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Clif Droke

Chief Analyst, Cabot Turnaround Letter

Clif Droke is the Chief Analyst of Cabot Turnaround Letter. For over 20 years, he has worked as a writer, analyst and editor of several market-oriented advisory services and has written several books on technical trading in the stock market, including “Channel Buster: How to Trade the Most Profitable Chart Pattern” and “The Stock Market Cycles” as well as “Turnaround Trading & Investing: Tactics and Techniques for Spotting Winning Turnaround Stocks.”

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From this author
Cabot Turnaround Letter
July 18, 2025
Just when it looked like happy days were here again, volatility has reared its ugly head.

Granted, this week’s volatility spike was muted by historical standards, but relative to the ultra-low volatility of the last few weeks, it was enough to give pause for the bulls.
July 18, 2025
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Clif Droke
Cabot Turnaround Letter
July 11, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Alcoa (AA), Centuri Holdings (CTRI), Dollar Tree (DLTR), GE Aerospace (GE), Intel (INTC) and Paramount Global (PARA).
July 11, 2025
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Clif Droke
Cabot Turnaround Letter
July 3, 2025
*Note: Your weekly Cabot Turnaround Letter update is arriving a day early, on Thursday, July 3, due to the market holiday on Friday, July 4, in observance of Independence Day.

In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Alcoa (AA), Bloomin’ Brands (BLMN), GE Aerospace (GE), Intel (INTC), Paramount Global (PARA) and Toast (TOST).

GE Aerospace (GE) strength driven by record backlogs in its commercial aerospace segment.
July 3, 2025
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Clif Droke
Stock Market
Uncertainty: An Investor’s Best Friend
It’s often said that the market hates uncertainty, but against the right backdrop, uncertainty may actually be an investor’s best friend.
June 30, 2025
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Clif Droke
Cabot Turnaround Letter
June 27, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Alcoa (AA), Centuri Holdings (CTRI), GE Aerospace (GE), Paramount Global (PARA) and SLB Ltd. (SLB).

Agnico Eagle (AEM) CEO explains why his company is one of the industry’s top performers.
June 27, 2025
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Clif Droke
Dividend Stocks
The 10 Highest-Paying Dividend Stocks in the S&P 500
More than 75% of the S&P 500 pays a dividend these days. Here are the 10 highest-paying dividend stocks in the index.
June 26, 2025
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Clif Droke
Cabot Turnaround Letter
June 20, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Alcoa (AA), Centuri Holdings (CTRI), Intel (INTC), Kenvue (KVUE), Paramount Global (PARA) and SLB Ltd. (SLB).

Alcoa (AA) is navigating tariff-related challenges relating to aluminum pricing and sourcing.

SLB Ltd. (SLB) is well positioned to benefit from anticipated oil and natural gas price increases arising from the Iran/Israel conflict.
June 20, 2025
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Clif Droke
Cabot Turnaround Letter
June 13, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Dollar Tree (DLTR), GE Aerospace (GE), Goodyear Tire & Rubber (GT), Intel (INTC), Paramount Global (PARA), SLB Ltd. (SLB) and UiPath (PATH).

Agnico Eagle (AEM) is poised to benefit from a major change in the balance of global reserve assets.
June 13, 2025
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Clif Droke
Cabot Turnaround Letter
June 6, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Alcoa (AA), Dollar Tree (DLTR), Intel (INTC), Kenvue (KVUE), Pan American Silver (PAAS), Paramount Global (PARA), UiPath (PATH) and SLB Ltd. (SLB).

Dollar Tree (DLTR) had a big week in the wake of earnings, hitting a new high for the year to date.
June 6, 2025
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Clif Droke
Cabot Turnaround Letter
June 5, 2025
Sell a Quarter Position in Pan American Silver (PAAS)
June 5, 2025
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Clif Droke
Cabot Turnaround Letter
June 3, 2025
Sell a Quarter Position in Dollar Tree (DLTR)
June 3, 2025
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Clif Droke
Magazine
2 Undervalued Sectors to Buy Now
The recent market sell-off revealed “informed buying” in two undervalued sectors that points to further strength ahead. Here are two ways to play it.
May 30, 2025
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Clif Droke
Cabot Turnaround Letter
May 30, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Centuri Holdings (CTRI), GE Aerospace (GE), Intel (INTC) and Paramount Global (PARA).

GE Aerospace (GE) stands to benefit from the recent legal challenge to the White House’s tariffs.
May 30, 2025
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Clif Droke
Stock Market
What Could Go Wrong in the Rest of 2025?
We preach stock market optimism here at Cabot, but it’s worthwhile to take a look at the bigger picture and consider what could go wrong in the rest of 2025.
May 26, 2025
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Clif Droke
Cabot Turnaround Letter
May 23, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Centuri Holdings (CTRI), GE Aerospace (GE), Intel (INTC), Pan American Silver (PAAS) and Paramount Global (PARA).

Intel (INTC) is reportedly mulling a sales of its network and edge businesses as part of an ongoing focus on streamlining the company.

Pan American Silver (PAAS) stands to benefit from recent gold-to-silver ratio readings.
May 23, 2025
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Clif Droke
Value Stocks
2 Undervalued IoT Stocks Poised for a Turnaround
Thanks to artificial intelligence, the Internet of Things (IoT) may not be the Wall Street buzzword it was a couple years ago. But IoT stocks are making a quiet comeback. Here are two that stand out.
May 16, 2025
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Clif Droke
Cabot Turnaround Letter
May 16, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Alcoa (AA), Centuri Holdings (CTRI), Dollar Tree (DLTR), GE Aerospace (GE), Intel (INTC), Pan American Silver (PAAS) and Toast Inc. (TOST).

Intel’s prospects hinge on the success of its 18A process node, which has the potential to be a major catalyst for its turnaround.
May 16, 2025
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Clif Droke
Cabot Turnaround Letter
May 9, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Berkshire Hathaway (BRK.B), Intel (INTC), Pan American Silver (PAAS), Sirius XM Holdings (SIRI) and SLB Ltd. (SLB).

Consensus assumptions for the energy sector this year are mostly bearish, but several factors argue in favor of a contrarian bullish view.
May 9, 2025
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Clif Droke
Stock Market
3 Stocks for the Energy Transmission Crisis
Little covered in the headlines about infrastructure is the massive need to solve the energy transmission crisis; these 3 stocks are set to benefit.
May 8, 2025
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Clif Droke
Cabot Turnaround Letter
May 2, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Berkshire Hathaway (BRKB), Intel (INTC), Kenvue (KVUE), Pan American Silver (PAAS) and SLB Ltd. (SLB).
May 2, 2025
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Clif Droke
Cabot Turnaround Letter
April 25, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Centuri Holdings (CTRI), GE Aerospace (GE), Intel (INTC), Paramount Global (PARA), SLB Ltd. (SLB) and UiPath (PATH).


Centuri Holdings (CTRI) remains a strong performer in light of the tariff backdrop and thanks also to recent award wins.
April 25, 2025
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Clif Droke
Dividend Stocks
10 Highest-Paying Dividend Stocks in the Dow
The 10 highest-paying dividend stocks in the Dow Jones Industrial all yield more than 3%. But which of them would I buy today?
April 24, 2025
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Clif Droke
Cabot Turnaround Letter
April 21, 2025
Sell Teladoc Health (TDOC)
April 21, 2025
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Clif Droke
Cabot Turnaround Letter
April 17, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Alcoa (AA), Kenvue (KVUE), Pan American Silver (PAAS), Sirius XM Holdings (SIRI) and Toast (TOST).

Precious metals miners Agnico Eagle Mines (AEM) and Pan American Silver (PAAS) continue to lead the portfolio after making yet another series of new highs this week.
April 17, 2025
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Clif Droke
Cabot Turnaround Letter
April 11, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Centuri Holdings (CTRI), GE Aerospace (GE), Paramount Global (PARA), SLB Ltd. (SLB), Teladoc Health (TDOC) and UiPath (PATH).

Gold miner Agnico Eagle Mines (AEM) continues to lead the portfolio after making a new record high on Thursday.

The U.S. natural gas outlook should prove supportive for SLB Ltd. (SLB).
April 11, 2025
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Clif Droke
Cabot Turnaround Letter
April 4, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Alcoa (AA), Atlassian (TEAM), Centuri Holdings (CTRI), SLB Ltd. (SLB) and Starbucks (SBUX).

Gold miner Agnico Eagle Mines (AEM) is well positioned in the ongoing tariff war to benefit from increasing safe-haven gold demand.
April 4, 2025
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Clif Droke
Cabot Turnaround Letter
March 28, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including GE Aerospace (GE), Paramount Global (PARA), SLB Ltd. (SLB), Starbucks (SBUX) and UiPath (PATH).

This month’s catalyst report features a mixed bag of longer-term attractive turnaround candidates in industries ranging from car rentals to dental equipment to semiconductors.
March 28, 2025
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Clif Droke
Cabot Turnaround Letter
March 21, 2025
In today’s note, we discuss pertinent developments for several of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Alcoa (AA), Atlassian (TEAM), GE Aerospace (GE), Paramount Global (PARA), SLB Ltd. (SLB) and Starbucks (SBUX).


Gold and silver continue to benefit from safe-haven buying, boosting our holding of Agnico Eagle Mines (AEM).
March 21, 2025
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Clif Droke
Cabot Turnaround Letter
March 14, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico-Eagle Mines (AEM), GE Aerospace (GE), Paramount Global (PARA), Sirius XM (SIRI), Teladoc Health (TDOC) and UiPath (PATH).

Gold and silver continue to benefit from safe-haven buying, boosting our holding of Agnico-Eagle Mines (AEM).

Trump’s tariffs are directly, or indirectly, roiling some of holdings, including Sirius XM (SIRI) and UiPath (PATH). The favorable long-term outlooks for both stocks remain unchanged, however.
March 14, 2025
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Clif Droke
Cabot Turnaround Letter
March 7, 2025
In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Alcoa (AA), Janus Henderson Group (JHG), Paramount Global (PARA) and Starbucks (SBUX).

This week’s watch list includes a focus on the suddenly interesting toy market outlook, with two major industry members poised to benefit from it.
March 7, 2025
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Clif Droke