It was a quiet week for news on our recommended stocks.
Earnings Reports
No recommended companies reported earnings this week. The next earnings report looks like Lamb Weston Holdings (LW), on April 7, which kicks off the first-quarter earnings season.
Ratings/Price Target Changes
No changes this week.
Friday, March 26, 2021 Subscribers-Only Podcast
Covering recent news and analysis for our portfolio companies and other topics relevant to value investors.
Today’s podcast is about 8 minutes and covers:
- Brief updates on:
- General Motors (GM) – Two new board members. Federal phase-out of gas-powered cars? China’s ban of Tesla vehicles for military use. Semiconductor shortage worsens.
- Wells Fargo & Company (WFC) – Comments on earnings expectations.
- Credit Suisse (CS) – CEO Gottstein’s days may be numbered.
- Elsewhere in the Market:
- Markets in confusion? High volatility in our recommended stocks.
- Chair Powell as modern Admiral Nelson, who “turned a blind eye”.
- Final note:
- Cabot Turnaround Letter published next Wednesday. Podcast on Thursday in advance of Good Friday.
Please feel free to share your ideas and suggestions for the podcast with an email to either me at bruce@cabotwealth.com or to our friendly customer support team at support@cabotwealth.com. Due to the time limit we may not be able to cover every topic each week, but we will work to cover as much as possible or respond by email.