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Happy Fifth Birthday to Cabot Wealth Advisory

February 9, 2012
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Happy Fifth Birthday to Cabot Wealth Advisory

Cabot Wealth Advisory celebrated its fifth anniversary recently. While the service is still a youngster compared to our more established advisories, I thought we should do something to mark the occasion. So I went back to the digital vaults, reviewed some of our most beloved columns, and found the following, which was originally published on April 6, 2009. I liked it a lot then, and I like it now, but like any editor, I found a few things to change, hopefully for the better. If you’ve read it before, I apologize; there IS a new investment recommendation at the end. And...

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Undervalued Canadian Stocks

January 16, 2012
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Every organization has its star players, and one of Cabot’s just retired, after 33 years of service. Pat Carr wasn’t an editor or an analyst, but she was a major reason for the organization’s success for a very long time, and her story is worth telling. Pat was the voice of Cabot in many ways. She answered the phone and recorded phone messages. She also processed subscription orders, and much, much more. If you called Cabot anytime in the past few decades, the odds are very good that you talked to her. When Pat came to interview with my...

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A Great Healthcare Stock

December 20, 2011
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I’m tired of the word “choppy.”  I’m tired of reading about choppy markets, stocks that chopped up and down, and sectors that are chopping around. Don’t writers know any other words? More importantly, don’t you think that when there’s such unanimity of opinion about the market, it’s ripe for a change? I think so, and I think the market’s next major move will be up. My reasons are these: One, the market’s been down a pretty long time, and the selling pressures, which peaked in August, have been easing.  Institutions are clearly using the big dips to accumulate shares...

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One Great Insurance Stock

December 13, 2011
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I’m happy to see that there are still great worries about the future of both the Euro and those southern European countries that don’t work as hard as the Germans, or pay taxes as dutifully, either. And why is this worry a good thing? Because, as all experienced investors know, bull markets climb a wall of worry! And that’s what this bull market is doing now! As a result, I’m more optimistic than at any time in the past few months, about both the short- and long-term prospects of the market. And I’ve got a great stock to recommend...

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Ulta Salon (ULTA): One Great Stock

December 5, 2011
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the past week has brought a fine rally in the market. You know the purported reasons: Europe, China, unemployment, consumer confidence, blah, blah, blah. My two cents says the market was ready for it! It had been down long enough. People were discouraged enough. And there were bargains enough. So it’s time to be less defensive, and more aggressive, in particular by seeking out the leaders of this new bull market. Leaders are favored, rather than laggards (which may look cheap) because history tells us the leaders are most likely to be higher in the months ahead.  Inertia tells...

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