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Today we’re jumping into an emerging precision oncology company that is on the cusp of a major Phase 3 data release for a potential best-in-class treatment for rare eye cancers.

The company also has a stacked pipeline of other potential assets and has teamed up with some of the best in the business as it looks to transition from a clinical-stage company to a full-on commercial success.

Suffice it to say, the risks are somewhat higher with a stock like this, given that FDA approval, or denial, will have a major short-term impact on share price performance.

All the details are inside the December Issue of Cabot Small-Cap Confidential.

Spirit Airlines (SAVE) appears to have quickly reached terms with creditors that will keep its planes in the sky, but the outcome is bad news for Spirit stock.

Before we dive into this week’s covered call idea we are going to first move on from our position in Credo (CRDO) as the stock finished below the 40 strike price on Friday, which means the call we sold expired worthless, leaving us with our stock position today which is now trading back above 40 (great!).

The Fed began cutting short-term interest rates just a few months ago, but Treasury (and mortgage) rates are rising. What’s behind the disconnect, and should it concern us as investors?

Many investors are familiar with buying options for the big upside they can bring, but for income-focused investors, selling options can be an even better strategy.

With mortgage rates below their recent highs and an ongoing housing shortage, the future is looking bright for homebuilders, and this luxury builder is my favorite way to play it.

Small caps broke out after the election and showed a major change to their trading pattern. So, what comes next for small-cap stocks?

Stocks may be trading at all-time highs, but economists and analysts are looking for even more gains going into 2025. So, with meaningful catalysts still on the horizon, here are the strategies you can use and the steps you can take right now to take advantage of the continuing bull market.

The Russell 2000 is the benchmark for small-cap stocks, but if you’re investing in an index fund, the S&P 600 is a better way to buy them.

While it’s not garnering the same attention as stocks, gold has quietly matched the return of the S&P 500 this year in a notable bull market for the yellow metal. Here are two ways to play it.

Transportation stocks are finally setting new highs (and thus offering a bullish confirmation according to Dow Theory), and these three travel-related stocks still have room to rally.

In late October, McDonald’s (MCD) shares nosedived on an E. coli outbreak. Should it be a red flag for shareholders or is it a short-term overreaction?

Despite some early morning sell-offs nearly every day last week, the bulls stepped up each time, and by week’s end the S&P 500 had gained 1.6%, the Dow had rallied 2%, and the Nasdaq had added 1.55%.

Please note, next week is one of our two scheduled weeks off for the year. Have a great Thanksgiving!

Moving on …

Despite some early-morning sell-offs nearly every day last week, the bulls stepped up each time and by week’s end the S&P 500 had gained 1.6%, the Dow had rallied 2%, and the Nasdaq had added 1.55%.

Note: Heads up as our schedule for Top Ten is garbled this week and next. First, we’re going to try to shoot out a quick Movers and Shakers update on Wednesday since our offices will be closed on Friday, and next Monday is one of our two scheduled weeks off of the year (though we’ll send out a full M&S update on Friday as usual). We’ll be around if you have any questions, of course, but if we don’t hear from you, have a great Thanksgiving!

As for the market, the top-down action since the election has been volatile and somewhat disjointed due to crosscurrents, but the trends have remained up, and leading titles (especially on the growth side of the equation) have posted stunning gains. To be clear, the action remains very hot and heavy, with near-term sentiment elevated and many stocks extended to the upside, all of which is a reason to pick your spots on the buy side and to consider partial profits on some names that have gone wild. We’ll keep our Market Monitor at a level 8.

This week’s list has something for everyone, with names from a variety of sectors and themes showing strength. Our Top Pick is finally changing character with a powerful breakout last week.

Cannabis stocks are now trading like the group is no longer a viable sector.

I do not believe that is the case. True, companies continue to face pressure from price wars and unbridled issuance of permits for new stores in New Jersey and elsewhere.

But ultimately, the fate of cannabis businesses lies in the hands of politicians.

Quantum computing stocks have been skyrocketing in the last week. What’s behind the move, and what do you need to know before you invest?

For the major indexes, the post-election ups and downs continued this week, with the moonshot two weeks ago leading to a relatively uncomfortable dip last week, but that led to a nice rebound coming into today, with most indexes up in the 1.5% to 2% range.

Despite some early morning sell-offs nearly every day last week, the bulls stepped up each time, and by week’s end the S&P 500 had gained 1.6%, the Dow had rallied 2%, and the Nasdaq had added 1.55%.