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DHUnplugged #47: Principal Modifications, *#%&!# That!

January 6, 2010

Here is our latest conversation …. new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine, the new Google phone and the new mortgage modification idea (Andrew not happy about that at all). Plus: 1 new stock – a long idea from Brazil …

NEW! We are now tracking the stocks that Andrew recommends each episode. Here is the link… Listen to reasons why and then take a look at the spreadsheet for results. News and item discussed in this episode – CLICK HERE

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Listen to the episode on iTunes or click HERE

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Roller Coaster

Stocks discussed: Consol Energy (CNX), Apple (AAPL), Wynn Resorts (WYNN), Jos. A Banks (JOSB), Patriot Coal (PCX),
Gafisa (GFA), Google (GOOG), Motorola (MOT) among others

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Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click below for the 14-minute virtual tour….

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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

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Weekly Stock Picks Tracking Spreadsheet

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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

Written by Andrew Horowitz · Filed Under DH-Unplugged, Economy, Markets, Stocks 

Comments

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3 Responses to “DHUnplugged #47: Principal Modifications, *#%&!# That!”

  1. Gary Weck on January 10th, 2010 7:06 pm

    JD says the stocks are being propped up. I read a speculative piece saying the FED is in the market. (Just by looking at the flow of capital) There seems to be a mystery source of capital inflow to the stock market. If the FED is in the market the dynamics of the economy are far worse than anyone can imagine. Any comments would be appreciated.

  2. Mark Jasper on January 11th, 2010 3:14 pm

    Andrew,
    I believe that you asked for a response from your podcast listeners to your idea that the RSS feed from CNBC is "candy coated" for want of a better term. I just read the puff piece Citigroup's Teresa Dial will resign as CEO. So much damage done by one woman… Most of what I receive from CNBC is BS, coated so it gets swallowed.

    Mark Jasper

  3. The 15 Hottest Reads on TDI This Week : The Disciplined Investor on January 11th, 2010 11:49 am

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