Daily Posts Archive
Anyone who tells you that they understand either gender is on very thin ice, as far as I’m concerned.
“As a growth investor, I’m usually looking for stocks that are in strong price uptrends. But I’m making an exception for Arcos Dorados Holdings, Inc. (ARCO), the largest restaurant chain in Latin America and the largest franchisee of McDonald’s in the world by both revenue and number of locations. Arcos...
It’s been a rough few months for risk-averse investors. Since the first-quarter rally failed in early April, the market has developed no obvious overall trend, instead chopping up and down from month to month like a particularly unpredictable yo-yo. It’s the kind of action that makes you want to buy something...
It’s not valuation that matters, it’s growth potential and upside momentum that matter.
“The U.S. recovery is hobbled by an economic divide that separates Americans not by income or wealth but by their access to credit. “The housing bust left behind millions of people with credit records damaged by plunging home prices, lost jobs, past overspending or bad luck. Many are now walled off...
The key to diversifying without clutter is selecting investments that have low or negative correlations.
Here at Cabot, we have been successfully employing market timing disciplines for decades.
CEFs, also called closed-end investment management companies, are different from mutual funds and ETFs because they issue a limited number of shares. That actually makes them more similar to ordinary publicly-listed companies than funds: when a new investor buys into a CEF, they have to buy from someone else who...
Fund investing has come a long way. Buying mutual funds for the security and convenience of having your money invested by a fund manager is still a popular investment practice--in large part thanks to inertia--but it’s no longer the only fund game in town. Exchange-traded funds, or ETFs, have revolutionized the...
The key to success isn’t in some exotic, proprietary system, but in sticking to basic principles.