In this Lunch with the Analyst webinar, Cabot Emerging Markets Investor’s Chief Analyst Paul Goodwin looked at the attractiveness of:
- U.S. stocks and ETFs
- Emerging market stocks (with an emphasis on China)
- Stocks in the Chinese consumer market that have the best mix of story, numbers and chart (SNaC)
Paul paid special attention to the BAT stocks (Baidu (BIDU), Alibaba (BABA) and Tencent Holdings (TCEHY)), but also dipped into other retailers, Web portals, social media companies, education firms and one online travel agency. Sprinkled in throughout the webinar are a few U.S. growth stocks from Mike Cintolo’s watch list.
The webinar was recorded on December 16, 2015.
Stocks and indexes featured in this webinar include S&P 500, DJIA, XLF, IBB, XLP, OIH, XOP, GSG, SLV, HYG, IAU, EEM, PGJ, TUR, EIDO, FM, BIDU, BABA, TCEHY, JD, LITB, VIPS, WUBA, SINA, SOHU, NTES, WB, YY, XRS, DL, EDU, CTRP, SCTY, SUNE, WBAI, SSW, NTES, QIHU, OIH, SSRI, SLW, INDA, TTM, MNST, NVDA, PYPL and NOW.