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Cabot Emerging Markets Investor
Cabot Emerging Markets Investor 648
December 14, 2017
The Cabot Emerging Markets Timer is sitting firmly on the fence and some of our stocks are taking breathers. It’s not anything like a time to over-react, but we’re pulling in our horns in an appropriate way. We also have a new stock that does a brilliant job of balancing a national presence with thorough local focus.
December 7, 2017
The iShares EM Fund (EEM) has dipped decisively below its 25- and 50-day moving averages, which pushes the Cabot Emerging Markets Timer into negative territory. We have one change tonight, moving one stock from Buy to Hold. View Update Archive
November 29, 2017
A wave of selling took a bite out of growth stocks today, including every stock in the Cabot China and Emerging Market Investor’s portfolio. I am taking two actions in response to today’s weakness. View Special Bulletin Archive