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Cannabis stocks and exchange-traded funds (ETFs) are ending the year at their lowest levels ever, and everyone knows exactly why. Sector investors were let down by lawmakers in Washington, D.C. who had suggested they’d secure approval of favorable banking reform by year-end while they still had the votes. This reform would have been a game changer since it would provide cannabis companies access to banking services and maybe even listings on major exchanges.

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

In this issue, we discuss the most effective and often the only way to reverse the fortunes of a struggling company: a change in leadership. We offer our views on four new CEO situations that are currently attractive and three that are not quite ready yet.

This month’s Buy recommendation, Barnes Group (B), is an aerospace and industrial components maker that is stepping up its efforts to become more valuable, helped by a new CEO and urged on by pressure from a credible activist investor that recently gained several board seats.

With a big Fed meeting on tap for this afternoon, we’re continuing to maintain a steady pace of adding new positions, selling off some weaker ones, and adding fresh names to our Watch List.

Details on all of the above are included in this September’s Issue. Enjoy!

What happens when you implement a digital marketing platform within secure online banking and mobile banking channels? Is that even possible?
The short answer is yes, it’s possible … if you can get banks to sell you their transaction data, host your platform and accept the revenue share agreements you propose for all the deals that consumers accept while logged in.
This month’s Cabot Small-Cap Confidential stock has created such a platform, and it’s taking off.
The story, and potential, of what happens when digital marketing and fintech walk down the aisle together is inside.

In the October Issue of Cabot Early Opportunities, I dig into a group of software companies that have upside potential from AI, automation and security. I also feature a diversified bioprocessing and advanced materials company that’s drawing attention right now and go deeper into a very small industrial company that few investors have ever heard of.

As always, there’s something for everybody!

With mortgage rates leveling off and housing prices still elevated, here’s everything you need to know to confidently buy a new home in less-than-ideal conditions.

Crista Huff, Chief Analyst of Cabot Undervalued Stocks Advisor, shared 7 Undervalued Growth Stocks with Rising Dividends for This Market. You can download the slides here.

Top Stocks to Make You Money Now, Regardless of Investing Style | Nancy Zambell, Chief Analyst of Wall Street’s Best Investments and Wall Street’s Best Dividend Stocks, talked about where to make money, no matter what your investing style is. PLUS she shared the best top Growth, Value, and Income picks so far this year!

As of November last year, Agilent’s (A) Electronic Measurement business unit is now traded as a brand-new public company—Keysight Technologies (KEYS). Keysight’s three main business segments are Aerospace/Defense; Communications; and Industrial, Computer, Semiconductor. Keysight currently invests more than 12% of its revenues in R&D, which has led...

MarketWatch columnist Peter Brimelow reports Cabot China & Emerging Markets Report and Cabot Market Letter have both turned bullish.

With markets expecting a deal right around the corner, the Trump administration signaled its frustration by threatening to raise tariffs on roughly $200 billion of Chinese imports to 25%, from 10%, last Friday.

It’s a critical time for Greece, its countrymen, the nations that hold its debt and its investors. The big question is: Will Greece default on its 1.5 billion euro debt payments that are due tomorrow on the 322 billion euros that it owes to other countries?

Many of the predictions hinge on resurgences, revivals and rebirths.

Happy New Year! I’ve spent the last few issues looking back at 2011, and the trends and stocks that dominated the year. Now, it’s 2012, and it’s time to look ahead. Over the last couple weeks, submissions have been rolling in for The Dick Davis Digests’ upcoming Top Picks for 2012 issues....

After a rough start to the year, the market has stabilized and recovered somewhat.

Earnings are terrific again. About 80% of S&P 500 companies have reported, with average earnings growth of around 23%. Earnings have saved and revitalized the market throughout the pandemic recovery. And this is another stellar quarter for corporate profits.

The Russian invasion of Ukraine will surely roil markets today and raise uncertainty over the next week. U.S. markets are off about 10% since early January as tech and growth stocks in particular reset their valuations amidst higher expected interest rates and geopolitical risk in Ukraine and Asia. Losses are broad-based with 10 of the S&P 500’s 11 sectors down, with only the energy group bucking the trend. On the positive side, valuations are more attractive, the pandemic seems to be fading and China seems to be growing.