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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 The information found here may be out of date and no longer relevant to the current environment.

Dow Jones Outlook after Meltdown

The reality is that aside from a very timid investment climate, it looks like this is nothing beyond a bit of pressure being relieve from a market that has been so tame for so long. Let’s face it, th fact that China had a moderate meltdown last week is not cause fo panic here. The NYSE is clearly going to have their hands full with figuring out what happened...

Caterpillar is a BUY

Caterpillar was the first position that I bought this morning for clients. It was a bit like looking at a good stock that was caught up in a very bad market. The fact is the CAT has been doing very nicely, albeit quietly. While the housing and building sector has been under fire, CAT has weathered the storm well as it has a well diversified base of customers. The...

Tuesday was Bruise-Day

The NYSE Hybrid system need to be looked at for what happened on Tuesday Feb 27ths meltdown. Something is fishy.....

Banks in Florida

From: Seeking Alpha: Herb Greenberg (MarketWatch) submited a recent story about BankUnited Financial (BKUNA), best known for ARM loans in Florida, apparently has had it with critics. Andrew’s Reply to the post: You have to know that something is going terribly wrong in Florida when we hear about crazy tax plans to eliminate the property Taxes in favor of increasing sales tax by 2.5%. This is just one more...

Chinese Internet Stocks

Recently on a post from the blog Seeking Alpha, there was a discussion about the upcoming earning from NetEase ( NTES ). The author, Daniel Vlad, fet that there is a chance that the company may post good numbers in its Feb 26th, 2007 announcement. Here is my reply: Have you seen that there seems to be a problem in China? The Chinese government is resorting to electro shock...

The High Cost of Inkjet Printing

The fact is that shareholder value has been growing with these companies (Especially HP) and unless there contrary mediation, there should be no reason to be concerned that these types of profits will not continue to rise as more people adopt the inkjet as their core printer.

Thin is in and Stout is out!

Looking at the Beer companies and the diet companies in a punishing market, where is the money to be made

FAQ: This BLOG

According to Webopedia.com, a blog (short for Weblog) is “a Web page that serves as a publicly-accessible personal journal for an individual. Typically updated daily or weekly, blogs often reflect the personality of the author. The definition of blog is constantly evolving, though, as blogs move into the mainstream, shedding their image as the bastion of the self-obsessed who just have to self-express. Thousands of new blogs are being...

Leave your emotional baggage behind

We all know that emotions are really important when it comes to investing BUT: what it was going on lately is rather ridiculous. Sure, earning season has been a bit choppy as companies have been coming out with excellent numbers (looking backwards) and below estimated numbers (looking forward); But we need to realize that much of this has been anticipated previously. The problem lies in the fact that much...

2007 Changes – Investment Insights

December/January 2007 Investment Insights This edition of Investment Insights will be the first time in a while that I have made a significant change to the overall subject matter that will become a staple of the monthly report. For the past two years, we have provided a smattering of economic and investment information in both table, graph and written format. Some of this is geared as informative and others...

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