Cabot Prime Pro Week Ending November 22, 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, Tyler Laundon covers three groups of software stocks that are finally racing higher after pulling back from summer highs and bottoming in September. He then discussed three large-cap stocks that look fantastic and represent relatively conservative growth ideas. The video wraps up with Tyler revisiting three IPOs that still look good after reporting quarterly results.
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Advisory Services
Cabot Growth Investor
Bi-weekly Issue November 21: Last week, Mike added MasTec (MTZ), filled out our position in Teladoc (TDOC) and started a half position in Dexcom (DXCM), leaving us with around 24% in cash. In tonight’s issue, he talks about our market view, give you our latest thoughts on all our recommendations and write about the two themes that he thinks are leading the market higher, at least for now. There is one portfolio change today: MasTec (MTZ) moves from Buy to Hold.
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.
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 (mike@cabotwealth.com) with any questions/comments you have.
Cabot Top Ten Trader
Movers & Shakers November 22: The big-picture evidence—price, volume and trend action of the major indexes and leading stocks, both growth and cyclical—continues to look very promising. Thus, Mike is sticking with a bullish posture, and think further pullbacks or consolidation should prove buyable. His buy ideas today are: Murphy USA (MUSA), Reliance Steel (RS), Synnex (SNX) and Valero (VLO). There are four sells this week.
Weekly Issue November 18: Combined with prior positive studies, Mike thinks the bull move has farther to run. That said, there are some minor worries to keep in mind—short-term sentiment measures are very complacent, and many leaders are also extended for the time being, meaning a rest/shakeout is a growing possibility. He thinks any pullback will offer up a bunch of solid entries, but in the meantime, it’s best to be a bit choosy on the buy side. This week’s list has a nice collection of names that have either recently shown rare strength or have run for a few weeks and could make for solid pullback buys. Mike’s Top Pick is Jabil (JBL), which is beginning to retreat after a major long-term breakout and advance.
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 22: Jacob was not filled on his Peloton (PTON) trade and his order has cancelled.
Cabot Options Trader Alert November 22: Good till Close - Bid Below Current Price – Buy the Peloton (PTON) April 29 Calls (exp. 4/17/2020) for $3.70 or less.
Cabot Options Trader Alert November 21: Buy-Write: Buy Luckin Coffee (LK) Stock and Sell the December 28 Call (exp. 12/20/2019) for a net price of $25.80 or less.
Cabot Options Trader Position Update November 20: Target (TGT) and Salesforce.com (CRM) had “events” this morning, and now that the market has been open for a couple hours Jacob wanted to update you on the stock movement and option activity.
Cabot Options Trader Pro Alert November 20: Adjust Existing Position: Against your Target (TGT) January 110 Calls, Sell the December 135 Calls (exp. 12/20) for $0.50 or more.
Cabot Options Trader Position Update November 20: Target (TGT) reported earnings this morning that easily beat expectations. In pre-market trade TGT is trading higher by $11.50 at 122.5. At these levels our calls will be at an approximate profit of 125%. Jacob’s plan is to continue to watch how the stock trades as well as how options traders are positing today following this big stock move. However, if you would prefer to take profits shortly after the open that is a fine choice as well.
Cabot Options Trader Position Update November 19: Peloton (PTON) - Jacob’s call order was not filled, and his order has cancelled. He will re-evaluate this price and trade alert tomorrow/in the days to come.
Cabot Options Trader Alert November 19: Good till Close - Bid Below Current Price – Buy the Peloton (PTON) April 29 Calls (exp. 4/17/2020) for $3.50 or less.
Cabot Options Trader Position Update November 19: Target (TGT) will report earnings tomorrow morning before the market open. Having sold half of the position for a profit of 21%, the balance of this position is essentially at breakeven. Jacob is going to take the earnings risk and hold my position as we have profits in the bank on half of the position. Salesforce.com (CRM) will host its Annual Investor Day tomorrow. Because there is the potential for stock volatility, Jacob wants to update our position and the expected stock move. Our calls, originally purchased for $8.225, are now worth $13.50. He is going to continue to hold his position as the stock looks great.
Cabot Options Trader Education November 18: Volatility - The price of an option is determined by several factors. The two easiest to understand are (a) the time left until expiration, and (b) the proximity of the strike price to the current stock price. A third input, which is one of the most important, is volatility, which is essentially a function of demand.
Cabot Options Trader Pro Weekly Update November 18: Jacob has 6 Long positions: BX, CRM, KO JD, SNAP and TGT, one position not impacting his decision making, FB and one short position, SPY.
Cabot Options Trader Weekly Update November 18: The Chicago Board of Options Exchange Volatility Index (VIX) closed the week virtually unchanged at 12. At such depressed levels, there is no question that the price of hedges is very inexpensive. That being said, we are entering the time of year that has the potential to be quiet as earnings season winds down and traders check out early for their Thanksgiving and Christmas vacations.
Cabot Undervalued Stocks Advisor
Weekly Update November 19: U.S. stock markets, as represented by the S&P 500 (SPX) and Dow Jones (DJIA) indexes, continue reaching new highs. But stocks and stock markets don’t go straight up, even during bull runs. Crista remains quite bullish. Like you, she will add to her personal stock positions during pullbacks. There is one portfolio change today: Southwest Airlines (LUV) moves from Hold to Retired.
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 19: The market remains in fine health, with all the major indexes at or near highs, market breadth healthy and investor sentiment still far from euphoric. To Tim, it’s all good, and thus he continues to recommend that you be heavily invested in a diversified portfolio of stocks that meet your needs. This week’s recommendation, Corteva (CTVA), is an undervalued agriscience company that pays a nice dividend and looks like a low risk investment that could pay off nicely in the months ahead. The stock was originally recommended by Crista Huff of Cabot Undervalued Stocks Advisor. There is one portfolio change today, Digital Turbine (APPS) moves from Buy to Hold.
Cabot Global Stocks Explorer
Bi-weekly Update November 21: The Cabot Global Stocks Explorer portfolio is doing well in 2019 and a number of recommendations have recently surged on the strength of impressive earnings and an improving environment for emerging and international stocks. Sea Limited (SE) has been the top performer, and has over the last two weeks gotten back to its 2019 high, and is up more than 300% so far in 2019. Over the past two weeks, Luckin Coffee (LK) has soared 49% on the back of a strong third quarter and investors are taking note of strong institutional support for the stock. Carl has one portfolio change today: Huya (HUYA) moves from Buy a Half to Hold a Half.
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.
Cabot Small-Cap Confidential
Weekly Update November 22: Both large and small growth stocks continue to advance off their October lows despite all the political turmoil from the impeachment hearings. It seems the collective sense of optimism resulting from earnings season, potential progress on trade talks, an accommodative Fed and what appears like continued (albeit slow) economic growth is helping the market climb the proverbial wall of worry. Tyler says that thus far, our patience and conviction maintaining exposure to most positions has helped our performance snap back in recent weeks. Across the entire portfolio, our simple average gain is now at 94%. He has no portfolio changes today.
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 20: The market mood is always changing. Just last week the market indexes were forging new all-time highs and cyclical stocks were the best performers. What a difference a week makes. The upward momentum in the market hasn’t necessarily stopped, although it’s down today on renewed trade fears. But the safe sectors that had been getting pummeled as the market rose (namely REITs and Utilities) have sprung back to life this week. In fact, REITs were the best-performing sector of the market and Utilities weren’t far behind. Tom has one portfolio change today: Cheniere Energy Partners moves from BUY to HOLD.
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 21: Tim is making three portfolio changes today, Green Thumb Industries (GTBIF) is upgraded to Buy, MariMed (MRMD) is downgraded to Hold and Turning Point Brands (TPB) is upgraded to Buy, and the portfolio will now double its position in the stock.
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
Monthly Issue November 20: In this Month’s Issue of Cabot Early Opportunities Tyler reveals a few tips to help you buy into IPOs at reasonable prices and he looks at some compelling data that suggests the 150 to 180 day period after IPO just might be one of the ideal times to buy. This month’s Top Pick is Livongo (LVGO), a $2.4 billion market cap company that specializes in Type 2 diabetes digital health management.
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.
Bonus Report:
3 Cloud Software Stocks to Buy NowBonus Report:
3 Canadian Small-Cap Stocks to Buy NowBonus Report: Secrets To Early-Stage Stock Profits
Bonus Report:
The 240% Early-Stage Growth StockWall Street’s Best Investments
Daily Alert November 22: The Timken Company (TKR) 2 for 1 Stock Split Newsletter
Daily Alert November 21: Grupo Televisa, S.A.B. (TV) Cabot Global Stocks Explorer
Monthly Issue November 20: So far, November’s markets have been a nice respite from the volatility of October, and the Dow Jones Industrial Average actually gained about 900 points. Investors—for the most part—seem to be ignoring China tariffs, impeachment hearings, and Brexit. And why not? After all, the economy remains strong and sentiment—as you’ll see in our Advisor Sentiment Barometer as well as in our Market Views—remains very bullish. Nancy begins this issue with CDW Corporation (CDW), a tech company that has successfully navigated the ever-changing technology world by adding new products—internally and by acquisition. Her feature article further explores the potential for this company to grab even more market share.
Daily Alert November 20: Maxar Technologies Inc. (MAXR) The Wealth Advisory
Daily Alert November 19: Owl Rock Capital Corporation (ORCC) The Dividend Hunter
Daily Alert November 18: Barrick Gold Corporation (ABX.TO) Power Gold Investor
Ask the Experts
Cabot Options Trader
Question: I remember seeing an email from Mike (?) or someone else at Cabot suggesting that the last major market correction...
Jacob: Yes, if Mike and the Cabot Tides swing negative you will very likely see me swing bearish, and add Put positions to the portfolio. Mike and I “instant message” several times a day about what we are seeing in the market. While we don’t always agree, more times than not we are on the same page. That being said, I also read what Mike wrote in his latest update, and for now (subject to change), I interpreted Mike’s market outlook as increasingly encouraged by recent market action.
Premium Reports
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.
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 |
|---|---|---|---|---|---|---|---|
| ABBV | Buy | ||||||
| ACB | See Advisory | ||||||
| ADBE | Buy | ||||||
| ALXN | Strong Buy | ||||||
| AMZN | Strong Buy | ||||||
| ANF | Buy | ||||||
| APHA | See Advisory | ||||||
| APPF | Hold 3/4 | ||||||
| APPS | Hold | ||||||
| ARE | Buy | Buy | |||||
| ARNA | Buy | ||||||
| AVLR | Buy | ||||||
| BABA | Buy | ||||||
| BAND | Hold | ||||||
| BIP | Hold | Hold | |||||
| BKR | Buy | ||||||
| BLD | Buy | ||||||
| BMY | Hold | ||||||
| BSCJ | Buy 1/2 | ||||||
| BSCL | Buy 1/2 | ||||||
| BX | Strong Buy | ||||||
| C | Hold | Hold | |||||
| CCI | Buy | ||||||
| CDLX | Hold | ||||||
| CF | Strong Buy | ||||||
| CGC | See Advisory | ||||||
| CHCT | Hold 1/3 | ||||||
| CIT | Hold | ||||||
| CMC | Sold | ||||||
| CQP | Hold | ||||||
| CRAK | Strong Buy | ||||||
| CRLBF | See Advisory | ||||||
| CRON | See Advisory | ||||||
| CTVA | Buy | Buy | |||||
| CURLF | See Advisory | ||||||
| DBI | Buy | Strong Buy | |||||
| DBSDY | Buy 1/2 | ||||||
| DOCU | Buy | ||||||
| DOMO | Hold | ||||||
| DOW | Buy | ||||||
| DXCM | Buy 1/2 | ||||||
| EPD | Buy | Buy | |||||
| EQH | Strong Buy | ||||||
| EVBG | Buy | ||||||
| EVER | Hold | ||||||
| GES | Strong Buy | ||||||
| GSHD | Buy | ||||||
| GTBIF | See Advisory | ||||||
| HTHT | Hold | ||||||
| HUYA | Hold 1/2 | ||||||
| IBN | Buy 1/2 | ||||||
| IIPR | See Advisory | ||||||
| INSP | Buy 1/2 | ||||||
| IPHI | Buy | Buy | |||||
| LK | Buy 1/2 | Hold | |||||
| LUV | Retired | ||||||
| MCY | Buy | ||||||
| MEDIF | See Advisory | ||||||
| MO | Buy | ||||||
| MOS | Buy | ||||||
| MPC | Strong Buy | ||||||
| MRMD | See Advisory | ||||||
| MRVL | Buy 1/2 | ||||||
| MTH | Hold | ||||||
| MTZ | Buy | ||||||
| NEE | Hold | Hold 1/2 | |||||
| NVCR | Buy 1/2 | ||||||
| OGI | See Advisory | ||||||
| OKTA | Hold | ||||||
| PDD | Buy | ||||||
| PGX | Buy 1/2 | ||||||
| QTRX | Hold 1/2 | ||||||
| QRVO | Buy 1/2 | ||||||
| QTWO | Buy | ||||||
| RCL | Strong Buy | ||||||
| RGEN | Buy | ||||||
| RIO | Buy | ||||||
| RKUNY | Buy 1/2 | ||||||
| RNG | Hold | ||||||
| ROAD | Buy | ||||||
| RPD | Buy | ||||||
| SE | Buy 1/2 | ||||||
| SLB | Buy | ||||||
| SNAP | Hold | ||||||
| SSO | Buy | ||||||
| STAG | Hold | ||||||
| TCNNF | See Advisory | Buy | |||||
| TDOC | Buy | ||||||
| TOT | Buy | ||||||
| TPB | See Advisory | ||||||
| TSLA | Hold | ||||||
| TV | Buy 1/2 | ||||||
| UEIC | Hold | ||||||
| VCYT | Hold | ||||||
| VLO | Buy | ||||||
| VOYA | Strong Buy | ||||||
| VRTX | Buy | ||||||
| XEL | Hold 2/3 |