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Value Investor
Wealth Building Opportunites for the Active Value Investor

Cabot Undervalued Stocks Advisor Special Bulletin

Today I’m recommending the sale of E*Trade (ETFC) from the Growth Portfolio. Between an expected drop in 2017 EPS (December year-end), and medium-term price resistance at 31, the stock has maxed out any reasonable expectation of additional near-term capital gains. Sell.

I‘m also recommending the sale of Robert Half International (RHI) from the Buy Low Opportunities Portfolio. Due to a decline in the earnings outlook, the stock is overvalued--plus it has rebounded to its recent highs around 41. Sell.

These are the stocks that I’d buy right now, based on their strong fundamentals and their price charts: American International Group (AIG), Applied Materials (AMAT), Carnival (CCL), Dollar Tree (DLTR), and Kraft Heinz (KHC).

Goldman Sachs (GS) in the Growth & Income Portfolio is approaching medium-term price resistance between $190 and $195. The stock remains undervalued. Traders should exit. New buyers should watch for a pullback between $175 and $180. Strong Buy.

I featured Zions Bancorp (ZION) in Cabot Wealth Advisory on August 4. The share price has since risen 26%, from $27.47 to $34.62. I also gave ZION a guest appearance in the September issue of Cabot Undervalued Stocks Advisor.

EPS are expected to grow aggressively at 60% in 2016 and 18.8% in 2017. The 2017 P/E is 15.1 and the dividend yield is 1%.

ZION remains undervalued.

The stock surpassed a multi-year trading range yesterday. There’s some long-term upside resistance around 39, so I think that’s the maximum near-term price target. At that point, I’d be inclined to take the money and run, simply because the stock will have had a large short-term run-up, and will need to rest for a while.