The Junkyard Dog Find Treasures where You’d Least Expect Tom Garrity, Stock Analyst, Cabot...
-
Upload
ashlynn-holt -
Category
Documents
-
view
219 -
download
0
Transcript of The Junkyard Dog Find Treasures where You’d Least Expect Tom Garrity, Stock Analyst, Cabot...
The Junkyard Dog
Find Treasures where You’d Least Expect
Tom Garrity, Stock Analyst, Cabot Small-Cap Confidential [email protected]
Cabot Investors Conference 2013 www.cabot.net
How Does It Relate to Investing?
Investor
Shortcomings
$ SELF-CONTROL$ TIMING$ KNOWLEDGE
4.2%
RETURN
Cabot Investors Conference 2013 www.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 2013 www.cabot.net
Edmund Gettier, III
“Justified true belief is not sufficient for
knowledge.”
Cabot Investors Conference 2013 www.cabot.net
Hansen’s = Monster Beverage
1995—2012 =
55,662%RETURN!
Cabot Investors Conference 2013 www.cabot.net
Who will be the winner in the investment marathon?
Hint: The answer requires thinking outside the box
Cabot Investors Conference 2013 www.cabot.net
Targeting Stocks Poised for Growth
• Fills a void
• Meets a need
• Causes a paradigm shift
Cabot Investors Conference 2013 www.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 2013 www.cabot.net
Med-Tech
Patient proceduresTherapies
Leading to
Patient healing and increased life expectancies
Cabot Investors Conference 2013 www.cabot.net
Be on the LOOKOUT for:
Initial SalesBack-Order SalesPricing
Cabot Investors Conference 2013 www.cabot.net
Up and Coming ….
Robots in Agriculture
Carbon Fiber Composites
Cabot Investors Conference 2013 www.cabot.net
Up and Coming ….
Stem-Cell Research
Thermal Energy Technology
Cabot Investors Conference 2013 www.cabot.net
Up and Coming ….
Value Based Insurance Plans
Technology to Reduce Emissions
Cabot Investors Conference 2013 www.cabot.net
And still more …
Non-cash payment technology
Genome testing
Healthcare Informatics
Cabot Investors Conference 2013 www.cabot.net
In closing . . .
Take a different pathListen to your inner childGet out of the boxLook in places you’d lease expect to find treasures