SubscribeDH Unplugged #73 – Intel (INTC) Makes Serious Money
July 16, 2010
Here is our latest conversation …. new insights for anyone who invests in anything. This week the market continues marching up. Good news for Intel (INTC). Not so good for Apple (AAPL)..
Here is the latest conversation I had with money manager Andrew Horowitz…. new insights for anyone who invests in anything.
NEW! NEW! We are now tracking the idea stock that Andrew and Jon highlight in each episode. Here is the link…
Listen to reasons why and then take a look at the spreadsheet for results.
Delicious tags: News and item discussed in this episode – CLICK HERE
CLICK HERE TO LISTEN TO EPISODE # 73
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China Growth – Hot or Cold?
July 16, 2010
We are seeing a good deal of cooling in China over the last couple of months. Just before, there was a general panic that their markets and real estate were going to bubble over and pop. So, the government did the prudent thing and took measures to slow.
Now we are hearing panic that their economy is slowing and that will hurt global growth. Just think of it as the daily psychosis that is part of the 2008 – present market conditions.
Yes, there is a moderation, but growth cycles are not always uni-directional. But, with the world economics cooling as well, be on your toes…
TDI Podcast 169: CNBC’s Tim Seymour and Emerging Market Plays
July 16, 2010
Guest: Tim Seymour, Triogem Asset Management/Emerging Money.com and one the regulars on CNBC’s Fast Money is talking about emerging market plays. Which is his favorite out of China, Russia, Singapore, Taiwan, Turkey and Brazil? Tune in to find out. We also spend some time in this episode looking at what are the major catalysts for the 
markets over the next few weeks and months. Listener comments and questions are also part of the action packed episode. (write Andrew – askandrew@thedisciplinedinvestor.com)
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