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Turnaround Letter
Out-of-Favor Stocks with Real Value
Thank you for subscribing to the Cabot Turnaround Letter. We hope you enjoy reading the May 2023 issue.

Capital market conditions have tightened in the past year, making companies that hold excess cash more valuable and less reliant on fickle external financing. Our search for cash-rich companies that have real products and services with proven and enduring demand whose shares are out-of-favor turned up three promising stocks. Several currently recommended Cabot Turnaround Letter names would also make this list.

Our research process involves looking at a large number of possible turnaround ideas. As investing legend Peter Lynch once said, “The person that turns over the most rocks wins the game.” We uncovered six stocks that have both promising turnarounds ahead yet also have discounted share prices.
This week’s note includes our comments on earnings from Kohl’s (KSS). Macy’s (M) and Duluth Holdings’ (DLTH) report on June 1. Please note that the monthly edition of the Cabot Turnaround Letter will be published on Wednesday, May 31, and the Catalyst Report will be published on Friday, June 2.