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The consensus opinion right now is that the market is strong because it’s looking favorably on the prospects of a clear-cut winner in the upcoming presidential election and that the likelihood of another round of stimulus is going up.

Answers to readers top questions about how to handle the recent correction.

Zoom Video (ZM) has become an overnight sensation. RingCentral is less known - and that’s one of several reasons to buy RingCentral stock now.

In general, I like this trend and I think it has a long way to go … but there are two risks to be aware of today. The first is market risk. While the rebound over the past six weeks has been awesomely profitable for leading stocks - the ones being driven by institutional buying - the breadth of the market is not quite good enough to allow me to relax. I still fear that a “re-test” of that August low may still be possible.

There’s been a lot of talk lately about a potential yield curve inversion (happened briefly on Tuesday), so I did some work earlier in the week to see what the data says about small- and large-cap stock performance around inversions.

Marijuana stocks remain under pressure, as year-end tax selling pressures continue, but the marijuana industry is booming, as evidenced not only by recent quarterly reports but also by the growth of MJBizCon, the industry’s leading conference.

2021 was a banner year for IPOs, but of those high-profile offerings only 1 stock ticks both boxes from a recent Goldman Sachs analysis on what makes a successful IPO investment.

Looking for an investment that offers steady income? Look no further than REITs (Real Estate Investment Trusts) for a win.

Health care is one area where expenditures grow, rather than decline, with age. And while higher health care spending isn’t a good thing, and it would be great to see per capita health care spending diminish, you can’t argue with demographics. One implication is that while most retailers increasingly will struggle,...

Five of the stocks in the portfolio have reported earnings.

Thank you for subscribing to the Cabot Turnaround Letter. We hope you enjoy reading the April 2022 issue.



All companies are collections of assets. When companies are struggling, a new CEO can redirect how those assets are utilized – a valuable catalyst for a turnaround. We highlight three recent CEO changes and how they might help drive up the value of their companies.



While we have been slow and perhaps reluctant to consider cannabis companies, we find that the time has arrived to look more closely. We summarize our deep-dive into this emerging industry and its major participants, and suggest six companies with impressive growth yet trade at surprisingly low valuations.



Our featured recommendation this month is ZimVie (ZIMV), a company that was recently spun off from medical technology giant Zimmer Biomet. Its shares have been summarily sold by the market, creating what we believe is an attractive turnaround situation.



We note our second price target increase for Marathon Oil (MRO) and our move to sell shares of Baker Hughes (BKR).

Try Cabot Growth Investor and get the names of our best stocks to buy now.

I suggest you try out this subscription because the information provided is backed up by sound research from a reputable firm. Holding cash, although important, does definitely not render as much as sound dividend stocks and can be an excellent alternative.
M.S.

In this week’s video, Mike talks about the very bullish intermediate- and longer-term outlooks for the market and leading stocks.

In this eek’s video, MIke remains bullish on the bigger picture, but shorter-term he talks about a handful of yellow flags he’s seeing.

In this week’s video, Mike has some good news—his intermediate-term indicator has flashed a green light! Mike is putting some money to work.

Since their disappointing IPO on May 18, Facebook (FB) shares have lost 27% of their value in a steady decline. Most investors have decided they were smart to stay away from the IPO, at least for now. You can’t argue with the chart. But I’m sure it’s a little disappointing for...

Go long, the best you can do is unlimited gains. Sell stocks short, the best is double your money. But if you’re determined to do it, here are seven short selling tips.