Cabot Emerging Markets Report

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17 Comments on "Cabot Emerging Markets Report"

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Peter
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Peter
April 1, 2009 5:56 pm
I’m surprised there’s no reviews of this newsletter, given its record setting performance. I’ll just cut and paste from today’s email from Cabot: “Paul, remember, is the editor who led his subscribers to gains of 78.6% in 2006 and 74.1% in 2007, topping the charts in both years, according to the Hulbert Financial Digest. In 2008, he told his subscribers to lie low most of the year, so they lost far less money than most. In other words, their gains from 2006 and 2007 are still largely intact.” OK, some of that may have been on the back of the… Read more »
willem
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willem
April 19, 2009 2:54 pm

very well

Jason
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Jason
May 28, 2009 4:50 pm
I echo the other positive comments here. The picks perform very well, but most importantly they were in mostly cash through the worst of the crash and I respect that they had that courage, as regular letters are under a lot of pressure to make picks. Had I followed their pick of cash I would have been way ahead of where I ended up after the crash. Since then, I follow their advice and have done very well. Not too many picks, no churning, clear instructions and detailed analysis each week, not just China but also India and Brazil. Reasonably… Read more »
Bill
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Bill
June 14, 2009 6:18 am
The whole Cabot family of letters are an absolutely class and profitable act but the China and Emerging Mkts letter has made me more money than any other letter I have been with, (and I have been with a LOT of them at one time or the other!) No churning, clear instructions and reasons for the picks. This is the top letter in the Hulbert rankings, (for 3 years) and I am surprised that more of your readers aren’t subscribing. They have a bargin rate and a no risk trial, I highly recommend you give it a chance to prove… Read more »
JTF
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July 26, 2009 1:14 pm
My subscription has been for less then 1 yr. Long term subscriber to China Strategy (see my reciew there). I think CEMR is a lot closer to what a newsletter SHOULD BE than most. Basically not only do they research and recommend stocks, they also tell you when to sell. Some wrtiers like Louis Navellier sell after a stock goes down (???) and others almost never tell you so sell. I know folks who have had other publications of Cabot and were quite pleased. Their Chine letter is the first I’ve tried. So far I lke it. Only gripe is… Read more »
SnoopyJC
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August 14, 2009 11:04 pm

I was just about to subscribe when I saw this article (http://seekingalpha.com/article/145674-american-dairy-how-to-milk-the-chinese-market) about ADY and I looked at the chart. On 7/13/09 the stock took a 44% haircut! Even if you had a stop, the stock gapped down terribly overnight. Was this one of his newsletter recommendations??

If so, what happened, and what did he say about it?
–joe

Dave
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Dave
August 15, 2009 10:57 pm

It looks like ADY was written up on 6/22/09 in the freebie Cabot Wealth Advisory (http://www.cabot.net/Issues/CWA/Featured%20Stocks/ADY-PG-6-22-09.aspx). I don’t know if he mentioned it after the haircut. That’s some chart, alright.

HFJ
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HFJ
October 5, 2009 11:43 am

All the positive comments are right.

Just one fact to notice: the investors must be comfortable with the “buy high, sell higher” principle.

Paul Goodwin usually describes stocks at prices above 13USD.

Remarkable.

Mary B.
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Mary B.
November 11, 2009 4:31 pm

Honestly, I would be scared to death to try this new service based upon a previous experience w/Cabot. It was about 15 yrs ago and he was pushing (that is the correct word)PRESTEC at the time. I was new to investing and bought heavily and lost it all. I thought his lack of guidance at the time was criminal.
I might not know the whole story here but this is my experience.

Kim
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Kim
November 13, 2009 10:48 am
Mary B.: this service is actually not so new. It exists for about 8-9 years. According to Hulbert Financial Digest, Cabot China and Emerging Markets is the best performing newsletter for 5-year performance among the 142 investment newsletters Hulbert has tracked over this period. It also ranks in second place for 5-year risk-adjusted performance. The average annual gain is 22%. That includes 70-75% gain in 2006-2007 and “only” 22% loss in 2008. They have been in cash during most of the 2008 crisis. I personally subscribed in July 2009. Out of 10 picks, I have 3 small (5-6%) losers, the… Read more »
hfj
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hfj
November 16, 2009 6:41 am

A short reaction (I already gave my very positive appreciation)

>>They don’t hesitate to sell if the stock doesn’t perform.

Sometimes too quickly to my taste.

Kim
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Kim
November 16, 2009 10:44 am

Hfj, by looking at their latest few sells, I have to partially agree with you.

Those are the prices for the latest sells:
Sold price Current price
EDU 73 74
EJ 19 20
FGA 31 35
SQM 37 39
WATG 9 11

However, better be safe than sorry. They bought better stocks (WIT, RINO). Let this always be our problem…

Joaquin Fernandez
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Joaquin Fernandez
January 22, 2010 4:22 pm

OK

cautious investor
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cautious investor
February 15, 2010 11:46 am

Subscribed Aug 09. Owned most of their recos already. So far mixed results. Would have done better if followed advice to the letter. They are quick to trade and that takes getting used to.
Know your comfort level with this before you subscribe.

Mycroft
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Mycroft
April 14, 2010 8:52 am
I’ve had this newsletter a little over a year since reading of it good performance on the Hulbert Report. The reviews of stock they are pushing are well done, and they were very cautious during the downturn, and then produced some good recommendations when things started to turn around. However, I have noticed that a lot of their recent stocks become almost immediate losers. Their method seems to be to watch as stock rise until it is in it’s teens before pushing it, on the hope that this is the point at where big institutional buyers will pick it up… Read more »
lppllp
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lppllp
April 3, 2011 1:02 pm
I just renewed this service after one year although my performance with the service doesn’t really justify it. They are ruthless about selling nonperformers. I think this disciplined approach is somewhat unusual, and I don’t object, although they might sell stocks that end up winning later. As a result the scorecard often looks quite nice, more winners than losers, some big winners, and the losers with a small percentage loss. But there should be a fair amount of survivorship bias in this, as on the scorecard you don’t see all the picks they sold at a loss of 10%, 15%,… Read more »
1adam1930
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1adam1930
January 20, 2013 4:59 pm
I Subscribed for about 10 years, did very well from ’02-’07 when the Chinese dragon was roaring, did poorly after that. Hulbert’s, the only truly mathematically calculated rating you can trust lists the long term record of Cabot’s China performance through December 2012 VS Wishire 5000 and (I added) FXI as follows; YEAR/S Cabot % Wilshire % FXI % 1 – 4.0 16.06 19.7 3 -17.7 11.15 0.56 5 -10.4 2.03 -4.79 10 7.61 7.85 NA I think China will be a powerhouse but individual stocks will be a ‘crapshoot’.
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