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Monthly Archives: June 2009

CTRP: A Great Growth Stock for a Changing World

June 18, 2009
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CTRP: A Great Growth Stock for a Changing World

I look around to see what history is happening in the world now and I see above all the rapid development of China.  While here in the U.S. we struggle to regain positive economic growth, this year China’s economy will grow 8% … maybe more. Which means China is a great place to find growth companies! One of my long-term favorites in the country is Ctrip.com (CTRP), which has the country’s biggest travel-related Web site.  The company’s revenues were $99 million in 2006, $160 million in 2007 and $215 million in 2008.  Earnings were equally impressive. The stock came...

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BDSI: An Opportunity in Small-Cap Stocks

June 17, 2009
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BDSI: An Opportunity in Small-Cap Stocks

After writing so much about healthcare lately, I wanted to give you a recommendation of a favorite medical stock.  But I can’t today, and the reason is simple.  The group’s performance stinks. Technology stocks are looking good today.  Commodity stocks are strong.  And Chinese stocks are on fire.  But medical stocks are languishing. Does this poor performance in the midst of a broad bull market reflect fears investors have about the future profitability of the medical industry?  I’d have to say it does.  Investors fear uncertainty, and there are huge uncertainties today about the future of the medical industry,...

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A Few Tips on Selling Stocks

June 16, 2009
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A Few Tips on Selling Stocks

With the market acting like a champ, and leading stocks doing what they’re supposed to do (LEAD the market higher), I thought it would be a good idea to …. are you ready for this? … talk about selling. That’s right!  Now that investors are getting a bit more giddy (gone are the fears of a financial collapse, although few are truly excited about the economy’s future) it’s a good time to review some selling rules and tools that will allow you to do what few investors do–make, AND KEEP, good profits. I’ve written about a few of these...

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Some Wall Street Wisdom to Remember

June 15, 2009
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Some Wall Street Wisdom to Remember

Timothy Lutts has written about the Contrary Opinion Forum in past issues of Cabot Wealth Advisory, so I won’t go into all the details of this wonderful conference. Suffice to say that I’ve been to the conference a handful of times since I joined Cabot back in 1999, Tim has been more than 20 years in a row, and we both love the setting, the speakers and the friendly attitude among attendees. It really is a unique experience. But I bring it up today because of … buttons. Every year for decades, the Forum has given out one or...

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Healthcare … Reader Stories and Suggestions

June 14, 2009
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Healthcare … Reader Stories and Suggestions

Back on Monday, I tackled the big challenge of our healthcare system once again, beginning with a few personal stories–including the $840 bill for my wife’s sliced thumb–and finishing with a prediction that the big pharmaceutical companies were in for tough sledding once Washington begins a serious effort to reduce costs. The responses to the column were numerous and excellent, and I share the best with you here. — I can remember back to 1956.  Ding-dong, Dr. Houston is at the front door. Saw all three of us kids.  Pulled a prescription out of his case for all of...

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