Blog Archives

Tim Lutts Discusses Cyprus and a Travel Stock

March 25, 2013
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I really like to travel, particularly to new places. Whenever I read about a place, I think about going there. So when the Cyprus banking crisis popped up in the news a week ago, the first thing I did after digesting the proposed solution (which fortunately, was quickly nixed) was research Cyprus. Though I’ve been to 18 European countries, I’ve never been to Cyprus; I’ve never even been to Greece. And Cyprus is, first of all Greek. It was Greeks who settled it millennia ago. It was Greeks who lived there even while under the rule of the Roman...

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Tim Lutts Talks About Fiscal Cliff and Sequester

March 7, 2013
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Tim Lutts Talks About Fiscal Cliff and Sequester

Remember the Fiscal Cliff? For many months, we were warned that if Congress couldn’t find a way to compromise, the economy would go over the cliff. Somehow, they did, and it didn’t. Then came the Sequester, preceded by more dire warnings that allowing the automatic (last resort) measures to take effect would strangle the economy, put thousands of federal employees and contractors out of work and inconvenience—or endanger—the rest of us as government productivity slowed. Well, the Sequester has taken effect, and I can’t say I’ve noticed. But I do wonder who’s going to cry wolf next. And recognizing...

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Stock Pick: Seaspan Corporation

February 22, 2013
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Seaspan Corporation (SSW) is one of the world’s leading owners of containerships. The stock has appeared numerous times in various Cabot advisories, because when shipping stocks are strong, it rises to the top. Paul likes it for the long term (forever) because management is top-notch, because the industry has very high barriers to entry, and because there’s a very fat dividend yield. Here’s what he wrote back in May of last year, just before he added it to the portfolio of Cabot China & Emerging Markets Report. “When a ship is heading in the right direction, the captain will sometimes...

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Timothy Lutts Discusses ETF Investing

February 21, 2013
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The following email arrived more than two weeks ago. “I am a senior in high school, from Westchester, New York, and I have been a Cabot Wealth Advisory reader since 7th grade. Your emails are the only consistent source I use for market advice and analysis and sometimes some stocks. Unfortunately, I am not able to pay to subscribe, since I cannot afford it with my current portfolio value. Investing is my favorite academic hobby, and since 7th grade I have managed to collect an entire shelf of books on investing, plus probably hundreds of hours screening for stocks....

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Timothy Lutts Suggests to Invest in Great Growth Stocks Now

February 7, 2013
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Timothy Lutts Suggests to Invest in Great Growth Stocks Now

Thirteen years ago, all my hair was dark. Thirteen years ago, I didn’t wear glasses. Thirteen years ago, I could eat my wife’s homemade chocolate cookies daily and not gain a pound. And thirteen years ago was the last time investors were really excited about investing in the stock market. So it makes sense that even though the market has done THIS in the past 12 weeks … … no one is excited! Because a lot of changes have occurred over the past 13 years. The stock market has been so challenging over the past 13 years that investors...

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