The Iconoclast Investor

Have all banks run amok? Not quite. I’ve gone out on a limb lately and recommended a couple of banks in the advisory I edit, Cabot Benjamin Graham Value Letter.
Hudson City Bancorp (HCBK) owns and operates 127 savings bank branches in northern New Jersey and New York City. The bank specializes in writing jumbo mortgages [...]

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With most stocks getting hit in the past week, it’s hard to find a stock that’s at a pristine buy point.  And, frankly, even if I saw one, I’m not sure it would work out–when the market is under pressure, good stocks can go bad in a hurry.  So I want to highlight a company [...]

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Last week I wrote about the tumult in the newspaper industry, specifically the battle that’s been raging between the Boston Globe’s Newspaper Guild union and the New York Times company’s management. Many of you wrote to me with insightful comments, a sampling of which appears below. Add your comments here. Thanks to everyone for writing [...]

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In 2000, Time magazine ran a memorable cover story about golden rice, a rice strain genetically modified to contain beta-carotene, a precursor to vitamin A. Vitamin A deficiency is a scourge in the developing world. The lack of it can lead to blindness in pregnant women, miscarriages and leads to as many as 500,000 children [...]

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Cabot China & Emerging Markets Report Editor Paul Goodwin is CNBC speaking about the enormous opportunities in those areas right now: http://www.cnbc.com/id/15840232?video=1157140862&play=1.
Hulbert Financial Digest ranked his investment advisory as #1 for the last five years, with a return of 22.2% versus a -1.3% return for the Dow Wilshire 5000 over the last five years.

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