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Monthly Archives: April 2010

Stock Market Analysis Video: Bullish Action

April 12, 2010
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Today I have Cabot’s weekly Stock Market Analysis Video with Cabot Market Letter and Cabot Top Ten Report Editor Michael Cintolo. The market continued to grind higher this week, showing bullish action. It’s had a huge run up in the last several weeks, but hasn’t pulled back much at all, indicating that sellers can’t gain any traction and that buying is continuous. Mike discussed Las Vegas Sands (LVS), which has had huge volume on the upside, meaning lots of institutions are building positions. Mike also discussed Lulelemon Athletica (LULU), which had a great earnings reaction, popping the stock up...

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China Electric Motor (CELM): Get Your Motor Running

April 9, 2010
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My stock idea today–China Electric Motor (CELM)–is appropriate for fans of high-risk, high-potential stocks.  The company makes small electric motors of the kind that power automobile windshield wipers, lawn trimmers, hair dryers and air conditioners.  With 31 product lines that include 1,200 different specifications, the company’s motors power an enormous range of devices. Roughly half of sales go to Chinese customers and sales growth has averaged 78% for the past five years, with earnings increasing every year.  The company’s Q4 earnings report on March 31 showed a 50% jump in earnings (to 15 cents a share) on a 58%...

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The Safest Dividend in the S&P

April 8, 2010
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The Safest Dividend in the S&P

Note from Cabot Wealth Advisory Editor Elyse Andrews: Occasionally, we bring you articles from guest editors that we think you will enjoy and benefit from. Today, you’re going to hear from Carla Pasternak, Chief Investment Strategist of High-Yield Investing at StreetAuthority, as she discusses how to find the safest dividend in the S&P 500 Index. I hope you enjoy it! — Dozens of companies in the S&P 500 Index cut their dividends in 2009, equating to $52 billion in lost dividend income–the worst year on record for dividend cuts. To put that figure in perspective, losing $52 billion would...

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Cree: One Great Chip Stock

April 7, 2010
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As to the stock market, I want to start by reviewing my column from early March. On that day, the title of my Cabot Wealth Advisory was “Six Hot Chip Stocks for the Spring Bull Market.” In the article, I told you why chip stocks were a good bet at this point in the market cycle, and I highlighted six that were attractive at the time. They were Atheros Communications (ATHR), Cree (CREE), NetLogic Microsystems (NETL), Power Integrations (POWI), Skyworks Solutions (SKYW) and Volterra Semiconductor (VLTR). And how have they done since? Very well, up an average of 7.9%,...

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Investing Widsom of the Ages

April 6, 2010
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Investing Widsom of the Ages

The world was different back in 1963. Coca-Cola introduced Tab, its first diet drink. George Wallace became governor of Alabama, proclaiming, “Segregation now, segregation tomorrow, and segregation forever!” John F. Kennedy, and then Lee Harvey Oswald, were assassinated. And the Dow Industrials finished the year at 764. 1963 also marked the occasion of the first Contrary Opinion Forum in Vermont, a gathering helmed by author Humphrey B. Neill (The Vermont Ruminator) and money manager Jim Fraser and dedicated to exploring the utility of contrary opinion in the investment field. The following year my father, Carlton Lutts, attended the annual...

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