Growth Stocks: The Seven Deadly Sins

After much thought and soul-searching, I’ve compiled a list of the Seven Deadly Sins of Growth Investing. I hope it does your investing soul a lot of good. Here it is. My apologies that I couldn’t match the elegant, single-word terseness of original...
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Lean Bullish | Cabot Weekly Review

In this week’s Stock Market Video, Mike Cintolo discusses his "lean bullish" stance toward the market as the evidence continues to improve, especially when it comes to growth stocks—in fact, he's most impressed with the number of "liquid leaders" that have launched of usually...
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The Strengthening Market | Cabot Weekly Review

The market has been strengthening, so from a top-down perspective, there's little to complain about, as the major indexes have acted very well following the early-October buy signal. Individual stocks, however, have been very tricky—defensive stocks are being bought while many potential stocks...
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Apple Bites

Apple’s new product announcement this week was a big deal. When a company’s market cap is hovering around $640 billion, its gross profit was $70.5 billion in the past year and its stock is held by 2,157 institutional investors, it can’t be anything a..
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Market Shocks (and Aftershocks)

In the stock market, September is usually a time of increased purpose, as the giants of Wall Street return from their summer vacations (after Labor Day), tanned, re-energized and ready to grapple with the market and its challenges.
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From the Conference Floor

This year’s get-together has been particularly lively, as the Cabot analysts present a rich mix of market analysis, investing techniques, stock picks and answers to probing questions from both new attendees and veterans of previous conferences.
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Stock Market Seasonality — August

Back when the U.S. was an agrarian nation, August used to be the best month for the stock market in performance terms. But it lost the lead as the strongest month in 1951, and now, with only about 2% of the country involved farming,...
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Beach Weather in the Market

It’s the beginning of August, high summer in New England, and a bit of summer fatigue is setting in. Summer in New England is short, so we try to pack half a year’s worth of cookouts, beach days, hikes, kayaking, sight-seeing and outside...
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Sunny Days

Every year, usually on a Thursday in July, most of the Cabot crew gathers in Salem, jumps into cars and heads north. With bathroom breaks and a stop to purchase refreshing beverages (ahem), the group drives through New Hampshire’s tiny seacoast neck and up...
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Is the Dead Cat Still Bouncing?

Markets recently went through one of the worst summer picnics ever, with the major market indexes falling apart from late June through early July as the ants, the mosquitoes and the bulls in the pasture ganged up on hapless investors. And the worst all...
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A Straight Answer About Sina

On June 18, I received an email from a subscriber to Cabot China & Emerging Markets Report, the investment advisory for which I’m Chief Analyst. Here’s what I wrote back to my subscriber, slightly edited.
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