Analysts Center | Paul Goodwin


Here are some excerpts from Cabot Emerging Markets Investor, which seeks to capitalize on the enormous potential in emerging market countries. Chief analyst Paul Goodwin, Cabot’s international investing guru, provides your passport to profits.

Paul Goodwin can be found on Google Plus.

Still No Consensus on Global Outlook

The Fed seems pretty certain to begin raising interest rates in December, but very little else is assured.»

Stock Selection and Flexibility are the Keys

We’re trading the best and leaving the rest (stock selection), while also having mental stops on most of our holdings, even if they’re acting well today (flexibility).»

Genuinely Significant News from China

The first news is that sales on China’s Singles Day (November 11) were up 60% from last year, making this sales event bigger than Black Friday and Cyber Monday combined.»

The China Bounce

If you want a good illustration of how quickly the stock market can digest bad news and beg for more, you just need to look at what’s happening with Chinese stocks.»

Emerging Markets Timer in Positive Territory

Many economic analysts see this as a fragile market rally, vulnerable to bad news, but what we see is a market that’s advancing. »

Business as Usual

Right now, enough investors are confident enough that China’s economy is doing well enough that they’re maintaining their exposure.»

Supporting Demand

In effect, GDP growth is the most valuable commodity in the world right now, and most countries are working to make it happen. And the preferred method for growing GDP is stimulating consumption.»

The Market May Have Found Support

It’s impossible to know how much of the Shanghai’s calm, flat trading is due to government buying, but it’s a reassuring pattern that’s typical of market bottom-building processes.»

Heeding the New Buy Signal

We have no predictions about the iShares MSCI Emerging Markets ETF (EEM)’s future movements, but we are heeding the new buy signal it has delivered.»

Still a Mess

while it looks like China’s program of active buying support for the Shanghai Exchange is keeping the exchange on an even keel, the other economic news out of China isn’t so hopeful.»

Stock Picks


The fact that these stocks couldn’t rally even in the market strength of the past month tells us there’s little hope for the rest of the year.

Newfield Exploration

This oil & gas producer looks like an early leader.

Mindray Medical

Mindray has made a global name for itself, designing and refining medical equipment that can be sold more cheaply than the big international brands.

Cabot Wealth Advisory

Three Things I'm Thankful For

By Paul Goodwin on November 25, 2015

The question of thankfulness is especially interesting to me because I write a financial advisory on how to invest in emerging market stocks, and I know that being a growth investor requires a certain amount of optimism. Pessimists don’t buy growth stocks because they believe deeply that most things will turn out badly. With all that philosophical maundering out of the way, I’d like to run down my optimistic list of things I’m thankful for.Read More >

Yes, You Can Have Both Dividends and Growth

By Timothy Lutts on November 24, 2015

How do you find growth companies that pay dividends? Using the Cabot resources, there are two excellent ways. One is to refer to Cabot Dividend Investor, which recommends three specific classes of stocks for its readers: High Yield, Dividend Growth and Safe Income.Read More >

Two Stocks Mr. Buffett Should Own

By J. Royden Ward on November 23, 2015

As Warren Buffett said, "Long ago, Ben Graham taught me that ‘Price is what you pay; value is what you get.’ Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.” Two stocks that I think Mr. Buffett should own are Johnson Controls and Whirlpool. Read More >