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Chinese internet stocks have been beaten down of late, but a bounceback is likely. When it happens, here are two less obvious ways to play it.

Everybody knows Alphabet, or Google. But sometimes GOOGL stock gets surprisingly undervalued. When it happens, you need to pounce.

Investing in growth stocks requires a big helping of discipline with a side order of patience.

Now that Election Day has mercifully arrived, here’s how to hedge the presidential election by trading options--no matter who wins.

Whether you need need an individual or a family plan, here are some tips on finding the best affordable health insurance.

Braze (BRZE) and Liquidity Services (LQDT) Report

Last week’s much-awaited pronouncement by the Federal Open Market Committee (FOMC) turned out to be a big “nothing burger.” I did not personally expect a cut in the fed funds rate.

In the June Issue of Cabot Early Opportunities, we continue to lean into AI themes while taking a swing at a speculative space communications company. We’re also trying to keep things real here on earth with a picks-and-shovels-type infrastructure play, and we pull back the curtain on a real rarity in 2024, a software stock with a nice chart!

As always, there should be something for everybody.

Last August, there was a lot of buzz about the film “I.O.U.S.A.” and I wrote about it for Cabot Wealth Advisory. At the time, the U.S. national debt looked pretty bad, but this was before we had failed banks, a stock market crash and a long string of government bailouts. This week brought the prediction of a 10-year federal deficit of $9 trillion, which is more than the total of all previous deficits since the United States’ founding. The White House went on to say that by the next decade’s end, the national debt would equal three-quarters of the entire U.S. economy. So I’ve come up with some solutions for how the U.S. government can alleviate some of our deficit:

Thank you for subscribing to the Cabot Undervalued Stocks Advisor. We hope you enjoy reading the January 2021 issue.

With the turning of the calendar, we list eleven long-term secular trends that we see shaping the world for years to come. We also include four additional trends that investors may think are enduring yet which we have less certainty about their ability to continue indefinitely.



Contrarian investors can benefit from considering these trends. Sometimes the most appealing stocks are those that superficially go against them.



The current recommended list includes 14 names, with Merck (MRK) and U.S. Bancorp (USB) added this month. Earning season is starting soon, so we’ll get updates on how these companies are faring and provide our commentary and analysis on them.



Please feel free to send me your questions and comments. This newsletter is written for you and the best way to get more out of the 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.

The best dividend stock for the holiday shopping season is actually a major beneficiary of the recent decline of in-store shopping.

Wondering how to invest in 5g stocks? That might depend upon who is building the 5G network. Not all companies make for good investments.

Our Spotlight stock, Textura Corporation (TXTR)—a company that is using cloud-based technology to make project management more cost-effective and efficient—reminded me of my experiences in building a couple of homes over the years. While I ended up with some very nice homes, despite the best intentions—and a lot...

It’s been a relatively quiet post-holiday week, albeit on the positive side—coming into today, most major indexes are in the black by less than 1%, continuing the generally good vibes seen from the pre-Thanksgiving low area.

WHAT TO DO NOW: While there’s been some modest improvement here and there, growth stocks continue to be unable to get going in any real way, with the Nasdaq stuck in the mud and our Aggression Index approaching multi-month lows. We already have a lot of cash, but today we’re pulling the plug on JFrog (FROG), which continues to have great fundamentals, but the stock (and the software sector overall) continues to sag. We’ll sell here and make sure a disappointing situation doesn’t get much worse.

As I do from time to time around the major holidays, I spent much of the weekend hanging with family and traveling. That means this week’s Monday Week in Review will be focused on our open positions.

Of note, I am working the full week, outside of Thursday, when the market will be closed for New Year’s.

As I do from time to time around the major holidays, I spent much of the weekend hanging with family and traveling. That means this week’s Monday Week in Review will be focused on our open positions.

Of note, I am working the full week, outside of Thursday, when the market will be closed for New Year’s.

WHAT TO DO NOW: The market remains very mixed, as we continue to see some tempting names but also more than a few that are hitting potholes, as well as rotation into safe areas. Yesterday, we sold Life360 (LIF) after that stock fell apart on earnings—and now we’re going to sell our half-sized stake in AppLovin (APP), with Friday’s and Monday’s encouraging action going up in smoke since. That will leave us with a high-50% cash position, which is a lot; if the market stabilizes, we’ll probably start a couple of new positions, but for the moment we’ll sit with that cash and see how things play out.

Shares of Mama’s Creations (MAMA) are trading down this morning in what “should” be a short-term retreat following a solid Q3 report. The takeaway from the report is that Mama’s has made considerable progress building the foundation for faster, higher-margin growth and is past construction and commodity-related disruptions that impacted Q3 results.