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There’s no such thing as March Madness stocks, per se. But March Madness is big business, and it’s a cash cow for the following companies.

*Note: Your weekly Cabot Turnaround Letter update is arriving a day early, on Thursday, July 3, due to the market holiday on Friday, July 4, in observance of Independence Day.

In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Alcoa (AA), Bloomin’ Brands (BLMN), GE Aerospace (GE), Intel (INTC), Paramount Global (PARA) and Toast (TOST).

GE Aerospace (GE) strength driven by record backlogs in its commercial aerospace segment.

Amazon, Facebook and Google are under attack, and regulators are circling like hawks. What should you do if you own any of these three big tech stocks?

Google, with its mantra “Don’t Be Evil,” has never been totally comfortable in China, which employs an army of censors and spends monumental amounts of money to control Internet content.

In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Centuri Holdings (CTRI), GE Aerospace (GE), Paramount Global (PARA), SLB Ltd. (SLB), Teladoc Health (TDOC) and UiPath (PATH).

Gold miner Agnico Eagle Mines (AEM) continues to lead the portfolio after making a new record high on Thursday.

The U.S. natural gas outlook should prove supportive for SLB Ltd. (SLB).

In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including GE Aerospace (GE), Paramount Global (PARA), SLB Ltd. (SLB), Starbucks (SBUX) and UiPath (PATH).

This month’s catalyst report features a mixed bag of longer-term attractive turnaround candidates in industries ranging from car rentals to dental equipment to semiconductors.

In today’s note, we discuss developments and institutional ratings upgrades for some of the stocks in the portfolio, including Fidelity National Information (FIS), Paramount Global (PARA) and Starbucks (SBUX).


The famed “Santa Claus Rally” is underway and, assuming a successful conclusion, portends a bullish early part of the coming New Year.

In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Centuri Holdings (CTRI), GE Aerospace (GE), Intel (INTC) and Paramount Global (PARA).

GE Aerospace (GE) stands to benefit from the recent legal challenge to the White House’s tariffs.

Humphrey B. Neill became famous in the late 20th century as “The Vermont Ruminator.” In the early 20th century Neill had a successful career at Wetsel Market Bureau, and in 1931 he wrote a popular book called Tape Reading and Market Tactics--The Three Steps to Successful Stock Trading. However, it was...

In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Centuri Holdings (CTRI), GE Aerospace (GE), Intel (INTC), Pan American Silver (PAAS) and Paramount Global (PARA).

Intel (INTC) is reportedly mulling a sales of its network and edge businesses as part of an ongoing focus on streamlining the company.

Pan American Silver (PAAS) stands to benefit from recent gold-to-silver ratio readings.

An important stock sector reclassification has begun that can affect your shares prices. And we’re selling one stock from the portfolio.

Travel search engine Kayak.com is considering a share offering.

Today I want to share with you the story of my greatest trade. And it was pure luck!

FANG stocks haven’t been part of the post-election rally, but there are signs that Facebook, Amazon, Netflix and Google are finally getting going.

With the current earnings season more than halfway complete for S&P 500 companies, a clearer picture of the overall corporate health backdrop is beginning to emerge.

ChatGPT and AI image generators have taken over the Internet, but is that a sign to invest in machine-learning stocks?

In today’s note, we discuss pertinent developments for several of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Alcoa (AA), Atlassian (TEAM), GE Aerospace (GE), Paramount Global (PARA), SLB Ltd. (SLB) and Starbucks (SBUX).


Gold and silver continue to benefit from safe-haven buying, boosting our holding of Agnico Eagle Mines (AEM).