Eco – Conflicting Data Observed

November 30, 2009

The Chicago and Milwaukee PMI was released today and beat estimates by a margin. Again, we are seeing conflicting data as many coal companies have been talking about shutting down plants since there are seeing stockpiles growing. That corroborates with Read more

Written by Andrew Horowitz · Filed Under Economy, Markets | 6226Leave a CommentEco+-+Conflicting+Data+Observed2009-11-30+22%3A50%3A42Andrew+Horowitz

Links and Reading for November 30th

November 30, 2009

Some of the more interesting and important items for November 30th :

Cyber Monday’s Online Retail Sales Increase 16% in U.S., Coremetrics Says – Nice…
U.K. Loan Write-Offs Hit New Record – Quietly this is beginning to stir up old fears.
Canada’s Economy Expanded at Less-Than-Expected 0.4% Pace in Third Quarter – Seems to be a trend. Same issue with Japan.
U.S. Coal Miners Expect to Cut Output Amid Glut – This is not healthy
Shoppers spent less over Black Friday weekend – Online sales should be up

Written by Andrew Horowitz · Filed Under Recent Reads | 61841 CommentLinks+and+Reading+for+November+30th2009-11-30+22%3A01%3A12Andrew+Horowitz

Indicators We are Watching – Caution Signals

November 30, 2009

Last week there was a continuation of the trend with low volume rallies and high volume sell-offs. Some of this can be blamed on the shortened holiday week due to Thanksgiving.

The S&P 500 saw 99% of stocks down by then end of trading on Friday due to the Dubai Effect. That may be alleviated for the time being as Abu Dhabi steps in to back some of the region’s banks. BUT, what about the banks in Europe that are heavily loaded with debt from Read more

Written by Andrew Horowitz · Filed Under Economy, Markets, Stocks, Strategy | 6185Leave a Comment2009-11-30+13%3A45%3A21Andrew+Horowitz

Last Day – Now or Never

November 30, 2009

The 5th Annual Podcast Awards are now in the voting stage. Amazingly, you have helped to put all 3 of my podcasts in the running for an award. Now comes the part where you can vote for your favorite show and I hope that you will choose The Disciplined Investor and/or DHUnplugged or The Winning Investor for one of the categories.

Here is what you do: Read more

Written by Andrew Horowitz · Filed Under education, Media | 5860Leave a CommentLast+Day+-+Now+or+Never2009-11-30+11%3A05%3A22Andrew+Horowitz

TDI Podcast 137: 2 Stock Ideas, Dubai and Indicators

November 29, 2009

Andrew flies solo this week with a discussion of the U.S. dollar, Dubai and the real GDP numbers. Stocks are discussed along with the outlook for the markets. Is the rally over and if so, what is in store for 2010? We also touch on a couple of stock ideas that may be breaking out.

LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES

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Stocks discussed in this episode: LongTop Financial (LFT), Discovery Networks (DISCA), Comcast (CMCSA), St. Jude Medical (STJ), ING (ING), Lloyds Group (LYG)

Links and articles you should know about:

Charts discussed in this Episode:

(Click on each to enlarge)