The Disciplined Investor

MarketMash

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…

Click Here to read the rest of the Article

Screens

As discussed in Chapter 2 of The Disciplined Investor, stock screens can be used effectively to help search for stocks that can help to provide downside protection while positioning a portfolio for the upturn if /when markets stabilize. The fact is that the key in this environment is to look for large cap stocks paying dividends with:

1. Low Debt
2. PEG Ratio below 1
3. Stable outlook
4. High Rating Read more »

Strategy Lab

Gameplan

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…

Click Here to read the rest of the Article

Media

Horowitz & Company has been named one of the Top Wealth Managers in the country by Wealth Manager Magazine. The announcement will appear in their July/August issue. Amazingly, 2008 marks another year that this prestigious magazine has included me as a member of the “Top Dogs” list.

It is certainly an honor to receive this distinction once again. Hopefully, It speaks to our commitment to our clients and our ability to adapt during unstable market conditions.

The honor from Wealth Manager Magazine comes on the heels of The Disciplined Investor Podcast being named one of the top 10 investing podcasts by U.S. News & World Report. Thank you!