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Monthly Archives: June 2009

Small-Cap Stocks are Leading the Market

June 8, 2009
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Today I’m bringing you a special Q&A with Cabot Small-Cap Confidential Editor Thomas Garrity. Small-cap stocks are leading the current market advance: while the Dow Industrials are up 26% over the past 13 weeks, the S&P 600 Small-Cap 600 Index is up a whopping 39%. Even better, stocks currently recommended by Cabot Small-Cap Confidential are up 49% in the past 13 weeks. The Q&A should help you better understand why small-cap stocks are leading the market, what you should be looking for now in individual stocks and where Tom sees the market and small-cap stocks going in the second...

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A Hot Bet on a Chinese TV Stock

June 5, 2009
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A Hot Bet on a Chinese TV Stock

Back in February 21, 2008, I wrote about an interesting stock for Cabot Wealth Advisory.  The company was China Digital TV (STV), a maker of hardware and software that control access to digital content on Chinese televisions. Here’s what I wrote at that time.  You can read the whole write-up here. I wrote about the company’s great revenue and earnings performance and then said: “The problem is that none of this strong performance has yet shown up in the stock’s chart. STV nominally came public at 16 in October 2007 (although it never traded below 26 at its IPO)...

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Getting in at the Bottom (NOT!)

June 4, 2009
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Getting in at the Bottom (NOT!)

I make my living writing advice about aggressive growth stocks in emerging markets, which is a fairly risky business.  I don’t just mean that emerging market stocks are risky, although that’s true, too.  No, even the writing part is risky.  It’s not as risky as writing about penny stocks, bulletin board stocks and pink sheet stocks, but there’s enough risk to make things exciting. It’s entirely understandable that people who read my recommendations can get a little peeved when the stocks I write about go down … and sometimes they do.  After all, I’m supposed to be an expert,...

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Essay Contest: Win a FREE Subscription

June 3, 2009
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Cabot Essay Contest Rules: Topic: “How I Lost Money in the Bear Market and What I Would do if I had Another Chance.” * Entries: Maximum 1,000 words * One entry per email address * To enter: Send entries via email to essaycontest@cabot.net * The winner will receive a one-year free subscription to your choice of these Cabot newsletters: Cabot Market Letter Cabot Top Ten Report Cabot China & Emerging Markets Report Cabot Green Investor Cabot Benjamin Graham Value Letter Cabot Stock of the Month Report * Contest deadline: June 30, 2009 * Winners will be announced on July...

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The Truth About the Airline Industry

June 2, 2009
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The Truth About the Airline Industry

I noticed the following headline last week: “Virgin Atlantic boss warns no airlines will make money this year.” Reading deeper, the writer informs us, “Steve Ridgway said reduced passenger numbers, ‘massive’ pressure to cut prices and high fuel costs will prevent any of the world’s major airlines, including Virgin Atlantic and British Airways, making a profit in the current financial year.” Hmm, now it’s only “major airlines” that won’t make money. Reading further still, we get to Mr. Ridgway’s actual words: “These are some of the toughest times any of us can remember.  I would be very...

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