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Monthly Archives: January 2010

Readers on E-Readers

January 30, 2010
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Readers on E-Readers

Last week, I wrote about the problems and solutions I see for e-reader technology, which was complicated this week by the release of the Apple iPad. The iPad will feature what looks like a very cool iBooks application that will likely compete with Amazon.com‘s (AMZN) Kindle, Barnes & Noble’s (BKS) Nook and Sony‘s (SNE) multiple e-readers. I asked you to send me your thoughts on e-readers and many of you did, some of which are printed below. Thanks for writing in! — Thank you! As an owner of a first generation Kindle I fully agree with everything you wrote. ...

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You Can Win by Not Losing (i.e., the Loss Curve)

January 29, 2010
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All of this brings me back to market timing, something every investor was focused on a year ago.  Good market timing helped Cabot Market Letter avoid most of the bear market.  But now, after the market has motored higher for months, few are concerned with market timing, and as I mentioned yesterday, that’s a mistake. The key to good market timing is to keep it simple.  There is no perfect system, of course, but we think getting too technical and following too many indicators will lead you off course.  That’s doubly true if those indicators focus on what we...

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Remember the Value of Market Timing

January 28, 2010
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Remember the Value of Market Timing

Here we are, 10 months into a new bull market, with most investors feeling giddy, and hundreds of stocks hitting new 52-week price highs (at least until late last week).  In my experience, when the market is running and profits are abundant, most people want to focus on individual stocks–new stories, growth figures, earnings, you name it. So, given that, what am I going to write about today?  Market timing … specifically, the importance of NOT LOSING money.  When everyone’s thinking about one thing (buying stocks and making money), it’s important to remind yourself of how to handle the...

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GOOG and RIMM: Leaders in Cloud Computing Innovations

January 27, 2010
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GOOG and RIMM: Leaders in Cloud Computing Innovations

Yesterday I wrote about the future of cloud computing. Today, I bring you two companies that are leading the way in cloud computing innovations: Google (GOOG) and Research in Motion (RIMM). Google (GOOG) is one of the most recognized companies in the world.  The company’s mission is simple and successful: “To organize the world’s information and make it universally accessible and useful.”  Google generates revenue by providing companies with opportunities for targeted advertising. Thousands of companies use Google’s AdWords and AdSense programs to promote their products and services on the Web with advertising relevant to the information displayed on...

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Playing Possible Earnings Winners

January 26, 2010
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Playing Possible Earnings Winners

When looking for potential new buys these days, I have two pieces of advice.  First, you want to keep it light, as the market has turned weak and likely has more pullback/consolidation/correction/whatever-you-want-to-call-it ahead.  So while every stock is different, the market could be something of an ankle weight on many names during the next couple of weeks. Second, and more important, is to pay attention to earnings; a company’s quarterly report has the ability to change its stocks’ landscape.  Translation: A lagging stock can become a leader overnight, and a leader can take a dive just as quickly. I’m...

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