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Russia’s invasion of Ukraine has sparked even more volatility in the markets. But these three momentum ETFs are actually benefitting.

In the February issue of Cabot Early Opportunities, we continue to pursue stocks offering exposure to a diversity of end markets.

Our top pick this month is a mega-cap tech company making waves with AI investments that promise to shake up one of the largest software markets in the world.

We also take a look at a small industrial company, cover two software stocks with leadership positions in their respective markets and peak at a recovering semiconductor stock.

As always, there should be something for everyone in this month’s issue!

The market is enjoying a big bounce today, but that’s not unexpected given last week’s washout; the main trend is still down.

And that means continued caution is the prescription, which is filled this week with an old-school vehicle parts company that pays a solid dividend and has a nearly bulletproof business.



As for the current portfolio, which is 25% in cash, there’s one Sell and a couple of downgrades to Hold.


Details in the issue.

While the market officially remains in a downtrend, various indicators in recent weeks, combined with terrible news and sentiment, tell us the market bottom may have passed. But until we see real strength, continued caution is advised.
Today’s recommendation may be too aggressive for some readers (it’s a semiconductor company, and we all know they can be volatile) but it has a good story and chart and I think it’s worth the risk.


As for the portfolio, there are no sales, just one downgrade to Hold.


Details in the issue.

Note: There will be no issue of Cabot Stock of the Week next Monday, as our publishing schedule is fifty issues a year. I hope you have a great holiday with family and friends.

As for the market, it’s still strong, and our portfolio is still fully invested, and today we’re jumping back into the marijuana market (the focus of my other advisory) with a young marijuana stock that just came public this year.



On the sell side, CrowdStrike (CRWD) gets the ax today, as it is going the wrong way.



Details inside.

Wow! The economy is red hot! Both GDP and Jobs numbers came in much stronger than expected. But good news can also be bad news in the demented view of many Wall Street professionals.

Inflation is way down. The Fed is still unlikely to raise the Fed Funds rate again. The economy is surging despite the highest interest rates in decades. Ultimately, the economy is the most important driver of overall stock market performance. The economy isn’t weakening but strengthening after the recent malaise. And it’s a new bull market.

Thank you for subscribing to the Cabot Undervalued Stocks Advisor. We hope you enjoy reading the April 2023 issue.

We comment on the price of gold and what we see as its primary drivers. Gold is now trading above $2,000/ounce. We also provide updates on our recommended stocks.

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.

In the March Issue of Cabot Early Opportunities we take a look at what’s been unfolding in the financial system and consider implications for the FOMC’s meeting and subsequent rate hike decision next week.

Suffice to say, buying a bunch of stocks into the current uncertainty doesn’t seem like the best idea. We’ll add a few partial positions, but the bulk of this month’s new ideas are going on our Watch List.

We’ll take things as they come and consider plucking names off this list as things develop.

Never a dull moment!

The market looks strong right now. The S&P 500 just made a new all-time high in a young bull market and the index is up 5.38% in just the first five weeks of this year.

Inflation is way down. The Fed is done hiking rates. The economy is still strong. And earnings are solid. That’s a good macroeconomic background for stocks. But how long will this good news last?

In what has been a basically good market this year, investors just got a dose of bad news. Inflation isn’t going down enough, even with the current high rates. That makes the rate cut “Holy Grail” far less likely anytime soon.

The Fed will have to at least keep interest rates at a very high level to prevent inflation from reigniting. But at some point, the Fed will need to lower interest rates in order to keep the recovery alive. But they can’t, at least to an impactful degree. Historically, inflation tends to come right back when the Fed takes its foot off the gas.

It’s still a bull market and a rally. But the S&P has been in a sideways funk since the middle of last month.

April has not had news that the market seems to like. There has been stronger-than-expected economic news. The manufacturing numbers were the highest in about two years, and the Fed upgraded its 2024 GDP forecast from 1.4% to 2.4%. But sometimes good news is bad news.

This market has been resilient. But that resilience is being severely tested. The next couple of weeks should tell us the near-term direction of stocks.

The S&P rallied higher for five straight months. That’s long in the tooth for any rally. The market is down so far in April and the story is changing for the worse.

Value stocks are outperforming growth stocks right now.

That’s not a sentence that’s been uttered (or written) often over the past decade and a half. But for the past three months, it’s definitely true. Growth stocks – as measured by the Investors’ Business Daily 50 ETF (FFTY) – peaked in late October and are still 10% off their pre-Halloween apex. Value stocks – as measured by the Vanguard Value Index ETF (VTV) – have risen more than 4% during that time and have really come on since the calendar flipped to 2026, advancing nearly 3%.

Tariffs are back in the news. And the stock market doesn’t like it.

Investors shrug off a lot of things these days – geopolitical turmoil (lots of it), flagging jobs growth, a record-long government shutdown, wars, etc. But tariffs, and tariff threats, are still a four-letter word on Wall Street. So it was no surprise that stocks had their worst day of the young year on Tuesday after President Trump threatened high tariffs on Europe over the Greenland situation, and European leaders responded in kind.

Perhaps the whole kerfuffle will be settled over a catered lunch at the World Economic Forum in Davos this week. Or maybe tensions will escalate further. Either way, this feels like a pivotal week for stocks.

In our final issue of 2025, we close out what has been another extremely profitable year for the market and the Stock of the Week portfolio by adding one more risk-on stock that will hopefully take flight in the new year. It’s a mid-cap nuclear energy play that was recently recommended by Tyler Laundon to his Cabot Early Opportunities audience. We will be back with our next issue in two weeks, on January 5, 2026. In the meantime, enjoy today’s issue – and Happy Holidays!

After a brief tariff scare early last week, stocks resumed their regularly scheduled uptrend. All told, the stock market is doing just fine, with the major indexes touching new record highs. But certain sectors are doing more than fine.

Sector rotation is in full swing, with investors piling into some of last year’s most unloved sectors to kick off 2026. While technology continues to wallow, up less than 1% year to date and having topped right around Halloween three months ago, the following sectors have picked up the slack...

Exchange-traded funds (ETFs) are a popular low-cost alternative to mutual funds that can help investors achieve their diversification goals, gain exposure to asset classes and sector trends they’re interested in, and save money while they do it. This month, we’ll dive into the pros and cons of investing in ETFs, how to identify the funds that match your investing style, and how to evaluate their risks and potential. In short, we’ll explore everything you need to know to make more money investing in ETFs.

Cannabis stocks remain out of favor. It has been a long wait, but it is still too soon to give up on key federal reform that could help the sector and boost stocks. That’s the view of a top-five cannabis company CEO.

Meanwhile, states continue to make steady progress on legalization.

None of this should be a surprise. Polls consistently show that a majority of voters favor legalization. Many politicians at both the state and national levels are responding. Beyond polls, we see growing support for cannabis in consumer spending trends. Wallet share continues to rise. I provide more details on these trends below in the news roundup section.

In the November Issue of Cabot Early Opportunities, we jump into a crazy semiconductor growth story, an electrification name and an international travel story. We also kick the tires on a new company focused on acquiring outdoorsy brands as well as another playing in the healthy and alternative food space.

As always, there should be something for everyone.

It was a rough week for investors of all stripes, as the S&P 500 is down 3.5% since we last wrote, while the Nasdaq tumbled more than 4%. Even the usually steadier Dow Jones Industrial pulled back nearly 5%, while value stocks pulled back nearly 2%. All month, growth stocks have been getting battered, with many high flyers getting sold off even after convincing earnings beats. Now, the selling has spread to other corners of the market.

But not all sectors are suffering.