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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