This week’s issue is a day early so we can concentrate on the Cabot Investors Conference. After basing in the second half of July, emerging markets have shot higher over the last six trading sessions, keeping our market timing indicator’s buy signal in force. We’re taking action to get the portfolio positioned for this bull move, shedding one stock and taking partial profits in another. We’re also returning an old friend to the watch list ahead of tomorrow morning’s quarterly earnings report. Lots is happening!
