Author: Andrew Horowitz

Henny Penny and Ignoring History (1929)

It now has become a bit surreal to watch these markets have such a profound reaction to events that are, well, petty. While the Hang Seng and the European markets have suddenly and viciously slumped, investors in the US markets have succumbed to the old Henny Penny attitude that the...

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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...

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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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