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Monthly Archives: January 2010

Introducing the Weekly Stock Market Review

January 16, 2010
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Today, I’m presenting you with Cabot’s very first weekly stock market review with Michael Cintolo, editor of Cabot Market Letter and Cabot Top Ten Report. (Mike recently joined Twitter as well and you can follow his market insights here.) In the video, Mike gives a market wrap-up for the last week and talks about the importance of certain earnings reports next week. Stocks discussed include Trina Solar (TSL), Chipotle Mexican Grill (CMG), Cree (CREE), Google (GOOG), Intuitive Surgical (ISRG), United States Steel (X) and Marvel Technology (MRVL). Enjoy!

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VisionChina Media (VISN): A High-Potential Stock

January 15, 2010
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VisionChina Media (VISN): A High-Potential Stock

My investment idea today is VisionChina Media (VISN), a Chinese company that has over 82,000 video screens in buses and subway trains in 18 Chinese cities.  What really sets its product apart from other out-of-home Chinese advertisers like Focus Media is that the broadcasts are digital, real-time programming that can be customized to show either local or national weather, sports and breaking stories. Because content is local and fresh, viewership is increased, which allows VisionChina to charge for advertising time just like a broadcast TV station.  The company forges alliances with local broadcast stations to supply content. Financial results...

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Two Positions on Google vs. China

January 14, 2010
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Two Positions on Google vs. China

Hmmmm.  Google vs. China.  That seems like a fair match. Google, with its corporate mantra “Don’t Be Evil,” has never been totally comfortable in China.  The Chinese administration employs an army of censors (estimated to number more than 30,000 and growing) and spends monumental amounts of money to control what its people can and can’t see on the Internet.  Critical comments disappear from Internet forums and blogs almost as soon as they are posted, and searching for information on sensitive topics produces zero results. Google complied with the government’s requests for years, reasoning that being in China was a...

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A High-Potential Healthcare Investment

January 13, 2010
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A High-Potential Healthcare Investment

If you’re a widow or an orphan, Johnson & Johnson (JNJ) might be the right investment for you.  It’s hard to imagine the juggernaut being pushed off its slow but steady upward course. On the other hand, if you’re looking for more rapid growth, you might want to look at another company in the health industry, a company that I recently labeled “The Next Pfizer,”  (Both companies fill your medicine cabinet, but Pfizer (PFE) is far more dependent on pharmaceuticals, and that’s where the faster growth is today. The company is Warner Chilcott (WCRX), and it was first recommended...

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The Story of Johnson & Johnson

January 12, 2010
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The Story of Johnson & Johnson

Until last week, the name Casey Johnson meant nothing to me.  But last week Casey Johnson died, at age 30, and in doing that, she caught my attention. Casey was a diabetic, and while that may have contributed to her early death, it appears that the main cause was living the high life.  Casey never had to work, and for that I pity her. Casey’s father is Robert Wood Johnson IV.  He owns the New York Jets, but he just lost a daughter, so he has my sympathy; the loss of a child is a terrible thing. In any...

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