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Monthly Archives: March 2011

Plan Your Trade, Trade Your Plan

March 5, 2011
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Plan Your Trade, Trade Your Plan

Here at Cabot, we make it a point to be available to subscribers, mostly via email but sometimes over the phone.  Providing the service takes time, but we think it differentiates us from most investment advisors that send you a newsletter and then turn the other way. Not only does our being available boost customer satisfaction, it also gives us an insight into how most subscribers are feeling at any given time.  Carlton Lutts, Cabot’s founder, used to call this the Telephone Indicator (this was way before email). When the market rallied for a few weeks but the phones...

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Stock Market Analysis Video: Still a Bull Market

March 4, 2011
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Stock Market Analysis Video: Still a Bull Market

In this week’s Stock Market Analysis Video, Cabot China & Emerging Markets Report Editor Paul Goodwin says it’s still a bull market. It looked like it might not be anymore, as the Dow Industrials fell big on Monday and Tuesday, but then they found support and received a nice bump on Thursday. Investors are nervous, as the market’s uptrend is now about six months old and many are forecasting a correction. Stocks discussed are Brush Engineered Materials (BW), Global Defense Tech (GTEC), Brigham Exploration (BEXP) and China New Borum (BORN). Click below to watch the video!

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Manitowoc: Boring Business, Exciting Prospects

March 4, 2011
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My stock idea this week is Manitowoc (MTW), which is in the exciting business of … cranes.  Seriously!  The big idea here isn’t that the company has something terribly new and exciting, but that, as one of the largest crane operators in the world, Manitowoc is highly, highly leveraged to the business cycle-when business is good, it’s very good. Unfortunately, the company’s business was in tatters for much of the past couple of years, but that changed in the fourth quarter.  Earnings, while still at low levels, beat estimates by a wide margin, and more importantly, Manitowoc’s backlog for...

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American Tower and the Communications Revolution

March 3, 2011
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Today’s Investment of the Week is a company benefiting from another kind of revolution sweeping the world—the communications revolution. An estimated 60% of the world’s people now own cell phones, according to a report from the United Nations. The infrastructure required to support that many cell phone users is colossal, and American Tower Corp. (AMT) is helping build it. Gregory Spear, editor of The Spear Report, recommended AMT in the latest Dick Davis Investment Digest, writing: “Sales of mobile computing devices soared 85% in Q4, while wired-PC sales crept up less than 5%. In the developed nations, where wireless...

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The Revolution Will Be Televised

March 2, 2011
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The Revolution Will Be Televised

Tunisian leader Zine El Abadine Ben Ali was in power for 23 years before widespread protests forced him to retire on January 14. Hosni Mubarak was president of Egypt for 30 years before resigning on February 11. And Muammar al-Gaddafi has been in control of Libya for a staggering 42 years, after taking power in a coup. Now, two of them are out of power, and the third is on the ropes. And people with similarly oppressive leaders are standing up to them across the Arab world. The contagious nature of revolutions stems from a sense of shared humanity....

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