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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 June 18: WHAT TO DO NOW: Continue to lean bullish but stand pat for now. Overall, the market is handling the Middle East uncertainties well, with the major indexes and most stocks holding up well and most of the intermediate-term evidence in good shape. Still, with most stocks and indexes in holding patterns, we’ll follow along tonight—holding our 28% cash position and our current positions as we wait to see if more stocks can eventually lift out of their recent tight ranges.
Cabot Top Ten Trader
Weekly Issue June 23: The Middle East uncertainties came to the forefront just over a week ago, and that uncertainty flared up further this weekend with the U.S. joining the fray on Saturday night. Even so, stocks have remained resilient, with all of the indexes remaining in intermediate-term uptrends and not far from their recent highs, and there’s been very little abnormal action among individual stocks even after their big runs in May. That’s all to the good—but, at the same time, nothing has changed for the better, as very few stocks are reaching new high ground and there hasn’t been much net progress for the past month, even in many leaders. We’ll leave our Market Monitor at a level 7.
This week’s list has names from every nook and cranny in the market, which is a good sign. Our Top Pick is a real leader but has rested a bit during the past couple of weeks as the 25-day line has caught up. We’re OK entering here or (preferably) on dips.
Movers & Shakers June 27: Coming into Monday, it looked like the market might finally take a hit, as the U.S.’s bombing of Iran threatened to widen the Middle East conflict. Instead, the market quickly found support and it’s been a dandy week, with all the indexes up in the 2.5% to 4% range and with the big-cap measures cozying up to all-time highs.
Cabot Value Investor
Monthly Issue June 5: Most companies that were hit hard by Covid have recovered and then some. Many are faring better than ever. But because of investors’ narrow focus on the Magnificent 7 and a handful of artificial intelligence stocks the last two and a half years, share prices across various sectors have not kept pace with revenue and earnings growth. In recent months, we’ve capitalized on that discrepancy by pouncing on United Airlines (UAL), The Cheesecake Factory (CAKE) and, just last month, Carnival Corp. (CCL), with great success.
This month, we hope to mine another quick double-digit winner from the industrials sector. It’s a company that’s thriving like never before, but there’s been a significant lag between the fundamentals and the share price. We hope our timing in adding it to the portfolio now can produce UAL- or CCL-like rapid returns.
Details inside.
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 23: Stocks continue to hold the line, even as the dual tidal waves of America’s involvement in the Iran-Israel conflict and the fast-approaching tariff deadlines threaten to submerge everything. Until that happens, though, we should invest in the market in front of us, not the one we think could materialize. And so today, that means going back to the growth well and adding a medium-sized software offering from Cabot Early Opportunities Chief Analyst Tyler Laundon to the portfolio.
Details inside.
Cabot Explorer
Bi-weekly Issue June 18: The market is weathering rising uncertainty as every major group of companies in the index, from banks to commodities, has climbed since the low point in April, with a small number of the usual mega-cap tech stocks leading the charge.
The World Bank announced it would lift its longstanding ban on funding nuclear power projects. The tide of sentiment is turning along with nuclear power stocks. The ban has been in place since 2013, but the last time the bank funded a nuclear power project was 1959.
Bi-weekly Update June 26: It was a quiet week for Explorer stocks as mega tech momentum stocks have led a sharp rebound from the lows of April’s tariff-driven market pullback. This has led the broader markets to close near all-time highs.
But this is nothing compared with Spain’s IBEX 35 index, which is up almost 40% year-to-date, crushing the Nasdaq’s anemic 4% gain. Spain is now Europe’s fastest-growing major economy with electricity prices helping manufacturing and logistics. Spain brought in 94 million visitors last year and I was one of them. In 2024 alone, 170,000 people migrated from Latin America to Spain, further propelling growth and productivity.
Cabot Small-Cap Confidential
Monthly Issue June 5: Today’s new addition is a consumer-oriented stock with a range of shooting devices that are quickly becoming the must-haves among sportsmen and those looking for a less lethal self-defense option.
Revenue growth and profitability are on the rise, buoyed by new retail partnerships, domestic manufacturing and the launch of the company’s newest device.
All the details are inside this month’s Issue.
Enjoy!
Weekly Update June 26: The S&P 600 Small Cap Index rose modestly this week but not quite to the 1,340 level the index reached on June 11.
We’re seeing what could be an early pattern of higher highs and higher lows for the index, though for that trend to firm up we need to see the index get closer to its 200-day line (currently at 1,367) in the next week or two, and not fall below 1,284.
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 June 25: Stocks have been impressively resilient. The market handled the Iran news like a trooper. Stocks have rallied since the U.S. bombing.
It seems like the default position of investors is optimism. Stocks seem to want to go higher and only go lower when they defy gravity. The market made up the tariff panic in short order. Rates have remained stubbornly high. The news from the Middle East is wild. Yet stocks are within bad-breath distance of the all-time high.
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 June 24: The worries in the Middle East have continued to move markets in the last week, and despite some worrisome moments as well as signs of hope, the markets are little changed since we last wrote. The S&P 500 fell 0.2%, the Dow was virtually unchanged and the Nasdaq eked out a small gain.
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 June 17: The market has been bouncy in recent days but is still close to the high. Prices are high, but uncertainty is growing.
Stocks sold off on Friday as Israel and Iran exchanged bombings. But the market rose on Monday as investors are expecting a quick end to the conflict. Anything can happen. The conflict adds another degree of uncertainty beyond the tariffs and the economy.
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 June 27: 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).
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 June 11: Cannabis companies remain in hunker-down mode as challenges persist. Those include price compression, competition from hemp-based THC product sales, and uncertainty about potential federal reform.
Not all cannabis companies are going to survive. Ayr Wellness (AYRWF) looks like it is about to go under. I’ve only ever kept a very small position in that name, so the company’s demise did not cause too much damage.
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 June 12: It looks like the president’s tariffs are beginning to show some effect on inflation. The latest CPI report showed that the inflation rate—while lower than the 2.5% economists had expected—crept up to 2.4% from April’s 2.3% rate. Core inflation—excluding food and energy—rose 2.8%, the same as April’s increase.
The number was helped by drops in apparel and automobile prices.
The unemployment rate remained stable at 4.2%. The ADP employment number was just 37,000, the lowest level since March 2023, and less than the 111,000 anticipated.
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.