Strategy Lab – Andrew’s Portfolio is #2 because of this:

September 22, 2008

From my latest MSN Money – Strategy Lab Journal:

A scandalous number of problems plague our markets. From the supposed problems with naked short-selling to bad math at the rating agencies, we are experiencing historic volatility and an even higher level of investor anxiety.

The powers that be are doing what they can to stop the massive market correction, but it looks as though they are starting to run out of options. They have pumped out upward of $1 trillion in rate cuts, funds and promissory notes in an effort to stem the market sell-off. Read more

TDI Episode 68: Crocs Makes a Great Toilet Seat

August 3, 2008

Guest: Michael Santoli, Barron’s Editor brings some important issues to the front regarding how the media deals with information. Andrew asks about the slant of “big media” toward the bullish argument (or at least they appear to frown on the short and negative ideas). We also discuss the summer market doldrums and ideas to fix for the Auto Industry.

Andrew suggests that there is going to be a HUGE fallout and uprising against mainstream media, and…

Michael Santoli is an Associate Editor for Barron’s, The Dow Jones Business and Financial Weekly.  He writes the “Streetwise” column, offering a forward-looking take on the financial markets, illuminating market trends and identifying investment opportunities.  Mr. Santoli is a regular on-air contributor to several cable and broadcast networks.


Michael Santoli

Prior to assuming his current position in November 2006, Mr. Santoli had been a senior editor for Barron’s since May 2002, writing “The Trader” column, which covered the stock market and investment trends.  Previously he had been mutual funds editor for the magazine since March 2000, when he wrote the “Fund of Information” column, edited the quarterly mutual-fund pullout sections and wrote cover stories for the magazine.

In August 1993, Mr. Santoli joined Dow Jones & Company as a reporter for the Dow Jones News Service and covered the securities industry.  He moved to Barron’s in February 1997 as a staff writer and wrote the “Commodities Corner.”  In 1998, he began writing the “Striking Price” column, covering the options markets.

Before joining Dow Jones, he worked in New York as a reporter/editor for Investment Dealers’ Digest from June 1992 through early August 1993.

Mr. Santoli has received two Dow Jones Newswires Awards for distinguished real-time journalism.  In 1995, he was a member of a team honored for a series of stories on the demise of D. Blech & Co., and in 1996, he and a colleague received an award for their coverage of the securities industry.

Born in Manhasset, N.Y., Mr. Santoli received a bachelor’s degree in history from Wesleyan University in Middletown, Conn.

Stocks discussed: Crocs (Crox), General Motors, (GM), Merrill Lynch (MER), Ford (F), Apple (AAPL)

ZachZone Stocks: China Distance Education Holdings Ltd. (DL), Incyte Corporation (INCY), China Mass Media Intl Adv Corp. (ADR) (CMM), Rhino Resource Partners, L.P. (RNO), Rackspace, Inc. (RAX)

CLICK HERE for a Virtual Tour of The Disciplined Investor Managed Growth Strategy

Get your free copy of The Disciplined Investor or any audiobook HERE


TDI Episode 66: Stock Tips and Mish-O-Nomics

July 20, 2008

Guest: Michael “Mish” Shedlock and Andrew discuss the current economy, the financial stocks and the unbelievable rules that are coming from the SEC and the FED. What are they thinking? Short-selling may break the back of the banks that have the biggest problems as they are now fair game, while the big brokerages have been…officially excluded. Even though it is a temporary action, I have to say: Nice work fellas! (not)

As promised, Andrew gives you a few stocks to look at as they are exhibiting strong fundamentals, good technicals and are setting up to move. If you want to learn more about how to find, research and invest in iTunes Subscribestocks, this episode is for you….

Mike Shedlock / Mish is a well sought after blogger that has been spot-on with the current economic debacle we are seeing. He is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance, low volatility, regardless of market direction. They provide wealth management for investors seeking strong performance with low volatility.


Mish’s blog provides global economics commentary 7-10 times a week. He is also a “professor” on Minyanville. Make it a habit to visit his Minyanville Profile. Mish also does weekly live radio on KFNX on the Charles Goyette show every Wednesday.


Stocks discussed: Apple Inc. (AAPL), Aecon Tech (ACM), Adobe (ADBE),  ITT Educational Services (ESI), Fannie Mae (FNM),  Freddie Mac (FRE), Lehman Brothers (LEH), Goldman Sachs (GS)


The ZachZone Stocks: Fannie Mae (FNM), Freddie Mac (FRE), GT Solar International, Inc. (SOLR), China Distance Educational Holdings (DL)


CLICK HERE for a Virtual Tour of The Disciplined Investor Managed Growth Strategy

Get your free copy of The Disciplined Investor or any audiobook HERE


Naked Shorts – Check it Out

March 20, 2008

Here are a few interesting places to check out regarding:
The Worst Stock for 2007: Overstock
Dec 21, 2006 How could I let a “Worst Stock for 2007″ theme pass without the stock’s fall on the short/naked short/hedge fund/Sith Lord/crooked Naked Paris Hilton

***PRESENTATION : The Dark Side of the Looking Glass (full)***

Manipulation and markets – The Boston Globe
Jan 31, 2006 Investors deserve more information about those problems, and regulators who view the worst of the naked short offenders as real

Dealbreaker – A Wall Street Tabloid – Business News Headlines and
The funds are the worst performers this year among 10 hedge fund strategies tracked by the Take that anti-naked short-selling conspiracy theorists!