Cabot Global Stocks Explorer

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19 Comments
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Peter
Member
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
JTF
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
Member
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