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CABOT EVENTS
Cabot Weekly Review (Video)
In this week’s video, Mike Cintolo discusses the very bullish market action this week, with the indexes lifting after weekend worries (U.S. bombing Iran) and with many individual stocks joining the party, too. He’s not necessarily cannonballing into the pool after the run, but Mike continues to extend his line while finding more and more names acting right. Click here to try out Cabot Prime Pro, including Cabot Top Ten Trader and Cabot Growth Investor, for just $90 for 90 days!
Stocks Discussed: SSO, ORCL, NVDA, AVGO, NOW, IBIT, MSTR, CRWV, NXT, SCCO, AS, LIF, BROS, VEEV, SE, CPNG, RBRK, WING, TMDX
Cabot Street Check (Podcast)
This week on Street Check, Chris and Brad discuss the market’s reaction to conflict in the Middle East, the odds that the pending tariff deadline is delayed yet again, and this week’s economic, jobs, and inflation numbers. Then, Mike Cintolo joins to share his perspective on the market, why he’s bullish about the fresh breakout to all-time highs, and he offers a handful of stocks from his watchlist. For more information about the offer mentioned on this episode, visit cabotwealth.com/street.
Cabot Webinar
3 Experts & Their Top Picks for the Second Half of 2025
Join expert Cabot analysts Tom Hutchinson, Clif Droke, and Jacob Mintz as they break down everything you need to know about the state of the market, including...
•The market is perched near all-time highs, but is it poised for another leg higher?
•Investing moves that can pay off even if the bull market stalls. • Adding resilient stocks to your portfolio to hedge against headlines, uncertainty, and the Middle East.
•The profit opportunities you can find in turnaround stocks, dividend payers, and options trading.
PLUS, the top picks from all three of our investing experts.
Quarterly Cabot Analyst Meeting
The recording of the Cabot Prime Members Meeting with the Analysts is now available for you to listen to at your convenience—click here for access. This private call with our analysts is one of your exclusive Cabot Prime Plus member benefits.
RECENT BUY AND SELL ACTIVITY
This table lists stocks bought or sold in the most recent Issues or Updates.
Portfolio Updates This Week
Cabot Growth Investor
Bi-weekly Issue June 26: As we wind up the first half of the year, the market has a great setup in place—in fact, it’s looking like that’s what’s been going on for the past six or seven months, with the big-cap indexes etching their own launching pads. Combined with some big-picture positives (like still-dour sentiment), we continue to think the next big move is up. And, while it’s not completely decisive, we’re finally starting to see some growth stocks perk up, too. Thus, we’re taking another step into the market’s waters tonight, adding one new small position and averaging up on a current holding.
Bi-weekly Update July 2: WHAT TO DO NOW: Remain bullish but take things on a stock-by-stock basis. The overall market is in fine shape, but Tuesday saw a lot of selling in growth stocks as investors rotated into stodgy areas (Dow Industrials and defensive stocks). For now, the action is broadly acceptable, but the next few days will be key. Today, we are making some small changes: We’ll place Axon (AXON) and Rubrik (RBRK) on Hold and we’re going to sell one-third of our remaining position of Palantir (PLTR), leaving us with around 23% in cash.
Cabot Top Ten Trader
Weekly Issue June 30: Even as worries fade over the recent Middle East flare-up, new tariff-related headlines have lately crept back into the news. However, stocks have taken it in stride by ignoring what would normally be “bad” news. In view of this, we’re pleased with the market’s resilience—and it’s also welcome that it hasn’t become overheated with too much enthusiasm yet. We’re still seeing a few flies here and there, with some stocks having trouble breaking above resistance, but a growing number of stocks are joining the parade, with a nice mixture of growthy and cyclical names getting into sync with the general march forward. All told, we like what we’re seeing, and in view of the continued strength, we’re raising our Market Monitor to a level 8.
This week’s list features names across multiple industries, which we view as a sign that categorical strength is building. Our Top Pick is a sporting goods giant that has multiple growth tailwinds and is tightening up as the 25-day line has caught up. We’re fine entering here or (preferably) on a dip.
Movers & Shakers July 3: Most of June saw quiet action, with the market doing little despite good or bad news. But the last two weeks have seen a change in that—first, in a good way last week, with the major indexes and most everything rallying to new highs, but second, this week saw a good-sized rotation out of all things growth and into other areas, with the Dow Industrials and even defensive sectors (consumer staples) leading while most growth titles softened.
Cabot Value Investor
Monthly Issue July 10: Glad to be back! A lot has happened in the two weeks since I last wrote, with the market reaching new record highs despite the tariff deadline coming and going without a ton of clarity. And now second-quarter earnings season has arrived, which could provide further wind in the market’s sails, though estimates are more tempered (5% growth, vs. 14% growth among large-cap companies in Q1) this time around.
Meanwhile, our portfolio is humming, with TWO of our stocks reaching their price targets today! We’ll “retire” them to make room for today’s new recommendation, from an industry I wrote extensively about in our last update: movie theaters. The hope is that this movie theater stock will follow in the footsteps of United Airlines (UAL) and Carnival Corp. (CCL) and quickly reach our price target as shares play catch-up to their fundamentals due to some post-Covid lag.
Details inside. Enjoy!
Weekly Update June 26: Three years ago this month, I went to see my first movie in a theater since Covid. The film was Top Gun: Maverick, a movie that tapped into my 1980s nostalgia and was more entertaining and coherent than your average sequel. I wasn’t alone – the film grossed nearly $1.5 billion worldwide, making it the highest-grossing movie of Tom Cruise’s career, which is really saying something. Steven Spielberg thanked Cruise for “saving movie theaters.” He may have been right: In the two previous Covid-tainted years, 2020 and 2021, U.S. movie theaters grossed just over $6.5 billion combined – barely more than half of the industry’s 2018 peak of $11.89 billion.
Cabot Stock of the Week
Weekly Issue June 30: Chaos was the overriding theme of the first half of 2025. But for all the pearl-clutching over tariffs, Middle East conflict, slowing economic growth and still-high interest rates, the S&P 500 was up 5% and has risen to new all-time highs. Stocks have truly climbed the proverbial “Wall of Worry.” Will they continue to? I wouldn’t bet against it. So today, we add a once-great large-cap tech stock name that may finally be ready to dig out of a years-long funk. Clif Droke identified it as a prime turnaround candidate in his Cabot Turnaround Letter. Now, we add it to the Stock of the Week portfolio.
Details inside.
Cabot Explorer
Bi-weekly Issue July 3: The S&P 500 and Nasdaq reached new records on Wednesday, reversing Tuesday’s declines. President Trump’s tax-and-spending bill squeaked through the Senate and is now at the heart of a battle in the House. This is hopefully settled this today and a setback would have an impact on the stock market.
Bi-weekly Update July 10: Corporate America is weathering trade uncertainty remarkably well. The S&P 500 index has recovered more than 20% since bottoming out in April but is up only 6% this year.
You may have noticed that the stagflation scenario (inflation and slow growth) is a theme being promoted by the financial media with comparisons to the 1970s. But even if this becomes a reality, stocks are still your best option to protect and grow your wealth. In the 1970s, large-cap value outperformed growth stocks and long-term Treasury bonds. Dividend-paying stocks also outperformed. Our strategy will remain the same regardless of the pundits, value, quality, and momentum.
Cabot Small-Cap Confidential
Monthly Issue July 2: Today’s addition is a small-cap networking company on the cusp of a potential multi-year growth cycle.
The big-picture growth catalyst? Emerging AI and cloud computing technologies that place new strategic importance on network infrastructure and security for data centers, hyperscalers and global enterprises.
All the details are inside this month’s Issue.
Enjoy!
Weekly Update July 10: Action in the small-cap indices continues to be very encouraging.
Since the beginning of June, both the S&P 600 SmallCap Index and Russell 2000 have outperformed the S&P 500 and the Nasdaq.
Cabot Dividend Investor
Monthly Issue June 11: Stocks have made an impressive recovery from the April tariff swoon. The S&P 500 is now within just 2% of the all-time high.
The recent market overreactions have been reversed. The market index is perched near the high. It’s tough to envision a catalyst that will drive a sustained rally anytime soon. Sure, there could be good tariff news. But uncertainty is likely to linger for a while. The economy is okay but not great. A recession is unlikely, but growth is still slowing.
Anything can happen, of course. But it’s time to acknowledge the possibility that the market could go sideways for the rest of the year and even beyond.
Dividends are king during times like this. Dividends roll in no matter what the market is doing or what’s going on in the world. Dividend income has accounted for a substantial portion of total market returns over time, about 34% since 1940. But dividends account for a much higher percentage of returns during periods of flat markets. While overall stock prices are stuck in the mud, the cash register keeps ringing.
In this issue, I highlight one of the very best income stocks on the market. It has a strong recent track record and is poised to thrive in the quarters ahead.
Weekly Update July 2: The S&P 500 reached a new all-time high. Now what?
It’s been a tremendous recovery since the “tariff Armageddon” days of early April. Stocks went from the precipice of a bear market to a brand new high in just a couple of months.
Cabot Early Opportunities
Monthly Issue June 18: Despite a number of domestic and international geopolitical concerns, the market continues to act well. The S&P 500 is within a stone’s throw of its February all-time high.
This month, we add two high-growth tech names and place three additional compelling opportunities on our Watch List.
Cabot Profit Booster
Weekly Issue July 8: The recent bull run continued last week, this time led by Small Caps (IWM), which gained 3.5%, followed by a gain of 2.3% for the Dow, and 1.7% for both the S&P 500 and Nasdaq.
Cabot Income Advisor
Monthly Issue June 24: Stocks have been very resilient. The market has proven a lot of naysayers wrong. But prices are high, and uncertainty abounds.
Tariffs won’t be a disaster, but there will still be more headlines and uncertainty in the months ahead. The economy is okay, but it’s not great. Interest rates are still stubbornly high. And now the Iran conflict is thrown into the mix along with the tariffs and the economy. Meanwhile, the market indexes are hovering near the high and most stocks are pricey.
Several portfolio positions have had strong rallies in the recovery and are generating high call premiums. The high strike prices guarantee a strong total return if the stocks are called. The high premiums provide a great way to lock in the recent market good fortune by generating a high income from call premiums.
Let’s take what the market is giving. Right now, it’s giving a high income. Tomorrow, who knows? In this issue, I highlight a covered call in Qualcomm (QCOM). It is the sixth call sold on the position since the stock was added to the portfolio four years ago. It’s a great time to prime the pump for income once again.
Weekly Update July 8: Uncertainty is growing in a market perched near the high.
Tariffs are front and center again. The July 9 deadline, which began the market rally from the low when the administration issued a 90-day extension, is rapidly approaching. The deadline raises many of the issues the market hated back in April. Stocks started the week on a down note in anticipation.
Cabot Turnaround Letter
Monthly Issue June 25: Few things are more enduring than America’s love of a good hamburger. Indeed, the iconic sandwich is so much a part of the country’s pop cultural heritage that, according to numerous opinion polls, it’s one of the first things foreigners mention when asked to name the most American symbol they can think of.
Weekly Update July 3: 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.
Cabot Cannabis Investor
Monthly Issue May 28: The Senate Judiciary Committee recently approved the nomination of Terrance Cole to lead the Drug Enforcement Administration (DEA).
The full Senate may vote on Cole’s confirmation as soon as early June.
This could be the start of a significant turning point for cannabis stocks. That’s because Cole will address a Biden-era proposal to move cannabis to Schedule III from Schedule I under the Controlled Substances Act (CSA). The change would significantly enhance cannabis company cash flow by neutralizing an IRS rule that bars operating expense deductions against revenue from the sale of Schedule I substances.
Monthly Update July 10: If you have been steadily averaging down in cannabis stocks during the sector’s dark days all year, well done.
You are finally being rewarded.
Cabot Money Club
Monthly Magazine July: Whether you’re kicking up your feet at the beach, cruising through the Caribbean or flying to foreign locales, this month, let’s explore how to make the most of the return of summer travel without blowing up your budget. Plus, we’ll take a closer look at the stocks and ETFs to add to your portfolio to profit from travel trends.
Stock of the Month July 10: We don’t yet know what the inflation rate for June will be (report is due July 15), but in the latest Federal Reserve meeting—reading between the lines—it seems economists expect the Fed to lower rates a couple of times during the remainder of the year.
And, just in the last few days, it’s been reported that Goldman Sachs now expects the Fed to cut rates three times.
We’ll see.
Ask the Experts
Prime Question for Mike: Mike, do you have a max number of stock position in the portfolio?
Mike: So, there’s not a set max, but realistically given our position sizing (10% for a full position), I don’t think we’ve ever had more than 12-13, and usually it’s like 10-11. So somewhere in that range, ideally with ten 10% positions but the world isn’t that perfect.