SubscribeDH Unplugged #86 – Apple (AAPL) versus the World
October 20, 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. NEW! NEW! We are now tracking the idea stock that Andrew and John 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 # 86
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Fed SpeakerFest – The Revivalist Tour
October 20, 2010
This week and over the last few, we have seen a slew of speeches from Fed Presidents that have been hammering the QE2 comments.
It is becoming more like a national revivalist tour with the non-stop droning of the need to stimulate.
Here is this week’s line-up. AMEN BROTHERS AND SISTERS!
2 Positions We Added Today: URBN and NTAP
October 19, 2010
Here are 2 positions that we added to the Horowitz & Company TDIMG portfolios today. One short – Urban Outfitters (URBN) and one long Network Appliance (NTAP).
Below are the “H&C OneSheets” we use to get a quick overview of the positions. They cover both fundamental and technical data points.
Earnings Looked Good – But Market Did Not Like These Numbers… (AAPL, VMW, IBM)
October 19, 2010
Yesterday we highlighted the after-hours moves byApple, (APPL), IBM (IBM) and VMWare (VMW). All were crushed in after hours trading. Apple has come back some 15 points or so already from the low point and IBM is still languishing.
But, looking at today’s numbers, one has to wonder what the real concern is. In fact, all three of the previously mentioned did well and today has showed a good Read more
Links and Reading for October 19th
October 19, 2010
Some of the more interesting and important items for October 19th :
- China raises key rate for 1st time since crisis – Yahoo! Finance – China raised its key interest rate Tuesday for the first time since the global crisis as it tries to control inflation and rapid growth even as other Asian economies move to keep their recoveries on track.
- Gunmen storm Chechen parliament – The French are pissed
- 500 Internal Server Error – 500 Internal Server Error
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