SubscribeInterview with JR Snider - WSJS 1200 AM Radio
November 14, 2007
Recently, I was interviewed by JR Snider, host of a terrific morning show in North Carolina on WSJS 1200. He asked some excellent questions regarding my book, The Disciplined Investor.
Listen here to a replay of the interview: (3:48)
Screen: Dogs of the Dow - 2008 Preview
November 14, 2007
Each year, the Dogs-of-the-Dow are recalculated in January to find the 10 DJIA members with the highest dividend yield. This year there have been few changes to the names that look to be included in this strategy for 2008. Some of the reason is because of the problems that occurred in 2007 for some of the DJIA names. We also need to consider the fact that higher yielding stocks are concentrated within a small subset of the DJIA.
As we are seeing an immense level of volatility, it seems to be a good idea to look at a strategy that invests in companies that have (or at least seem to have) high quality and provide a decent dividend yield. The benefit to investors is that these are Mega-Caps and are considered “blue-chips.” The contrarian view which this strategy/screen is based on has often outpaced the DJIA. That is appealing in a time when there is such a great deal of uncertainty.
Below is the list of “Dogs” based on current prices and yields. The table also shows stocks which were included in 2007 and, by a process of elimination, reveals which stocks should be in the 2008 list.
Horowitz & Company clients may have long and/or short positions in the securities mentioned.
R U the Next Peter Lynch? (Contest - Finals)
November 14, 2007
The winners of the weekly contest were reviewed and the overall winner for the contest with the most votes was was Week #3, entry #2. GM from Bayfield, WI. Congratulations!
We will dream up some other plan to get you involved in a contest or game. Stay tuned!
If you were a winner from one of the weekly contests, please contact us with your name and email, along with an address so we can mail your gift certificates and a copy of the book, The Disciplined Investor.
Interview Biz Radio - 1320 AM
November 13, 2007
This Monday evening, I was interviewed on BizRadio Houston, 1320 AM. We discussed trading and markets. Behavioral finance and day-trading. My good friend Fausto is now a radio talk show host. He does a great job!
Listen to the Interview:
TDI Podcast 34: The Fed Chairman is a Wuss!
November 13, 2007
Guests: Jim Jubak, Microsoft Money and Sean Aiken, OneWeekJob.com.
According to Mr. Jubak: “The Fed Chairman is a Wuss!”
Jubak takes us through his rationale as to why the Fed is weak and what needs to be done. Also he discusses the problems with the fixed income markets and the rating agencies. Jim talks about sell disciplines and the process he uses to pick stocks, what are the BUY and more importantly, SELL disciplines.
Kindly subscribe and go to iTunes or your favorite podcast directory and post a review of the show - This is much appreciated!
Book Orders are being accepted at the website at Amazon, Barnes and Noble and other fine retailers…
In this podcast, we discuss the markets and how they are pounding the average investor. Also, What to buy and thoughts on the market. Once again: It is time to take some profits off of the table.
Preferred stocks are a good buy now, as there is a dislocation in the markets as the rating agencies do not know what to do at this time. There is a problem as many of these agencies have done a very poor job in the ratings of she of the companies involved in the mortgage business, yet investors are painting with a broad-brush and they are pushing down even the solid companies.
Preferred Stock Lists can be found here. Andrew once again recommends that there is a potential in many of the Dogs of the Dow.
We look at the reasons that is such a selling-storm, so for the most part, stay on the sidelines.
The “R U the next Peter Lynch?” Contest is open and ready for you. See site for details. In this episode, we answer the question: What is an investment discipline?. Visit www.thedisciplinedinvestor.com blog site for details. You can ask questions on our Voicemail system. 877-623-8473.
Now available: The audiobook version of The Disciplined Investor. Also the book and audio version has a 10% discount with coupon code that is revealed in this episode.
Stocks mentioned in this podcast (CROX) (GS) (ITRI) (NOK) (MAR)
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