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Cabot Global Stocks Explorer

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19 Comments
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Peter
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 phenomenal rise in China stocks in 2006-2007, but credit to Paul Goodwin for sitting out most of the decline in cash.

The method is (like most Cabot newsletters) a combination of fundamental analysis and technical analysis. Roughly, think of CANSLIM combined with MA crossovers (I’m simplifying a bit). The focus is on growth stocks / stocks with strong relative strength, and with that, the philosophy is to buy stocks that are “expensive” and sell them when they get even more expensive (although in today’s market, many of the picks have very low PEs, but that’s relative).

I’m a sucker for newsletters and recently decided to get rid of the less useful ones, but this one I kept, along with the Cabot Market Letter which is similar but more (not exclusively) US focused. They’re reasonably priced (something like 300-350 for 2 years if I remember correctly), and I find especially their market timing discipline useful.

Most of the stocks in this newsletter are from CHinese companies. It’s not a China newsletter per se, but it seems that’s where the writer has seen the best opportunity. There have been non-Chinese picks, but my guess is it’s less than 20%.

Lastly, Cabot does a bit of marketing, but compared to Agora and Stansberry and Associates, they’re a true class act. They seem a down to earth company, which is how I like it. I once canceled a newsletter with this company and got a prompt prorated refund following my email request.

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willem
Guest
willem
April 19, 2009 2:54 pm

very well

Jason
Guest
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 priced. I highly recommend.

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Bill
Guest
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 it’s value.

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JTF
Guest
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 that I find their web site a little confusing to navigate. ITo get to old articles it seems to take you in circles.

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SnoopyJC
Guest
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

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Dave
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.

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HFJ
Guest
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.

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Mary B.
Member
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
Member
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 rest are winners ranging from 10% to over 40%.

They have a limited number of stocks (maximum of 10) and clear allocation instructions. They don’t hesitate to sell if the stock doesn’t perform.

Bottom line: one of the best services around.

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hfj
Guest
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.

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Kim
Member
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
Guest
Joaquin Fernandez
January 22, 2010 4:22 pm

OK

cautious investor
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
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 and run with it. However, what seems to be happening a lot now is that the stock is on the crest of a wave.
Whilst I have not bought every stock they recommend for their portfolio, I have bought about 70% of them. Recently I put together a little Excel win/lose table of my Cabot stocks and am down about 25%.
I suspect that their Hulbert rating will slip sometime soon, and my guess is that the reason their subscription rates have shot up recently is that they are making hay whilst the sun shines.
Having just got sucked in to a renewed subscription when it was ‘on special offer to existing subscribers’ I will still consider their ideas, but my confidence in them has been shaken.

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lppllp
Guest
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%, or 20%.

I’m definitely not happy with my performance this past year, significantly behind the S&P500. Part of this might be due to me not purchasing one of their best picks, so I plan on buying their picks religiously going forward. But another thing is that their picks just didn’t do well much of the time. I like that for score-keeping purposes they assume that stocks are purchased/sold the next day after a buy/sell recommendation, as this way the official scorecard doesn’t benefit from the bump that often results from the recommendation, and it is somewhat realistic that users match the service’s performance.

As has been noted before, they often recommend stocks that have performed quite well already, which makes me wonder if it wouldn’t be worth while to try to find them when they have finished bottoming out, and not only after they have doubled or tripled.

1adam1930
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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lorenzw76
Member
lorenzw76
March 2, 2017 12:39 am

I signed up for a free trial month in Jan 2017, but their weekly letters are in my opinion not detailed enough (for me), as they only write a couple of paragraphs even for new buys with complex industry conditions. What really made me frustrated was that they did not keep their promise to return the money after I told them I don’t want to continue! In their promotion, it says” This means if I’m not 100% satisfied with my profits, I will receive a FULL REFUND not only during the first 30 days but also at any time after that for the life of my subscription”. This is simply disappointing. I am usually not some talking badly about others, but I really feel I got tricked into paying their monthly fee! Not recommended.

jbnaples
November 27, 2017 3:30 pm

I’ve enjoyed Paul Goodwin’s Emerging Market service for 7 years now. I agree with some other comments that he’ll cut out a stock quickly if he sees it under-performing but he often will go back to the same stock after it begins to appeal to him once again. I can remember buying his recommendation of BIDU in the 30’s for example and this year again around 200. He often waits to see heavy institutional buying before a recommendation. His method is simple, 10 stocks divided equally. In my case, it was $20K so I bought $2K worth of each company and followed his buy and sell to the tee. My emerging markets acct. now has over $60K in it today.
BABA certainly didn’t hurt that this year. Good luck to all. JB

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