Author: Andrew Horowitz

Have You Seen The Retail Sales Numbers? Impressive!

Just when we thought that consumers were tapped out, they came out in force April and surprised us all. Retail same store sales were really impressive.

So far, the consumer has done their job – at least they appear to be. Credit is rising, spending is up… Wait.. Where are the...

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Links and Reading for May 18th

Some of the more interesting and important items for May 18th :

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Obama Holding Assets of Up To $11.8 Million – Bloomberg – President Barack Obama and first lady Michelle Obama reported holding total assets of between $2.8 million and $11.8 million,...

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DHUnpplugged #110: When Watermelons Explode, The S&P Drops To 400

Here is our latest conversation . new insights for anyone who invests in anything.

This week we highlight a discussion about IPOs, China’s Ghost towns and bow-ties. Also, HPQ and Dell earnings.

A few stocks discussed along with 2 to look at further…

NEW! We are now tracking the idea stocks...

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Economics That Will Make You…..

Even if you have no real love of economics, it is important to sometimes step into the science (art?) and take a look at what is occurring. We like to use a sequence that shows us the transition over time. This way, the visual representation can be better interpreted and...

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CTrip (CTRP) – Earnings and Outlook

CTrip (CTRP) reported last night. At first glance, the EPS looked strong and the revenues came in above expectations. This company used GAAP, so at first the numbers appears to be a miss – in fact they beat nicely. Even so, the stock gapped down at the open by 10%,...

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