Value Investors Rewarded Since January Low


On January 26, I sent out a Market Update advising my subscribers to make a slight change in the risk allocation in their portfolios. The Update advocated allocating 50% of their portfolios to very low risk, defensive stocks and ETFs, and 50% to low- or medium-risk stocks and ETFs. The previous allocation was 62.5% very low risk, defensive stocks and ETFs and 37.5% low- or medium-risk stocks and ETFs.

The January 26 Update turned out to be quite timely. The Dow Jones Industrial Average was near its lowest point of 2016, and the rally since then has added 10.4% to the Dow. Subscribers who followed my advice and became more aggressive buyers in January were well rewarded. Other investors, who were befuddled by charts and listened to dazed “experts” on TV from mid-January to mid-February, missed a great opportunity to buy when the stock market was low.

This is an excerpt from Cabot Benjamin Graham Value Investor, which features the very best undervalued stocks to buy right now. Chief Analyst J. Royden Ward tells you exactly which undervalued stocks to buy and when to take profits. This advisory is ideal for conservative investors.

Subscribers' comments on Cabot Benjamin Graham Value Letter

Stock Picks


This stock could rise 50% before becoming fairly valued.

This hot technology company is growing like a weed, thanks to products that speed up cloud communications.

This stock is somewhat well known, but far from well loved.

Cabot Wealth Advisory

Targeting Upside in PayPal Stock

By Jacob Mintz on October 25, 2016

PayPal stock is trending higher after last week’s strong earnings report, with plenty of upside. Here’s how options traders can take advantage of that potential.Read More >

Nine Characteristics of Great Growth Stocks

By Timothy Lutts on October 24, 2016

Recommending great growth stocks is our specialty at Cabot. But so is education--we want you to be able to find growth stocks on your own too. Here are nine characteristics of what to look for.Read More >

How to Find Great Growth Stocks in a Scary Market

By Paul Goodwin on October 21, 2016

Even in today’s scary market, there are great growth stocks out there. Here’s how to find them—and how to avoid the kind of losses that can haunt your portfolio.Read More >