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Kaspi.kz (KSPI) and Netflix (NFLX)

When to Start Taking Social Security

Still Plenty of Hot IPOs

Think Credit Cards to Get Income

Learning How to Make Money in Education Stocks

These Beer Stocks are Anything But Flat

Timing Isn’t Everything

Hot Market Sectors for Investors

Expert Tips for Buying Low When the Market is Off

Investing for the Future: Think Global

Invest Like a Hedge Fund

REIT Investing for Retirement

Everything You’ve Wanted to Know About Ex-Dividend Dates

Today’s stock candidate is a promising small-cap biotech with two high-potential drug candidates, each of which could develop into a billion-dollar asset.

The end of the year is a time for friends, family, holidays, and celebrations of all stripes. It’s also (unfortunately) a time to do some year-end clean up of your portfolio, harvest some tax losses, and get started on planning for 2024. So, to give you a head start before you have to meet your accountant, this month we’re exploring tax credits, including some you may have never heard of, and the most important numbers you need to know when planning for the year ahead. Plus, we’ll highlight some tax-efficient investments to save you money next year.

The market put in a solid show last week, with the indexes finally getting off their knees. However, as you can see from our new market monitor above, the field is still tilted toward the bears – eight days of rallying doesn’t undo the 15% to 20% decline seen from mid-December to mid-January. If a new bull market is starting, there will be plenty of time and opportunities, but for now, you should stay defensive, holding cash, and buying only small amounts of certain stocks. OptiMo’s pickings remain somewhat slim, as much of the market’s recent strength has come from the most beaten-down sectors (financials, homebuilders, transports), which aren’t high-odds setups. But we believe there are some emerging leaders in today’s Top Ten, led byInteractive Brokers (IBKR), a newly-public market maker and brokerage firm for professional investors. Its business depends on the market’s action; if a new bull market unfolds, it should drive earnings and the stock much higher.

Stock Name	Price	Buy Range	Loss Limit
ACI (ACI)	0.00	44-48	-
ACOR (ACOR)	0.00	22-26	-
CALM (CALM)	0.00	28-32	-
IBKR (IBKR)	0.00	33-35	-
NITE (NITE)	0.00	14-16	-
OI (OI)	0.00	46-52	-
RATE (RATE)	0.00	50-54	-
SID (SID)	0.00	88-95	-
TNE (TNE)	0.00	56-62	-
WMS (WMS)	0.00	35 1/2 - 39	-

The market stinks right now, but MasterCard (MA) still looks good.

These ten companies maintain strong balance sheets with low debt and lots of cash.

Aside from Sea (SE), which zoomed from 80 to 88 this past week, Explorer stocks were largely flat, which to some these days is a good week. This week we look at the history of market pullbacks and some encouraging analysis on bounce-backs and trade before getting to a new recommendation from Shanghai.

Explorer stocks, with the exception of Neo Performance (NOPMF), held their own in a difficult week. The market concerns center on the impact of high interest rates and mortgage rates on consumer spending, investment, and economic growth.

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.

Current Market Outlook


The good news is that the market found some support in the middle of last week and has finally been able to get off its knees during the past couple of days; some potential growth stock leaders, too, have bounced back nicely, including a few in today’s issue. We do think the current bounce will likely go further given the severe selling of the past month and some of the climactic readings seen last week. But it’s going to take more than a couple of up days to change the market’s intermediate-term trend, which remains firmly down. We’re keeping our Market Monitor in bearish territory, and while a little nibbling is fine, the main goal is to remain defensive until a sustained uptrend emerges.

This week’s list is very interesting, as there are a few vibrant growth stocks that have snapped back nicely. Still, our Top Pick is more slow-and-steady —Domino’s Pizza (DPZ) just leapt out of a tight base on huge volume thanks to a bullish earnings report. Dips look buyable.

Stock Name	Price	Buy Range	Loss Limit
Zoës Kitchen (ZOES)	0.00	32-34	29.5-30.5
XPO Logistics (XPO)	0.00	34-37	31-32
Sherwin-Williams (SHW)	526.09	213-217	204-206
Regeneron Pharmaceuticals (REGN)	512.96	350-365	335-340
Pacira Biosiences (PCRX)	54.85	97-101	90-92
Palo Alto Networks (PANW)	236.92	95-98	88-89
Jack in the Box (JACK)	0.00	65-68	62-63
Domino’s Pizza (DPZ)	339.47	82-84.5	78-79
Autohome (ATHM)	98.65	44-47	39-40
Advance Auto Parts (AAP)	0.00	135-138	129-130

Thank you for subscribing to the Cabot Turnaround Letter. We hope you enjoy reading the March 2024 issue.

In this issue we look into the bear case for the energy sector and discuss why energy stocks might provide some tonic for sober investors in an otherwise tech-intoxicated stock market. We highlight a selection of six energy stocks worthy of at least a sip.

This month’s Buy recommendation, VF Corporation (VFC), is a major apparel and footwear maker whose shares have collapsed 83% and now trade at their 2006 price. The new CEO, an unusual selection from outside the industry, is undertaking a complete overhaul of the company, with some early signs of progress.

There is a curve when you’re learning how to start trading stocks, but with a few simple guidelines, you can start making money right away.

The Equinox hack was the latest act of cyber terrorism propping up cybersecurity stocks. In an increasingly crowded sector, here are five that stand out.

EBAY may actually be the best investment leveraged to mobile payments at this time; the stock is strong.

Before leaving my house, I always look in my purse to make sure I have three things: phone, wallet and keys. Thousands of people do the same thing every day. Some day soon, though, my checklist may be one thing shorter, as “wallet” becomes just another function of my phone...

My advice is to take account of the volatility differences to tilt a little toward a risk level you’re comfortable with.

Sprout Social (SPT) reported Q4 results yesterday that surpassed expectations. Revenue was up 32.6% to $37.3 million (beating by $1.4 million) while adjusted EPS of -$0.06 beat by $0.05. Guidance for 2021 looks solid with management calling for 2021 revenue of $172.5 million (up 30%), modestly ahead of estimates for $170 million.

Enovix Warrant (ENVXW) Follow Up. Exercise Enovix Warrants (ENVXW)

In today’s issue, I dig into the reasons behind this painful correction, finding an aggravating Chinese government regulatory shift that can account for a large part. Despite the turmoil, the Cabot Emerging Market Timer is still positive, and I have a fresh, young Chinese tech stock that has enormous potential as the development of the Chinese cloud continues.