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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.

Three retail stocks reported earnings.

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 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.

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 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.

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.

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

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.

Happy Tax Day, I suppose. After filing my taxes, I have only one thing to say, and that is this: Taxes should be simpler. Now, on to something less intractable and politically fraught. Last Friday’s The New York Times included an interesting article on efforts to create a diamond-backed investment vehicle (you...

With election primaries heating up it’s worth considering the candidates’ positions on cannabis reform and the impact that could have on cannabis stocks.

Politics and cannabis investing go hand in hand, and if it becomes a wedge issue, the politicians may finally catch up to the voters’ position.