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TDI Podcast 116: MONSTER Stock Ideas (Najarian Style)

July 5, 2009 11:59 pm

Guest: Jon Najarian and Andrew discuss a ton of stock ideas and option opportunities. We explore China solar plays, as well as many other ways to seek profits.

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jon_nu

Jon ‘DRJ’ Najarian is a professional investor, noted media analyst and speaker, and co-founder of optionMONSTER®. Following a brief stint as a Chicago Bears linebacker, Jon launched his financial career at the Chicago Board Options Exchange (CBOE) in 1981, trading in the pits for some 25 years. In 1989 he founded Mercury Trading, running the company for 15 years until 2004, when he sold his floor-trading operations to Citadel, one of the world’s largest hedge funds.

More recently, Jon – often known after his CBOE floor call letters ‘DRJ’ – has developed and patented trading applications used to identify unusual activity in stock, options, and futures markets. Most notable is the Heat Seeker® program, which uncovers extraordinary buying patterns from among the millions of quotes per second that stream from America’s stock, options, and futures exchanges. In addition to optionMONSTER.com, Jon’s research and analysis is widely cited by leading financial media including the Wall Street Journal, Barron’s, Reuters, and Bloomberg. Jon is a CNBC contributor and webcasts on CBOE-TV.

Stock Symbols Discussed: BKC, ARO, AEO, PSUN, DRI, FSLR, GS, VIX, APOL, LDK, WFR, TSL, GE, ENER,

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Disclosure: This material is provided for information only and is not intended as a recommendation or an offer or solicitation for the purchase or sale of any security or financial instrument. This material is not a complete analysis of all material facts respecting any issuer, industry or security or of your investment objectives, parameters, needs or financial situation, and therefore is not a sufficient basis alone on which to base an investment decision. Horowitz & Company clients may hold positions (long or short) in investments discussed.
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Written by Andrew Horowitz · Category(s) Markets, PODCASTS, SHOW NOTES    |  Tags: • • •   

7 Responses to “TDI Podcast 116: MONSTER Stock Ideas (Najarian Style)”

  1. aleuzinger on July 7th, 2009 3:52 pm

    I thought I heard a recommendation to look at ENER (Energy Conversion Devices) during the podcast. The comment was that this company was big into hybrid batteries. I checked ENER's 10Q and it indicates only 5% of revenues for ENER are derived from their battery-related division, with the other 95% generated from their solar division. Did I get this right?

  2. Mike F on July 12th, 2009 8:33 pm

    Click on the following link for an interesting critique of the Matt Taibbi Goldman Sachs article by Megan McArdle, columnist for the The Atlantic Monthly:

    http://meganmcardle.theatlantic.com/archives/2009…

    She, quite correctly, identifies a LOT of misinformation and incorrect analysis in the Taibbi article. Mr. Taibbi comes across more as a provocateur with a superficial knowledge of the capital markets and GS happens to make a very convenient target.

    My take away from both articles is that one has to be careful when assessing blame for the current mess. The complexity of the problems resists the simple "sound bite" analysis so favored by the main stream media. IMO, there are many, many villains here. Some were just unwitting, herd followers and others were clearly operating with the full knowledge of the potential collateral damage they would eventually cause. Caveat emptor. Manage risk first, then return.

    Mike F
    Lindenhurst, NY
    Lindenhurst, NY

  3. Andrew Horowitz on July 13th, 2009 12:39 am

    I love lindenhurst! Is the movie theater still there on montauk highway?

    Good info below, got Tabbai interview for upcoming podcast

    A

    Sent from my iPhone

  4. Mike F on July 13th, 2009 5:35 pm

    Alas, the old movie theater is now a boat showroom and marina supply store. Looking forward to the Taibbi interview! Be well.

    Mike F
    Lindenhurst, NY

  5. James on July 18th, 2009 11:27 am

    Mike F. – so sorry to hear of the myopia.

    You say, Tiabbi has just "a superficial knowledge of capital markets", Really? So he just dreamed all of this stuff up? GS is squeaky clean? Paulson's actions were just misunderstood? True, they're not the only culprit that manipulates markets, just one of the best if not the best.

    If you take 3 seconds in a row to think and consider the content Andrew has had on his podcasts; Greenberger twice, G. Edward Griffin regarding the Federal Reserve, A.'s own commentaries on market action, oil prices, etc., you will see that the bottom line is the government, banks, and Fed all tie together, and GS is an integral part of the system.

    My takeaway from your comments is one has to be careful when reading comments people post attempting to correct what others have written, all the while they themselves seem to present a superficial knowledge of capital markets, and then calling them finger pointers at such reputable companies as GS.

  6. James on July 18th, 2009 8:12 pm

    Here's an interview with a very animated Max Keiser. He points out much of the same information and conclusions as Matt Tiabbi only more fiercely. Are these two men paranoid and delusional and filling people's heads with misinformation and incorrect analysis? You be the judge.

    http://www.youtube.com/watch?v=VSwWy4E6I04&fe…

  7. Supporting the Disciplined Investor Podcast Series | Afraid to Trade.com Blog on November 17th, 2009 3:20 pm

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