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Monthly Archives: March 2010

Chipotle: A Tasty Meal, A Tastier Stock

March 16, 2010
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Chipotle: A Tasty Meal, A Tastier Stock

Last month, in the midst of what was a dreary and largely snow-free February outside of Boston, my wife and I decided to break the winter monotony one day by bringing our two kids, Lila, age two, and Phoebe, five months, to the mall. The day was a success for Lila especially because a local Italian ice shop was giving away free samples and she got a pair of Thomas the Tank Engine rain boots. But a problem with the trip to the mall was the food options. Nowadays, you generally have two options at a mall–food court fast...

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A Stock with a Touch of Latin Flavor

March 15, 2010
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A Stock with a Touch of Latin Flavor

In honor of the Oscars (of which I watched every minute and loved it all), I’m going to point you in the direction of a cinema-related stock. CineMark (CNK) is a movie theater operator with 424 theaters and nearly 5,000 screens in the U.S. and Latin America, which makes it the world’s second-largest motion picture exhibitor (Regal Entertainment is #1). Revenue growth has been steady, advancing even during the Great Recession.  CNK has been outperforming the broad market since the stock’s correction ended in August 2009.  The steady price appreciation, together with the generous dividend and good outlook for...

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Two Travel Stocks with Wings

March 14, 2010
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Two Travel Stocks with Wings

I’ve been traveling a lot lately, more than I have in quite a while. I’m not sure why my trips have piled up, but it’s been a very busy (and fun) few weeks. My first trip was more sad than fun, as I made my way to Florida for my grandpa’s funeral. He had a great, long life full of joy and love and we celebrated it as such. My travels then took me to Colorado, where I enjoyed skiing on fresh powder in crisp mountain air. My third trip took me to North Carolina, where I attended a...

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Stock Market Analysis Video

March 13, 2010
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Now on to Cabot’s weekly Stock Market Analysis Video with Cabot China & Emerging Markets Report Editor Paul Goodwin, where he discusses the recently released Chinese inflation numbers as well we some stocks that are doing well, including Sandisk (SNDK), Volterra (VLTR), Emulex (ELX), Puda Coal (PUDA), VanceInfo Technologies (VIT). Click here to watch the video.

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Predictions that China is The Next Economic Superpower

March 12, 2010
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Predictions that China is The Next Economic Superpower

A quick message for the people who are predicting that China is going to rule the economic world, reducing the United States (and the rest of the world, including Japan) to lap-dog status: Oh, shut up! I’m not saying you’re wrong.  I’m just saying that I don’t know what’s going to happen and you don’t either. I was around when Japan, Inc. was on a tear.  I heard the gnashing of teeth when the Japanese bought a U.S. film studio and when they bought Rockefeller Center.  I saw the cartoons about them buying the White House and carving a...

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