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Monthly Archives: July 2010

NetApp: The Newest Stock on my Watch List

July 14, 2010
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Moving on to the market, I’m optimistic that the bottom of the May-June correction has passed, and that the market is now gathering strength in preparation for a new leg up. I’m optimistic in part because so many people are pessimistic!  I think the unrelenting media focus on the BP oil leak has really skewed people’s perceptions of reality. But I can’t call it a bull market until I actually see major market trends advancing again. Still, I’ve been busy building a Watch List.  Mine currently has 21 stocks on it, and today I’m going to tell you about...

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The Tractor Story

July 13, 2010
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The Tractor Story

When my father published the very first issue of his market letter in 1970, he borrowed the name Cabot from the farm where we lived.  His father had bought the farm in 1941 (the full story is on the Cabot website) and in 1948 he bought a new tractor to replace the horses used on the farm. The tractor was a Ford Model 8N, perhaps the most popular tractor ever sold. Approximately 524,000 were produced from 1947 through 1952. Here’s a picture of me and my brother Rob sitting on it.  I’m the kid with the curly hair. Designed...

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Green Mountain: An Old Favorite Regrouping

July 12, 2010
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Green Mountain: An Old Favorite Regrouping

On my own Watch List now are many familiar names that have been written about in these Wealth Advisories during the past few months.  But not all stocks on your Watch List during difficult times have to be within a few percent of their price highs. Take Green Mountain Coffee (GMCR), for instance.  It was a big winner in 2009 and early 2010, breaking out of its initial base at a split-adjusted 9.6 in March 2009 and advancing as high as 33.2 (again, split-adjusted) this spring.  But the stock fell apart in early April, as the company’s story was...

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Mid-Year Investing Resolutions

July 11, 2010
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Recently, someone I follow on Twitter wrote a blog post about mid-year investing resolutions. It got me thinking about how we only vow to do things in January and then often forget these grand plans well before the mid-way point in the year. I didn’t write a traditional new year’s investing resolutions Cabot Wealth Advisory this year, but in January, I offered 20 tips to becoming a better investor that I gathered from the wisdom of our Cabot editors. And they are still relevant and important today, especially in the midst of a volatile market. So instead of waiting...

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Stock Market Analysis Video: No Visible Trend

July 10, 2010
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In this week’s Stock Market Analysis Video, Cabot China & Emerging Markets Report Editor Paul Goodwin says that it’s been a good week in the market, but that it’s hard to really say too much positive about it. Paul says it’s important to recognize what is going on in the market right now is that there is no visible intermediate trend. Stocks discussed include Dr. Reddy’s Labs (RDY), Companhia Brasileira de Distribuicao (CBD) and Bancolombia S.A. (CIB). Click here to watch the video.

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