Month: May 2010

IDEA: Screening for Opportunities With Yield

Utilizing our QuantaFundaTechna process, we have several core screens that we use for investing ideas. Today, we were looking to see what opportunities are available within the higher-yielding equity universe that also had high ROE and low debt to market cap.

Below is a listing of those that may warrant further...

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TDI Podcast – iTunes Featured – Top 20!

Over the past few years we have been fortunate that iTunes has provided the Disciplined Investor Podcast with some terrific exposure.   Just this week we noticed that we are once again being showcased.

If you have not heard the latest or other episodes, here is your chance…. Click on the...

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Google’s (GOOG) Android Taking Market Share

According to the latest data release from NPD group, Apple’s (AAPL) iPhone OS slipped to 3rd last quarter as the Android OS saw a nice increase. Interestingly, the Blackberry from Research in Motion (RIMM) is still leading the charge.

Google (GOOG) will have to do something as they are losing market...

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eTARP – The $1,000,000,000,000 Rescue Package

Here is a great summary of the we are calling eTARP. It is from the morning notes of JP Morgan and it does a good job of explaining what we know so far. Some of the details are still sketchy, but there is obviously enough money available to...

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TDI Podcast 160: Strategic Lessons from Markman

Guest: Jon Markman provides insight into the markets and direction. We talk about buying and selling pressure, sell-stops and signals. We start this episode with a in depth look at the market plunge this week and the possible outcomes for the Greece debacle.   Earnings, jobs and China are also...

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