Month: October 2010

Drilling Moratorium Lifted (Partially) – Boosting a Few Names

The Obama administration lifted (partially with caveats) the drilling ban and many companies within the sector got a nice boost. We own TransOcean (RIG) for Horowitz & Company clients and are looking at Atwood (ATW) as well.

From MSNBC.com
The Obama administration on Tuesday lifted the moratorium...

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TDI Podcast 182: The Presidential Cycle(s) and Listener Q and A’s

Guest: Tom McClellan discusses the Presidential Cycles and more. We get into a discussion about the oscillators that are reliable and some indicators that are not so. Andrew answers some recent listener questions and more!

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Carnage in The Clouds

There was a follow up today to last week’s major sell off in tech-land. This time the spark that ignited the fire was an after hours report from Equinix Inc (EQIX) in which they lowered their outlook. But, the panic spread across the entire space and even hit names that...

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