There are two questions that I’m often asked about equity investing that I really don’t like. The first is, “What’s the one stock I should buy right now?” It’s not an unreasonable question, but it assumes that I (or any of the Cabot analysts) always have one sure thing up my sleeve, one stock that has a “Can’t Miss” label pinned to its collar. I wish it were true. If there were ever a stock in which I had absolute confidence, one that I knew would go up in a big way, I’d be as tempted as anyone to...