web analytics

Monthly Archives: April 2010

Stock Market Analysis Video: Earnings Season

April 30, 2010
By

Today I have our weekly Stock Market Analysis Video with Cabot China & Emerging Markets Editor Paul Goodwin. The market is highly reactive right now, with the economic troubles of Greece and Spain weighing heavily on investors’ minds. One of the stocks Paul has recommended to his subscribers, Baidu (BIDU), reported excellent earnings this week and has soared to a new high. On the downside, one of Cabot’s other stocks, Green Mountain Coffee Roasters (GMCR) sank on big volume after its earnings report. Paul also discusses several emerging markets stocks that he’s watching: Yum! Brands (YUM), Dr. Reddy’s Laboratories...

Read more »

Good Coaching Pays Off in Investing

April 30, 2010
By
Good Coaching Pays Off in Investing

A few weeks ago, I watched some of the men’s and women’s NCAA basketball tournament. I didn’t glue myself to the TV, but occasionally a game or two drew my interest. I tuned into a Connecticut women’s game, because I knew the game would be well played–at least by the Connecticut team. Sure enough, the Lady Huskies started to build a lead, and then just kept on building until another blowout was at hand. Most fans would become bored with such a lopsided affair, but I was intrigued by the methodical play of Coach Geno Auriemma’s players. When Connecticut...

Read more »

Why I’m Not Worried About Banks

April 29, 2010
By
Why I’m Not Worried About Banks

For example, last Monday, I was out walking my dog before heading off to work, when I met a cousin who lives nearby.  We stopped to talk a while, and before long she asked if I’d heard about “13 Bankers.”  I said I hadn’t but I’d look into it. Ten hours later, I was at a little cocktail party, when a friend asked the same question.  “Have you heard about 13 Bankers?”  And I gave the same answer, “No, but I’ll look into it.” So I did.   And I found that “13 Bankers” is a book that had just...

Read more »

Where do you Live?

April 29, 2010
By
Where do you Live?

From time to time, I participate in an online poll conducted by a major research organization.  It only takes a few minutes, and I’m interested to see what topics they’re investigating.  Also interesting are some of the “regular” questions, which help the researchers categorize respondents.  One of these goes like this, “Do you consider yourself to be mostly a resident of: your city or town, America or the planet earth?” For me, it’s an interesting question. I live in the city where I was born, 400 yards from the house where I grew up.  I have 35 living relatives...

Read more »

Should You Invest in this Near-Monopoly?

April 28, 2010
By

As to the stock market, here’s the way I see it. The bull market is nearly 14 months old.  That’s not ancient, but it is mature.  And until the April high, it was characterized by an extremely cohesive, broad-based bull market.  That’s good.  It means the bull market is NOT over. But now the market has begun a correction phase, aided by an earnings season that is bringing good news to some shareholders and less good news to others.  As a result, many stocks are still soaring to new highs … but others are falling out of their bullish...

Read more »