SubscribeThe Week Ahead - Apple, Netflix and More
July 19, 2008
The Week Ahead - My Weekly Column on MSN Money
We are the heart of earnings season and this week’s lineup is massive. As I write this, I’m looking at over 25 pages of earnings estimates on hundreds of companies presenting results in one of the toughest quarters we’ve seen in decades. It appears that many of the companies that have already reported have been doing a fine job of beating lowered expectations and providing a nice balance to a market that has been under siege.
This week will be no different in terms of volatility. But those companies which have been savvy enough to project estimates that they figure they can beat will have an easy time pleasing investors. Those that don’t will pay a heavy price into the next cycle. Let’s face it, it’s a game. If played well it can provide wondrous rewards.
Here are a few companies that you may want to pay attention to. Remember, this all is predicated on oil behaving and limited announcements of any kind from the financial sector.
Stocks Discussed: Apple (AAPL), Netflix (NFLX), Amazon (AMZN), Wynn (WYNN), Las Vegas Sands (LVS), JetBlue (JBLU), Ametek (AME), Chipotle Mexican Grille (CMG) and more…
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Get TDI Podcast Delivered Automatically
June 30, 2008
Each week, The Disciplined Investor Podcast takes a look at the markets, the economy and the worldwide investing scene in search of opportunities. This podcast has an outstanding lineup of guests each episode who help to provide savvy insight and valuable commentary.
Host Andrew Horowitz and guests will help you learn how to profit in any market condition. Economics, Business News, Stocks, Bonds, Funds, Options are all fair game.
Join in on one of the hottest Business and Investment Podcasts available today. Subscribing is easy and free.
Simply click HERE to launch iTunes and subscribe. As soon as a new episode is released, iTunes will download it for you automatically. Listen today and start on the road to becoming a Disciplined Investor.
Lehman’s Private Letter to Limited Partners
June 13, 2008
Lehman Brothers (NYSE:LEH) sent another “feel-good” letter to their clients that hold positions in Lehman sponsored partnerships. This is not the first of these smokescreens that Lehman published in an attempt to take our eyes off of the real problems. Is it me or is it terribly concerning how gullible many of these companies believe that we are. I still have not hear an apology for the blatant and disrespectful lies misinformation that was promoted by the overzealous PR team over at Lehman HQ. Below is the June 11 letter and my comments….
LEHMAN BROTHERS
399 PARK AVENUE, NEW YORK NY 10022 TELEPHONE (212) 526-0977 FACSIMILE (646) 758-4269
MICHAEL J. ODRICH, MANAGING DIRECTOR, HEAD OF PRIVATE EQUITYDear Partner:
As the second quarter comes to a close, financial markets remain under stress. Actions taken by the Federal Reserve have provided additional stability for capital markets, although the operating
environment has yet to revert to what we would consider normal. We write to discuss how Lehman Brothers has been impacted and to reiterate our confidence with where we stand as a Firm.My comment: Did they say confidence?
Click here to read the rest of the article on MSN Money/Top Stocks
Money Girl - Stock Screens
June 11, 2008
Excerpt from the recent MoneyGirl Episode:
(Yes, I am still guest host!)
Webster’s Unabridged Dictionary states that the word Quantitative can have varied meanings. For our purposes, we will look at only two:
quan-ti-ta-tive
(Math.) The resolving of problems by reducing the conditions that are in them to equations.
(Logic) The tracing of things to their source, and the resolving of knowledge into its original principles.
So, essentially, we are looking to utilize simple or even complex equations to find stocks that meet certain criteria through an automated system…
…Once you get the hang of the idea, the process is simple. What you need to do is to get your hands on a good screening tool to help with process. The one I recommend is provided by MSN Money. While you can use MSN’s screener for free, in order to make use of the advanced features, you will need to have an MSN Hotmail or Passport account, which again is free and after you’ve completed the quick registration you can navigate to the MSN Money screening page.
The Week in Preview: Mixed Bag
June 8, 2008
At best it was a week that was difficult at worst it was a very concerning sign about what is to come. We have finally seen a significant drop in the overall sentiment due to extraordinarily high oil prices mixed with an unemployment level at 5.5%. The mixture of these and other troubling economic projections has finally come to cause investors to pause and realize that this is no place to be accepting risk beyond what is absolutely necessary.
This week will show a significant amount of reservation by investors not accepting of any shortfalls on earnings or even outlooks that are not significantly rosy. The current picture and the economic outlook was the focus of The Disciplined Investor Podcast this week with help from money manager and economist, Michael “Mish” Sheldock.
Monday, in June 9
Shuffle Master (NASDAQ: SHFL) will be reporting earnings that are expected to be $.07 per share. This has continued to be a difficult market for them even as casino construction has..
Read the rest of the article on AOL…
(ASHW) (CMED) (CYBX) (KFY) (LEH) (PBY) (QSII) (SHFL)
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