web analytics

Monthly Archives: November 2009

If You Had $1 Million to Invest: China vs. India?

November 11, 2009
By
If You Had $1 Million to Invest: China vs. India?

Paul Goodwin, editor of Cabot China & Emerging Markets Report, is scheduled to appear on Squawk on the Street tomorrow (Thursday, November 12) at 10:40 a.m. The topic: If you had $1 million to invest would you pick China or India? We’ll host the video on our Web site as soon as it airs. Paul was on CNBC recently discussing how U.S. investors can profit from China’s rising middle class. Paul explained that until recently 40% of Chinese growth came from exports, much of it to the U.S., but now Chinese exports have shrunk to 20% as new Chinese...

Read more »

The Value of Education and a Strong Retail Stock

November 11, 2009
By
The Value of Education and a Strong Retail Stock

As you probably know, we at Cabot value education very highly. Just last week, Editor Timothy Lutts implored you to read the Education section of our Web site. And in that spirit, I’ve been at a conference in Las Vegas this week learning how to be a better editor and more effectively communicate with you, our readers. Since I wasn’t in the office, I dipped into the archives to find a post worth repeating. I picked the one below because it contains a timeless investing lesson and the stock recommended in it is still doing well today. Enjoy! The...

Read more »

What’s Wrong with the U.S. Dollar?

November 10, 2009
By
What’s Wrong with the U.S. Dollar?

Today’s letter begins by answering recent questions from several readers, questions that you might have been wondering about as well. Timothy, I have been noticing that the market has been moving opposite the U.S. dollar. As the dollar’s value increases the market’s value decreases.  I would expect both the market and the value of the dollar to rise in tandem when the U.S. economy is perceived as strengthening, and decrease in tandem when the U.S. economy is seen as weakening. Why would the market be moving opposite the value of the dollar? Thanks, Ken Ken, Thanks for asking.  One...

Read more »

FSYS: A High-Potential Growth Stock

November 9, 2009
By
FSYS: A High-Potential Growth Stock

As for today’s market, the long-term trend remains up, and it appears as though the intermediate-term correction of the past month MAY be over.  Yes, I know the Dow hit a new high today, but the Dow’s not the market.  I wrote last week about the DIVERGENCE that develops as bull markets mature, and today’s market behavior is textbook.  Don’t be fooled. But don’t be dissuaded either.  If you’re in the mood for buying, you should take a good hard look at growth stocks hitting new highs. One I like a lot is Fuel Systems Solutions (FSYS), which was...

Read more »

Amazon and the Reading Revolution

November 7, 2009
By
Amazon and the Reading Revolution

Every day on my lunch break, I push away from the computer and crack open a book. It’s one of my favorite parts of the day because I get to travel to another time and place without ever leaving my office. (To date, I’ve traveled to William Faulker’s Yoknapatawpha County, Jane Austen’s England and aboard Herman Melville’s Pequod, among many others.) As you can probably tell, I love books. My grandmother once described me as a voracious reader and as I was very young at the time, I misunderstood her characterization and thought she called me a ferocious reader....

Read more »