Investing Commentary

Cabot Wealth Advisory

Cabot Heritage Corporation

Options Trading Lesson: The Company Is Not the Stock

Divorcing one’s personal beliefs from a company’s products and its stock can be extremely challenging. However, a look at the stock’s performance and options trading can go a long way to helping investors avoid their personal biases.

arrow

Burger Stocks: The Bubble Has Burst, and One Clear Winner Has Emerged

Burger stocks exploded last year. It started with the IPO of Shake Shack (SHAK) in January, an offering that was priced at 21, but began trading at 47. It was fueled by lots of hype about trendy private chains, like Five Guys, In-N-Out Burger, Whataburger, Umami Burger and Iron Chef Bobby Flay’s Bobby’s Burger Palace.

bluechart

Another Dire Stock Market Prediction: Whoopee!

McKinsey & Company is a big consulting firm—9,000 consultants and 2,000 researchers around the world—that companies hire when they need advice. I get research reports from McKinsey every once in a while, and they’re usually beautifully designed, well written and interesting in an abstract kind of way. The report that reached my email in-box on Thursday had the intriguing title: “Why investors may need to lower their sights.” (Note how the avoidance of Capital Letters makes things a little edgier; that’s the McKinsey Difference!) It took seven people to write this little piece of analysis, so you know it must contain really valuable information.

question mark

The One Thing You Can Do that Warren Buffett Can’t

Everybody (including me) loves Warren Buffett. He’s rich. He’s a major philanthropist who actively exhorts other rich people to give away their money. And he looks like an ideal grandfather ought to look: gray, smiling and enjoying life. But I do think Warren Buffett has a little bit of a regret, and it’s this ...

wallstreet193x193

2 Strategies to Find Leading Value Stocks

The two strategies that I use to find consistent winning stocks involve evaluating sales and book value. I prefer sales and book value rather than earnings, because earnings fluctuate wildly and are often engineered, using an endless system of “adjustments.” Valuations based on sales or book values are more reliable when assessing the past, present and future prospects for companies.

View Past Issues »

Cabot Weekly Review

The Next Generation of Leaders | Cabot Weekly Review

In today’s market video, Emerging Markets Investor Chief Analyst Paul Goodwin looks at the general health of the markets, which remains good despite the recent selloff, and the performance of leading growth stocks, which isn’t all that good unless they just reported great earnings. There are some sectors that are making nice moves, like precious metals and infrastructure stocks, but the major indexes are still well under their medium-term resistance while we wait for the next generation of leaders. 

Cabot Chart School

Managing Your Portfolio for Maximum Profits

In this third of three videos in Cabot's stock chart school series, “How to Invest in Growth Stocks,” Cabot Growth Investor's editor Mike Cintolo takes you through portfolio management -- a skill that most people don't really develop and which leads to them getting sub-par returns. He discusses the concept of portfolio management in general, as well as looking at some specific trades Cabot has made in the past.

Stock Picks

Mattel

Turnaround situations can be a great place to find relatively low risk, high paying dividend stocks—and they’re usually a great value to boot.

Corrections Corp. of America

This REIT has paid dividends since 2012 and increased the dividend in each of the past three years.

Philip Morris

This non-cyclical consumer stock offers consistency and high dividends.

Cabot Wealth Advisory

Options Trading Lesson: The Company Is Not the Stock

By Jacob Mintz on May 03, 2016

Divorcing one’s personal beliefs from a company’s products and its stock can be extremely challenging. However, a look at the stock’s performance and options trading can go a long way to helping investors avoid their personal biases.Read More >

Burger Stocks: The Bubble Has Burst, and One Clear Winner Has Emerged

By Timothy Lutts on May 02, 2016

Burger stocks exploded last year. It started with the IPO of Shake Shack (SHAK) in January, an offering that was priced at 21, but began trading at 47. It was fueled by lots of hype about trendy private chains, like Five Guys, In-N-Out Burger, Whataburger, Umami Burger and Iron Chef Bobby Flay’s Bobby’s Burger Palace.Read More >

Another Dire Stock Market Prediction: Whoopee!

By Paul Goodwin on April 29, 2016

McKinsey & Company is a big consulting firm—9,000 consultants and 2,000 researchers around the world—that companies hire when they need advice. I get research reports from McKinsey every once in a while, and they’re usually beautifully designed, well written and interesting in an abstract kind of way. The report that reached my email in-box on Thursday had the intriguing title: “Why investors may need to lower their sights.” (Note how the avoidance of Capital Letters makes things a little edgier; that’s the McKinsey Difference!) It took seven people to write this little piece of analysis, so you know it must contain really valuable information. Read More >