cabot market letter posts
FeedPosted Apr 1st 2010 2:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Las Vegas Sands (LVS), Stocks to Buy

"Many casino stocks nearly went bankrupt during the recession, but now the best ones are storming back for one reason: Macao, China, also known as the Las Vegas of China," states
Mike Cintolo.
The editor of
The Cabot Market Letter explains, "During the first two months of 2010, gaming revenues in the region jumped a whopping 66% to $3.4 billion from a year ago (which, admittedly, was a depressed period)."
Continue reading Gamble on Macau: Wynn and Las Vegas Sands
Posted Nov 3rd 2009 10:40AM by Steven Halpern (RSS feed)
Filed under: Amazon.com (AMZN), Newsletters, Stocks to Buy
Two of the newsletter industry's leading growth stock advisors remain bullish on the prospects of online retailer Amazon.com (NASDAQ: AMZN), based on growth in not only online retailing but new market areas ranging from the Kindle e-reader to cloud computing.
Mike Cintolo, editor of The Cabot Top Ten Report, explains, "Amazon.com recently blew away earnings expectations." Meanwhile, Alexander Green, investment director at The Oxford Club, says, "In our view, the best lies ahead for the company." Here are their reviews.
Mike Cintolo continues, "Amazon announced that its Kindle e-book reader is now its most popular selling item, both in units and in dollars. That led to a big acceleration in revenue growth (28%, the fastest in five quarters), while earnings leaped 67%.
Continue reading Amazon (AMZN): 'The best is still ahead'
Posted Oct 15th 2009 10:30AM by Steven Halpern (RSS feed)
Filed under: Starbucks (SBUX), Newsletters, Stocks to Buy
"One of the guiding principles of our growth investing system is the concept that major trends tend to persist longer and go farther than originally expected," says Timothy Lutts.
In The Cabot Stock of the Month, he explains, "It's a principle that supports our current bullish market stance and our recommendation of Green Mountain Coffee Roasters (NASDAQ: GMCR), even though the stock is already up more than four-fold since March."
"The business, of course, is coffee, a true global mass-market product. And while Starbucks' stock peaked in 2006 (ending a 14-year run), Green Mountain Coffee Roasters is younger and far less famous.
Continue reading Green Moutain (GMCR): A coffee revolution
Posted Jun 12th 2009 4:30PM by Steven Halpern (RSS feed)
Filed under: China, Stocks to Buy
One month ago, we featured a special report featuring the favorite China-based stocks among financial newsletter advisors. Since then, the 14 stocks covered in the report have risen an average of more than 15%.
The performance of these stocks -- along with the overall China market -- has far exceeded the 3% gain in the S&P 500 index over the same time period. That report can be viewed here.
Despite these gains, many of the leading advisors remain bullish on China; in particular, several have recently focused on the online gaming sector in Asia. Indeed, Timothy Lutts notes that while the video game market in the U.S. is slowing, the video game market in China is expected to show 20%+ annual growth in coming year.
Continue reading China online gaming: Top advisors' top picks
Posted May 9th 2009 10:00AM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, China Life Insurance ADS (LFC), Stocks to Buy
This post is part of a 12-article feature on the best bets for investing in China. To see all the other recommendations in this special report, click here.
"The big story behind China Life Insurance (NYSE: LFC) is still the demographic one, as the population of China urbanizing and aging," says Paul Goodwin, a specialist in Asian stocks.
In his Cabot China & Emerging Markets Report, the advisor offers a fascinating look into the company, reviewing its firm's history, it's current state and assessing its future outlook.
Continue reading Demographics boost China Life Insurance (LFC)
Posted Mar 24th 2009 2:50PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy
"Illumina (NASDAQ: ILMN) makes the Genome Analyzer, which is the workhorse of the genetic medicine revolution," says growth expert Mike Cintolo in The Cabot Top Ten Report.
"The Illumina Genome Analyzer is used by genomic research centers, academic institutions, agriculture and livestock companies, pharmaceutical companies, clinical research organizations and biotechnology companies all over the world.
"In the fourth quarter of 2008, for example, the company launched the In? nium HD HumanCytoSNP-12 BeadChip, a 12 sample BeadChip priced as low as $125 per sample that enables researchers to analyze nearly 300,000 genetic markers per sample.
Continue reading Illumina (ILMN): Genetic workhorse
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