This was a quiet week, with no earnings reports or ratings changes.
Friday, June 18, 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 8½ minutes and covers:
- Brief updates on:
- Toshiba (TOSYY) – more leadership changes in advance of next Friday’s board of directors elections.
- Royal Dutch Shell (RDS/B) – comments on the possible $10 billion sale of their Permian Basin assets.
- Elanco (ELAN) – comments on their $440 million deal for Kindred Biosciences.
- General Motors (GM) – increasing their EV spending. This has us wondering about whether they will spend all their cash flow on EVs.
- Elsewhere in the Market:
- Fed comments – a lot of unknowns
- Forever Stamps – new inflation hedge asset class?
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.
Disclosure: The chief analyst of the Cabot Turnaround Letter personally holds shares of every Rated recommendation. The chief analyst may purchase securities discussed in the “Purchase Recommendation” section or sell securities discussed in the “Sell Recommendation” section but not before the fourth day after the recommendation has been emailed to subscribers. However, the chief analyst may purchase or sell securities mentioned in other parts of the Cabot Turnaround Letter at any time.