cabot stock of the month posts
FeedPosted Apr 9th 2010 10:30AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Chipotle Mexican Grill'A' (CMG), Stocks to Buy
"Chipotle Mexican Grill (CMG) a 'fast-casual' restaurant chain, was started by Steve Ells in Denver, Colorado, in 1993, and it quickly became a big success, expanding rapidly in the Denver area," says growth stock specialist Timothy Lutts.
The editor of Cabot Stock of the Month explains, "McDonald's began investing in the company in 1997 and became the controlling shareholder in 1999. Using its cash and expertise, McDonald's grew the company from 14 restaurants in 1998 to 480 at the end of 2005. Then in January 2006, McDonald's sold Chipotle to the public."
Continue reading Chipotle Mexican (CMG): Grilled Gains in 'Fast-Casual'
Posted Jan 2nd 2010 1:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Stocks to Buy, Best Stocks for 2010
This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.
"Longtop Financial Technologies (LFT), our top pick for for 2010, was the first Chinese software company to list on the NYSE when its ADRs began trading in October 2007, and we're impressed by the progress made since then," says Timothly Lutts.
The editor of The Cabot Stock of the Month Report explains, "Financial services industries are booming in China, and Longtop is a great way to benefit."
Continue reading Top Picks for 2010: Longtop Financial (LFT)
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 Sep 17th 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, salesforce.com inc (CRM), Stocks to Buy

"Run properly, as
Salesforce.com (NYSE:
CRM) does, a cloud computing network also offers greater security, greater reliability, and lower costs (thanks to efficiencies of scale)," explains
Timothy Lutts.
In The Cabot Stock of the Month report, he suggests, "Salesforce.com is very well managed, and in our mind its leadership in cloud computing gives it a fundamental advantage that should translate into growing market share gains and steady revenue flows for years to come."
"The company was founded a decade ago by a former Oracle executive, and today it's a leading vendor of Customer Relationship Management (CRM) services.
Continue reading Salesforce.com (CRM): Profits in the clouds
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 Mar 12th 2009 1:20PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Commodities, Stocks to Buy
"Stocks are so low that the best are bound to attract bargain-hunters ... eventually," says Timothy Lutts. One such value he highlights in The Cabot Stock of the Month Report is Royal Gold (NASDAQ: RGLD).
He explains, "Royal Gold doesn't own any gold mines. It doesn't mine gold. It doesn't buy gold. And it doesn't sell gold. It simply owns the rights to royalties from a variety of precious metals producers."
"The major benefit of Royal Gold's approach to the gold business is that it involves no capital costs, no operating costs and no legal or environmental liabilities. The major drawback? Well, we haven't found it yet.
"Royal Gold is not large. It has annual revenues of just $69 million and 34 million shares outstanding. However, Royal Gold is the biggest company in the world that derives its revenues solely from precious metal royalties.
Continue reading Royal Gold (RGLD): Investing in gold royalties
Posted Jan 10th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, Best Stocks for 2009
This post is part of a special annual report -- Top Stock Picks '09 -- in which TheStockAdvisors.com asked 75 leading newsletter advisors to select their favorite investment for the new year.
"Emergent BioSolutions (NYSE: EBS) -- my top 2009 pick -- makes the only FDA-licensed vaccine for the prevention of anthrax," says Timothy Lutts in his The Cabot Stock of the Month.
"Located in Rockville, Maryland, the company is currently filling a $448 million government order for 18.75 million doses, and in October, the U.S. government contracted to purchase 14.5 million additional doses valued at up to $404 million, to add to the Strategic National Stockpile.
"The vaccine is named BioThrax, and it accounts for 97% of the revenues of Emergent BioSolutions. However, the company has a full pipeline including two 'next generation' anthrax vaccines.
"Also in development are two anthrax therapeutics (immunoglobulin and monoclonal), two botulinum vaccines and a botulinum therapeutic (botulinum is the nasty form of Botox), an oral typhoid vaccine, a next generation tuberculosis vaccine, a hepatitis B immunotherapy and a chlamydia vaccine.
Continue reading Top Stock Picks '09: Emergent BioSolutions (EBS)