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Today’s note includes earnings updates, ratings changes and the podcast.

Today we’re diving into a fast‑growing oilfield‑services company that sits at the center of one of the most powerful energy build‑outs happening anywhere in the world.

This company is a pure‑play operator in the Middle East and North Africa (MENA) – home to the steadiest upstream spending on the planet – and it just secured a multi‑billion‑dollar contract that makes it the largest unconventional completions provider in the region.

With national oil companies racing to expand gas production to fuel AI, data centers, and industrial growth, this stock is positioned to benefit from multi‑year demand in the MENA region.

All the details are inside the January issue of Cabot Small‑Cap Confidential.

“What’s that got to do with the price of eggs?” is an adage that was once commonly used to question the relevance of a particular subject introduced to a conversation. But in light of current economic conditions—and as it pertains to this month’s stock recommendation—that question is entirely relevant.

Indeed, the price of eggs is just one of many concerns for millions of Americans today as inflation remains a thorn for the economy and for policymakers. Record-high egg prices have become emblematic of the larger question of inflation’s persistence, particularly for retail food costs.

There are no rating changes in today’s update.

Cabot’s intermediate-term market timing indicator has swung back to the positive side, lending a bit of ammunition to the bulls, but a look at the bigger picture reveals that the market remains in the sideways trading pattern that has defined it since the market’s initial selloff at the start of February.

As value investors in a remarkably robust (exuberant) stock market, full valuation impels us to want to sell a stock. Such is the case with General Motors. On most conventional metrics, the stock is fairly priced. Through the courtesy of several friends, we’ve seen some of the math that Wall Street analysts use to justify prices well over $100/share and find them laughable, at best. As GM shares burst again through our price target, we were on the razor’s edge of selling.

As you read this, I am likely fortifying my house in preparation for the 400-500 Trick-or-Treaters that are sure to descend on our place in Vermont in a few hours. That’s no exaggeration – we live on a crowded street that draws kids from all over town, and even adjoining towns, trying to maximize their Halloween hauls. The 1,000 pieces of candy I buy every year and the countless ghouls, skeletons, smoke-emitting jack-o’-lanterns and giant spiders I’ve accrued the last few years to adorn our lawn are almost like an annual tax.

Living in such a bustling Halloween hotbed is fun, and it’s certainly a blast for our two kids. But it’s a lot of work, and we’re always happy when the calendar flips to November. And in that way, it reminds me a bit of the market every October.

In the March Issue of Cabot Early Opportunities we spread things around with a diverse group of mid-caps, plus one large cap from our Watch List that’s one of the biggest stories in MedTech.

As always, there’s something for everybody.

Enjoy!

Last week I recommended that growth investors sell Apple (AAPL). But is the AAPL dividend a reason for income investors to buy the stock? Here’s what I recommend.

My stock pick for the day is an old friend of Cabot China & Emerging Markets Report.

Back on July 27, in a column titled “Sell Apple,” I told you that Apple, the world’s most loved and most highly valued company, was likely past its point of peak perception. I suggested that even though the company would continue to grow, its stock would suffer as investors slowly sold and went searching for the next Apple. (Precedents include both IBM and Microsoft.) Since that day, of course, the broad market has fallen apart, and it’s enlightening to see how certain stocks have behaved since then.

Investing in marijuana stocks is a smart idea. But you can’t just invest in any marijuana stocks. Here’s the right way to do it.

Looking for stocks you can rely on during the market’s traditional Sell In May and Go Away period? Try these five Dividend Aristocrats.

Today, I’m going to serve up a company that has appeared in both Cabot Top Ten Trader and Cabot China & Emerging Markets Report.

The investing climate has suddenly turned scary, but that doesn’t mean there aren’t good stocks to buy. Here are the five best stocks to invest in now.

Cabot Top Ten Trader, our weekly advisory, details the strongest stocks of the previous week.

It isn’t a self-driving car or an internet start-up, but this boring retailer is an undervalued stock with tons of upside.

For investors with a little taste for adventure, emerging markets are more fun than an unlimited ticket to a go-cart track (and offer much bigger potential rewards). Yes, when markets turn sour, emerging market stocks can take some skin off. But that only happens if you’re sitting like a bump on a log and watching your holdings tank.

There are suddenly a lot of electric vehicle stocks out there. Let’s examine each of them and see which are worth investing in.