Paul Goodwin

Emerging Markets Specialist, Chief Analyst of Cabot China & Emerging Markets Report

Paul GoodwinPaul Goodwin is a member of the Cabot investment team, and chief analyst of Cabot China & Emerging Markets Report. He is also the editor of Cabot's free e-newsletter, Cabot Wealth Advisory.

Under Paul’s stewardship, the Cabot China & Emerging Markets Report was ranked by Hulbert Financial Digest as one of the
top-performing newsletter for the past five years every month from March 2009 through July 2011. Hulbert named Cabot China & Emerging Markets Report the top-performing newsletter for two years in a row: in 2006 with a 76% gain and 2007 with a 74.1% gain. The Report was also named Investment Letter of the Year for 2007 by Peter Brimelow of MarketWatch and Best Financial Advisory Newsletter in 2008 by the Specialized Information Publishers Foundation. The Cabot China & Emerging Market Report portfolio was a top performer again in 2013 with a 50.1% return according to Hulbert.

A researcher and writer for over 30 years, Paul brings a lifetime of inquiry to the task of figuring out whether stocks and markets are likely to go up or down. Prior to joining Cabot, Paul was a senior financial writer for Putnam Investments' international and institutional communications, professor at the University of New Hampshire, and a Chinese linguist for the U.S. Army Security Agency.

Paul regularly delivers the Cabot weekly market update in video on the Cabot website. He has offered his outlook for emerging markets equities in numerous appearances on financial news organizations and quoted in financial publications including Bloomberg TV, CNBC, MSN Money, Dow Jones MarketWatch, WallStreetReporter.com, SeekingAlpha.com, AOL Money & Finance and Reuters.

Publications

Cabot China & Emerging Markets Report is for moderately aggressive investors. It offers bi-weekly recommendations of top stocks in countries whose emerging economies are growing faster than the U.S., currently China, Brazil, Russia and India. Written by Paul Goodwin, Cabot China & Emerging Markets Report offers market commentary, expertly-researched stock recommendations, market timing advice and weekly updates.

Cabot China & Emerging Markets was ranked the
Top Newsletter in 2006 and 2007 by Hulbert Financial Digest, 2007 Investment Letter of the Year by Peter Brimelow of CBS Market Watch and Best Financial Advisory Newsletter of 2008 by the Specialized Information Publishers Foundation. The Cabot China & Emerging Market Report portfolio was a top performer again in 2013 with a 50.1% return according to Hulbert.

Stock Picks

NetEase

NetEase operates a very popular, full-service portal that offers a huge menu of services, like news, email and a host of other services and connectors.

Aflac

Aflac's focus on new products, such as hybrid whole life insurance products, and promotions in Japan are performing well.

Valeant Pharmaceuticals

In an uncertain market, here's a stock with a good risk-reward set-up

Cabot Wealth Advisory

The Next Disruptive Technology

on May 26, 2015

KPMG LLP analyzed the technology sector deals and forecasts that mobile, data and analytics, security, and “the cloud” will be the primary focus of M&A deals this year. Upon review of the stocks we’ve recently been recommending in the Digests, I heartily agree with this assessment. And one area that has whetted the appetite of both private equity and public company acquirers is fintech.Read More >

What Memorial Day Means to Me

By Timothy Lutts on May 25, 2015

For most Americans, Memorial Day marks the beginning of summer. Millions of families will cook out on the grill, drink beer and watch the Indianapolis 500. In the south, they’ll swim, and in the north, they’ll wish they could. At the same time, Memorial Day provides an opportunity—even if just for a moment—to remember those who gave their lives for our great country.Read More >

Three Monsters Under Growth Investors' Beds

By Paul Goodwin on May 22, 2015

As a growth investor, I’ve spent years studying the things that drive growth investors crazy, and I have a little list I’d like to share with you. I even have some recommendations for how to keep your blood pressure down while playing the growth game.Read More >