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Weekly Summary June 14, 2019

Cabot Prime Week Ending June 14, 2019

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 changes to our recommendations over the previous week. We include this table at the bottom of the Weekly Summary, and provide a link here at the top to the Stock Recommendations Tracker.

Cabot Weekly Review (Video)

In this week’s stock market video, Mike Cintolo talks positive about the relatively quiet week in the major indexes and many leading stocks—the ability to hold (relatively) firm in the face of some bad news is a plus. He’s seeing lots of encouraging action out there, though he’s waiting for the intermediate-term trend to turn up; until then, he’s still holding some cash and waiting for some upside confirmation.

CABOT EVENTS:

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Smart Marijuana Investing + 2 Stocks to Buy and 1 to Avoid | Wednesday, June 19

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Cabot Wealth Summit 2019

7th Annual Conference | Wed-Fri, Aug 14-16 | Salem, Mass.

We’ve added a beginning investors workshop to help you understand the terminology and concepts of investing so you will be better prepared to make more money.The cost of the workshop is $197 but as a Cabot Prime member, once you register for the summit, you can attend the additional workshop for FREE.

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Advisory Services

Cabot Growth Investor

Bi-weekly Update June 13: Mike remains cautiously optimistic. The market and growth stocks have generally handled themselves well in recent days, holding most of their sharp, quick gains following last Monday’s low. Mike thinks the odds favor the next major move being up, however, our Cabot Tides are yet to flash a green light, and thus we’re content to hold our strong, profitable stocks, but also to keep a chunk of cash on the sideline. There’s one change in the portfolio today: Chipotle (CMG) is moving back on Buy.

Bi-weekly Issue June 6: Mike says to continue being cautious. Having boosted the cash position north of 40% over the past few weeks, Mike is going to redeploy a little of that tonight and keep his eyes open for signs the bulls are retaking control. There are two changes in the portfolio tonight: Buy half positions in Array Biopharma (ARRY) and Coupa Software (COUP).
Other Stocks of Interest June 6: Follow ups to stocks featured December 19, 2018 (issue 1409) to June 6, 2019 (issue 1421). Since they’re not in the Model Portfolio, you don’t see them followed on a regular basis. However, we are monitoring these stocks, and this listing gives their current momentum status.

Cabot Top Ten Trader

Movers & Shakers June 14: Mike remains cautiously optimistic that the next major move is up. Part of that is due to all the stuff he’s written about in recent weeks—dour sentiment a week ago, a “normal” downturn compared to other post-blastoff environments and strong action from leading stocks, especially once the pressure came off the general market early last week. The lack of selling after the recent bounce is also a plus. Mike’s buy ideas this week are: Blackstone (BX),Insulet (PODD), and Zscaler (ZS). There are four sells this week, DMC Global (BOOM), Pilgrim’s Pride (PPC), Tandem Diabetes (TNDM) and Viasat (VSAT).

Weekly Issue June 10: The market has come storming back during the past five trading days, with the major indexes, the broad market and leading stocks all going bananas on the upside. The intermediate-term trend isn’t yet positive so you should keep your feet on the ground, but there’s no question the action is encouraging. Mike is moving our Market Monitor back up to a level 7. Mike’s Top Pick is Zillow (Z), which has changed character over the past few weeks and looks like a leader should the market’s rally continue.

Cabot Undervalued Stocks Advisor

Weekly Update June 11: In this week’s update Crista talks about the economic data that puts pressure on interest rates in both directions. She also provides her latest update on all stocks. Crista has one portfolio change today: Universal Electronics (UEIC) moves from Hold to Strong Buy.

Monthly Issue June 4: This week Crista points out that the stock market recently rose a ridiculously large amount in a very short amount of time and that it cannot continue rising until it pulls back and rests for a while. That process could normally take 2-6 months. (That’s a rough estimation.) We’re one month into the pullback, which means we’re one month closer to the eventual market rebound. She concludes that the stock market will eventually offer up new, lucrative opportunities. Here are today’s portfolio changes: CIT Group (CIT) moves from Strong Buy to Hold, Corteva Inc. (CTVA) spun off from DowDuPont (DWDP) and joined the S&P 500 index, DowDuPont (DWDP) changed its name to DuPont de neMours (DD), Guess? (GES) moves from Buy to Hold, Sanmina (SANM) moves from Strong Buy to Hold, Southwest Airlines (LUV) moves from Buy to Hold.

Cabot Stock of the Week

Weekly Issue June 11: After falling for five straight weeks, the market snapped back strongly last week, so much so that we almost have a new buy signal from our intermediate-term trend-following indicator. Tim continues to believe that the market will hit new highs in the months ahead. Today’s recommendation is Snap (SNAP), a young, fast-growing company whose name you probably know, even if you don’t use its service. There are no other changes in the portfolio this week.

Cabot Global Stocks Explorer

Bi-weekly Issue June 13: The Emerging Markets Timer is still pointed down, but the next few days could tell us whether this recent upmove is the start of something more. For now, with the trend still being down, going slow is still a good idea. In this week’s issue, Carl adds a HALF position in Luckin Coffee (LK) and makes two additional changes in the portfolio: LexinFintech (LX) is moving from Hold a Half to Buy a full position and ProShares Short MSCI Emg Mkts (EUM) is moving from Buy to Sell.

Bi-weekly Update June 6: Emerging markets (EEM) and Chinese stocks in particular continue to struggle a bit this week. The EEM is trading right at its 200-day moving average and below its 50-day moving average so the portfolio remains in a defensive stance. Carl has one position change this week: LexinFintech (LX) moves from Buy a Half to Hold.

Cabot Dividend Investor

Weekly Update June 12: Tom thinks that the market will continue to bounce around in the near term. The S&P 500 is exactly where it was in January of 2018. If you own stocks that have mimicked the movement of the market you have made nothing in the past year and a half. However, if you own dividend paying stocks you have received six quarterly dividend payments over the last year and a half. Therein lies the brilliance of dividends. It’s why dividends over the long term have accounted for 43% of market returns and dividend stocks have vastly outperformed non-dividend payers. There are no changes in the portfolio this week.

Monthly Issue May 29: Tom writes about the new technology called 5G. The term means “fifth generation” as it represents the fifth generation of cellular wireless technology. 5G will pave the way for autonomous vehicles artificial intelligence, smart houses and cities and much more. In short, it will pave the way for a new wave of technological advancement. His featured recommendation this month is, Crown Castle International Corp. (CCI), a REIT that leases cellular wireless technology infrastructure (cell towers, small cells, fiber optic cables). It is a huge player that is front and center of the 5G build out and the business is likely to grow rain or shine and regardless of the economy.

Cabot Marijuana Investor

Update June 11: The market has been up for six straight days, marijuana stocks look good, overall, and while we don’t quite have a buy signal from our intermediate-term trend-following indicator, we are very close. Given the market’s growing strength, portfolio’s 22% in cash seems a bit light to Tim so today he’s averaging up in three stocks, APHA, CRON and OGI. After the buys, the portfolio will be about 14% in cash.
Monthly Issue May 30: The main trend remains up, in both the broad market and the cannabis sector in particular, but in the intermediate-term, we are now in a correction, and thus a little more caution is advised. The portfolio is 17% in cash and Tim is going to increase that today via three actions—He’s selling half of our positions in both Cresco Labs (CRLBF) and Curaleaf (CURLF), which up until now have both been overweight; and he’s doubling our position in Turning Point Brands (TPB), making that position slightly overweight. The result of it all is that the portfolio will be about 22% in cash.

Wall Street’s Best Investments

Daily Alert June 14: Tencent Holdings Limited (TCEHY) from Cabot Global Stocks Explorer
Daily Alert June 13: YCG Enhanced Fund (YCGEX) from Moneyletter
Daily Alert June 12: Bright Horizons Family Solutions Inc. (BFAM) from Ian Wyatt’s Million Dollar Portfolio
Daily Alert June 11: Harsco Corporation (HSC) from Upside
Daily Alert June 10: Canadian Solar Inc. (CSIQ) from Schaeffer’s Investment Research

Monthly Issue June 12: Nancy begins this issue with our Spotlight Stock, Pivotal Software, Inc (PVTL), which is becoming a top competitor in the platform as a service (PaaS) industry. The company was founded in 2013 to create a platform that would make it easier for developers to design and launch new programs and other platforms. You’ll find the details in her Feature article.

Wall Streets Best Dividend Stocks

Daily Alert June 14: Sabre Corporation (SABR) from The Buyback Letter
Daily Alert June 13: Sell: Westwood Holdings Group, Inc. (WHG) from Hendershot Investments
Daily Alert June 13: United Technologies Corporation (UTX) from Hendershot Investments
Daily Alert June 12: Whirlpool Corporation (WHR) from The Prudent Speculator
Daily Alert June 11: The Goldman Sachs Group, Inc. (GS-PK) from Income Securities Investor
Daily Alert June 10: General Mills, Inc. (GIS) from Directinvesting.com

Monthly Issue June 5: Nancy’s Spotlight Stock, Gilead Sciences (GILD), is a major biopharmaceuticals producer focusing on life-threatening diseases. Founded in 1987 by Michael Riordan, a 29-year-old medical doctor, Gilead has grown to over $22 billion in revenues through both internal growth and by acquisitions. Her Feature article uses Gilead as an example of when to sell and when to buy and Nancy provides two lessons learned.

Ask the Experts

Cabot Undervalued Stocks Advisor

Question: I bought 200 shares of AIG for about $45 after your April webinar. Now it is at about $53. Should I let go?

Crista: Since I recommended AIG, Wall Street’s earnings estimates have increased. There’s price resistance on the AIG price chart at 56, which means that the stock is unlikely to rise past 56 without first spending several more months trading below that price. Keeping or selling is going to depend on your investment style. A person who prefers to own high quality stocks, and not trade very often, should keep AIG. A person who prefers to take the money and run, and move on to the next growth opportunity, should sell near 56.

Premium Reports

Cabot’s 10 Best REIT’s to Buy Now

Special Report

May 2, 2019: JUST UPDATED—REITs are a way for investors to have a diversified portfolio of real estate-related investments even if you don’t have millions of dollars, much like mutual funds did for stocks. And REITs are traded on the market, just like stocks. In this new, exclusive report, you’ll discover how to profit in REITs, even when interest rates are rising.

Cabot Prime Quarterly Report

Special Report

April, 2019: The first quarter of 2019 was as good as the previous one was bad. And that’s not surprising. In fact, in his last quarterly report, Tim concluded by writing, “What the charts are signaling now is quite bullish! So don’t be afraid. Follow your favorite Cabot analyst. Use appropriate risk management tools. And make some money while the market is once again going the right way.”

Cabot’s Ten Best Canadian Small-Cap Stocks

Special Report

Updated March 6, 2019: One of the generally accepted wisdoms over the past couple of years has been that the U.S. stock market is where the action is. But relative performance of ex-U.S. markets is showing that’s no longer the case. There are market-beating returns available to those investors willing to step abroad. And one of the easiest steps to take is just over the border with our neighbor to the north, Canada. For the modestly adventurous investor, I think there are quite a few Canadian stocks worth a look right now.

Cabot’s Best Safe Investments for Uncertain Times

Special Report

December 21: This report gives you some suggestions of the safest, productive places to put your money when the market gets bumpy.

A Richer Retirement

Special Report This handbook is designed to help you secure a better, longer, richer retirement for yourself by making the most of your savings both before and during retirement.

Guide to Cabot Prime

This Guide to Cabot Prime will help you make the best use of your Prime membership to create a strong personal portfolio.

Stock Recommendations Tracker

The table below lists all of the stocks held in any Cabot portfolio.
Updated or revised recommendations from the past week are in purple text.
Stocks added to a portfolio are highlighted in green text.
Closed stock positions in the past week are highlighted in red text.

StockCabot Global Stocks ExplorerCabot Growth InvestorCabot Marijuana InvestorCabot Stock of the WeekCabot Undervalued Stocks AdvisorCabot Dividend Investor
AAPLHoldStrong Buy
ABBVBuyBuy
ACBSee Advisory
ADBEBuy
ALXN Buy
ANFHold
APHASee Advisory
ARRYBuy 1/2
AXPHold 1/2
AXSBuyStrong Buy
BABABuy 1/2
BHGEHold
BIP BuyBuy
BSCJ Buy 1/2
BSCL Buy 1/2
BXStrong Buy
CCIBuy
CFStrong Buy
CGStrong Buy
CGCSee Advisory
CHCTHold
CITHoldHold
CMCHold
CMGBuy
COUPBuy 1/2
CRLBFSee AdvisorySold
CRONSee Advisory
CURLFSee Advisory
CVTAHold
DALBuyStrong Buy
DBIStrong Buy
DDHold
DDAIFBuy 1/2
DOWStrong Buy
ED Hold 2/3
ELLXFSee Advisory
EPDBuy
EUMSell
EVBGHold
EXASHold
FIVEHold
GESHold
GTBIFSee Advisory
HEXOSee Advisory
HTHTHold
IBNBuy 1/2
IIPRSee Advisory
KNXHold
KSHBSee Advisory
LGORFBuy 1/2
LKBuy
LUVHold
LXBuySold
MKC Hold
MOBuy
MOSHold
MPCHold
MTCHBuy
NEEHoldHold
OGISee Advisory
OKTABuy
PGX Buy 1/2
PLNTBuyBuy
RCLHold
REMXBuy 1/2
RPDSold
SANMHold
SEHold 1/2
SLBHold
SNAPBuy
SSOHold
STAGHoldHold
SUPNHold
SYFHold
TCEHYBuy 1/2
TIVOHold
TOTHold
TPBSee Advisory
TSLAHold
TTDHold
TWLOHoldHold
UEICStrong Buy
VFFSee Advisory
VOYABuyStrong Buy
WDAYSold
XEL Hold 2/3
ZMBuy
ZTOBuy 1/2