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Cabot Undervalued Stocks Advisor Weekly Update

According to market lore, an off-handed comment in a brief conversation between two Wall Street participants about a century ago dispensed perhaps the most valuable investing advice ever uttered. When asked what he thought stocks would do, the veteran John R. is said have...
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Cabot Early Opportunities 128

Stock Name Market Cap Price Investment Type Allbirds (BIRD) $2.20 billion 15.2 Rapid Growth – Apparel/Shoes Intl. Business Machines (IBM)* $111 billion 124 Value – IT Services Matterport (MTTR) - Watch $5.41 billion 22.3 Rapid Growth – Metaverse MP Materials (MP)* $7.44 billion 41.8 Growth – Rare Earth Mining Rivian (RIVN) $104 billion 117 Rapid Growth – EVs * Trade Opportunities Perspective While there is a lot we talk...
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Cabot Undervalued Stocks Advisor Weekly Update

Private equity, the polished-up name for venture capital and leveraged buyout funds, is white-hot. If every market cycle has its own Masters of the Universe (the 1990s had tech mutual funds, the 2000s had hedge funds), the past decade’s MOTU was clearly private equity.
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