Cabot Street Check

Talking Turnarounds, and Trump Saves Cannabis Stocks | Cabot Street Check

This week on Street Check, Chris pays the price for his underperforming Bills before making the case that small-cap stocks will be at all-time highs by the end of the year. Then, he and Brad discuss the last inflation print before the Fed finally begins cutting rates and whether it remains an overhang going forward. They also discuss cash options for investors now that yields are heading lower and how Trump's stance on Florida's upcoming cannabis vote has helped spark a rally in marijuana stocks. In the main segment, they welcome on Clif Droke of Cabot Turnaround Letter to discuss turnaround stocks, his favorite sectors, and the upside he sees in gold and silver.

4 Sectors We Like, 2 We Don't

This week on Street Check, Chris and Brad make a friendly wager on the upcoming Bills-Cardinals game and Brad makes the case that the utility stock trade is already showing signs of crowding. Then, they discuss widespread selling in September after Wall Street returned from summer vacation with a hangover, whether the jobs numbers are as disappointing as the market is making them seem, and why homebuilders are some of the first beneficiaries of the upcoming Fed rate cuts. In the main segment, they highlight four sectors that they're most bullish on and the two sectors to avoid for the rest of the year.
 

Why the Next Big Market Move Is Up, with Mike Cintolo Cabot Street Check

This week on Street Check, Chris and Brad discuss Nvidia's (NVDA) latest earnings and the market's reaction, cannabis stocks going up in smoke following delays in potential rescheduling and Super Micro Computer's (SMCI) precipitous fall after a Hindenburg research report and the subsequent filing delay. Then, they welcome on Mike Cintolo of Cabot Growth Investor and Cabot Top Ten Trader to talk all things growth stocks, the action under the surface and what he's seeing heading into fall.
 

EVs are (Too?) Beat Up. Space Stocks are Ready for Launch

This week on Street Check, Chris and Brad briefly touch on Nvidia's (NVDA) upcoming earnings before diving into the market's rebound from the late-July/Early-August correction, Powell's rate announcement in Jackson Hole and the recent jobs revision. Then they debate which electric vehicle stocks might offer some upside now that the "romance" phase is in the past and whether space stocks are the next hot sector on Wall Street.

Inflation Falls, SBUX Upgrades, and ASTS to the Moon

This week on Street Check, Chris and Brad discuss the strength of the American consumer, inflation falling into the 2% range and what the Fed's path forward looks like. Then, they talk about Chipotle's (CMG) surprise decision to poach Starbucks' (SBUX) CEO and whether a change in CEO moves the needle for companies. To close out the "Big 3," they take a look at AST SpaceMobile (ASTS) after shares ran up 50% ahead of their planned satellite launch. Finally, they explore the heightened trading volume at the end of the day, why it can catch retail investors off guard, and whether it's worth worrying about.

The VIX Spike, the Carry Trade, and "Dividend Kings" | Cabot Street Check

This week on Street Check, Chris and Brad discuss the massive spike in the VIX to multi-year highs, rising recession fears and concerns that the Fed may be acting too late, and the Japanese "carry trade" that (briefly) cratered the Nikkei index. Then, they welcome on Ben Reynolds, Founder and CEO of Sure Dividend, to talk all about dividend investing. Ben shares his insights into long-term dividend payers like Sure Dividend's "Dividend Kings," the most important factor for supporting dividend growth, and which sectors have the strongest track records.

Tech Stocks Drop and Saving for College | Cabot Street Check

This week on Street Check, Chris is out on vacation so Brad flies solo through some market news as the VIX hits multi-year highs, jobs disappointment contributes to an ongoing market correction and earnings season heats up. Then he's joined by special guest Producer Madison to talk all about how to save for college for your kids (or grandkids). They talk about advantages and disadvantages of UGMA/UTMA accounts and 529 accounts, how college expenses are actually moderating (for some families) and some of the practical considerations that come into play when you're setting aside money for kids.

Is the Correction Already Over?

This week on Street Check, Chris and Brad discuss Tesla's (TSLA) latest earnings report and rapid correction, if the rise in volatility and the sell-off in tech is just a rerun of April's dip, what the massive amount of cash on the sidelines could mean for the market going forward, and whether China's continuing struggles should have international investors looking elsewhere. Then, they welcome on Nancy Zambell, of Cabot Money Club, to talk all things real estate, how she's approaching equity investing, and her best practices for picking stocks around earnings.

What Tech Stocks' Very Bad Week Means for the Market

This week on Street Check, Chris and Brad discuss the recent pullback in big tech and signs of anxiety across the market. They break down Crowdstrike's (CRWD) disastrous day as well as corrections in ASML Holding (ASML) and Taiwan Semi (TSM) after their respective earnings reports and headlines about further export restrictions on chips. Then they look at gold, which has dipped after hitting fresh all-time highs a few days ago. To wrap up the episode, they share their perspectives on Cathie Wood's "explanation" for selling out of Nvidia (NVDA) before its meteoric run higher.

Buy! Buy! Buy! 4 Cabot Analysts Weigh in on the Bull Market | Cabot Street Check

This week on Street Check, everybody's bullish! Chris and Brad welcome on Michael Brush, Jacob Mintz, Tyler Laundon and Tom Hutchinson to offer up their perspectives on the current state of the market. They talk sentiment and market indicators, signals from the options market, small cap outperformance, REITs, dividend stocks and more.
 
To learn more about the advisory services from each guest, visit our Advisories page.