The Disciplined Investor » Long Ideas http://www.thedisciplinedinvestor.com/blog Investment Disciplines and Timely Advice. Wed, 08 Sep 2010 15:00:04 +0000 http://wordpress.org/?v=2.9.2 en hourly 1 Host, Andrew Horowitz brings you specific market advice for profitable investing. Along with industry experts, this is one podcast to subscribe to that will get you on the road to becoming a DISCIPLINED INVESTOR. This Episode: Dennis Gartman Andrew Horowitz, CFP no Andrew Horowitz, CFP info@thedisciplinedinvestor.com info@thedisciplinedinvestor.com (Andrew Horowitz, CFP) 2008-2009 Investment Disciplines and Timely Advice. cramer,ramsey,dvorak,twit,investing,bloomberg,stocks,cnbc,obama,cnbc The Disciplined Investor » Long Ideas http://www.thedisciplinedinvestor.com/blog/wp-includes/images/tdi_podcast_image_small.jpg http://www.thedisciplinedinvestor.com/blog/category/long-ideas/ Focus Media (FMCN) – A 20% Upside According to Goldman and Others http://www.thedisciplinedinvestor.com/blog/2010/09/07/focus-media-fmcn-a-20-upside-according-to-goldman-and-others/ http://www.thedisciplinedinvestor.com/blog/2010/09/07/focus-media-fmcn-a-20-upside-according-to-goldman-and-others/#comments Tue, 07 Sep 2010 18:24:41 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10646
  • Lululemon Athletica (LULU) – A Solid Performance, Is There More Upside?
  • Power-One (PWER) – Momentum Could Continue – Targeting 30% Upside
  • Apple (AAPL) Earnings – Quick Notes
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/09/07/focus-media-fmcn-a-20-upside-according-to-goldman-and-others/feed/ 1     TDI Podcast 175: Shorting the Yen and Thoughts From Minyanville http://www.thedisciplinedinvestor.com/blog/2010/08/25/tdi-podcast-175-shorting-the-yen-and-thoughts-from-minyanville-3/ http://www.thedisciplinedinvestor.com/blog/2010/08/25/tdi-podcast-175-shorting-the-yen-and-thoughts-from-minyanville-3/#comments Wed, 25 Aug 2010 17:18:27 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10617
  • TDI Podcast 175: Shorting the Yen and Thoughts From Minyanville
  • TDI Podcast 175: Shorting the Yen and Thoughts From Minyanville
  • TDI Podcast 171: Michael Santoli (Barron’s) on BUYING BP (BP)
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/08/25/tdi-podcast-175-shorting-the-yen-and-thoughts-from-minyanville-3/feed/ 0     Existing Home Sales Horrendous – So, Why Are Housing Stocks Moving Higher? http://www.thedisciplinedinvestor.com/blog/2010/08/24/existing-home-sales-horrendous-so-why-are-housing-stocks-moving-higher/ http://www.thedisciplinedinvestor.com/blog/2010/08/24/existing-home-sales-horrendous-so-why-are-housing-stocks-moving-higher/#comments Tue, 24 Aug 2010 17:36:02 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10634
  • Existing Home Sales – Pressured Then Waiting
  • Existing Home Sales: What We Expect Next
  • The WORST Home Sales Report EVER!
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/08/24/existing-home-sales-horrendous-so-why-are-housing-stocks-moving-higher/feed/ 3     TDI Podcast 175: Shorting the Yen and Thoughts From Minyanville http://www.thedisciplinedinvestor.com/blog/2010/08/22/tdi-podcast-175-shorting-the-yen-and-thoughts-from-minyanville/ http://www.thedisciplinedinvestor.com/blog/2010/08/22/tdi-podcast-175-shorting-the-yen-and-thoughts-from-minyanville/#comments Mon, 23 Aug 2010 03:59:30 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10597
  • TDI Podcast 161: Tom McClellan – Timing Signals Converging
  • TDI Podcast 171: Michael Santoli (Barron’s) on BUYING BP (BP)
  • TDI Podcast 172: FinReg with Robert V. Green and Shorts to Squeeze
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/08/22/tdi-podcast-175-shorting-the-yen-and-thoughts-from-minyanville/feed/ 4 PODCASTS,SHOW NOTES,Stocks Guest: Kevin DePew, Minyanville discusses a god amount of charting technique as well as direction for various markets and commodities. Silver, Gold, markets and more. Also a closer look at the economics vs. earnings debate. Guest: Kevin DePew, Minyanville discusses a god amount of charting technique as well as direction for various markets and commodities. Silver, Gold, markets and more. Also a closer look at the economics vs. earnings debate. ___ View  the 14-minute Virtual Tour of the TDIMG Strategy ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ Kevin Depew is the Executive Editor of Minyanville.com. Prior to joining Minyanville, Kevin spent more than five years as an analyst with Dorsey, Wright where he edited and contributed to the firm's daily research reports. After graduating from the University of Kentucky with a B.A. in Philosophy, Kevin joined the Daily Racing Form as an editor / handicapper / writer where he spent five years covering, and occasionally wagering on, thoroughbred horse racing. He then worked as a broker for PaineWebber and, later, A.G. Edwards. In December, 2008, Kevin received an Emmy Award from The National Academy of Television Arts & Sciences for his role as Writer/Producer of Minyanville's World In Review, the first (and only) animated business news show. ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the 14-minute virtual tour.... Andrew Horowitz, CFP no 1:06:35     DH UNplugged #76 – A Wild and Crazy FED http://www.thedisciplinedinvestor.com/blog/2010/08/16/dh-unplugged-76-a-wild-and-crazy-fed/ http://www.thedisciplinedinvestor.com/blog/2010/08/16/dh-unplugged-76-a-wild-and-crazy-fed/#comments Mon, 16 Aug 2010 14:36:08 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10466
  • DH Unplugged #76 – Wild and Crazy FED
  • DH Unplugged #64: Stocks Peak/Bottom? Now What?
  • DH Unplugged #68 – Birds Cooked by Hot Gulf Oil?
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/08/16/dh-unplugged-76-a-wild-and-crazy-fed/feed/ 0     TDI Podcast 174: The Big Scam – FinReg and EuroStress Tests http://www.thedisciplinedinvestor.com/blog/2010/08/15/tdi-podcast-174-the-big-scam-finreg-and-eurostress-tests/ http://www.thedisciplinedinvestor.com/blog/2010/08/15/tdi-podcast-174-the-big-scam-finreg-and-eurostress-tests/#comments Mon, 16 Aug 2010 03:59:34 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10509
  • TDI Podcast 129: Das on Traders, Guns & Money
  • TDI Podcast 149: A Briefing and The Botox Economy
  • TDI Podcast 172: FinReg with Robert V. Green and Shorts to Squeeze
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/08/15/tdi-podcast-174-the-big-scam-finreg-and-eurostress-tests/feed/ 3 Economy,Markets,podcast,SHOW NOTES Guest: Satyajit Das confronts the world's biggest confidence games being played out by the Central banks. We dive into the EuroZone stress tests, FinRg and derivatives. Very insightful indeed. We also spend some time talking about the recent market and... Guest: Satyajit Das confronts the world's biggest confidence games being played out by the Central banks. We dive into the EuroZone stress tests, FinRg and derivatives. Very insightful indeed. We also spend some time talking about the recent market and what opportunities are available. ___ Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ ___ Satyajit Das has worked in financial derivatives, risk management, and capital markets for over 30 years. Since 1994, Mr. Das has acted as a consultant to financial institutions and corporations in Europe, North America, Asia and Australia. Previously, between 1977 and 1994, Mr. Das worked on the ‘sell side’ (Commonwealth Bank of Australia, Citicorp Investment Bank and Merrill Lynch) and the ‘buy side’ (Treasurer of the TNT Group, an Australian based international transport and logistics company). Mr. Das is the author of a number of key reference works on derivatives and risk management. His works include Swaps/ Financial Derivatives Library – Third Edition (2005, John Wiley & Sons) (a 4 volume 4,200 page reference work for practitioners on derivatives) and Credit Derivatives, CDOs and Structured Credit Products –Third Edition (2005, John Wiley & Sons). He is the author of Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives (2006, FT-Prentice Hall), an insider’s account of derivatives trading and the financial products business filled with black humor and satire. The book has been described by the Financial Times, London as ” fascinating reading … explaining not only the high-minded theory behind the business and its various products but the sometimes sordid reality of the industry”. Eurointelligence Minyanville Satyajit’s Blog He is also the author (with Jade Novakovic) of In Search of the Pangolin: The Accidental Eco-Tourist (2006, New Holland), an unique narrative offering passionate and often poignant insights into the natural world and the culture of eco-travel. Get his book, Traders Guns & Money HERE ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the 14-minute virtual tour.... Andrew Horowitz, CFP no 1:01:30     DH Unplugged #76 – Wild and Crazy FED http://www.thedisciplinedinvestor.com/blog/2010/08/12/dh-unplugged-76-wild-and-crazy-fed/ http://www.thedisciplinedinvestor.com/blog/2010/08/12/dh-unplugged-76-wild-and-crazy-fed/#comments Thu, 12 Aug 2010 14:35:51 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10462
  • DH Unplugged #64: Stocks Peak/Bottom? Now What?
  • DH Unplugged #67 – Panicsville? Or a Bottom?
  • DH Unplugged # 72 – Talking About Tesla (TSLA) and Starbucks (SBUX)
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/08/12/dh-unplugged-76-wild-and-crazy-fed/feed/ 0     TDI Podcast 173 – Gartman on The Grains and Paired Trade Ideas http://www.thedisciplinedinvestor.com/blog/2010/08/12/tdi-podcast-173-gartman-on-the-grains-and-paired-trade-ideas-3/ http://www.thedisciplinedinvestor.com/blog/2010/08/12/tdi-podcast-173-gartman-on-the-grains-and-paired-trade-ideas-3/#comments Thu, 12 Aug 2010 13:01:10 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10428
  • TDI Podcast 173 – Gartman on The Grains and Paired Trade Ideas
  • TDI Podcast 173 – Gartman on The Grains and Paired Trade Ideas
  • TDI Podcast 166: The Kirk Report – Screening and Trading Ideas
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/08/12/tdi-podcast-173-gartman-on-the-grains-and-paired-trade-ideas-3/feed/ 0     TDI Podcast 173 – Gartman on The Grains and Paired Trade Ideas http://www.thedisciplinedinvestor.com/blog/2010/08/10/tdi-podcast-173-gartman-on-the-grains-and-paired-trade-ideas-2/ http://www.thedisciplinedinvestor.com/blog/2010/08/10/tdi-podcast-173-gartman-on-the-grains-and-paired-trade-ideas-2/#comments Tue, 10 Aug 2010 17:19:20 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10424
  • TDI Podcast 163: Najarian – The Goldman Sachs (GS) Fetish
  • TDI Podcast 163: Najarian – The Goldman Sachs (GS) Fetish
  • TDI Podcast 166: The Kirk Report – Screening and Trading Ideas
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/08/10/tdi-podcast-173-gartman-on-the-grains-and-paired-trade-ideas-2/feed/ 0     TDI Podcast 172: FinReg with Robert V. Green and Shorts to Squeeze http://www.thedisciplinedinvestor.com/blog/2010/08/05/tdi-podcast-172-finreg-with-robert-v-green-and-shorts-to-squeeze-3/ http://www.thedisciplinedinvestor.com/blog/2010/08/05/tdi-podcast-172-finreg-with-robert-v-green-and-shorts-to-squeeze-3/#comments Thu, 05 Aug 2010 13:55:45 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10326
  • TDI Podcast 172: FinReg with Robert V. Green and Shorts to Squeeze
  • TDI Podcast 172: FinReg with Robert V. Green and Shorts to Squeeze
  • FOMC Minutes – A Few Clues in Red and Green
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/08/05/tdi-podcast-172-finreg-with-robert-v-green-and-shorts-to-squeeze-3/feed/ 0     TDI Podcast 172: FinReg with Robert V. Green and Shorts to Squeeze http://www.thedisciplinedinvestor.com/blog/2010/08/03/tdi-podcast-172-finreg-with-robert-v-green-and-shorts-to-squeeze-2/ http://www.thedisciplinedinvestor.com/blog/2010/08/03/tdi-podcast-172-finreg-with-robert-v-green-and-shorts-to-squeeze-2/#comments Tue, 03 Aug 2010 18:27:45 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10324
  • FOMC Minutes – A Few Clues in Red and Green
  • Initial Claims – Disappointing Means Green Light To Short Dollar
  • TDI Podcast 157: Simply Elegant Technical Analysis
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/08/03/tdi-podcast-172-finreg-with-robert-v-green-and-shorts-to-squeeze-2/feed/ 0     TDI Podcast 172: FinReg with Robert V. Green and Shorts to Squeeze http://www.thedisciplinedinvestor.com/blog/2010/08/01/tdi-podcast-172-finreg-with-robert-v-green-and-shorts-to-squeeze/ http://www.thedisciplinedinvestor.com/blog/2010/08/01/tdi-podcast-172-finreg-with-robert-v-green-and-shorts-to-squeeze/#comments Mon, 02 Aug 2010 03:55:36 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10297
  • TDI Podcast 157: Simply Elegant Technical Analysis
  • TDI Podcast 160: Strategic Lessons from Markman
  • TDI Podcast 138: Leo Laporte on Hot Tech Ideas
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/08/01/tdi-podcast-172-finreg-with-robert-v-green-and-shorts-to-squeeze/feed/ 2 PODCASTS,Screens,SHOW NOTES,Stocks Guest(s), Robert V. Green, Briefing.com and Kevin Hoffmann, Horowitz & Company. Discussions range from FinReg and the new rules on hedge funds to a Back-to-School style session on QuantaFundaTechna investing. Guest(s), Robert V. Green, Briefing.com and Kevin Hoffmann, Horowitz & Company. Discussions range from FinReg and the new rules on hedge funds to a Back-to-School style session on QuantaFundaTechna investing. Kevin provides a screen and follow-up analysis of a few stocks that are heavily shorted and what to look for in a possible short-squeeze setup. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Hold your meetings online for just $49/mo. Try GoToMeeting FREE for 30 days. ___ Robert V. Green, Senior Investment Strategist - Briefing.com, provides original technology research and analysis. Robert provides a unique style of fundamental research by using his entrepreneurial and technical background to focus on long term investments. This unique combination of financial analysis, technology, and entrepreneurial expertise provides a perspective that traditional Wall Street sell-side analysts often lack. Robert has been with Briefing.com since it was founded in 1992 and his commentary appears weekly on the Ahead of the Curve column. He is a graduate of Harvard and is located in Boston. ___ Click HERE to download Supplemental Materials (PDF) for this episode. ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the 14-minute virtual tour.... Andrew Horowitz, CFP no 1:00:05     A Sneak Peak Into Our Recent Stock Picks – LIVE UPDATES! http://www.thedisciplinedinvestor.com/blog/2010/07/30/a-sneak-peak-into-our-recent-stock-picks-live-updates-2/ http://www.thedisciplinedinvestor.com/blog/2010/07/30/a-sneak-peak-into-our-recent-stock-picks-live-updates-2/#comments Fri, 30 Jul 2010 14:34:23 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10330
  • A Sneak Peak Into Our Recent Stock Picks – LIVE UPDATES!
  • How Are Our Stock Picks Doing? LIVE UPDATES
  • A Peek Into Our Recent Stock Picks – LIVE QUOTES!
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/07/30/a-sneak-peak-into-our-recent-stock-picks-live-updates-2/feed/ 1     DH Unplugged – #74 Apple Blows Out Great Earnings http://www.thedisciplinedinvestor.com/blog/2010/07/29/dh-unplugged-74-apple-blows-out-great-earnings-3/ http://www.thedisciplinedinvestor.com/blog/2010/07/29/dh-unplugged-74-apple-blows-out-great-earnings-3/#comments Thu, 29 Jul 2010 18:10:53 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10286
  • DH Unplugged – #74 Apple Blows Out Great Earnings
  • DH Unplugged #74 Apple Blows Out Great Earnings
  • DH Unplugged 55: Grecian Earn (A Great Episode!)
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/07/29/dh-unplugged-74-apple-blows-out-great-earnings-3/feed/ 0     TDI Podcast 171: Michael Santoli (Barron’s) on BUYING BP (BP) http://www.thedisciplinedinvestor.com/blog/2010/07/29/tdi-podcast-171-michael-santoli-barrons-on-buying-bp-bp-3/ http://www.thedisciplinedinvestor.com/blog/2010/07/29/tdi-podcast-171-michael-santoli-barrons-on-buying-bp-bp-3/#comments Thu, 29 Jul 2010 16:05:47 +0000 Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/?p=10318
  • TDI Podcast 171: Michael Santoli (Barron’s) on BUYING BP (BP)
  • TDI Podcast 170 – Stocks That Pop With Curzio
  • TDI Podcast 147: Techo-Edition with Barron’s Eric Savitz
    • ]]>     http://www.thedisciplinedinvestor.com/blog/2010/07/29/tdi-podcast-171-michael-santoli-barrons-on-buying-bp-bp-3/feed/ 0