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Daily Archives: March 30, 2009

AsiaInfo Holdings (ASIA): An Asian Flyer Takes Off

March 30, 2009
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AsiaInfo Holdings (ASIA): An Asian Flyer Takes Off

One of our consistent themes on the growth side of Cabot is the concept that the chart is your best friend in picking stocks.  It’s great when a company has growing revenues and soaring earnings.  It’s also nice when management has great history and return on equity is consistently high.  And I could go on with a list of everybody’s favorite fundamental measure or quantitative benchmark. The market, on the other hand, just wants to know one thing: who wants to buy this stock and how much are they willing to pay?  And it tells that story every day...

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