The Cabot Emerging Markets Timer hasn’t delivered a new buy signal yet, but it’s definitely been on a roll since April 18, and appears just about ready to deliver a green light (if the market just holds steady). We’re generally happy with the performance of our stocks, but one of our holdings laid a brick in its earnings report and we’re taking our profit. We also have a very exciting new recommendation for inclusion in the portfolio. We like this story so much that we’re jumping the gun ever so slightly and recommending a buy.
