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Monthly Archives: February 2010

Correction on Network Neutrality

February 11, 2010
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Correction on Network Neutrality

Mea Culpa: Last week, I wrote a piece investigating Network Neutrality, trying to educate you as I was educating myself.  But I found myself swimming in waters that were deeper than expected, and a couple of readers pointed out that I had missed a crucial aspect of the (still-largely-invisible) Network Neutrality debate.  Here is the best. “I think you misunderstand what exactly people are fighting for when they want net neutrality.  … Net neutrality is about making sure every site on the Internet is available to every person and no data is treated differently.  What net neutrality is trying...

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Two Attractive Healthcare Stocks

February 10, 2010
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Two Attractive Healthcare Stocks

One rule of momentum investing says that growth stocks that can hit new highs, even when the broad market is weak, are likely to do even better when the pressure comes off the broad market.  Think of it like a coiled spring; as soon as the market’s pressure eases, the coil explodes higher.  Many growth stocks do something similar. So last week, as the broad market was tanking, I ran a quick screen, and found a handful of resilient names.  Most interesting to me was the strength in healthcare stocks.  In effect, investors are now saying that with the...

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Is Toyota a Bargain?

February 9, 2010
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Is Toyota a Bargain?

The recent problems at Toyota, combined with the collapse of the stock, which is now off 19% from its January high, have erstwhile bargain-hunters asking if the stock is a good buy here. I think not, and here’s why. Toyota (the company) enjoyed a great long uptrend in its fortunes, thanks to its ability to design and build high-quality cars that were affordable.  People grew to trust Toyota more than any other car company on earth.  And over the same period, the company’s stock (symbol TM) enjoyed similar growth. Part of the stock’s growth was absolutely reasonable, reflecting the...

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One Stock from my Watch List

February 8, 2010
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One Stock from my Watch List

So, after Friday’s post you’re probably asking, what is on my Watch List?  Right now, I’m focused on getting back to basics … looking for strong stocks with great sales and earnings growth, big profit margins and (very important!) a solid story that is likely to continue those earnings trends in the quarters to come. Moreover, I’m attracted to stocks that have been building launching pads for many weeks or months, as opposed to stocks that have motored higher for 10 months. On that front, I’ll highlight two stocks I’ve been keen on for a while, yet the stocks...

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How the Internet is Changing TV

February 7, 2010
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How the Internet is Changing TV

Note from Elyse Andrews: As longtime readers know, we have expanded since our inception to include the voices of nearly all of our editors. Today I’m bringing you the first issue written by Chloe Lutts, the editor of Dick Davis Digest and Dick Davis Income Digest and a third-generation Cabot employee (her grandfather, Carlton Lutts, founded Cabot and her father, Tim Lutts, is the current publisher). Enjoy! — Last month, Conan O’Brien hosted his last ever “Tonight Show,” only seven months after inheriting the franchise from Jay Leno. NBC‘s decision to move Leno back to his late-night spot, with...

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