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 talks about the recent weakness in the major market indices and the macro factors that have investors feeling a little edgy lately. He reviews five high growth names that responded well to earnings reports over the past week and which could lead the way higher if growth names can get back in gear. He wraps up the video with two stocks trading near all time highs in the face of a choppy market.
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Cabot Growth Investor
Bi-weekly Update February 16: The market is down on the day, though individual stocks aren’t doing too badly. As of 2 pm EST, the Dow is off 280 points while the Nasdaq is off 165 points.
Bi-weekly Issue February 10: Two weeks ago, we thought the market had likely hit (or would soon) a workable low–and that was right, with the major indexes and (more important to us) a good number of growth stocks perking up. It’s encouraging, but we can’t say we’re bullish yet: The trends of the market and growth funds are still down, and even things that have popped nicely aren’t set up quite yet.
Cabot Top Ten Trader
Movers & Shakers February 17: The major indexes have been flopping around this week, with some ups and downs, though things are quieting down just a bit. Growth funds have been mostly in the same boat, choppy but up a smidge on the week. Not the worst, not the best.
Weekly Issue February 14: This week’s list has a bunch of stocks that have shown some great-volume accumulation during the past two or three weeks, as well as others with excellent big-picture launching pads. Our Top Pick is Planet Fitness (PLNT), which has a great setup ahead of earnings—you could nibble here, or just wait to see if the quarterly report kicks the stock out of its range.
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 Basic and ProAlert February 17: Sell Half of Existing Position: Sell Half of your Dynatrace (DT) May 60 Calls for $0.80 or more.
Cabot Options Trader Basic and ProAlert February 16: Adjust Existing Position: Against FCX March 38 Calls, Sell the March 48 Calls (exp. 3/18) for $0.90 or more.
Cabot Options Trader Earnings Alert February 15: CF Industries (CF) will report earnings today after the close. Headed into the announcement we sold a third of our position last week for a profit of 20%.
Cabot Options Trader Market Alert February 14: In the Monday update that you received this morning I noted that patience right now is key, and that there is little edge in trading. This afternoon is a PERFECT example of this.
Cabot Options Trader Pro Weekly Review February 14: Long positions: CF, CGC, DT, FCX, F, JETS, UBER
Cabot Options Trader Basic Weekly Review February 14: The big news of last week was inflation data came in well above expectations on Thursday as the consumer price index (CPI) rose 7.5% year over year. This was the largest increase since 1982.
Cabot Undervalued Stocks Advisor
Weekly Update February 16: We recently received several questions from subscribers asking for more color behind our recent recommendation to sell ConocoPhillips (COP). At the time, oil prices were surging toward the mid-$90/barrel range and our call was looking suspect, if also perhaps wrong straight out of the gates. So, we thought it would be useful to all subscribers to share our answer.
Alert February 3: Today we are moving ConocoPhillips (COP) from Hold to Sell. Conoco is a strong, well-managed company with outstanding assets that are producing immense free cash flow – much of which it is returning to investors.
Monthly Issue February 2: We comment on a novel motivation that may be behind Putin’s military build-up, and move shares of oil-producer ConocoPhillips (COP) from Buy to Hold. Also, we comment on earnings from Dow (DOW) and Sensata Technologies (ST) and from Barrick’s (GOLD) production update.
Cabot Stock of the Week
Weekly Issue February 14: Tim’s featured stock Stifel Financial (SF) had a post-vaccine rally with the entire market through April and then had two modest corrections in the months that followed; net-net, SF did nothing for nearly nine months. But after shaking out with the market in January, shares have surged back to their highs (actually out to new highs before a pullback late last week), so it certainly appears that SF wants to head higher if the market can stabilize.
Cabot Explorer
Bi-weekly Issue February 17: Carl’s new recommendation is Harley-Davidson (HOG), a stock that roared to life this week after the motorcycle maker reported a stunning fourth-quarter profit that saw motorcycle revenue surge 54% as U.S. demand for big bikes returned. Demand for Harley-Davidson bikes is in an uptrend.
Bi-weekly Update February 10: Explorer stocks were all up this past week with the exception of Ford (F) as inflation numbers out this morning are expected to show consumer-price inflation picked up again in January, to an annual pace of 7.2%. While the dominant force in financial markets these days is the increase in inflation and interest rates, after a bout of weakness tech stocks rebounded yesterday.
Cabot Small-Cap Confidential
Weekly Update February 17: This has been a relatively quiet week for us in terms of quarterly reports as Repligen (RGEN), which reported this morning (details to follow), was the only portfolio company on the schedule. That changes next week as we currently have six companies stepping up to the plate.
Alert February 11: Avalara (AVLR) reported Q4 results yesterday after the bell that surpassed expectations. Revenue grew by 35% to $195 million (beating by $10.8 million) while adjusted EPS of -$0.06 beat by a penny. For the full year 2021, revenue grew 40% to $699 million while adjusted EPS dipped to -$0.15 from $0.11 a year earlier.
Alert February 3: After the close yesterday, SiTime (SITM) reported Q4 results that handily beat expectations. Revenue of $75.7 million was up 88% and beat by $4.7 million while adjusted EPS of $1.32 was up 207% and beat by $0.23. Gross margins increased 2.5% to 69.4%. The company ended the quarter with $559 million in cash (partially thanks to $460 million raised through equity offerings in 2021) and no debt.
Monthly Issue February 3: Tyler’s new recommendation Nova LTD (NVMI) is a leading provider of dimensional and materials metrology solutions for process control used in semiconductor manufacturing. The company offers a portfolio of high-precision metrology tools (hardware) and related services and software that help integrated circuit (IC) manufacturers manage yield through the semi fabrication process.
Cabot Dividend Investor
Weekly Update February 16: After a good day yesterday, stocks have resumed the decline. The Russia/Ukraine thing abated yesterday, and the market was thrilled. The thrill is already gone, and investors are back to worrying about inflation and a tightening Fed.
Monthly Issue February 9: Tom’s featured stock Discover Financial Services (DFS) is the fourth-largest credit card company in the country and one of the largest in the world. The company issues credit and debit cards, offers consumer banking products and provides loans.
Cabot Early Opportunities
Alert February 17: Today is another challenging day in the market, and Allbirds (BIRD) has slipped below the 10.8 level that I’ve been watching as a breaking point for the stock. As a result, I’m moving the stock to sell today. SELL
Alert February 11: Cloudflare (NET) reported Q4 results yesterday that surpassed expectations. Revenue was up 54% to $193.6 million while adjusted EPS came in at $0.01. As compared to some other software stocks that have beat expectations, Cloudflare reinvested the surplus cash in growth initiatives, so it didn’t flow to the bottom line.
Monthly Issue February 16: Recent data from Bank of America shows all of the bank’s clients, except for hedge funds, have been buying stocks in recent weeks.Retail buyers have been stepping up to the plate for six straight weeks while institutional buyers have been buying over the last three weeks. Tyler’s top pick is GitLab (GTLB).
Cabot Profit Booster
Alert February 18: Today is the expiration of our three February covered calls. The big picture takeaway is that all three will expire for full profits, you don’t need to act on any of these trades, and come Monday we will no longer own a stock or option position in MRO, TECK and ABBV.
Weekly Issue February 15: The big news of last week was inflation data came in well above expectations on Thursday as the consumer price index (CPI) rose 7.5% year over year. This was the largest increase since 1982. Today, I’m adding Occidental Petroleum (OXY), an American company engaged in hydrocarbon exploration in the United States, the Middle East, and Colombia as well as petrochemical manufacturing in the United States, Canada, and Chile.
Cabot Micro-Cap Insider
Weekly Update February 16: I try not to spend too much time doing macro analysis, but one thing I’ve spent some time thinking about is the coming shift in consumer spending from goods to services.
Monthly Issue February 9: Rich’s new recommendation Crossroad Systems (CRSS) is a “jockey bet.” In other words, we are betting on the management team and board of directors to create significant value going forward. The investors that control Crossroad Systems are the same investors that control P10 Holdings (PX), a Cabot Micro-Cap Insider recommendation that is up 323% since I originally recommended it. I think a similar situation could play out with Crossroad Systems as the stock is cheap, trading slightly above book value, yet has significant option value that is being heavily discounted by the market.
Cabot Income Advisor
Weekly Update February 16: Earnings have been terrific again. Rising corporate profits have so far kept stocks out of correction territory. But earnings season is ending. And problems are growing. The market rallied strongly on Tuesday as fears of a Russian invasion of Ukraine subsided. But it is just a secondary market concern, avoided temporarily.
Monthly Issue January 26: The S&P 500 is on the cusp of a correction, down 10%. The technology- laden NASDAQ is already well beyond a correction. Energy is the only S&P 500 sector in positive territory YTD. The problem is inflation and the Fed raising rates to combat it. There is a realization that inflation can’t be handled seamlessly.
Cabot Turnaround Letter
Weekly Update February 18: Comments on earnings from Conduent (CNDT), Ironwood Pharmaceuticals (IRWD), Kraft Heinz (KHC), Marathon Oil (MRO), Organon (OGN). Toshiba (TOSYY) and TreeHouse Foods (THS).
Monthly Issue January 26: We discuss high-quality small caps with beaten-down shares, including Circor (CIR), DistributionNOW (DNOW), Marcus Corp (MCS) and Unifi Corp (UFI). Amidst the IPO rubble, we discuss three worthwhile companies whose shares trade below their offering price: Krispy Kreme (DNUT), Petco (WOOF) and Weber (WEBR). Our featured recommendation this month is Polaris (PII) – shares of this powersports equipment make are significantly undervalued.
Cabot Money Club
Monthly Magazine February 2: You have, no doubt, seen the real-estate commercials, “Sell Your Home as Is,” “We’ll Buy Your Property Fast,” and “Sell Your Home for Cash Now,” all touting easy-peasy methods to sell your home without a Realtor. These ads are the work of iBuyers (instant buyers)—companies that use technology and algorithms, such as an Automated Valuation Model (AVM), instead of a local and experienced salesperson, to price, buy, and sell your home.
Cabot ETF Strategist
Weekly Update February 15: In today’s ETF Strategist update, I’ll answer two questions that came in this week. Here is a summary, and I go into further detail in the short podcast that accompanies this update. First, a reader wanted to know if he could use only four funds in his ETF portfolio. The answer is absolutely yes.
Monthly Issue February 8: With the markets in a cyclical rally, rebounding from January lows, it’s an excellent time to review your ETF holdings to make sure you’re invested properly for the current market conditions. In this issue of the Cabot ETF Strategist, you’ll find fully diversified portfolios tailored for aggressive, moderate and conservative risk tolerances.
Ask the Experts
Cabot Profit Booster
Question: Hi Jacob, I am interested in VXX options. Could you PLEASE send me a page or two summary of these trades and in what circumstances they are appropriate for some one.
Jacob:Personally, I would avoid that product. It is INCREDIBLY complex, and there are all types of “kinks” in it. For example, you could get the direction of the VXX right and still lose money.
If it were me, and I wanted to play rising market volatility, I would simply buy S&P 500 ETF (SPY) Puts. Those are straightforward and will explode in value if the SPY falls, and volatility increases.
Quarterly Cabot Analyst Meeting
The recording of the Cabot Prime Members Meeting with the Analysts from January 12, 2022 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 Pro member benefits.