We’ve just learned that Cabot Market Letter has been named one of the 10 Top Performing advisories of 2010, thanks to its 33.2% return in the twelve months ended November 30. Hopefully, your returns were in the ballpark. As the year winds to a close, the bull market that helped us achieve that record continues. But we continue to have concerns about elevated investor sentiment, and the performance of formerly leading stocks is less than ideal; the odds of a correction have grown. So we’re reluctant to add any new stocks to the portfolio, and in fact, we’re recommending selling one. Full details in the issue.
