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  • Was That The Final Growth Stock Shakeout?
    Mon, Nov. 3 CELG, ILMN, SPY 2 Comments

    Summary

    • Comparing the market’s plunge-and-recovery action of the past few weeks to 1999.
    • The September-October dip is looking more like the final shakeout of multi-month bases.
    • Months of ups and downs have us keeping an open mind that the September/October meltdown might have been enough to launch a sustained rally for growth stocks.
  • China News, China Noise
    Fri, Oct. 31 PGJ 1 Comment

    Summary

    • China’s manufacturing has strengthened slightly.
    • PowerShares Golden Dragon Halter USX China ETF (PGJ) has bounced strongly.
    • But it may take some time for the market to return to real health.
  • Alibaba 24/7: Guidelines To The Big IPO
    Thu, Sep. 18 BABA 19 Comments

    Summary

    • The Alibaba IPO is a big deal.
    • One possible influence on Alibaba’s IPO strategy is Facebook’s (FB) IPO in May 2012.
    • If you decide to buy, here are a few rules that will at least control potential damage.
  • What Effect Might Alibaba Have On Other Chinese Stocks?
    Mon, Sep. 1 BABA 10 Comments

    Summary

    • China’s Singles Day bests Black Friday and Cyber Monday.
    • Alibaba generates 80% of China’s entire online sales.
    • How Alibaba’s IPO could affect other Chinese stocks.
  • Another Cup Of Joe? Keurig Green Mountain
    Fri, Aug. 8 GMCR 11 Comments

    Summary

    • In less-dynamic economic environments like we’ve seen for the past 12 years, the country’s top talent decides to stay with their company instead of starting their own higher risk ventures.
    • That thinking leads us to prior leading stocks that have gone through the wringer, come back to some extent and are setting up again, like GMCR.
    • Today, two new catalysts could re-energize GMCR: Bolt brewer and Keurig Cold.
  • Unintended Chinese Consequences
    Thu, Aug. 7 4 Comments

    Summary

    • An unusually energetic anti-corruption campaign is being carried out by China's President Xi Jinping.
    • The campaign could have a huge effect on the medium-term future of China.
    • Possibilities could help some stocks and hurt others.
  • The Summer Doldrums? Not Usually
    Thu, Jul. 3 SPY, DIA, QQQ 4 Comments

    Summary

    • Why “sell in May and go away” is not backed up by data.
    • The data behind seasonality since 1980.
    • Conclusion: winter is good but summer’s not bad.
  • Here Come The IPOs
    Tue, Jun. 17 GLOP, GRUB, JD Comment!

    Summary

    • Since 2013, there’s been a resurgence in IPOs of true growth companies with exciting stories.
    • These five recent IPOs could morph into new leaders down the road: GasLog Partners, GrubHub, JD.com, Rice Energy and Zoes Kitchen.
    • Handle IPOs with care: Start with smaller than normal positions and add shares as the stocks move higher.
  • The Alibaba IPO
    Fri, May. 30 BABA 22 Comments

    Summary

    • Paul Goodwin, Chief Analyst of Cabot China & Emerging Markets Report, takes a look at Alibaba - the Chinese e-commerce giant that will be making its IPO later this summer.
    • Paul uses LinkedIn as an example to show how difficult it can be for individual investors to buy a hot issue at its IPO.
    • Despite IPO drawbacks, Alibaba will attract enormous investment because potential is huge: Alibaba owns 80% of China’s total e-commerce and 60% of China’s parcel deliveries come from its sales.
  • Stock Market Performance From A Different Angle
    Nov. 19, 2012 DIA, SPY, QQQ 2 Comments
  • 3 Revolutionary Investment Ideas
    Nov. 17, 2012 PII, TAXI, TSLA 2 Comments
  • For Energy Stocks, Look North Of The 48th Parallel
    May. 29, 2012 CVE, MEG, SU 2 Comments
  • The Silent Killers Of Your Stock Portfolio
    May. 11, 2012 ARBA, EBAY, AMZN 1 Comment
  • Facebook Hype Aside, IPOs Generally Aren't Good Investments
    Apr. 30, 2012 FPX Comment!
  • Finding Bargains In Value Stocks
    Apr. 30, 2012 IMKTA, LULU, FRED 1 Comment
  • 6 Stocks Breaking Out To New Highs Are Your Best Bet
    Apr. 17, 2012 ISRG, CMG, TSCO Comment!
  • The 'Conservative Aggressive' Investor
    Apr. 13, 2012 LNKD 7 Comments
  • A Look Back At 2011's Whipsaw Market Moves
    Dec. 21, 2011 MELI, GOOG, RAX Comment!
  • A Great Healthcare Stock For The Next Big Market Move
    Dec. 20, 2011 HMSY Comment!
  • 5 Value Stocks For The Holiday Season
    Nov. 25, 2011 BBBY, GME, KSS Comment!
  • 2 Solid Companies Offering Compelling Value: Abbott, Fred's
    Nov. 24, 2011 FRED, ABT 2 Comments
  • Stocks For New-Energy Investors
    Nov. 22, 2011 STO, PPO, SQM 2 Comments
  • 2 Plays On Natural Gas
    Nov. 16, 2011 ECA, CQP 4 Comments
  • The Auto Industry, Then (2007) And Now
    Nov. 15, 2011 NSANY, F, GM 1 Comment
  • Silicon Laboratories Is Back In Favor
    Nov. 10, 2011 SLAB Comment!
  • China Mobile, Brazil Foods: Two Emerging BRIC Leaders
    Nov. 4, 2011 CHL, BRFS 3 Comments
  • Netflix: Don't Confuse The Company With The Stock
    Nov. 2, 2011 NFLX 9 Comments
  • An ETF Strategy To Profit From A Second U.S. Debt Downgrade
    Nov. 1, 2011 TLT, TBT Comment!
  • 2 Stocks Warren Buffett And Benjamin Graham Might Like
    Oct. 25, 2011 COH, ROST 3 Comments
  • A Tale Of Two Coffee Companies
    Oct. 17, 2011 DNKN, GMCR 1 Comment
  • 3 Potential Earnings Winners
    Oct. 14, 2011 UA, TSLA, LNKD Comment!
  • There Are Still Reasons For Solar To Rebound Eventually
    Oct. 11, 2011 PPO, CSIQ, KWT 6 Comments