Issues
In the April issue of Cabot Early Opportunities, we take a quick look at what to expect from portfolio positions set to report in the coming weeks and dive into fresh opportunities that are shaping up nicely now.
At the top of the buy list is a software name we just added to our Watch List last month. We also take a position in a cosmetics stock that looks superb, pull back the curtain on a rising biotech star, tour an enterprise software name based in Canada and revisit a MedTech stock that’s finally getting some respect from the Centers for Medicare and Medicaid Services (CMS).
Enjoy!
At the top of the buy list is a software name we just added to our Watch List last month. We also take a position in a cosmetics stock that looks superb, pull back the curtain on a rising biotech star, tour an enterprise software name based in Canada and revisit a MedTech stock that’s finally getting some respect from the Centers for Medicare and Medicaid Services (CMS).
Enjoy!
In the March Issue of Cabot Early Opportunities we take a look at what’s been unfolding in the financial system and consider implications for the FOMC’s meeting and subsequent rate hike decision next week.
Suffice to say, buying a bunch of stocks into the current uncertainty doesn’t seem like the best idea. We’ll add a few partial positions, but the bulk of this month’s new ideas are going on our Watch List.
We’ll take things as they come and consider plucking names off this list as things develop.
Never a dull moment!
Suffice to say, buying a bunch of stocks into the current uncertainty doesn’t seem like the best idea. We’ll add a few partial positions, but the bulk of this month’s new ideas are going on our Watch List.
We’ll take things as they come and consider plucking names off this list as things develop.
Never a dull moment!
In the February issue of Cabot Early Opportunities, we continue to pursue stocks offering exposure to a diversity of end markets.
Our top pick this month is a mega-cap tech company making waves with AI investments that promise to shake up one of the largest software markets in the world.
We also take a look at a small industrial company, cover two software stocks with leadership positions in their respective markets and peak at a recovering semiconductor stock.
As always, there should be something for everyone in this month’s issue!
Our top pick this month is a mega-cap tech company making waves with AI investments that promise to shake up one of the largest software markets in the world.
We also take a look at a small industrial company, cover two software stocks with leadership positions in their respective markets and peak at a recovering semiconductor stock.
As always, there should be something for everyone in this month’s issue!
In the January issue of Cabot Early Opportunities, we take heed of the improving market breadth and dig into five companies from different industries that look compelling now.
Our top pick this month is a small-cap oil and gas equipment company that’s a leader in the offshore market. I also feature an online retailer specializing in the luxury market, an emerging MedTech name, a customer experience specialist and an online learning marketplace that’s poised to recover nicely.
As always, there should be something for everyone in this month’s issue!
Our top pick this month is a small-cap oil and gas equipment company that’s a leader in the offshore market. I also feature an online retailer specializing in the luxury market, an emerging MedTech name, a customer experience specialist and an online learning marketplace that’s poised to recover nicely.
As always, there should be something for everyone in this month’s issue!
In the December Issue of Cabot Early Opportunities we look at five companies growing nicely and with share prices that have held up reasonably well in recent months.
Our top pick this month is a small-cap biopharma stock that just made a timely acquisition this week. I also feature a potential biotech superstar, an emerging MedTech name, a solar energy specialist and an online retailer that we’ve seen before.
As always, there should be something for everyone in this month’s Issue!
Our top pick this month is a small-cap biopharma stock that just made a timely acquisition this week. I also feature a potential biotech superstar, an emerging MedTech name, a solar energy specialist and an online retailer that we’ve seen before.
As always, there should be something for everyone in this month’s Issue!
In the November Issue of Cabot Early Opportunities, I take a quick look at some recent earnings reports and continue to spread things out among different industries with our new additions.
This month I cover a premium furniture retailer, a micro-cap biotech, an online finance specialist, an oil refiner and a somewhat speculative space economy stock. There should be something in this Issue for everybody.
This month I cover a premium furniture retailer, a micro-cap biotech, an online finance specialist, an oil refiner and a somewhat speculative space economy stock. There should be something in this Issue for everybody.
In the October Issue of Cabot Early Opportunities, we try to interpret some of the latest commentary from Fed officials and look at the future cadence of expected interest rate hikes.
Then we dive into five stocks that seem poised for gains into the end of the year. On balance, we’re still optimistic the worst is behind us. But it’s not (yet) time to be overly aggressive. We try to balance the risks and possible rewards by managing position sizes and continuing to build up our Watch List.
Then we dive into five stocks that seem poised for gains into the end of the year. On balance, we’re still optimistic the worst is behind us. But it’s not (yet) time to be overly aggressive. We try to balance the risks and possible rewards by managing position sizes and continuing to build up our Watch List.
In the October Issue of Cabot Early Opportunities, we try to interpret some of the latest commentary from Fed officials and look at the future cadence of expected interest rate hikes.
Then we dive into five stocks that seem poised for gains into the end of the year. On balance, we’re still optimistic the worst is behind us. But it’s not (yet) time to be overly aggressive. We try to balance the risks and possible rewards by managing position sizes and continuing to build up our Watch List.
Then we dive into five stocks that seem poised for gains into the end of the year. On balance, we’re still optimistic the worst is behind us. But it’s not (yet) time to be overly aggressive. We try to balance the risks and possible rewards by managing position sizes and continuing to build up our Watch List.
In the September issue of Cabot Early Opportunities, we continue to try and thread the needle of this bear market, selecting a few potential opportunities to buy while adding others to our Watch List.
This month’s issue features a couple of old friends that are shaping up again, plucks one healthy stock off the Watch List and digs into two fresh names that seem to have the wind at their backs.
Enjoy!
This month’s issue features a couple of old friends that are shaping up again, plucks one healthy stock off the Watch List and digs into two fresh names that seem to have the wind at their backs.
Enjoy!
In the August Issue of Cabot Early Opportunities, we continue to lean into the market rally, be it bear market rally or new bull. We step up to the plate with a partial position in a biotech stock I’ve been eying, jump into a rapid-growth security software name and also a fintech company in a recovering industry. Two more conservative growth ideas are added to our Watch List and may fit the bill down the road should the market soften.
Enjoy!
Enjoy!
In the July Issue of Cabot Early Opportunities I snag two stocks from our Watch List and profile three fresh names that have caught my eye. Officially, we add three of these positions to our portfolio, including a rapid growth software stock, an oil and gas producer with a growing midstream asset base, and a rapidly expanding coffee shop.
Enjoy!
Enjoy!
In the June issue of Cabot Early Opportunities we add a conservative stock from our Watch List that’s acted well over the last month and also take a partial position in an emerging player in the energy space. We also refresh the Watch List with a pure-play beverage stock, a biotech stock with a big date in November and another emerging energy name.
Enjoy!
Enjoy!
Alerts
Vertiv (VRT) Snaps Back, Joby (JOBY) On Watch, Rivian (RIVN) Q4 Raises Eyebrows
Shares of Vertiv (VRT) have been flat (at best) to down around 10% today after the company reported Q4 results prior to market open. While the stock’s action today isn’t confidence-inspiring, it’s likely a reflection of super high expectations heading into the event and some turbulence in growth-oriented areas of the market.
Shares of Crocs (CROX) are breaking out to multi-month highs above 120 today after Q4 earnings sailed past expectations (not a complete surprise given the January 8 pre-release) thanks to outperformance of the Crocs brand (HeyDude brand was in line with expectations).
Shares of Shopify (SHOP) are giving up last week’s gains (plus a little) today after the company reported Q4 results before the market opened. Revenue growth of 24.5% to $2.16 billion was solid (beat by 3.7%) as was Gross Merchandise Value (GMV) growth of 23% (roughly 10 points faster than broad eCommerce growth) and adjusted EPS of $0.34 ($0.04 better than expected).
Shares of Pinterest (PINS) are selling off today after Q4 earnings came in slightly below expectations (food and beverage weakness a culprit), though the big-picture story remains one of a company that’s made a number of operational adjustments and launched a series of growth initiatives that should drive higher revenue and EPS growth in 2024. I think the recovery story is intact and the stock’s worth owning. Keeping at buy half.
We’re going to continue with our strategy of taking relatively quick, modest gains on slower-growth names while holding on to our faster, more aggressive positions in hopes of larger gains.
Sell ATI (ATI) For a Quick 15% Gain; Krystal Biotech (KRYS) Reports