White Papers
As part of our commitment to providing sound investment financial advice, Cabot Money Management regularly posts whitepapers written by our portfolio management team. We always welcome your ideas for potential investment topics. Email us at info@eCabot.com with your suggestions.
Brazil - A Bright FutureDownload PDF
At Cabot Money Management, we believe it is important to get out and travel to the key places where we invest, to do research to better understand the companies and countries in a number of markets, and this is important in the emerging markets. I recently traveled to Brazil -- both São Paulo and Rio de Janeiro -- to attend a major Brazil equity market conference, meet with a number of leading companies, and to learn about and experience the Brazilian economy and culture. First and foremost, my trip to Brazil was excellent, and I was able to get an on-the-ground perspective for Brazil, its economy, its people, and the long-term opportunity the country has ahead of itself.
The China FactorDownload PDF
Having visited China two months ago, I departed there with the same sense of awe I had leaving Australia in 2001 and South Africa in 2004: that this country has made a very impressive transformation over the past decade and is well-positioned going forward. Ambition and progress are easily noticed in all parts of the country. As the largest country in the world, with 1.4 billion people (20% of the world’s population and 4 times as large as the US population), the China Factor is a unique and enduring global force. While it is not immune to slowdown in Europe or the US, or even a real estate cooling, China is an economic growth engine that cannot be overlooked.
Middle Class Expansion of the Emerging MarketsDownload PDF
At Cabot Money Management, we have long discussed the growth and investment opportunities in the Emerging Markets. Specifically, we have often pointed to Brazil, Russia, India, and China - know as the "BRIC" countries (using their initials) - as these are the largest players in the broader emerging markets.
The Secret Sauce - Characteristics of Successful InvestorsDownload PDF
Wayne Gretzky said he was successful because he would "skate to where the puck is going, not where it has been." This influential advice was taken from his father at an early age. For those of you not hockey fans, Gretzky was nicknamed "The Great One" as he became the all-time leading goal scorer in the National Hockey League.
The Changing Landscape of Vehicle Technologies Download PDF
About two years ago, we published a report on the emerging hybrid/electric vehicle market, and the opportunities that could lie ahead. Interestingly, oil prices had just returned from their 2008 trip to $147 per barrel, and fell all the way to the $40 level. Oil prices, and the corresponding impact on gasoline prices, clearly have an impact on consumer buying behavior - notably, whether they purchase hybrid/electric vehicles or continue to buy those big, gas-guzzling SUVs.
Surviving Emotional Investment Mistakes Download PDF
Emotional reactions and biases of investors can frequently create mispriced stocks. Mispricing either creates attractive buying opportunities or is worth avoiding ahead of price drops. Recognizing damaging biases and pitfalls is not as easy as it sounds. It is a daily challenge as different sets of circumstances and experiences trigger unique propensisites within a person.
An Energy Revolution is Underway Download PDF
There is much discussion about energy. Traditional energy sources like oil and natural gas are critical components and requirements for our way of life today. It will take a long time to offset our traditional energy needs with other sources, which leaves opportunity for traditional energy in North America.
Characteristics of a Good Company: And Yes, You Can Have a Good Company, but a Bad Stock! Download PDF
As with most things and people in life, not all are created equal. The same holds true with companies. With over 30,000 investable companies listed worldwide (nearly 60,000 public ones) compared to a need of only 45-70 in a diversified portfolio, how does a global portfolio manager navigate these waters? Knowing which characteristics to seek in a company is the epicenter of investment success.
"That Movie Was Over The Top!": How Technology is Changing the Way We Consume Media Download PDF
With the living room now becoming Internet connected through new TVs, Blu-ray disc players, and game consoles, our options for accessing video content are about to expand well beyond what the cable and satellite companies have offered for many years.
Demystifying Gold: Why Gold is Gradually Becoming an Accepted, Global Asset Class Download PDF
This paper briefly discusses the supply and demand fundamentals for gold as well as why we believe it is gradually becoming an accepted, global asset class.
The "New" Internet: Next-Generation Capabilities Enabling an Ever-Increasing Set of Applications Download PDF
The Internet, as we came to know it in the mid-1990s, has continued to evolve and now offers an entirely new set of capabilities and applications.
LEDs: Opportunity Could Be Bright Download PDF
Light-emitting diodes, or LEDs, have been around for decades. Today, LEDs have become quite a bit more interesting, and represent an interesting growth industry with a range of important, new and emerging applications.
China's Internet: The World's Largest Internet Community Download PDF
Over the last two years, China has overcome the U.S. to become the largest base of Internet users on the planet. This large set of people can also be thought of as an impressive potential customer base. Across a wide rage of businesses and industries, the Chinese Internet market provides ample investment opportunity.
The Currency Crisis and Debasement: What You Need to Know to Manage Your Investment Risk Download PDF
There has been much talk recently about our country’s finances. Some now question the long-term viability of the United States with booming budget deficits and a national debt that is growing by leaps and bounds monthly. The national debt level was just raised to almost $12.5 Trillion. Yes, trillion, not billions.
China Healthcare: A Growing Market Download PDF
As a rapidly growing number of people in China have the financial means and the ability to seek/demand healthcare, the healthcare industry in China has been on a strong growth trajectory, and this growth is likely to continue across multiple segments.
The Mobile Revolution Download PDF
The wireless age will likely continue to consume us with new devices and capabilities. For this reason, we see the “Mobile Revolution” as an interesting investment opportunity.
Hybrid and Electric Vehicles Download PDF
Hybrids, or hybrid-electric vehicles (HEVs), have received a lot of press over the last couple of years. With last year’s rapid climb in oil priced leading to $4.00/gallon gasoline prices last summer, the outlook had never looked brighter for HEVs.
Finding Growth in Asia Download PDF
After returning from a research trip in May 2009, Rob Lutts believes the case for emerging markets is still quite strong.
3G Technology Download PDF
There's been a lot of discussion in the mobile phone industry about "3G". When will the networks be in place? When will the industry transition? 3G is here today.
Emerging Middle Class Download PDF
Event of the Century : The rise of an emerging middle class.
Is the Gold Window Opening Again? Download PDF
It was a crime to possess gold from 1933 to 1975. We think it may be a crime NOT to invest in gold from 2008 to 2010.
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