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Monthly Archives: August 2010

An Important Message About Fear and Greed

August 31, 2010
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An Important Message About Fear and Greed

One of the great characteristics of the sciences, from astronomy to psychology, from anatomy to zoology, is that every generation builds on the work of those that preceded it. As Isaac Newton put it in 1676, “If I have seen a little further it is by standing on the shoulders of Giants.” This regular knowledge transfer happens—most commonly—because of schools. It begins with reading, writing and arithmetic in the earliest grades, and it continues all the way through our formal college education, where students with the right combination of talent, interest and funding can enroll in courses on neuroscience,...

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This Stock’s No Gamble

August 30, 2010
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As you know, the market hasn’t exactly been cooperating lately. But I still managed to find a stock to tell you about today. It’s Las Vegas Sands (LVS), which has appeared in Cabot Top Ten Weekly eight times since 2006 and three in 2010 alone! Editor Michael Cintolo wrote this about it earlier this month: “Las Vegas may get top billing in this company’s name, but its profit center is increasingly in the special administrative unit of Macao on the south coast of China. Like Hong Kong, Macao has a high degree of independence, and has emerged as one...

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A Bit of Cabot History

August 29, 2010
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A Bit of Cabot History

This week the folks in the Cabot office took a field trip down the road to Cabot Farm, where our company had its humble beginnings. We had a lovely lunch and got a tour of the grounds, complete with a stop to see alpacas (Max and Dakota, at right), turkeys and a flourishing vegetable garden. We also got to visit with Cabot’s founder, Carlton Lutts, who lives on the Farm. This trip got me thinking a lot about Cabot’s history and I wanted to share some of it with you because it’s unique and a good story. The following...

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Stock Market Analysis Video: An Indecisive Market

August 28, 2010
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In this week’s Stock Market Analysis Video, Cabot China & Emerging Markets Editor Paul Goodwin says we’ve been waiting for the market to declare itself but it hasn’t yet made a decisive move. Short-, intermediate- and long-term trends are all down, but not in a catastrophic way. Stocks discussed include VanceInfo Technologies (VIT), VMware (VMW), JinkoSolar (JKS) and MakeMyTrip (MMYT). Watch the video!

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A Chinese Stock for Your Watch List

August 27, 2010
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Back in March 2009, if someone had suggested that the Chinese jewelry company Fuqi International (FUQI) was about to embark on a six month run that would blast the stock to a 10x gain, they wouldn’t have found many takers.  Seventeen months after its IPO, with three failed attempts to break through resistance at 12, FUQI was a flat-volume casualty trading just above 3. But by the middle of September 2009, FUQI was just nudging 33 on huge volume.  Ten baggers are rare enough, but to get one from a Chinese jewelry company was shocking. Today’s stock is LJ...

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