Lunch with the Analyst - Paul Goodwin



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In this Lunch with the Analyst webinar, Cabot Emerging Markets Investor's Chief Analyst Paul Goodwin looked at the attractiveness of:

  • U.S. stocks and ETFs
  • Emerging market stocks (with an emphasis on China)
  • Stocks in the Chinese consumer market that have the best mix of story, numbers and chart (SNaC)

Paul payed special attention to the BAT stocks (Baidu (BIDU), Alibaba (BABA) and Tencent Holdings (TCEHY)), but also dipped into other retailers, Web portals, social media companies, education firms and one online travel agency. Sprinkled in throughout the webinar are a few U.S. growth stocks from Mike Cintolo’s watch list.

The webinar was recorded on December 16, 2015.

Stocks and indexes featured in this webinar include S&P 500, DJIA, XLF, IBB, XLP, OIH, XOP, GSG, SLV, HYG, IAU, EEM, PGJ, TUR, EIDO, FM, BIDU, BABA, TCEHY, JD, LITB, VIPS, WUBA, SINA, SOHU, NTES, WB, YY, XRS, DL, EDU, CTRP, SCTY, SUNE, WBAI, SSW, NTES, QIHU, OIH, SSRI, SLW, INDA, TTM, MNST, NVDA, PYPL and NOW.


Chinese consumer stocksSpecial Report: Chinese Consumer Stocks

Read Paul's post-webinar write-up of some of the stocks he discussed, in this free special report.





Stock Picks

Loews Corp.

This undervalued stock has strong future earnings growth expectations.

Biogen

Biogen is the market-share leader in treating multiple sclerosis.

Weibo

One of Paul Godwin’s favorite stocks in his Cabot Emerging Markets Investor portfolio.

Cabot Wealth Advisory

Does Alibaba (BABA) Stock Measure Up to Amazon (AMZN)?

By Paul Goodwin on September 23, 2016

Alibaba (BABA) is the Amazon (AMZN) of China. But does BABA stock measure up to AMZN stock? Let’s break it down!Read More >

As Stock Market Trends Change, Invest in these New Leaders

By Michael Cintolo on September 22, 2016

History tells us that all stock market trends change, and if you don’t recognize the leaders of that change early, you risk missing out on the next big winners.Read More >

AMZN Stock vs. FB Stock: Which Is the Better Value Buy?

By J. Royden Ward on September 20, 2016

For the past five years, AMZN stock and FB stock have been two of the market's great growth stories. But could you make the case that either stock is still undervalued? Let’s break it down.Read More >