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The Archives section contains a collection of historical blog posts, discussions, economic trends and other historical writings from The Disciplined Investor. The information found here may be out of date and no longer relevant to the current environment.

CNBC Portfolio Challenge Final Results – 2007

We ended with a $375,000 profit! The 10 week contest is over and we came out in the top one percent of all portfolios. The fact is that we were as high as 900 and dropped down only during the final 2 weeks while still remaining in the top one percent. Over 1,000,000 contestants have been involved with managing portfolios for the chance to win the $1,000,000 grand prize....

Dendreon – Is Provenge Snake Oil or Cure?

Dendreon Corporation (DNDN) took a huge fall the past few days after the FDA released an update to their “Approvable Letter”, asking for additional information regarding the efficacy of Provenge. This drug is, as most would say; “potentially revolutionary because it aims to teach the body’s own immune system to attack tumor cells.” Shares have traded between $3.57 and $25.25 over the last 52 weeks, and had more than...

The Disciplined Investor Podcast – Episode 8

ARE WE CRAZY? What is going on in these markets… Time to protect portfolio…Markets are out of whack and we need to look at why that is. The fact is that the extreme volatility we are seeing individual positions is reason to take a step back and look at what is going on. Are we due for a pullback? Why are we seeing stocks jump like this? In this...

MOTaIcahn and Très bien for Taser

Monday Merger Mania Alcoa buying Alcan. Smart, accretive and a surprise. Amazingly, behind the scenes negotiations between these behemoths are looking like a smart move that will cut costs and help propel profits. The price being paid is rich, but it is one that will hopefully get the deal done with expedience. The more that is paid, the more likelihood that the shareholdes approving the deal. On the other...

US Auto Industry:Adapt or Die!

CNBC Million Dollar Portfolio Challenge Update The last week or so has proved to be rather difficult to pick a winner even in a thick field of news related announcements. Possibly due to the fact that there is no shortage of earnings announcements or just the simple fact that we are a bit off on the last few picks, the portfolio has been stagnant for the past 8 trading...

TDI Podcast – CNBC Challenge Daily Picks May 2, 2007

TWO Stocks that could ROCK on news – well situated for a breakout. Review of current portfolio. SPECIAL EDITION – CNBC MILLION DOLLAR PORTFOLIO CHALLENGE PICKS Through 5/2/2007, the TDI CNBC Million Dollar Portfolio is up 10% ($500,000 profit). The past week did not provide any substantial gains, so we are going to re-evaluate the strategy and look to make some $$$$$…. VCLK and LVS are the buys for...

TDI Podcast – CNBC Challenge Daily Picks April 26, 2007

Picks and Strategy. Trivia Giveaway and Update on Competition Coming up Next week: Howard Lindson: WallStrip.com, Larry Kudlow, CNBC Kudlow and Company, The Anatomy of a Day Trade. The TDI CNBC portfolio is up 9% for this week. (ALTR) was a great addition, (KOMG), (CTXS) and (ILMN) were small losers. Today we introduce 3 positions for the portfolio to be bought at the close of the markets for competition...

It is all in the Crease – A Rant on the Dollar’s Fall

There are those newspapers that are easily folded and have crisp edges that seem to be meant for reading and then there are those that that you need to fight with as you turn the pages. Those are usually the same type that need to turn sideways and stretch and bend when you are reading and end up in fat piles rather than neat crisply folded stacks that are...

TDI Podcast – CNBC Challenge Daily Picks April 18, 2007

Special Guest – #4 overall for CNBC Competition, Evan Scherer shares secrets. CNBC Portfolio Challenge Picks for April 18, 2007 : 2 stocks to buy 2 to sell today. Evan has over $2,700,000 as of 4/18/07. Listen to how he picks stocks for the competition. During the final 5 weeks of the CNBC Million Dollar Portfolio Challenge, the specific disciplines that have been used during the first half of...

TDI Podcast – CNBC Challenge Daily Picks April 17, 2007

CNBC Portfolio Challenge Picks for April 17, 2007 : 2 stocks to buy today. During the final 5 weeks of the CNBC Million Dollar Portfolio Challenge, the specific disciplines that have been used during the first half of the competition for The Discipline Investor’s Portfolio will be discussed. Technical analysis along with earnings and momentum plays that brought in over $500,000 of profits (in 5 weeks) are explained along...

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