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Monthly Archives: May 2009

SBUX and GMCR: The Power of Coffee

May 5, 2009
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SBUX and GMCR: The Power of Coffee

Now on to coffee. I don’t drink coffee; my last cup was roughly 23 years ago.  And I rarely drink tea.  One day I realized I never really enjoyed either one, and I didn’t need them to wake up.  So I just stopped.  At our daily company coffee breaks I drink water.  In fact, I drink water all day, switching to more relaxing beverages in the evening. But that doesn’t mean I don’t appreciate the power coffee has in our society, both in the U.S. and the whole world. Coffee is the world’s most popular beverage, and ranks second...

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AMAZN, V, CSTR: Earnings Reviews … and Previews

May 4, 2009
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AMAZN, V, CSTR: Earnings Reviews … and Previews

In my last Cabot Wealth Advisory, I wrote about how earnings season could be the launching pad for many leaders.  Correct!  I’m now seeing many stocks with real growth stories shooting ahead after stellar reports (not just turnaround plays that are reporting “not as bad as we thought” earnings).  And two of them I wrote about in my last issue–Amazon (AMZN) and Visa (V). Amazon reported first quarter revenues of $4.89 billion, up 18% from a year ago, which is very impressive given the horrific economy.  Earnings jumped 21% to $0.41 a share–not the fastest growth in the world,...

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Summer Reading: Investment Books

May 1, 2009
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Summer Reading: Investment Books

The weather has finally turned nice here in New England, with a consistent string of 60-degree days and a couple of scorchers thrown in (we set records on Tuesday, with temperatures north of 90 degrees!).  That means it’s nearly vacation time!  And with vacation comes reading; I’m always on the lookout for good books, investment or otherwise, to help me unwind while I watch waves lap against the sand. Since this is a wealth advisory, of course, I’ll offer up some of my favorite investment-related book recommendations.  Heck, I might even re-read one or two of these this summer. ...

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