SubscribeAeropostale (ARO) Beats, Raises Outlook – Blows The Roof Off
March 12, 2010
Aeropostale (ARO) has been doing a great job of keeping costs down and sales up. Once again we were pleasantly surprised to see that management was able to find the sweet spot with discriminating shoppers and figure out how to benefit the bottom line in this tough economic Read more
TDI Podcast 146: Curzio-iPad-Eco-Solar-Bears-Obama
January 31, 2010
Guest: Frank Curzio and Andrew discuss the economics of this market. When will it turn up or down and how to invest. We also spend some time on the Apple iPad and what made investors sell off the stock. Reaction to the Obama State of the Union as well as timing on Solar companies. Also, listen in to the discussion of the “Ring of Fire”.
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Frank Curzio is an equity analyst for Stansberry & Associates.
Frank has over 15 years of investing experience. He was recently the editor of TheStreet.com’s Stocks Under $10 newsletter where he significantly outperforming the markets during his tenure. He was also a research analyst for Jim Cramer and host of The Real Wall Street podcast – one of the most widely listened-to financial podcasts on iTunes.
Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites.
Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance. Also, Frank was portfolio manager for Greentree Financial.
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Get Frank’s “Penny Stock Specialist” Newsletter for only $99 – Email Frank – CLICK HERE
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Click on image below for the S&P Sector Scorecard discussed in this episode.
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Stocks mentioned in this episode: Apple (AAPL), Goldman (GS), Qualcomm (QCOM), Mosaic (MOS), AK Steel (AKS), Sprint (S), Google (GOOG), Take Two (TTWO), First Solar (FSLR), among others.
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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3 Earnings Reports, 3 Bombs (AA) (JPM) (INTC)
January 15, 2010
Here are the 3 major announcements of the week. Each was a disappointment in one way or another. Mostly due to either a big miss as in Alcoa’s (AA) case or a concern over the credit quality of the portfolio and top line from JP Morgan (JPM). Intel (INTC) actually looked good, but maybe investors had already bid the price up to its appropriate value prior to the announcement.
The word on Intel is that there is a concern over gross margins (65%) and that may Read more
Retail Sales – November’s Best and Worst on One Page
December 8, 2009
Same store sales numbers for November were a bit of a disappointment. Down 3% on a year over year basis, when it should have been an easy comparison, is not victory for the sector…even if they have become masters at cost cutting.
We watch these to see the trend and to search for standouts. Aeropostale (ARO) has has some hard times of late, but is close to the top this month and the market is rewarding it, for the moment. Read more
This Week’s Most Popular Writings/Analysis/Rants
November 28, 2009
For the Week of November 21-27, the week’s most read stories on The Disciplined Investor, in order of popularity.
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