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 [...]

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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 [...]

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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 [...]

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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 [...]

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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 [...]

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