TDI Pocast 159: Getting in the Game

May 4, 2010

Andrew devotes an entire show to news you can use. We touch on a ton of topics that will shape the weeks to come and provide insight and a few stock ideas. Where are we going with earnings and how to play the next leg. Listener’s questions are answered and how to get invested are all part of this action packed episode.



Some of the topics we touch on in this episodeRead more

TDI Podcast 159: Getting In The Game

May 2, 2010

Andrew devotes an entire show to news you can use. We touch on a ton of topics that will shape the weeks to come and provide insight and a few stock ideas. Where are we going with earnings and how to play the next leg. Listener’s questions are answered and how to get invested are all part of this action packed episode.


Hold your meetings online for just $49/mo.
Try GoToMeeting FREE for 30 days.

___ Read more


Are you sick of these anal-ysts?

August 18, 2008

I am sooooo tired of the anal-ysts that are always on the bandwagon looking to hop aboard the late-train of easy predictions.

  • Strategist Moron Moran Sees Stronger Dollar in Second Half

Aug. 12 (Bloomberg) — Mike Moran, a senior currency strategist at Standard Chartered Bank, talks with Bloomberg’s Catherine Yang from New York about the outlook for the yen, euro, pound, U.S., Australian and New Zealand dollars, and Moran’s currency trading strategy. (Source: Bloomberg)

  • Credit Suisse’s Weissenstein Says Oil Decline `Overdue’

Aug. 11 (Bloomberg) — Robert Weissenstein, chief investment officer at Credit Suisse Private Bank, talks with Bloomberg’s Monica Bertran from New York about the outlook for U.S. stocks, the financial and housing markets and his investment strategy. (Source: Bloomberg)

I really do not have much to say other than…GET SOME FRESH IDEAS BOYS!!!!!! You are late, riding the here-and-now train and just plain pathetic.

Note that these are just two of the dozens I have come across in just the past few days that ave a similar tone. When are they going to give us something that we can use? Seriously!

Am I alone here? What do you think?

CALSTRS lifting ban a smoke screen…?

June 5, 2008

Sometimes, you just have to wonder what is the real reason for some things. Now the California State Teacher’s Retirement System is turning around a long standing ruling that prohibited them from investing in those sinfully smoky tobacco stocks.

In theory, the eight year old ban was put on because of the worries about the pending lawsuits and the downside risk. But I just have to wonder if that was not really a smokescreen for the underlying desire to stay “socially-responsible.”

The CALSTRS policy for investment responsibility is detailed in their desire to invest according to their 20 Risk Factors. It seems that going back to these cancer and environmentally disastrous stocks is a potential violation of their policy against “Environmental” and “Air Quality” concerns and now they face a new problem. How are they going to get past this policy?

Even so, it seems that the policy does not necessarily help the fund from staying out of harms way… OH, how much damage was inflicted to the fund from sub-prime?
Calstrs may remove ban on tobacco stocks: report | Reuters

(Reuters) – Calstrs, one of the largest U.S. pension funds, may remove its eight-year ban on tobacco stocks as risks in this industry have dimmed, the Wall Street Journal reported on Thursday.

The board of the California State Teachers’ Retirement System began deliberating on Wednesday about adding tobacco stocks to its portfolio of more than $160 billion, the newspaper said.

Calstrs divested itself of these stocks in 2000 because of various lawsuits against the industry and looming government regulation, but said missing out on a “market weighting” in tobacco stocks cost it $1 billion in returns in the past several years, the paper said.

It was not clear how much money Calstrs planned to invest in tobacco companies, the newspaper said.

Stocks to consider: (RAI) (UST) (MO) (PM) (BTI)

TDI Episode 50: The Analysts are Wrong (DUH!)

March 30, 2008

Guests: Adam Warner, Professor Woolridge and Gal Arav. In this episode, we explore three topics of interest. First we get the lowdown on options with Adam Warner. Then we find out from Professor Woolridge that stock analysts usually predict earnings to be higher than they actually are. Finally, Gal Arav introduces his newest technology wonder, Newsflashr.

Guest Info and Bios:

Adam WarnerAdam Warner is a proprietary option trader
with Addormar Co, Inc. He traded as a member of the American Stock Exchange from 1988-2001, and in several off-floor locations since then. He co-wrote the options column on Street Insight from spring 2003 to spring 2005, and currently writes a blog – The Daily Options Report – dedicated primarily to education about options. In addition, he is a “Professor” at Minyanville, writing a regular roundup column. Adam graduated Johns Hopkins University with a degree in Economics.

Gal AravGal Arav is the founder and creator of InstantBull and Newsflashr. Gal’s developing faster ways to monitor huge amounts of news data. Following a successful run of investing in the stock markets, in 2006, Gal invested in his own startup company to create, a time-saving stock research and message board aggregator. This came after several years of R&D at an MIT spin-off that develops eye-tracking devices where Gal was Product Manager. In 2008, Gal is once again striving to turbo-charge the Web with his latest news aggregator, newsflashr. Gal holds an Engineering degree from The Technion, Israel and a Master’s degree in Operations Research and Decision Theory from Tel Aviv University, Israel.

Randall WoolridgeDr. J. Randall Woolridge is a Professor of Finance at the Penn State, Smeal College of Business. He is a Goldman Sachs and Co. and Frank P. Smeal Endowed University Fellow and President of the Nittany Lion Fund, LLC. With expertise in investing and capital markets, he has published numerous books and articles including the popular stock valuation book, The StreetSmart Guide to Valuing a Stock. His research has been highlighted extensively in the financial media. Recently, he published a study: Wall Street Analysts Still Exuberant In Their Earnings Projections that we discuss in this episode.

Future Episode Guests: John Byrne, Business Week – Jordan Goodman, America’s Money Answers Man – Robert Reich, former U.S. Secretary of Labor

Andrew’s Book
The Disciplined Investor

Stocks Mentioned: (COF) (AAPL) (LEH) (SPY) (GOOG) (BSC) (SAFM) (SKF) (WM) (VM) (CROX)


Next Page »