Cabot Street Check

Bad Takes & Hot Sauce: Part 3 | Cabot Street Check

This week on Street Check, Chris and Brad briefly discuss the state of the market and the latest Fed meeting and inflation numbers, plus what's happening with the biggest tech stocks, before they pay the price for their bad takes. They'll talk beer stocks, rate cuts, AI bubbles, China, the Equal-Weight S&P 500 and more and Produce Madison will dole out the punishment, with her thumb on the scale as always.
 
 

Did Jensen Huang Just Signal a Top in Nvidia? | Cabot Street Check

This week on Street Check, Chris and Brad discuss the market setting fresh all-time highs, NVDA overtaking AAPL as the second-largest company by market cap and a major anecdotal top signal, and the 10% sell-off in Mexican stocks following that country's presidential election. Then, they welcome on Tom Hutchinson, Chief Analyst of Cabot Dividend Investor and Cabot Income Advisor, to talk all things dividend investing, which sectors he likes, and the value of adding dividend-paying stocks to your portfolio.
 

10 Stocks to Buy/Sell/Hold for the Next Year| Cabot Street Check

This week on Street Check, Chris and Brad discuss what's behind the market's latest swoon, what it could mean for the summer months, and whether prior election year patterns could signal a return of the bull market later in the year. Then they break down the software stocks that are blowing up on solid earnings reports and what's behind it. Finally, they rate 10 stocks and sectors as "buy," "sell" or "hold" for the next year, including cannabis stocks, Bitcoin, meme stocks, NVDA and more.
 
 

The Real Takeaway from Nvidia's Earnings Call | Cabot Street Check

On today's episode of Street Check, with Brad on vacation Cabot's small-cap investing expert Tyler Laundon joined Chris to talk about Nvidia's earnings report and some messaging on the call that could have long-lasting reverberations for the market as a whole and other tech infrastructure stocks in particular. Tyler also made a bold prediction about the Fed, discussed small-cap underperformance and the reasons behind it, and Chris revealed his approach to value investing in a growth stock market. To hear more from Tyler and Chris, join them next Thursday, May 30, on their FREE webinar, "Opportunity Knocks: 3 Asset Classes to Profit from NOW". Click here to register.
 

Warren Buffett Is Sitting in Cash. Should You?

This week on Street Check, Chris and Brad discuss the return of the meme stocks and why this time it's different, their takeaways from this week's inflation data, and they highlight some under-the-radar statistics from the latest earnings season. Then, they're talkin' Buffett. They break down what we learned from the latest annual meeting of Berkshire Hathaway, how Warren Buffett is positioning his portfolio for the months ahead and what Buffett's favorite stock market indicator says about valuations.
 
 

Analyst Round Table: Where Do Stocks Go From Here? | Cabot Street Check

This week on Street Check, Chris and Brad welcome on a slate of Cabot analysts to discuss their perspectives on the market heading into summer. Jacob Mintz of Cabot Options Trader opens up the episode with options trading and institutional buying signals in commodities and financials as well as how he's positioning his portfolio. Then, Chief Investment Strategist Mike Cintolo joins to offer his insights into growth stocks and what's happening under the surface. To close out the episode, Michael Brush of Cabot Cannabis Investor gives an update on marijuana stocks, rescheduling, SAFER Banking, and the why the sector is once again a buy.
 

6 Stocks for Your Summer Watch List| Cabot Street Check

This week on Street Check, Chris and Brad discuss the latest consumer confidence numbers, increasing expectations for rate cuts after this morning’s unemployment print and the sustainability of the rally in cannabis stocks following reports that rescheduling is coming. Then, they pick their favorite “summer stocks” ranging from energy and travel names to consumer goods, drinks and entertainment.
 
 
 
 
 
 
 
 

Investing in China with Larry Cheung, CFA

This week on Street Check, Chris is off on vacation so Brad is joined by returning guest Larry Cheung to talk all things China. They briefly recap the successful picks from Larry's previous appearance and discuss his base case for Chinese names moving forward. Larry highlights the need for investors to see fundamental strength in individual Chinese stocks, his perspective on whether China is undervalued and how long that might take to turn around, and what signals we can look for to identify an improving outlook, both politically and economically as well as how U.S. investors can position themselves for the ongoing recovery in China. You find more from Larry on his YouTube page or by subscribing to his Substack.
 

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)