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From StreetAuthority Stock of the Month: “Between 1979 and 2007, the average after-tax income of the richest 1% of Americans rose 281%, from $347,000 to $1.3 million—far surpassing the gains of every other income group. ... Estimates...

Lower manufacturing costs south of the border could cut U.S. reliance on China and set the stage for growth in Mexican stocks and the economy.

Newsmax (NMAX) shares rose 2,550% in the days immediately following the cable news company’s IPO, but a look at the S-1 shows it’s just another meme stock.

“VOO and chill” has become internet shorthand for low-cost index fund investing. It’s good advice for some investors, but is it really all you need?

Newsmax (NMAX) shares skyrocketed in the days following the IPO but quickly crashed back to earth, a look at the S-1 shows you shouldn’t buy the hype.

The underperformance of the formerly dominant Mag. 7 has lately earned those stocks the dismissive moniker of the “Lag 7,” but are they too cheap to pass up?

Want to earn 18% returns a year like famed hedge funder Dan Loeb? Here are four ways he’s done it. What can you take from it?

Hardly a week goes by without a story or two about the growth of algorithmic strategies or other purportedly nefarious market schemes.

With a better understanding of self-funded health insurance, you may be able to get some tax-free benefits.

German auto stocks have been red-hot the last three months, and they have China to thank for it. But will the real long-term winner in China be Tesla?

Find out what DRIP stocks are, and why they are the most important key to that easy money everyone dreams about.

With residential property values skyrocketing and still-low interest rates, now just might be the perfect time for a cash out refinance.

The late Pete du Pont would not have loved the proposed capital gains tax hikes, and they could take a bite out of your investment profits.

Options education is one of my main goals for Cabot Options Trader subscribers. And here are three important lessons I’ve been telling people lately.

This month we’re adding a high-growth biotech name that has just begun to commercialize a unique compound for fighting aggressive cancers and other diseases including, potentially, COVID-19.

The company just began booking revenue from its first cancer treatment. That launch significantly de-risks the stock and raises the potential for future approval of the same compound for other indications.



The stock has retreated lately because prescription sales were curbed during the COVID-19 outbreak. This should be a temporary dip as there are many potential stock-moving catalysts coming this year. We’re hoping to sneak in and buy the dip on this high-potential name.



All the details are inside this month’s Issue. Enjoy!

Thank you for subscribing to the Cabot Turnaround Letter. We hope you enjoy reading the September 2021 issue.

While the stock market continues to set new record highs, oil and gas exploration and production (E&P) companies have been left behind. Yet, at current commodity prices, which we believe are sustainable, several companies have shares that trade at surprisingly high free cash flow yields, some as high as 24%. We make our case for five stocks.



Related to this, our featured recommendation is Marathon Oil Company (MRO), a mid-cap oil-focused E&P company. Its strong fundamentals, including a high-quality asset base, strong free cash flow and a solid balance sheet, make it particularly attractive.



We highlight three former Cabot Turnaround Letter winners whose shares have retreated since our exit. These now look interesting once again.
In this issue we also discuss three one-off contrarian ideas that have considerable appeal.



During the month, we had a few ratings changes: we moved Berkshire Hathaway (BRK/B) to a Hold, and moved Albertsons (ACI) and Oaktree Specialty Lending (OCSL) from Buy to Sell.



Please feel free to send me your questions and comments. This newsletter is written for you. A great way to get more out of your letter is to let me know what you are looking for.



I’m best reachable at Bruce@CabotWealth.com. I’ll do my best to respond as quickly as possible.

Cannabis legalization is spreading but cannabis stocks are trading near all-time lows, which leaves these four industry leaders poised for a rebound.

Here’s an update on the stock which rating has been upped to BUY.

Tinder is the fastest-growing dating app, and Match Group’s (MTCH) sales are skyrocketing now that the company has figured out how to monetize it.