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A listing of positions currently available at Cabot Wealth Network, one of the largest and most-trusted independent investment advisory publishers in the country.

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Current Market Outlook


With the market beginning a long-overdue correction that has the potential to bring high-flying stocks down to earth, one very human temptation is to defer new buying until risk seems to be past. But if you always think that way, you’ll never invest. Instead, we recommend keeping it simple. Recognize that the market’s main trend today is clearly up, and focus on identifying strong stocks with logical entry points. The candidates for today’s Top Ten included many semiconductor stocks, medical technology stocks, basic chemical stocks, financial services stocks and REITs, and you’ll find the best of those, along with other attractive stocks.

Our Top Pick is NetEase (NTES), which gapped up to new highs on its earnings report in mid-February and has since pulled back to support at the low end of its recent range. (Note: Don’t let the high share price dissuade you; simply buy fewer shares.)

Stock Name	Price	Buy Range	Loss Limit
Bluebird Bio (BLUE)	0.00	80-85	73-74.5
Century Aluminum Co. (CENX)	17.24	13.5-15	12-12.5
Conduent (CNDT)	0.00	15-16	13.5-14
Copa Holdings (CPA)	0.00	101-105	96-97
NetEase, Inc. (NTES)	0.00	280-290	260-265
Pacira Biosiences (PCRX)	54.85	48-51	44-45
STMicroelectronics (STM)	30.09	13.5-14.5	12.5-13
Symantec Corporation (SYMC)	0.00	27-29	25-26
TAL Education (TAL)	50.49	85-91	80-81
United Rentals, Inc. (URI)	0.00	125-130	114-115

It seems like nearly every October gives the market something to worry about, and this year it’s (again) the politicians in Washington, D.C.—statements and rumors from various leaders have been pushing and pulling the market in recent days, and there’s no reason to expect anything less in the near-term. That said, despite day-to-day (sometimes hour-to-hour) volatility, the market’s overall stance hasn’t changed much; the indexes are in good-not-great shape, but most leading stocks have taken it all in stride. Thus, we’re sticking with our lean bullish advice, and think buying during weakness can pay off.

This week’s list is encouraging in that many names are new to Top Ten; while the market hits some potholes, money is still finding a home in more and more stocks. Our favorite of the week is U.S. Silica (SLCA), another play on the rebounding oil sector; we like its reasonable valuation, recent breakout and big increase in sponsorship in recent quarters.

Stock Name	Price	Buy Range	Loss Limit
YY Inc. (YY)	0.00	46-48	43-44
Yelp (YELP)	41.30	67-70	59-61
Synaptics (SYNA)	0.00	45-47	39-40
Sanchez Energy (SN)	0.00	26-28	24.5-25
US Silica Holdings, Inc. (SLCA)	0.00	27-29	24-24.5
Sina Corp. (SINA)	0.00	86-88	78-80
Canadian Solar (CSIQ)	0.00	17.5-19	15-16
Centene (CNC)	0.00	62-64	58-59
Chicago Bridge & Iron (CBI)	0.00	67-69	60-61
Buffalo Wild Wings (BWLD)	0.00	112-116	106-107

The fact that the major indexes and, especially, a ton of growth stocks bounced sharply late last week is a bullish sign; it at least tells you buyers are still interested, especially when it comes to some fast-growing names that recently reported outstanding results. That said, we can’t conclude the market is off to the races again—all the major indexes (save the Nasdaq) are still below their 50-day lines, the number of stocks hitting new highs is still tiny, and much of the broad market has taken on lots of water. Some new buying is fine, as is holding your top performers, but be sure to hold some cash until the market confirms a new uptrend.

This week’s list has a bunch of stocks that are acting bullishly, including a few that recently gapped up on earnings. Our Top Pick is Michael Kors (KORS), a well-sponsored name that reported a blowout quarter last week. Try to buy on dips.

Stock Name	Price	Buy Range	Loss Limit
Yelp (YELP)	41.30	86-92	75-76
Valeant Pharmaceuticals (VRX)	0.00	133-138	124-125
USG Corp. (USG)	0.00	31-33	29.5-30
Salix Pharmaceuticals (SLXP)	0.00	95-99	89-90
ServiceNow (NOW)	341.86	63-65	57-58
Michael Kors Holdings Limited (KORS)	73.22	91-96	83-84
Incyte Corporation (INCY)	76.98	62.5-65	54-55
Keurig Green Mountain (GMCR)	0.00	102-107	89-90
Tableau Software (DATA)	126.42	84-88	78-80
Canadian Solar (CSIQ)	0.00	36.5-38.5	32-33

Financial fraud has been around for as long as financial systems themselves, but the proliferation of the internet has drastically increased the opportunities for scammers to separate you from your hard-earned money. This month, we’ll take a hard look at the most common scams and schemes that you face today, who they affect, and practical steps you can take right now to protect yourself.

Over the past few weeks, the market has given us a bunch of presents—and now the market is trying to take some of our presents away. But this should come as no surprise. The only “surprise” is what excuse the media finds to pin the blame on, whether it’s China or Russia or Italy or interest rates or Trump or simply an economy that’s too good to last.
I’ll leave the finger-pointing to someone else. Instead, I’ll keep picking high-potential stocks and managing the portfolio to maximize gain and minimize risk.

With today’s recommendation, I swing back to the aggressive side, with a technology company that is revolutionizing (well, maybe that’s too strong a word) the marketing industry. In any case, it’s growing very fast and it’s expected to turn profitable this year.

The independence of Fed Chair Jerome Powell’s position is important, and uncertainty over his role is impacting market sentiment. Dynamism and stability is America’s golden goose. Stay a bit on the defensive and conservative and keep adding some international stocks through the summer.

Data showed consumer inflation keeping pressure on the 30-year bond’s yield which touched 5% for the first time since early June. And in Japan, the trend is the same, with rising government bond interest rates raising the costs of paying interest on its debt equal to 250% of its GDP.

Super Micro Computer (SMCI) stock sank more than 19% yesterday after the troubled AI server maker’s results underperformed Wall Street’s expectations.

Super Micro reported adjusted earnings per share of $0.41 for its 2025 fiscal fourth quarter, less than the $0.44 expected by Wall Street analysts, according to Bloomberg consensus estimates. Its quarterly revenue of $5.76 billion was below the $6 billion expected, while its roughly $551 million gross profit for the period fell a little short of the estimated $601 million.

Thursday’s massive rally in Intel (INTC), a Cabot Turnaround Letter portfolio holding, did more than just underline the just-announced $5 billion stake that Nvidia (NVDA) initiated in the company. It also highlighted the degree to which growing federal involvement in tech- and defense-related companies—particularly those used to enable AI and other “mission critical” applications—has been driving the seemingly endless rallies of many leading tech sector stocks.

I hope you enjoyed your Thanksgiving and were surrounded by family, friends and good food. Now it’s Black Friday, a sort of holiday of its own and the busiest shopping day of the year. I’m not willing to brave a crowd for a deal, so I greatly prefer the former...