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Three High-Potential Stocks

August 16, 2011
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Three High-Potential Stocks

As you’ve noticed, the world is falling apart. Well, not really. In the vast majority of countries, the vast majority of people continue to go about their business as they always have. They work, they raise families and they pursue their dreams. But the media have become very skilled at showing images of the world’s most troubled environments, from starving children in Ethiopia to burning vehicles in London to moaning stock traders in New York, and the result is that some investors get distracted. They think–or feel–that this time it’s different (as if we live in a Special Time)....

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Whole Foods: A Stock with Long-Term Potential

July 19, 2011
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Today’s stock recommendation comes from Cabot Stock of the Month, one of the best newsletters to get started with Cabot because it gives subscribers an idea of what many of our other advisories have to offer. The stock is Whole Foods Market (WFM) and it was originally recommended in Cabot Top Ten Trader last year. Here’s what Cabot Stock of the Month Editor Tim Lutts wrote about it in May 2010: “One of ace investor Peter Lynch’s favorite business models is the ‘cookie-cutter,’ which simply involves building the same successful store again and again in new places. McDonald’s perfected...

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Is There a Future for Natural Gas Vehicles?

June 21, 2011
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Is There a Future for Natural Gas Vehicles?

My neighborhood is home to a typical New England mix of vehicles. There are older Volvos, a few SUVs, a couple of pickup trucks, some run-of-the-mill sedans and a smattering of collector’s cars like an antique MG a neighbor parks on the street in the summer months. But there is one car that catches my eye more than any other. About a block away, neighbors have a compressed natural gas-fueled Honda Civic. I know it’s a natural gas version (the Civic GX) because it’s emblazoned with NGV lettering on the side and when I walk past their house I...

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When Will the Sun Rise for Solars?

June 17, 2011
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When Will the Sun Rise for Solars?

I’m fascinated by solar power on any number of levels, only one of which has anything to do with investing. First and foremost, the science geek part of me just loves the idea that you can put a chip of silicon out in the sun and get electricity out of it. And you can keep getting that electricity as long as the sun shines. When I was growing up in the 1950s, the good people at Bell Labs (anyone else remember Our Mister Sun?) were the science equivalent of Walt Disney: benevolent, competent and full of surprises. (Work at...

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LDK Solar (LDK): A Perfect Stock to Watch

June 2, 2011
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I’ve developed my own method for growth stock investing, which I’ve dubbed the SNaC system. It requires a stock’s Story (business proposition, potential consumers, barriers to entry, etc.) to be accompanied by strong Numbers (revenue and earnings growth, high profit margins, etc.) and a supportive Chart (price appreciation, rising volume support, etc.). Today I want to discuss LDK Solar (LDK) in that context. There’s no denying that the story on LDK Solar is strong. Solar power is clean, renewable and can be used almost everywhere. As the price of oil continues to rise, the cost difference between a kilowatt...

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