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

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.

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

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

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).

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.

Three retail stocks reported earnings.

While it’s certainly garnered headlines, is Elon Musk’s involvement in Twitter enough to make it a turnaround candidate?

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.

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

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.

There is one topic that brings together Wall Street, Hollywood and Silicon Valley – the metaverse. While “metaverse” definitions are varied, the idea of bringing people together in a virtual interactive world is, as they used to say, the talk of the town.

Artificial intelligence is everywhere these days, from your email spam filters to customer service chatbots to phone systems, but does it belong in your portfolio? This month, we’ll learn more about the growing use of AI in day-to-day life, how it operates, how companies are leveraging artificial intelligence to manage investments, and whether you should trust these automated tools to make (or help you make) investing decisions.

Third-quarter earnings season gets underway next week, and expectations are high. Economists are expecting 8% earnings growth among S&P 500 companies, according to data compiled by FactSet. It would be the eighth consecutive quarter of at least 8% profit growth among U.S. companies – perhaps the biggest reason stocks have been on a tear the last two years.