SubscribeWhat is in store for Apple?
April 23, 2008
Excerpt from my recent post at AOL Finance/BloggingStocks for Apple Computer Inc:
Apple (AAPL)… The name is synonymous with high-tech and high touch. They have surely been on a roll…No need for me to tell you that. Tonight, is the real deal, the make it or break it. The question of whether the economic slowdown is going to have any real effect on Mac, iPhone and/or iPod sales.
The word is that iPod sales have been declining because of the continuing increase in iPhone sale. Why would anyone want a traditional iPod if they can have it all with the iPhone or iTouch anyway? This is no news to anyone that follows Apple. So, what do you say we discount that conversation entirely.
Macbook sales have been on fire. The latest update to this line has sent PC laptops to the junkyard as potential buyers who were on the fence have gladly jumped over, head first. (Disclosure: I am a happy jumper!) To the delight of most users, the most concerning aspect of the transition was painless. The fear of not having a Windows machine was put to rest as companies like VMWare (VMW) provided virtualization programs that allowed for a seamless experience within a dual operating environment.
CLICK HERE FOR COMPLETE ARTICLE ON AOL FINANCE
TDI Episode 53: We’re in the Money..La La La
April 20, 2008
Guest: Russ Kinnel, Morningstar’s director of mutual fund research talks with Andrew about fees, performance and the future of the fund business. Find out about the hidden trap with international funds while we ask if ETFs are going to replace the popular open-end funds.
Russel Kinnel is Morningstar’s director of mutual fund research. He is also the editor of Morningstar FundInvestor, a monthly newsletter dedicated to helping investors pick great mutual funds, build winning portfolios, and monitor their funds for greater gains.
ANDREW’s BOOK ON SALE HERE
Check out the Chapter on Mutual Funds
Also, in this episode, I read an email I received from a rather aggravated listener that asks why I can’t be more positive about the present market conditions and economic outlook. In response, I feel it is important to apologize and take back all of the bad things I said about the markets since June, 2007. Listen; it was all a joke, everything is fine..Everything is going to be fine… I am sooooo sorry that I was negative and helped to create Read more
Name that Picture: GoogleVomit?
April 18, 2008
I received a few emails from irate readers who told me that SOLD out of Google (GOOG) before the earnings release because Louis Navellier’s newsletter suggested there could be problems. Also, I read a few more about Cramer’s comments that told his audience to hold off until Google trades below $400. (it could with a 3/2 split I suppose)
I thought it would be fun to come up with some witty (or not) names for this picture…
- I sold naked calls into the close
- The Cramer Effect
- 4 short, 1 Long
- The Revenge of the GooG
- GoogleVomit: The art of shorting
…Have fun!
Andrew on AOL Finance: A BlogFest
April 17, 2008
I wrote a ton of research and analysis this week. All trying to find a good story to begin the process of movingthe huge cash position we have created for client accounts to something worthwhile. No need for me to tell you about the markets or the economic environment. If you have been conscience, you are well aware as to the reasons I have been hoarding cash… Take a look at these: Read more
Live Bloggin’ Google Earnings: Invitation
April 17, 2008
On AOL Finance: Live Bloggin’ Google’s Earnings with Andrew Horowitz, Author of The Disciplined Investor and Host of The Disciplined Investor Podcast.
What: LiveBloggin’ Google’s Earnings Release - April 17, 2008
Where: AOL Finance/Blogging Stocks - CLICK HERE
When: 4:00pm EST
Google (GOOG) will be releasing its quarterly earnings numbers after the bell on Thursday, April 17th. This is a key quarter as many questions have recently been raised and are asking if there may finally be a chink in earnings-amour for this amazing growth story. There is sure to be a great deal of meaningful information in the earnings release along with the conference call that will help to give investors more insight as to the direction of the tech sector.If IBM (NYSE:IBM) gives us any clue as to the technology sector’s ability to maintain insulation from the financial chaos we have been dealing with, we may see a glorious rebound for Google shareholders. But remember: IBM actually sells tangible products and services that can be bought with non-dollar currencies. In yesterday’s earnings release, IBM Global services was reported as the top revenue generator for the period. So, it is possible that the strength of foreign currencies helped to provide a good portion of IBM’s profits.
Perhaps Google will be able to capitalize on some of the currency exchange benefit; but probably not with any real significance. This is just one of the line items that we are going to find out after the close.
To help decipher the data and conference call, join in for LiveBloggin’ Google’s Earning with me and let the comments fly!
Read more and see estimates etc: AOL Finance: Blogging Stocks - Live Bloggin’ Google Earnings
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