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.
Surviving Emotional Investment Mistakes
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
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!
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
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
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
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
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
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
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
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
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
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
After returning from a research trip in May 2009, Rob Lutts believes the case for emerging markets is still quite strong.
3G Technology
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
Event of the Century : The rise of an emerging middle class.
Is the Gold Window Opening Again?
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. |
