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Emerging Markets

Stock Market Video: A Bad Week

September 30, 2011
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Stock Market Video: A Bad Week

In this week’s Stock Market Video, Cabot China & Emerging Markets Report Editor Paul Goodwin said it was a bad week in the market, with the indexes looking very unhealthy. When the market is in a downward trend, it puts a lot of pressure on stocks, which was evident this week. We recommend holding mostly cash right now to preserve capital for the next uptrend. Stocks discussed: U.S. Steel (X), Ford (F), General Electric (GE), Amazon.com (AMZN) and Apple (AAPL). Click below to watch the video!

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Three Defensive Blue Chips

September 13, 2011
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Three Defensive Blue Chips

I’m always noticing trends in the stocks recommended in the Dick Davis Digests. When markets are choppy, advisors recommend a lot of conservative stocks and value stocks that look like good bargains. Sectors like health care and technology and retail have phases as well, driven by news, economic reports and sentiment. And natural resources and gold have seen some of the biggest popularity booms recently, with interest spiking every time the international financial system takes a hit. Every once in a while though, I find a cluster of stocks so closely related that it surprises me. Last week’s Dick...

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Will Congress Finally Kill Off Ethanol Subsidies?

August 25, 2011
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Will Congress Finally Kill Off Ethanol Subsidies?

Ethanol has been a fuel for automobiles from the start of the industry. In 1896, Henry Ford built his first car, the Quadricycle, to run on ethanol. His Model T, which revolutionized auto manufacturing when it rolled of the assembly line in 1908, was designed to run on ethanol or gasoline. Even as Ford continued to push for ethanol from corn as the logical fuel, lower priced gasoline won out. The oil shocks of the 1970s revived the idea of ethanol as an alternative fuel, and the corn-based version is now blended into 90% of the gas Americans use...

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A Beverage Stock with Emerging Markets Exposure

August 24, 2011
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Reminiscing about my dad’s lesson involving PepsiCo (PEP) made me want to do some additional research on it. Here’s what I found … PepsiCo, incorporated in 1919, is a global leader in the soft drink and snack food industries. PepsiCo’s popular brands include Pepsi, Frito-Lay and Quaker Foods (acquired in 2001). PepsiCo gets 65% of total sales from North America, while the rest come from international sales spread throughout the world. The company is beating its competition by expanding in international markets and focusing on health and wellness beverages and foods. PepsiCo management has created faster growth by reacting...

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Stock Market Video: Cash is King

August 19, 2011
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Stock Market Video: Cash is King

In this week’s Stock Market Video, Cabot China & Emerging Markets Report Editor Paul Goodwin says that for growth investors, it’s a good time to do something besides investing. Cash is king. Paul looks at the Halter USX China Index, which tracks the performance of Chinese stocks that trade on U.S. exchanges as American Depositary Receipts (ADRs), and the Nasdaq to show the market’s recent action. Stocks discussed: Kraft Foods (KFT) and Hershey (HSY). Click below to watch!

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