The Junkyard Dog Find Treasures where You’d Least Expect Tom Garrity, Stock Analyst, Cabot Small-Cap Confidential

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Presentation transcript:

The Junkyard Dog Find Treasures where You’d Least Expect Tom Garrity, Stock Analyst, Cabot Small-Cap Confidential

Cabot Investors Conference 2013www.cabot.net “

Cabot Investors Conference 2013www.cabot.net How Does It Relate to Investing? Investor Shortcomings $ SELF-CONTROL $ TIMING $ KNOWLEDGE 4.2% RETURN

Cabot Investors Conference 2013www.cabot.net Percent of Investors Who Outperform Benchmarks

Cabot Investors Conference 2013www.cabot.net Why Professional Money Managers Fail Researching stock-by-stock = competitors’ approach Starvation of investor ideas In other words: They can’t see the forest for the trees!

Cabot Investors Conference 2013www.cabot.net Edmund Gettier, III “Justified true belief is not sufficient for knowledge.”

Cabot Investors Conference 2013www.cabot.net Hansen’s = Monster Beverage 1995—2012 = 55,662% RETURN!

Cabot Investors Conference 2013www.cabot.net Who will be the winner in the investment marathon? Hint: The answer requires thinking outside the box

Cabot Investors Conference 2013www.cabot.net Targeting Stocks Poised for Growth Fills a void Meets a need Causes a paradigm shift

Cabot Investors Conference 2013www.cabot.net Technology Sectors Mobile 4G broadband networks Smartphones Processing power in network processors/CPUs Mobile applications Smarter bandwidth Cloud computing Social networking NFC payments

Cabot Investors Conference 2013www.cabot.net Med-Tech Patient procedures Therapies Leading to Patient healing and increased life expectancies

Know the company and product Time it right

Stock Volatility = Normal

Make Sure You Fall for Stocks for the Right Reasons!

Cabot Investors Conference 2013www.cabot.net Be on the LOOKOUT for: Initial Sales Back-Order Sales Pricing

Avoid Companies that are Sales-Dependent on Large Capital Expenditures or Turns in the Economy

“What percentage of the coming quarter sales forecast is accounted for in back-order?”

Cabot Investors Conference 2013www.cabot.net What is the Track Record of the Management?

Cabot Investors Conference 2013www.cabot.net Up and Coming …. Robots in Agriculture Carbon Fiber Composites

Cabot Investors Conference 2013www.cabot.net Up and Coming …. Stem-Cell Research Thermal Energy Technology

Cabot Investors Conference 2013www.cabot.net Up and Coming …. Value Based Insurance Plans Technology to Reduce Emissions

Cabot Investors Conference 2013www.cabot.net And still more … Non-cash payment technology Genome testing Healthcare Informatics

Cabot Investors Conference 2013www.cabot.net spr Financial Analysis 101

Cabot Investors Conference 2013www.cabot.net Judge Not Yourself … Instead, Judge Those Around You

Cabot Investors Conference 2013www.cabot.net The Rhythm of Stocks

Cabot Investors Conference 2013www.cabot.net The Married Stock

Cabot Investors Conference 2013www.cabot.net In closing... Take a different path Listen to your inner child Get out of the box Look in places you’d lease expect to find treasures

Find Your Inner Junkyard Dog