Looking just at the chart, our Cabot Emerging Markets Timer is close to a tipping point, and could go either way. But the most important thing is that it’s positive right now, and we are acting accordingly. With the portfolio fully invested, we will need to make some decisions soon about upgrading our holdings, and that’s always an interesting activity. In this issue, we’re putting one stock on hold and recommending another old friend for the portfolio. Read on for the good news.
