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As I noted last week, because of family travel this Monday’s update is focused on our open positions. Let’s dive in …

The big news of the week was the Fed’s decision to cut interest rates by a full half point, and that was certainly part of the reason stocks had another solid week—coming into today, the big-cap indexes were up 1.5% to 2%, while broader indexes put in an even stronger performance.

In today’s note, we discuss the recent developments concerning Duluth Holdings (DLTH), Gannett (GCI) and Zillow (Z), with a particular emphasis on the latter due to recent interest rate-related strength.

Despite our focus on primarily mid-stage turnarounds with exceptional momentum potential in recent weeks, I’m looking for potential opportunities in early-stage candidates due to the additional improvement in the market’s intermediate-term outlook, thanks to the Fed’s latest rate cut.

Sell Kaspi.kz (KSPI) and Vertex (VERX)

Welcome to fall! The September Issue of Cabot Early Opportunities is heavy on software and industrial names, two areas of the market where I continue to see plenty of emerging opportunities and potential for share prices to benefit from lower rates.

Enjoy!

The fix for falling retail sales is lower prices, but with a new CEO at the helm, is Starbucks (SBUX) pricing itself (and its stock) out of the market?

As I noted last week, because of family travel this Monday’s update is focused on our open positions. Let’s dive in …

When it comes to politics these days, it seems we can’t agree on much. But this is one political question we seemingly all agree on.

Few sectors are as affected by politics as cannabis, and the upcoming presidential election could have significant implications for cannabis stocks.

While AI has been stealing the lion’s share of the headlines this year, the workmanlike industrial machinery sector has been quietly growing. Here are two names we like in the sector.

These two potential turnaround stocks look like prime beneficiaries of an increasingly defensive market ahead of the U.S. presidential election.

Talk about a terrible week for cannabis investors. The Drug Enforcement Agency (DEA), on Monday, torpedoed the sector by announcing a move that will significantly delay favorable legal reform.

What happened: The DEA now wants to hold a formal hearing on the Biden administration’s proposal to reschedule cannabis, before deciding what to do. The move dashed all hopes of rescheduling before the election – which many analysts had expected – since the hearing is set for December 2.

It’s easy to get overwhelmed with investing information, but these five tips can help you lay the foundation for a simple and sustainable strategy for building wealth.

Small caps historically outperform larger stocks, but they’ve been underperforming for years. Is it finally their time to shine?

Yes, Berkshire Hathaway sold a big chunk of its Apple (AAPL) position; no, that doesn’t make it a de facto sell for us too.

Yesterday we learned that the Drug Enforcement Agency (DEA) has decided to hold an administrative law judge (ALJ) hearing on rescheduling cannabis. It is set for December 2.

The decision dashes all hopes of rescheduling before the election, sending cannabis stocks much lower.

The many stock market worries of just three weeks ago appear to be a thing of the past as the S&P 500, Dow and Nasdaq all gained just over 1% last week, and all are now within striking distance of all-time highs.