SubscribeMarketPlace Money :One Week Job Interview- Audio
January 20, 2008
This week Sean is was a Stock Picker for Horowitz & Company.
Marketplace Money: Can’t decide what to do with your work life? Who says you have to? We meet Sean Aiken, who is trying 52 jobs in 52 weeks. This week: stock picker.
It is not quite live, or even recent. In fact, it was weeks ago that reporter Heidi Pickman arrived at my office to interview Sean. This is the first time I listened to MarketPlace Money and I am curious: Is it me or does it seem that everyone on the show had slowed the speed of their voices?
Good interview of Sean as he discusses his jobs and his experience with the Naked News. (Sean starts at 29:00)
Make sure to listen to, then comment back on this…..Really want to know what you thoughts are.
The interview of the author of a book on China investments needs to be played as well…. Is this guy talking or did he provide words that are pieced together? Where do they get these guests? He is recommending China Funds! I can only think that the interview was found in the archives and pasted into the audio. (34:00)
YOU HAVE TO LISTEN TO THIS! A RIOT! If this is mainstream financial media it is no wonder why we are in such economic trouble as a country. Did host Tess Vigeland say to one guest that since he is teaching finance he is doing “God’s Work?” Am I doing God’s work?
“Sleep at night factor,” “You get what you pay for,” and “Not look a gift horse in the mouth” are all engaging phrases that are discussed throughout this action packed show.
At least they put me in the interview (no audio credit) and did link back to us on their website.
Warning Will Robinson: Have coffee first ZZZZZZZzzzzzzZZZZZZZ.
Over 250,000 Podcast Episodes Served
January 19, 2008
It is official! We have surpassed the 250,000 downloads mark. Since we began this journey, there has been a terrific growth in our subscriber base.
As each month had passed, the numbers just kept on growing. Looking back, it is amazing to see that it was only last April that The Disciplined Investor Podcast was introduced. We have been very fortunate as it has quickly gained favor with listeners.
A Few Key Statistics:
Subscriber Usage
72% iTunes - Windows
24% iTunes - Mac
1% Netvibes
1% Zune
1% Google Feedfetcher
1% Other
10% Average monthly growth rate
51,000 Average downloads per month
109 Reviews on iTunes
30 Weeks on Top 25 for iTunes Business
30 Weeks on Top 10 for iTunes Investing
54 Guest Interviews
Highest Rank on iTunes - 4 (January 2008)
Most Downloaded: Episode 39 - BESPy Awards
Each new episode is downloaded over 10,000 times within the first week of release. Thatsa’ allotta’ downloads!
The number of listener comments is simply amazing. By sharing more than with any other show within the Business Category of iTunes and providing invaluable feedback, listeners have helped to shape the show into a mix of hard-hitting commentary with great investment insights from show guests. Now, as we are currently running Episode 40 with guest Brian Shannon, we are gearing up to provide many more episodes that will be sure to give listener’s with what they are obviously looking for; solid financial direction and an unbiased approach towards investing.
There is much more to come as we have lined up John C. Dvorak for Episode 41 as well as have scheduled the founders of Covestor, the head of Microsoft’s MSN Money, top authors, industry experts and much more. (If you would know of a guest that would be good for the show, write to bookings(at)thedisciplinedinvestor.com)
One more teaser: The Moneycasts Network is coming…….Keep a close watch for the official announcement.
Thanks for your support and please keep on listening. Oh…Be sure to subscribe through iTunes or your favorite podcast directory!
Friday Stock Screen : Great Expectations for Profits
January 18, 2008
It is Friday afternoon and the markets have not been fun to watch. It has been a long week… So, what better way to spend the day than doing some research and combing through a few stock screens. Here is one that may help to generate some ideas.
According to the MSN Money screener, “This search should appeal particularly to “value” investors, but it is biased toward smaller companies and looks across all sectors. It includes parameters such as high return on investment and low debt to equity ratio in order to set a quality bar. The result: Beaten-up stocks with a lot of potential growth ahead.”
Remember, this should be used for idea generation as the market throwing curve-balls and it is hard to trust any one strategy these days.
Criteria for Screen:
P/E Ratio: Current <= 20
Market Capitalization <= $1 billion
Debt to Equity Ratio <= 0.5
EPS Growth Next 5 Yr >= 20
Return on Equity >= 10
Price/Sales Ratio <= 2
Results: (HSOA) (FRPT) (NTRI) (AEIS) (BRNC) (LNDC) (SMMX) (EXFO) (SLXP)(SIMG) (CTRN) (VVTV) (FMR) (TRID) (VLCM) (ASTE) (ETEL) (GIII) (TWGP) (GIFI) (PRX) (SNHY) (NVTL) (RECN) (HDIX)
Learn how to create and implement stock screens for profitable results.
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Horowitz & Company Clients do not hold positions in stocks mentioned.
Good News for Dendreon, Bad News for Prostate Cancer
January 15, 2008
These days all eyes are on the state of the economy, not to mention the obsession with the financial sector. Maybe today is the day when we try to think about some of the other pressing matters that are important. Take as an example the good news announced today for Dendreon NASDAQ: (DNDN).
For months, there has been a monstrous backlash over the FDA’s approval letter that was… not approved. That was a big blow to the stock back in May, 2007. Since then, there has been an ongoing battle which was recently taken to the courts for further exploration. The assertion/scuttlebutt is that the FDA did not vote for reasons related to the drug. Rather, it is one of competition and greed. Whatever the outcome will be, today’s news brings those with prostate cancer, one more glint of hope that they will be able to gain access to what has been tagged as a “miracle drug.”
If nothing else, maybe that hope will be only a plane ride away as Europe has granted a patent to their lead product candidate, Provenge.
Dendreon Receives European Patent Covering PROVENGE(R) and Company’s ACI Platform Technology
Dendreon Corporation DNDN today announced that the company has been granted a broad European patent covering the company’s lead product candidate PROVENGE(R) (sipuleucel-T), the Company’s investigational active cellular immunotherapy for the treatment of advanced prostate cancer. European patent No. 0 870 022 B1 covers the composition of matter of PROVENGE as well as the company’s other active cellular immunotherapy (ACI) product candidates, such as NEUVENGE(TM) (lapuleucel-T), which utilize Dendreon’s Antigen Delivery Cassette(TM) technology. The patent also covers methods of activating antigen presenting cells in vitro with certain fusion proteins developed by Dendreon, including the fusion protein that is used in PROVENGE.
The stock has been flat-lined since the FDA postponed their approval in May. Even as the company provides optimistic results and is fighting hard for their cause, it is tough to fight City Hall. Perhaps now the FDA will take notice and Read more
Out of the Credit Mess in 1-2-3: Blame, Blame, Blame
January 14, 2008
This week appeared an interesting article from the Wall Street Journal that is just one in a broad series looking to once again cast blame for the economic mess we are now experiencing. The author sites sources that explain how the mortgage brokers (among others) are the new villains in the ongoing credit market chaos. Unfortunately, that is only partly true. It seems that the brokers/scapegoats have been tagged as the ones that are originating mortgages with a high level of default. While that may have occurred, please forgive me, but who ultimately sets the approval standards for those loans?
The blame game continues and until someone stops the madness and bellies up with a plan that makes sense, we are going to continue down a path that leads to financial ruin. It is the same-ole’ political battle that now has Bank of America playing the knight in dull, but shining amour. They stepped in with a helping hand in August and now they are left with the responsibility of cleaning up the rest of the mess.
On this week’s Meet The Press, Senator Clinton proposed a plan to freeze mortgage increases for 
the next five years. In the interview with Tim Russert, she said, “…I want to freeze interest rates for five years, and I want to have a $30 billion package that will go in and try to stabilize the housing market and stabilize communities that are going to be affected by that.” To that, Mr Russert asked, “But, Senator, many people opted for those cheaper mortgages. They could’ve had a fixed mortgage at a higher rate, but they opted for a cheaper one. Should they not bear some responsibility?” Then with a gentle motion and a touch of pixie dust, Senator Clinton solved the entire problem with this exceptional plan; “…I think all of us should. But I’d say three things about that. The bankers, the mortgage lenders, the brokers, all bear a lot of the responsibility, because many of the practices that were followed were just downright predatory and fraudulent. There is no doubt about that. I started talking about this last March. A lot of people got into subprime loans who frankly could’ve been in a conventional fixed-rate loan. They were basically told that this was a better opportunity for them. Should they take responsibility? Yes, but look at what will happen if we continue this cascade of foreclosures. Housing values are down. They’re down 6 percent. That’s over $1.3 trillion in housing values in the last year. So everybody bears some responsibility. I went to Wall Street last month to tell Wall Street they had to be part of the solution because they sure had been part of the problem.”
It seems that the politicians and the lack of any meaningful oversight had nothing to do with it. It is unbelievable how much Read more
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