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
The market and big-winning growth stocks from this year remain iffy—today’s drop put our Cabot Tides on the fence and many growth stocks are still in a rough patch.
Read More
The flavor of the market hasn’t changed in the last week, in my view. There is still a sense that many high growth stocks have run too far. I think the lesser-informed general public hears about the recent slide in the mega-caps (AAPL, MSFT,...
Read More
The trend favoring highly scalable, high growth U.S. technology stocks is unlikely to change in the near future but diversifying into different countries and sectors is a good idea as we move into the fourth quarter.
Read More
There hasn’t been any real news about our stocks in the past week, but I’ve been watching the charts carefully, trying to decide whether it’s time to put some of our 35% cash back into the market, or to take more out, or simply...
Read More
It may seem unnecessary to write covered calls in a raging bull market. but that’s seldom the case. Over time you are likely to get a better return with this income strategy than just holding a market index. And you get a paycheck.
Read More
The raging bull market took a breather. The S&P 500 actually pulled back 7% from the high at the peak of the recent Labor Day selloff. But that seems to be over. The market has since regained some traction and appears to be an...
Read More
Stock Name
Market Cap
Price
Investment Type
Kinsale Capital (KNSL)
$4.2 billion
191.94
Rapid Growth – P&C Insurance
Nevro (NVRO)
$4.9 billion
144.55
Rapid Growth – MedTech
Peloton (PTON)
$24.7 billion
85.45
Rapid Growth – Exercise Equipment
Varonis (VRNS)
$3.6 billion
112.46
Rapid Growth – Software
Vital Farms (VITL)
$1.5 billion
36.65
Rapid Growth – Eggs & Butter
Time Is on Our Side
In 1964 the Rolling Stones their...
Read More
Election season is now in full swing. In less than seven weeks, or only 49 days, the country will select its next president, representatives from all 435 House congressional districts, 35 senators and 12 state governors.
Read More
The beautiful thing about micro-caps is that you can invest in stocks that are both “growth” and “value.”
Read More
Fertilizer companies aren’t the sexiest names on Wall Street, but the sector has shown an ability to trend when conditions are right, and that time looks to be here.
Read More
While the rest of the market retreats, these three resilient stocks have been trending up. Here's why they might just be getting started.
Read More
Overall, our market-timing indicators remain bullish, and thus the prescription for investing success is to maintain a diversified portfolio of healthy stocks.
Read More
Apple and Amazon are two of the most recognizable names on the planet, and good stocks. Which is the better buy? Let's break down Amazon vs. Apple stock.
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
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
WHERE FEW DARE TO TREAD: ENERGY SERVICE COMPANIES
Note: The September edition of The Turnaround Letter begins below the following letter.
September 8, 2020
Dear Turnaround Letter subscriber:
With its’ 35-year history under founder George Putnam, The Turnaround Letter is one of the longest-running investment newsletters in the industry. in-depth...
Read More
Every so often one of our stocks is the target of a short report that tries to make the case that a company is garbage, a fraud, and/or wildly overvalued.
Read More
Burden of Proof is On the Bulls
At heart, we’re students of the market, which means one of the key tools we use is spotting the difference between normal, run-of-the-mill action and abnormal, noteworthy action, the latter of which is what usually causes us make...
Read More
