turnaround stocks Archives

Cabot Turnaround Letter 120

January 1, 2020||Value Investing

2020 OUTLOOK: POSITIVE BUT NOT A REPEAT OF 2019 In This Issue:2020 Outlook2019 Bankruptcy ReviewFavorite Stocks of 2020Recommendations:Buy: Meredith CorpRatings ChangesNews Notes & Performance   Wow.  How else can we describe the stock market’s strong and resilient upward march this year to a 32% total return? hindsight,...
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Cabot Turnaround Letter 819

August 1, 2019||Value Investing

In This Issue:High Dividend Turnaround StocksThey Don't All Go UpRecommendations: Buy: Biogen (BIIB)Sell: NII Holdings and Bank of AmericaNews Notes & Performance High Dividend Yield Turnaround Stocks: Getting Paid While You Wait By their nature, turnaround stocks involve a fair amount of risk. One way to reduce...
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Cabot Turnaround Letter 319

March 1, 2019||Value Investing

In This Issue:  Turnaround Stocks Left Behind Oil Services Companies Recommendations: Buy: Mohawk Industries Sell: Civeo News Notes Performance Turnaround Stocks Left Behind [vc_row][vc_column][vc_column_text]It’s only the end of February, but already the S&P500’s crisp 20% peak-to-trough drop ending on December 24th seems like a distant memory. Since then, the broad market indicator rebounded...
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Cabot Turnaround Letter 219

February 1, 2019||Value Investing

In This Issue: Investment Manager Stocks High-Yield Bonds Volatile Markets Recommendations: Buy: Barrick Gold News Notes Performance Investment Manager Stocks-Eight Attractive Stocks Investment management companies, which manage mutual funds and other investments on behalf of individuals, pensions and other clients, have fallen sharply out of favor. Historically, their shares would loosely the...
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Cabot Turnaround Letter 119

January 1, 2019||Value Investing

In This Issue: 2019 Outlook Bankruptcy Review Favorite Stocks for 2019 Recommendations: Buy: Civeo News Notes Performance 2019 OUTLOOK: VOLATILE BUT BETTER THAN 2018 In a reversal from last year, stock markets were broadly weak in 2018. With only a few days remaining in the year, the S&P500 index has returned –5.9%. the...
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Cabot Benjamin Graham Value Investor 284

March 8, 2018||Value Investing

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. As value investors, we have ample reasons to believe that investing in stocks today is not as easy as it was a few years ago. is...
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Cabot Benjamin Graham Value Investor 283

February 8, 2018||Value Investing

Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett. This month we have seen unusual volatility among our stocks. Gilead Sciences (+11%), Target (+9%), Lowe’s (+7%) and Gentex (+5%) were on the upside while Industries...
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