March of the Titans
By
Brendan Coffey, Analyst and Editor of
Cabot Green Investor From Cabot Green Investor 3/11/10
Now that the market correction of January and February has ended, we turn our sights to putting more of our money back to work in Green, ideally in stocks where institutional investors are placing their bets.
The recovery from the most recent dip in Green stocks doesn’t look like a broad-based surge, but a more selective cycling of institutional fund money into a few sub-sectors and a selection of leading stocks that overshadow their competitors.
In this issue, we feature a stock from a sector that fund managers appear to be piling into—LED lighting. We also feature the stock of a company that continues to be a giant in the world of growth stocks, even though it’s in a sector—restaurants—that has been struggling because of the thinner pocketbooks of typical consumers.
Information on Cabot Green Investor
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