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This note includes our review of earnings from Brookfield Reinsurance (BAMR).

There were no ratings changes or price target changes this week.



This will be a brief note this week. It’s been a busy earnings season and we’re on the road this weekend in upstate New York. My oldest son will be a senior in high school starting in a few weeks and is knee-deep in the college application process. Visiting a dozen or so schools is, of course, part of this process.

There’s a massive gap between what Boomers plan to leave younger generations and what those generations expect to inherit, so start saving now.

Capital doesn’t care about the politics of the people who run countries.

Twitter stock has had a rough year. Can a new investment from Elon Musk help it turn the tide? And is TWTR now a value stock? Let’s examine.

The tech sector is propping up this market, but there are plenty of cheap technology stocks still out there. And these two will lead a coming revolution.

Wal-Mart (WMT) has been on a tear of late. But does that mean you should buy WMT stock over the new retail king, Amazon (AMZN)? Let’s break it down.

The U.S. energy boom is in full swing, and that makes high income energy stocks a wise long-term investment. And these three are the strongest in years.

The world is changing, and these three global megatrends should be a big factor powering stocks in the years ahead. Here are three ways to play them.

Put a little money to work. Our Cabot Tides turned positive yesterday, so both the intermediate- and longer-term trends of the market are now pointed up. That said, there remain many crosscurrents and growth stocks are generally struggling.

Last week wasn’t great for growth stocks and so far, this week is just plain awful. The primary culprits are known; risk of inflation and higher interest rates have pushed cyclical stocks up and growth stocks down (generally speaking).

The recent problems at Toyota, combined with the stock’s collapse, have bargain-hunters asking if the stock is a good buy.

With Redbox, Coinstar (CSTR) is participating in the DVD rental revolution.

To be a successful investor, you must not be swayed by your emotions.

Three retail stocks reported earnings.

Thank you for subscribing to the Cabot Turnaround Letter. We hope you enjoy reading the February 2021 issue.

This month we look at energy pipeline stocks. These companies are heavily out of favor, yet a secular shift in their strategic priorities may finally restore their appeal. We list five that look attractive.



We also explore some bargains in the United Kingdom. This island nation is dually challenged by Brexit and the pandemic. We highlight seven stocks that have company-specific turnarounds that look promising.



Our feature recommendation is Viatris (VTRS). Created through the recent merger of Mylan and Pfizer’s Upjohn division, this company is now one of the world’s largest generic pharmaceutical manufacturers. Viatris should generate stable revenues and solid free cash flow, but investor skepticism is high. With the shares trading at a low 4.3x earnings, the step-up in leadership quality and transparency, and an attractive 5.2% dividend yield, the shares look poised for considerable gains.



We also include comments on recent price target and ratings changes, including our earlier sell recommendation on DuPont.



Please feel free to send me your questions and comments. This newsletter is written for you. A great way to get more out of your letter is to let me know what you are looking for.



I’m best reachable at Bruce@CabotWealth.com. I’ll do my best to respond as quickly as possible.

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