Cabot Prime Pro Week Ending November 15, 2019
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 discusses the many bullish factors he’s seeing in the market today, from a persistent advance in the major indexes to terrific price/volume action among leading stocks from a variety of areas. Short-term, there are signs the market could pull back (he favors buying on dips), but he’s thinking the first pullback or two is likely going to prove buyable.
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Cabot Growth Investor
Bi-weekly Update November 14: Continue to put money to work. The market and individual stocks are acting very well, and while there are some short-term yellow flags out there (complacency, overbought, etc.), the fact that stocks haven’t given up much ground is encouraging. Because of that Mike is putting some more money to work tonight: He’s buying another half-sized position of Teladoc (TDOC), starting a new half position in Dexcom (DXCM) and buying a full-sized position in MasTec (MTZ). That will leave us with around 24% in cash.
Bi-weekly Issue November 7: Selectively put some money to work while weeding out weak performers. Mike did some buying last week (filled out IPHI, started TDOC), and tonight he has a few moves: He’s adding a full-sized position in Vertex Pharmaceuticals (VRTX), a half-sized position in Qorvo (QRVO) and another 3% to our SSO position. On the sell side, though, he’s dumping Chipotle (CMG), which can’t get out of its own way. All told, these moves will leave us with around 44% in cash.
Other Stocks of Interest October 29: Follow ups to stocks featured June 6, 2019 (issue 1421) to October 24, 2019 (issue 1431). Since many of the stocks written about in Other Stocks of Interest don’t make their way into the Model Portfolio, you won’t see them followed on a regular basis in the issues. However, we are monitoring these stocks, and this listing gives you a quick view of our latest thoughts. Feel free to email me directly (firstname.lastname@example.org) with any questions/comments you have.
Cabot Top Ten Trader
Movers & Shakers November 15: It’s been another constructive and encouraging week for the market in Mike’s view. As he writes this morning, the S&P 500 and Nasdaq aren’t up much on the week (0.4% or so), but given that we just had five weeks in a row on the upside, we take the calm action as a plus. His buy ideas today are: Arconic (ARNC) and Boot Barn (BOOT). There are two sells this week, Entegris (ENTG) and Medicines Co. (MDCO).
Weekly Issue November 11: With the trends up and longer-term measures supportive, Mike is optimistic the market has changed character for the better, but should the market and leading stocks suffer a deep retreat, that would probably put us back in the soup. In the meantime, he’s going with the evidence, which continues to improve both for the indexes and new leading stocks. This week’s list has another round of stocks that have recently enjoyed outsized accumulation. Mike’s Top Pick is United Rentals (URI), which looks like a potential leader among cyclical stocks.
Cabot Options Trader and Cabot Options Trader Pro
Note that the current week’s Weekly Update, earnings updates, position updates and stocks on watch are posted on the website in the Market Update section, which is deleted each week.
Cabot Options Trader Position Update November 15: Today is the expiration of our Regions Financial (RF) and Lattice Semiconductor (LSCC) buy-writes. Jacob is going to let both positions expire and will move on from these stocks, though for two different reasons.
Cabot Options Trader Position Updates November 14: Jacob has three position updates: JD.com (JD) Earnings, Regions Financial (RF) and Lattice Semiconductor (LSCC) Expiration.
Cabot Options Trader Stocks on Watch November 13: One of the most critical components of running Cabot Options Trader is finding stocks that the hedge funds and institutions are targeting. However, the next layer of research is almost as important, which is figuring out why they are buying calls and puts. And in the case of BSX, Jacob found two potential catalysts for this call buying: The company is presenting at an investment conference tomorrow, as well as a healthcare conference next week. While he likes the way BSX stock is trading, he’s likely going to pass on adding the stock to our portfolio until these two events have passed.
Cabot Options Trader Position Update November 12: As Jacob usually does when our holdings are lifting to new highs, He’s going to share his latest thoughts on these positions in case you want to take a few chips off the table or otherwise adjust. Salesforce.com (CRM) is trading today at a new 52-week high at 163.5. That has pushed our February 155 Calls, originally bought for $8.225, to be worth $14.30, or a potential profit of nearly 75%. Jacob is going to continue to hold this position; however, taking profits is also a fine choice. Similarly, JD.com (JD) is trading at a new 52-week high at 33.6. However, largely due to time decay, our position is only at a marginal profit.
Cabot Options Trader Sector on Watch November 11: Sector on Watch – Biotech and Pharmaceuticals - The Biotech and Pharmaceutical sectors have largely traded sideways for the past several years as other “risk on” sectors have largely led the market higher. However, in the last couple of weeks as growth stocks have started to underperform, Biotech and Pharma stocks have started to lead.
Cabot Options Trader Pro Weekly Update November 11: Jacob has 8 Long positions: BX, CRM, KO JD, LSCC, RF, SNAP and TGT, one position not impacting his decision making, FB and one short position, SPY.
Cabot Options Trader Weekly Update November 11: The Chicago Board of Options Exchange Volatility Index (VIX) closed the week virtually unchanged at 12. Interestingly, for the second straight week, Jacob’s Options Barometer came in at a 5 every day last week, which leads him to believe that traders are not yet believers in the market’s new all-time highs. At the same time, the VIX at 12 is signaling traders have little fear of a major market decline.
Cabot Undervalued Stocks Advisor
Special Bulletin November 15: AXA Equitable Holdings (EQH) joins the Special Situation Stock Portfolio as a Strong Buy.
Weekly Update November 12: The stock market continues to reach new all-time highs. Crista is very comfortable with current market momentum. Continue to invest in high-quality stocks. If you are more of an active portfolio manager, please put aside some cash each time you sell a stock so that you are well-positioned to buy low during the next stock market pullback. Here are today’s portfolio changes: Bristol-Myers Squibb (BMY) moves from Buy to Hold, Commercial Metals (CMC) moves from Hold to Sell, DaVita (DVA) moves from Strong Buy to Retired, Dow Inc. (DOW) moves from Strong Buy to Buy, Royal Caribbean (RCL) moves from Buy to Strong Buy, Southwest Airlines (LUV) moves from Buy to Hold and Voya Financial (VOYA) moves from Hold to Strong Buy.
Monthly Issue November 5: Crista is giving you FIVE NEW STOCK IDEAS today. One of them will officially join the Special Situation Portfolio, and that stock is Amazon.com (AMZN). And there is a bonus section with four extra investment ideas. She won’t be permanently adding the bonus stocks to the Cabot Undervalued Stocks Advisor portfolios, but feel free to enlist their assistance in your pursuit of capital gains and dividends. Here are today’s portfolio changes: Alaska Air Group (ALK) moves from Hold to Retired, Amazon (AMZN) joins the Special Situation Portfolio as a Strong Buy, CIT Group (CIT) moves from Buy to Hold, Southwest Airlines (LUV) moves from Strong Buy to Buy and Synchrony Financial (SYF) moves from Hold to Retired.
Cabot Stock of the Week
Weekly Issue November 12: The broad market continues to look healthier, with all of the major indexes trading at or near their highs and a wave of new buying entering last week as prospects for U.S.-China relations improved. So Tim continues to recommend that you be heavily invested in a diversified portfolio of stocks that meet your investment needs. This week’s recommendation, TopBuild (BLD), has its feet in both the aggressive and conservative camps—aggressive because it recently appeared in Cabot Top Ten Trader, where momentum is key, but conservative because it’s in a traditional industry, growing through acquisition. There are no portfolio changes today.
Cabot Global Stocks Explorer
Bi-weekly Issue November 14: To kick things off, Carl is scatter-shooting around the globe, delving into some of the biggest headlines around the world that could potentially impact our portfolio.Today’s new recommendation, Rio Tinto (RIO), supplies the world with gold, diamonds, aluminum, copper, titanium, iron ore and other industrial metals. Rio Tinto is also a major player in infrastructure – railways, refineries, power plants, ships and ports – that moves its commodities from the mines to end customers. Carl has one portfolio change today: Luckin Coffee (LK) moves from Hold a Half to Buy a Half.
Bi-weekly Update November 7: Our emerging markets timer strengthened this week as the EEM climbed over 44 today, just short of its high for the year. The catalyst? Carl says that it’s that China’s Ministry of Commerce said the world’s two largest economies had agreed to remove duties on each other’s goods in phases. There are two portfolio changes today: ICICI BANK (IBN) moves from Hold a Half to Buy a Half and YANDEX (YNDX) from Hold a Half to Sell.
Cabot Small-Cap Confidential
Weekly Update November 15: There’s plenty of profit potential in individual small-cap stocks, as evidenced by the average gain of 8% posted by our portfolio over the last five sessions and the 46% rally put up by star performer Cardlytics (CDLX) over the same time frame! Other notable performance shout-outs were earned this week by Construction Partners (ROAD), up 8%, Q2 Holdings (QTWO), up 13%, Everbridge (EVBG), up 9%, and Avalara (AVLR), up 5%. On the flip side, Arena Pharmaceuticals (ARNA), EverQuote (EVER) and Quanterix (QTRX) were all down 5% to 7%. Tyler has two portfolio changes today: Everbridge (EVBG) and Rapid7 (RPD) both move from Hold to Buy.
Special Bulletin November 13: Cardlytics (CDLX) has developed a platform that marries banking and marketing data into a purchase intelligence solution that resides inside banks’ mobile and online banking channels. It’s up nearly 30% today after trouncing Q3 estimates so Tyler is moving the stock to Hold. EverQuote (EVER) has exploded higher and had a little time to digest the rally, so he thinks it’s wise to be a little conservative, EVER is moving to Hold.
Monthly Issue November 1: This month Tyler is venturing into the services sector with a stock that fits the Growth at a Reasonable Price (GARP) strategy that’s come back into favor recently. Construction Partners Inc. (ROAD), isn’t a high-flying stock with a new widget or software solution. It’s a pretty basic business really. In all likelihood, it’s insulated from trade wars, and even recessions too. He has no portfolio changes today.
Cabot Dividend Investor
Weekly Update November 13: Despite recent investor optimism, there is still a lot of uncertainty out there. We are still in the very late stages of a recovery and bull market and a recession is looming somewhere on the horizon. Given the more sobering part of the investment backdrop, Tom doesn’t see investors abandoning the safe stuff. They really only have one foot on optimism and the other one on caution. He has no portfolio changes today.
Monthly Issue October 30: In this issue Tom highlights AbbVie Inc. (ABBV), a stock that is one of the best healthcare companies in the world that is perfectly positioned ahead of the world’s most pronounced megatrend. It also offers great value in an expensive market and has recently found upward momentum. The stock is already a “BUY” rated portfolio position. But, under the current circumstances, it still offers a better opportunity than anything else he has found in the market. He has two portfolio changes today: Brookfield Infrastructure Partners (BIP) moves from Buy to Hold and Community Health Trust (CHCT) moves from Hold to Sell 1/3.
Cabot Marijuana Investor
Update November 14: Tim is making four changes to the portfolio today. Charlotte’s Web (CWBHF) will be sold, while Aphria (APHA), Cresco Labs (CRLBF) and Organigram (OGI) will all be downgraded to Hold.
Monthly Issue October 31: The cannabis sector remains in a correction, weighed down particularly by the old crowd favorites that are still being disposed of as we approach the end of the year. But the fundamentals of the industry are better than ever, as increasing numbers of companies turn profitable and as legalization spreads in both Canada and the U.S. Today, Tim will sell one stock, Alcanna (LQSIF), sell half its positions in two others, Aurora (ACB) and Curaleaf (CURLF), and initiate new positions in two new stocks, MariMed (MRMD) and MediPharm Labs (MEDIF).
Cabot Early Opportunities
Special Bulletin November 7: Tyler writes that there’s been a lot going on lately as earnings season has heated up. With many of the stocks covered in the September and October Issues of Cabot Early Opportunities he has a few updates to get into.
Monthly Issue October 16: Tyler says to keep averaging into attractive opportunities, but don’t overdo it. The market is moving sideways, and in the absence of a clear trend there’s no reason to make outsized bets. Do some buying here and there, cut losers short, and keep plenty of money in cash so you have the flexibility and clarity of mind to take more decisive action when it’s time. This month’s Top Pick is,The RealReal (REAL), a recent IPO, and a small cap stock that lacks a clear trend, but which represents a business that’s fresh and different and has huge potential.
Bonus Report:3 Cloud Software Stocks to Buy Now
Bonus Report:3 Canadian Small-Cap Stocks to Buy Now
Bonus Report: Secrets To Early-Stage Stock Profits
Bonus Report:The 240% Early-Stage Growth Stock
Wall Street’s Best Investments
Daily Alert November 15: Heritage Commerce Corp (HTBK) Forbes Dividend Investor
Daily Alert November 14: Vertex Pharmaceuticals Incorporated (VRTX) Cabot Growth Investor
Daily Alert November 13: Artisan Thematic Fund Investor Shares (ARTTX) Moneyletter
Daily Alert November 12: The Walt Disney Company (DIS) Nate’s Notes
Daily Alert November 11: IAC/InterActiveCorp (IAC) The Stock Spin-off Investing Newsletter
Monthly Issue October 16: Nancy’s contributors have a wide array of ideas for you this month, starting with the Spotlight Stock, Palo Alto Networks (PANW), a cybersecurity company that is posting double-digit growth by staying on top of the current—and future—security needs of a world that is fast becoming extremely connected. Her Feature article looks at an overview of the industry, including its biggest threats.
Ask the Experts
Cabot Options Trader
Question: I was curious about your thoughts about GT.
Jacob: Just because a company missed earnings doesn’t mean that the stock can’t go up. In fact, often times when a company releases “bad” news and the stock rises, it is almost a green light that we should be buying (I’m not there yet on GT). The rational behind that is the bad news was already priced in.Of note, a trader bought another 3000 of these GT calls today
Cabot Dividend Investor
Question: Good morning Tom, Seems like CCI is starting lose its steam. Any underlying reason at works here? I noticed you mentioned a potential SEC probe in the last letter.
Tom: I understand the concern and I’m watching it closely. But the situation isn’t unique to CCI. The other 5G REITs are selling off the same as the REIT sector is taking a hit because of a “risk on” stock market and a bond market selloff. REITs have been stellar performers and a consolidation is healthy. Naturally, the REITs selling off the most are those that have done the best. The stock is right at the 200-day moving average. We’ll see if it holds here. For now, I’m considering it as a pullback in sympathy with the sector. If the situation deteriorates, I’ll let you know.
Question: Tom I own Abvie for a profit in and I bought Allergan a long time ago at 240 per share and I know the sale price is 188. should I sell Allergan in here or hold it
Tom: You get $120 per share and 0.866 ABBV shares. The stock is moving up with ABBV now. I still like ABBV here and believe AGN shares will rise also. The risk is that the deal doesn’t go through. I believe the deal will happen but I don’t like that risk. Since you already own ABBV, I would probably take at least some off the table.
Quarterly Cabot Analyst Meeting
The recording of the quarterly Cabot Analyst Meeting from October 23, 2019 is now available for you to listen to at your convenience—click here for access. This quarterly private call with our analysts is one of your exclusive Cabot Prime Pro member benefits.
Cabot’s 10 Best REIT’s to Buy NowSpecial Report
May 2, 2019: REITs are a way for investors to have a diversified portfolio of real estate-related investments even if you don’t have millions of dollars, much like mutual funds did for stocks. And REITs are traded on the market, just like stocks. In this new, exclusive report, you’ll discover how to profit in REITs, even when interest rates are rising.
Cabot’s Ten Best Canadian Small-Cap StocksSpecial Report
Updated March 6, 2019: One of the generally accepted wisdoms over the past couple of years has been that the U.S. stock market is where the action is. But relative performance of ex-U.S. markets is showing that’s no longer the case. There are market-beating returns available to those investors willing to step abroad. And one of the easiest steps to take is just over the border with our neighbor to the north, Canada. For the modestly adventurous investor, I think there are quite a few Canadian stocks worth a look right now.
A Richer Retirement
Special Report This handbook is designed to help you secure a better, longer, richer retirement for yourself by making the most of your savings both before and during retirement.
Guide to Cabot Prime Pro
This Guide to Cabot Prime Pro will help you make the best use of your Prime membership to create a strong personal portfolio.
Stock Recommendations Tracker
The table below lists all of the stocks held in any Cabot portfolio.
Updated or revised recommendations from the past week are in purple text.
Stocks added to a portfolio are highlighted in green text.
Closed stock positions in the past week are highlighted in red text
|Stock||Cabot Small-Cap Confidential||Cabot Global Stocks Explorer||Cabot Growth Investor||Cabot Marijuana Investor||Cabot Stock of the Week||Cabot Undervalued Stocks Advisor||Cabot Dividend Investor|
|TDOC||Buy another 1/2|