It’s a potentially very busy week for the market, as we close the book on a productive January. The Fed will come out with its latest interest rate progress report; new jobs numbers will be released; and 40% of the S&P 500 will report earnings. Expect some movement in the market. Entering the week, the market is behaving quite well, sitting at new all-time highs as I write this. It’s a good time to take some risks. And today, we do just that by adding a small-cap biotech that got Wall Street’s attention in September after achieving a breakthrough on a new drug candidate. It’s a brand-new recommendation from Cabot Early Opportunities Chief Analyst Tyler Laundon.

After a sluggish start to the year, stocks have broken to new highs, with not even diminished expectations of Fed rate cuts able to slow them. Is it the next leg up in this still-nascent bull market? Perhaps. But in case there’s some earnings season turbulence ahead, today we add a low-risk value stock that’s been a favorite of Cabot Value Investor Chief Analyst Bruce Kaser for quite some time.

Details inside.

The market is in a holding pattern, but holding patterns aren’t bad things when they come on the heels of the kind of run-up we saw in November and the first three weeks of December. Besides, many of the stocks in our Stock of the Week portfolio aren’t in a holding pattern, with 10 of them (!) trading at either 52-week or all-time highs. So today, we add another high-upside position that should benefit from another banner year for the travel industry. Mike Cintolo recently recommended the stock to his Cabot Top Ten Trader audience.

Stocks had a sluggish first week of 2024, but it’s not cause for concern yet. In fact, all of the Cabot Stock of the Week holdings are acting well enough that we haven’t had to subtract from the portfolio in weeks, allowing it to swell to 26 stocks with today’s new addition. It’s an undervalued dividend stock that is showing signs of life with interest rate cuts now firmly on the horizon – which should directly benefit its business. Tom Hutchinson just recommended the stock to his Cabot Dividend Investor audience.

Details inside.

Happy 2024! Here’s hoping the new year can pick up right where the old one left off. There are plenty of reasons to think this year will be good for stocks – the Fed cutting interest rates instead of hiking them, inflation cooling, recession fears fading, etc. But there’s no doubt a few sectors (tech?) are a bit overcooked at the moment, at least in the short term. So we kick off the new year by doing a bit of bargain shopping, starting with the most bargain-basement sector out there: cannabis. We haven’t had much luck trying to buy into strength with cannabis. So today, we instead buy after the sector has been knocked back again, adding the largest holding from Michael Brush’s Cabot Cannabis Investor portfolio.

In our final issue of 2023, we try and capitalize on the red-hot, Fed-fueled (for once) market by adding a growth play that is resurgent in a post-Covid world. It’s a brand-new recommendation from Mike Cintolo in Cabot Top Ten Trader. It should be a nice addition to a Stock of the Week portfolio that has plenty of shiny objects as we close out the year. Enjoy – and happy holidays!

We enter the last few weeks of the year with plenty of momentum, and this week’s macro data-heavy slate (CPI and PPI reports, the latest Fed announcement) can only do so much damage to our portfolio on the heels of a very strong couple months. Nearly half our holdings – 10! – are trading at 52-week or all-time highs as of this writing. So today, we take another big swing on a mid-cap biotech newly recommended by Carl Delfeld in his Cabot Explorer advisory.

The market continues to thrive as we enter the final month of 2023 – and Cabot Stock of the Week stocks are thriving along with it! A pullback in the coming days and perhaps weeks would make sense on the heels of the market’s banner November, but the long- and intermediate-term trajectory appears up. The potential (likelihood?) that interest rates may have peaked is perhaps the biggest driving force behind the rally. And it’s a big catalyst propelling the stock that we’re adding today, a brand-new recommendation from Mike Cintolo in Cabot Growth Investor.

Details inside.

A banner November for the stock market rolls on, and an encouraging start to the holiday shopping season could act as a catalyst for another strong month in December. The Stock of the Week portfolio is thriving with the pickup in the market, with nine of our stocks hitting either 52-week or all-time highs. So today, we take another big swing by adding a mid-cap software stock recently recommended by Tyler Laundon in his Cabot Early Opportunities advisory.

Details inside.

The November market rally continues, as signs of renewed health among stocks are popping up in more and more places – including in the Stock of the Week portfolio. So today, we’re only adding – and upgrading. The new addition is a longtime recommendation by Cabot Dividend Investor Chief Analyst, Tom Hutchinson, and one that’s having a surprisingly good year. Lately, it’s gone into overdrive and yet still trades well below its highs. We try and capture the stock’s newfound momentum as we head into the holiday season.

Enjoy – and Happy Thanksgiving!

The market keeps improving but is not necessarily back to 2021 or even June and July 2023 levels just yet, as many individual stocks are stuck in neutral. Fortunately, that’s not the case in the Stock of the Week portfolio, as eight of our holdings are hitting either 52-week or all-time highs! Today, we try and strike while the iron is hot – or at least warming – by adding a familiar growth stock that was a market darling during Covid, had a very rough 2022, but has now gotten the attention of Mike Cintolo in Cabot Top Ten Trader after a major gap up at the end of October.

Details inside.

Stocks had their first legitimately good week since July, thanks to declining bond yields, improving earnings and – surprise! – Jerome Powell. Can the market keep the momentum going? I’m betting yes, even if it’s not a straight line. Market bottoms frequently occur in October, and this year will be no exception. Therefore, today I’m adding more growth to the portfolio in the form of a mid-cap name that’s little known to the masses but is essentially the Google search engine for big corporations. It’s a new recommendation from Cabot Early Opportunities Chief Analyst Tyler Laundon.

Enjoy!

Tonight I’m recommending selling National Storage Affiliates (NSA) (ideally tomorrow on a bounce), and redeploying the profits into one of my other buy-rated stocks.

If you own TSLA with a large profit, as many of my early subscribers do, I recommend that you continue to hold your shares.

Cabot Stock of the Week is a great way to build a diversified portfolio of the top growth, undervalued, momentum, international, dividend and small-cap stocks selected for current market conditions from seven Cabot investment advisories.