Cabot Street Check

Why You Should Embrace the Market Pullback

This week on Street Check, Brad opens the show by making the case that ASML's (ASML) earnings are a canary in the coal mine for the broader market narrative. Then, Chris and Brad discuss the recent market pullback and if it presents a buying opportunity or is part of a deeper correction. After that, they cover the early stages of earnings season and the winners and losers just a few weeks in. To close the show, they talk Bitcoin and debate whether the rally is over for cryptocurrencies or if it's just taking a breather. To the listeners, thank you for helping make the first year (of many) of Street Check a memorable one.

The Market's Gold Rush and How to Profit from it

This week on Street Check, Chris and Brad discuss embracing the latest pullback, sticky inflation and the market's response, and the newest expectations for the Fed. Then, they talk about the Destiny Tech 100 (DXYZ) closed-end fund, the hype around it and its investment in SpaceX, and Brad makes the case for healthy skepticism when it comes to artificial intelligence. In the back half of the show, they're joined by gold and metals expert Clif Droke to talk about gold's massive rally, the sister rally in silver, and all the reasons gold shines as an economic hedge. (edited) 
 

The 'Everything Rally' Hits a Snag; Tesla Hits a Pole | Cabot Street Check

This week on Street Check, Chris and Brad discuss Brad's huge trading whiff, Tesla's (TSLA) latest delivery numbers and the importance of matching your risk tolerance and investing style with the opportunities you see in the market. Then they dive into the "everything rally," and debate whether clever ticker symbols actually offer an investing edge before talking about recent retail investor interest in leveraged funds and if/when they're appropriate to add to your portfolio.

Why You Shouldn't Fear the Bull Market, with Mike Cintolo

This week on Street Check, Chris and Brad talk Tesla's (TSLA) self-driving offer, cannabis stocks, the IPO of Reddit (RDDT), the arrival of Trump Media & Technology (DJT) and the S&P 500's five-month winning streak before they welcome on Cabot's Chief Investment Strategist, Mike Cintolo. Mike breaks down his perspective on the still-young bull market, whether there are signs of froth in early winners and where he's currently seeing market strength.
 

Magnificent Madness! Our 2024 Bracket of the 8 Largest Mega-Caps

This week on Street Check, Chris and Brad discuss the market's response to the latest Fed meeting and the path forward for interest rates before diving into recent convertible bond offerings from high-flying tech companies like MicroStrategy (MSTR) and Super Micro Computer (SMCI) and whether that ups the risk profile of those companies. Then, they break out their "Magnificent Madness" stock brackets and pick the one mega-cap tech stock to rule them all; the results may surprise you.
 
 

Buy These Hybrid Car Stocks; Avoid EVs & Boeing

This week on Street Check, Chris and Brad break some actual news about changes coming to real estate commissions after a National Association of Realtors proposed settlement before discussing rotation and resistance in the bull market, the outperformance of hybrid automakers (and underperformance of EV stocks) and whether Boeing's (BA) safety issues should give airline investors pause. Then, they talk strategies for doing some "spring cleaning" in your portfolio, taking profits on winners, paring back losers and how the rules of thumb vary for value investors, momentum investors, and option traders.
 
 

The First Annual Streeties! We Hand Out Stock Awards, Oscars-Style

This week, Street Check presents the first annual “Streeties,” the most prestigious awards on Wall Street. Chris and Brad hand out awards Oscar-style for the Best Growth Stock, Best Value Stock, Best Dividend Stock and many more. Join your hosts as they celebrate a year in investing and comment on the best and worst “dressed” companies, honor the companies we’ve lost, and recognize the leaders behind the new bull market. If you normally listen to the podcast, check out this one on our YouTube page.
 
 
 
 
 
 
 
 
 
 

How to Profit from a Stock Spin-Off, with Rich Howe

This week on Street Check, Chris and Brad discuss Bitcoin's furious rally towards all-time highs, Apple's (AAPL) decision to shut down their EV program and whether their lack of innovation is a risk to shares, and what previously discussed Beyond Meat's (BYND) pop on earnings signals about market sentiment. Then, they welcome on former Cabot analyst Rich Howe, of stockspinoffinvesting.com, to share his insights into micro-cap stocks, stock spin-offs and how to find growth at value prices.
 
 

It's Nvidia's (NVDA) Market. Is that a Good Thing?

This week on Street Check, Chris and Brad tackle Nvidia's (NVDA) latest earnings release, the risks to the markets of having one stock in the driver's seat, and how impactful the artificial intelligence revolution has been for shares and the company's fundamentals. Then, they talk Amazon's (AMZN) new place in the Dow and the stocks and evolving consumer behaviors that put it there. To wrap the episode, they discuss Capital One's (COF) acquisition of Discover (DFS), arbitrage in DFS shares, regulatory risks to the proposed merger, and the possible outcomes for investors.
 
 

3 Can't-Miss Stocks that Failed, and the Reasons Why

This week on Street Check, Chris and Brad break down the latest inflation print(s) and talk Bitcoin before discussing whether they're counter-indicators for cannabis stocks and whether there's been a change in character for marijuana investors. Then, they dive into the trendy consumer stocks of the past few years that should make us all wonder, "What were we thinking?" and they debate the lessons we can learn from the likes of OTLY, PTON, BYND and other flash-in-the-pan stocks that briefly dominated the market.