Author: Andrew Horowitz

The Disciplined Investor Podcast – Episode 1

The 1st Episode of the Disciplined Investor Podcast.
We will discuss:
– The market meltdown of the week
(200 plus points in 20 seconds is not normal, why and what to do)
– Caterpillar stock is a buy
-Tax planning to keep you organized
– Real life attempt at...

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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...

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Tuesday was Bruise-Day

That was quite a day! The market movement on Tuesday was not what we usually expect during a day of limited news. Sure, the Chinese Markets swooned 8%, but that was on the heels of the 20+% return over the 6 preceding sessions. That market had also seen amazing gains...

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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...

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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...

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