Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any changes to our recommendations over the previous week. We include this table at the bottom of the Weekly Summary, and provide a link here at the top to the Stock Recommendations Tracker.
Cabot Weekly Review (Video)
In this week’s stock market video, Mike Cintolo talks about the bullish top-down action of the market, including some longer-term breakouts from small- and mid-cap indexes (which might be good investments in and of themselves). Individual stocks also remain in good shape, though there’s more chop and potholes there as earnings season continues. All in all, short-term dips are possible, but Mike sees far more good than bad out there.
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Cabot Growth Investor
Bi-weekly Update November 11: Remain bullish, but keep your eyes open. At this point, the dip in the market and most growth stocks is normal, coming after a huge run and breaking hardly any leaders. That said, further near-term weakness wouldn’t be surprising, and you should monitor your weakest stocks in case the selling intensifies. In the Model Portfolio, we placed Dyantrace (DT) and Floor & Décor (FND) on Hold in yesterday’s special bulletin but have no further changes tonight. Our cash position is around 18%.
Special Bulletin November 10: Remain bullish but keep an eye on things—the vast majority of the overall evidence is still positive, but there’s no question stocks have had a huge run, and the recent selling could go on for a bit to shake out some weak hands. We have no major moves tonight, but we are going to place Dynatrace (DT) and Floor & Décor (FND) on Hold.
Bi-weekly Issue November 4: In total, then, it’s still a bull market—you don’t want to blindly chase things that are super extended and it’s important to manage stocks through earnings reports, but we continue to aim to put money to work. Tonight, we’re starting a half-sized position in Dexcom (DXCM), which we believe is in the midst of a fresh, sustained advance. Our cash position will be around 18%.
Cabot Top Ten Trader
Weekly Issue November 8: There have been a few times this year when the onus was on the bulls to snap the market out of a downturn, correction or choppy period—and, happily, in most cases they did. Mike’s Top Pick is Arista Networks (ANET), which is a high-priced stock but showed extreme power and a change in character after a great quarterly report and multi-quarter outlook last week.
Movers & Shakers November 5: The major indexes have had a great week, led this time by the broader indexes—while the S&P 500 and Nasdaq are up solidly (1.5% to 3%), small caps (up north of 4%) and mid-caps have led the way. That keeps the intermediate-term trend pointed solidly up.
Cabot Undervalued Stocks Advisor
Weekly Update November 10: The stock market’s summer appears to be turning to autumn. Read our colorful analogy. We comment on earnings from Barrick Gold (GOLD) and other recommended stocks.
Monthly Issue November 3: Along with our review of General Motors’ (GM) earnings, we briefly outline our concerns about its shares. We comment on earnings from Bristol-Myers (BMY), Merck (MRK), ConocoPhillips (COP) and Molson Coors (TAP).
Cabot Stock of the Week
Weekly Issue November 8: Tim’s featured stock Coupa Software (COUP) has a cloud-based global technology platform for Business Spend Management (BSM). Its platform connects organizations with suppliers globally, and provides visibility into and control over how companies spend money, optimize supply chains, and manage liquidity, enabling businesses to achieve savings that drive profitability.
Cabot Explorer
Bi-weekly Issue November 11: Inflation stays high, infrastructure week arrives, and Rivian stock surges while markets sold off a bit yesterday. The weakness yesterday halted some good rallies among Explorer stocks. We continue to explore new ideas and for this week’s recommendation, we go into the Cloud for a familiar name.
Bi-weekly Update November 4: The market was steady this past week as the Federal Reserve completed its two-day meeting and announced plans to end its stimulus program but keep rates unchanged. Some highlights among Explorer stocks: Fisker (FSR) had a nice move this week based on rumors and announcements. First, there is a rumor out there that Apple will acquire Fisker as part of its Project Titan.
Cabot Dividend Investor
Monthly Issue November 10: Tom’s featured stock Valero Energy (VLO), is the largest petroleum refiner in the U.S. It has 15 petroleum refineries and markets products in 43 states, Canada and the U.K. It is also one of the largest producers of ethanol and has a rapidly growing renewable diesel business.
Weekly Update November 3: September was lousy. October was glorious. What can we expect in November and beyond? The market sure rebounded in October, with the S&P 500 posting a 7% gain for the month, more than offsetting the 4.8% loss in September. The market is back to its rightful place of making continuous new all-time highs as earnings are saving the day.
Cabot Marijuana Investor
Update November 10: After a nine-month-long and very deep correction, during which the Global Cannabis Index fell 54% and many stocks fell farther, there was strong buying in the sector on Friday and Monday, signaling that the correction in the sector is likely over.
Monthly Issue October 28: The good news: Both new and mature markets are still growing. U.S. sales were $17.2 billion in 2020, up 40% from 2019, and are expected to hit $36 billion by 2025 and $64 billion by 2030 (roughly the size of the current illicit market). Competition is strong, which is healthy. And even Amazon, whose expertise is getting people what they want, is backing lobbying for legal marijuana. The bad news: The administration in Washington continues to ignore voters’ appetite for legalization. But individual representatives in Washington continue to craft measures that would chip away at illegality.
Cabot Early Opportunities
Special Bulletin November 11: AppLovin (APP) reported Q3 2021 results that surpassed expectations on the top line and missed on the bottom line. Maravai (MRVI) reported Q3 results yesterday that surpassed expectations.
Special Bulletin November 10: Upstart (UPST) reported Q3 results yesterday, and the stock is taking it on the chin this morning despite strong results. The main issue is the stock’s price had already factored in a ton of great news, so the report needed to be amazing to justify the share price.
Special Bulletin November 9: Freshpet (FRPT) reported yesterday afternoon and the stock has been under pressure today. This is a shame as FRPT had been recovering nicely from a late-summer selloff, but the mixed report is causing impatient investors to move on to greener pastures. The main issues aren’t overly surprising.
Special Bulletin November 8: Sell Travere Therapeutics (TVTX). Along the same vein, we’re going to take a profit of around 25% on TVTX today. This is another trade opportunity we entered (in September) and the stock’s been on a one-way trip higher since.
Special Bulletin November 5: Altair Engineering (ALTR) Reported Q3 results ahead of very conservative expectations. Revenue was up 14% to $121.3 million (versus $113.9 million consensus) with software driving the strong results (up 22.9%)
Monthly Issue October 20: There are a lot of things investors could focus on these days, ranging from potential impacts of supply chain disruptions and labor shortages to the big-picture economic effects of inflation and rising interest rates. But really, for the coming weeks it’s going to be all about earnings season. We’re all looking for insights into how individual companies are being impacted by the aforementioned challenges (and more) and what opportunities they’re successfully chasing down. Tyler’s top pick is Dynatrace (DT).
Cabot Profit Booster
Weekly Issue November 9: The October jobs report on Friday and Fed announcements Wednesday were the big events last week, and both managed to please the bulls. Couple the positive economic news with 90% of the S&P 500 reporting higher revenues and growth, as well as positive Covid news from Pfizer, and it’s not hard to understand why the bulls continue to rule the day. Jacob’s new stock recommendation is ZoomInfo (ZI).
Cabot Income Advisor
Weekly Update November 10: Times are good. After a rough September, the market soared 8% higher to a new all-time high. Earnings have been spectacular, and the bull market is back, although the market has pulled back in the last couple days. This market is generally high priced. It’s up over 100% since the bear market low in March of 2020 and 8.5% just since the beginning of October.
Monthly Issue October 27: The market is at another new all-time high. The S&P 500 is up almost 100% since the bear market low in March of last year. Stocks have fully recovered from the pandemic and then some, or so it may seem. Tom’s featured stock FS KKR Capital Corp. (FSK), is the second largest publicly traded BDC that specialized in high interest secured loans to middle market U.S. companies.
Cabot Turnaround Letter
Weekly Update November 12: This week’s note includes comments on earnings reports from eight recommended companies, plus non-earnings comments on General Electric’s (GE) potential break-up, Macy’s (M) stock and Toshiba’s (TOSYY) break-up, along with the Breakfast Cereal Theory of Corporate Diversification.
Special Bulletin November 8: This afternoon we are moving shares of Signet Jewelers (SIG) from BUY to SELL. Although our initial price target was 29, the company’s fundamentals have improved immensely, and our current price target is 94. With the shares now trading just over 104, our willingness to raise our target again is limited, given the risk/return trade-off, so we are moving the shares to a SELL.
Weekly Update November 5: This week’s note includes comments on earnings reports from eight recommended companies and non-earnings comments on Royal Dutch Shell’s (RDS/B) potential break-up, General Electric (GE) completing its sale of its aviation finance operations, Walgreens Boots Alliance’s (WBA) evolution compared to that of rival CVS Health (CVS), and our updated take on Macy’s (M) possible e-commerce carve-out.
Monthly Issue October 27: We make our case for four consumer staples stocks that have been discarded and now look like bargains, including Campbell Soup (CPB), Calavo Growers (CVGW), Energizer Holdings (ENR) and Utz Brands (UTZ). We also discuss four decent banks with P/Es below 10x, including Amalgamated Financial (AMAL), Citigroup (C), Hope Bancorp (HOPE) and Horizon Bancorp (HBNC). Our featured BUY is Kaman Corporation (KAMN). Investors see a low-margin aerospace contractor tied to the soft commercial jet market and a fading weapons igniter program, but we see a beaten-down stock of a company with capable new leadership that is working to highlight a valuable precision engineering segment that otherwise is hidden behind several lackluster businesses.
Ask the Experts
Cabot Early Opportunities
Question: I’m a new subscriber and I have a basic question for you. Can I assume that the portfolio that you present in your advisory newsletters is a diversified one with roughly 20 stocks? In other words, can I use the Early Opportunities portfolio as a stand-alone portfolio and basically have all of my equity investments in this portfolio? Or would it be advisable to diversify my equity holdings in other stocks?
Tyler: I can’t advise you specifically, but generally speaking I don’t think most investors should have all their equity investments allocated to small cap stocks. It’s pretty standard advice to have a mix more along the lines of 30/30/30/10 small cap, mid cap, large cap, international (or some other sector), or 20/20/40/20 small/mid/large/sector specific, or something like that. There are a lot of factors, including age, risk tolerance, retirement saving, etc. so certainly no one-size-fits-all approach. But again, I can’t think of a scenario in which somebody should have 100% allocated to small caps.
Quarterly Cabot Analyst Meeting
The recording of the Cabot Prime Members Meeting with the Analysts from October 13, 2021 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 member benefits.