{"id":1069,"date":"2008-11-02T23:45:55","date_gmt":"2008-11-03T04:45:55","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=1069"},"modified":"2016-09-20T03:47:37","modified_gmt":"2016-09-20T07:47:37","slug":"tdi-episode-81-profiting-with-the-strategy-lab-ii","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2008\/11\/02\/tdi-episode-81-profiting-with-the-strategy-lab-ii\/","title":{"rendered":"TDI Episode 81:  Profiting with the Strategy Lab II"},"content":{"rendered":"<p>Guests: Strategy Lab Panel discusses with Andrew how they are setting up their portfolio to profit and to \u00a0<a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-257 alignright\" style=\"float: right;\" title=\"iTunes Subscribe\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/11\/itunes_subscribe.jpg\" alt=\"\" width=\"96\" height=\"34\" \/><\/a>protect during this difficult market condition. Out of the 6 players in the 6-month long game, \u00a0 5 are all substantially ahead of the market. In this episode we will ask each player to explain their strategy and their outlook.<\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #888888;\"><a href=\"#podcast\" target=\"_self\"><span style=\"color: #000000;\">LISTEN TO PODCAST NOW<\/span><\/a><span style=\"color: #000000;\"> | LISTEN @ <a title=\"Zune Subscribe\" onclick=\"javascript:urchinTracker ('\/outbound\/article\/subscribe');\" href=\"zune:\/\/subscribe\/?The%20Disciplined%20Investor=http:\/\/feeds.thedisciplinedinvestor.com\/tdicasts\" target=\"_blank\">ZUNE<\/a> &#8211; @ <a title=\"iTunes Subscribe\" onclick=\"javascript:urchinTracker ('\/outbound\/article\/phobos.apple.com');\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\">iTUNES<\/a><\/span><\/span><\/strong><\/p>\n<p><strong>Ron Prichard<\/strong> is investing editor at <a title=\"MSN Money\" href=\"http:\/\/www.moneycentral.com\" target=\"_blank\">MSN Money<\/a> and runs<strong> <a title=\"Strategy Lab\" href=\"http:\/\/articles.moneycentral.msn.com\/Investing\/StrategyLab\/Rnd18\/StratLabSummary.aspx\" target=\"_blank\">Strategy Lab<\/a><\/strong>, a ten-year-old stock-picking game <img loading=\"lazy\" decoding=\"async\" class=\"alignright\" style=\"margin: 5px; float: right;\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/11\/ron_prichard1.jpg\" alt=\"Ron Prichard\" width=\"84\" height=\"118\" \/>in which a rotating cast of top investors try to beat each other and the market while documenting their every move. Mr. Prichard is a long-time journalist and has written and edited for the Eastside Journal in Bellevue, Washington, as well as several Gannett newspapers including the Westchester (NY) Journal News and USA Today. He is a graduate of California State University in Long Beach.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft\" style=\"float: left;\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/11\/howard.gif\" alt=\"Howard Gold\" width=\"117\" height=\"86\" \/><strong>Howard Gold<\/strong> is the executive editor of <a title=\"The Money Show\" href=\"http:\/\/www.moneyshow.com\/\" target=\"_blank\">MoneyShow.com<\/a>, overseeing the content on the leading Web site for investor education. Previously, he served as the editor of Barron&#8217;s Online from its inception in 1996, through its successful spin-off as a separate subscription site in 2006. As a staff writer at Barron&#8217;s, Mr. Gold started the magazine&#8217;s popular &#8220;Electronic Investor&#8221; column and the &#8220;Best Online Brokers&#8221; feature. A former writer at Forbes, he was an associate editor for American Lawyer Media in Miami where he won a Gerald Loeb award for distinguished business and financial journalism.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright\" style=\"float: right;\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/11\/ken-kam.jpg\" alt=\"Ken Kam\" width=\"88\" height=\"131\" \/><strong>Ken Kam <\/strong>is the CEO of <a title=\"Marketocracy\" href=\"http:\/\/www.marketocracy.com\/\" target=\"_blank\">Marketocracy.com<\/a>. Ken believes that Wall Street analysts really don\u2018t know a lot about the companies they cover. Warren Buffett likes to say that in the short term, the market is a voting machine. If the people who have the most votes (because their opinions drive billions of dollars of capital) are not the most knowledgeable about the company, how can a stock\u2018s price end up being priced exactly right all the time? Ken also asks, \u201cOur financial future depends on the investing skills of the people you choose to help you manage your moneyDo you have the right people?<\/p>\n<p><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/11\/vad-1.jpg\"><img decoding=\"async\" class=\"alignleft alignnone size-medium wp-image-1084\" style=\"margin: 5px; float: left;\" title=\"vad\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/11\/vad-1.jpg\" alt=\"\" \/><\/a><a title=\"Vad's Blog\" href=\"http:\/\/skepticalcapitalist.investorplaceblogs.com\/\" target=\"_blank\"><strong>Vad Yazvinski<\/strong><\/a> likes buying stocks that offer growth at a reasonable price. He does not tolerate losing positions for too long. He is a permanent student of economics and of the investing world who is not only unafraid of challenges but who spends his free time looking for them. And I intend to stay that way, because, as the quote I cited above says, I know that while I might not be able to change my past, it is certainly within my powers to make a brand new ending.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright\" style=\"float: right;\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/11\/john_reese.jpg\" alt=\"John Reese\" width=\"78\" height=\"104\" \/><strong>Jo<\/strong><strong>hn Reese <\/strong>is founder and CEO of Validea.com (<a href=\"http:\/\/www.validea.com\">www.validea.com<\/a>) and Validea Capital Management, LLC (<a href=\"http:\/\/www.valideacapital.com\">www.valideacapital.com<\/a>). He is also portfolio manager for the Omega American and International Consensus funds offer in Canada. He holds two patents in the area of automated stock analysis. John is a graduate of MIT and Harvard Business School.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft\" style=\"margin: 5px; float: left;\" src=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2008\/10\/picture-129.jpg \" alt=\"Jim Van Meerten\" width=\"116\" height=\"87\" \/><strong>Jim Van Meerten<\/strong> earned a BS in Accounting and Business Administration from Berry College; a Juris Doctorate from the Woodrow Wilson School of Law; and post-baccalaureate and graduate courses in Business Administration, Quantitative Math, and Education at Florida Atlantic University, Georgia State University and University of North Carolina at Charlotte. In the past he has been an accountant, attorney, adjunct professor in Business Law and Internal Auditing, financial advisor, supervisory principal, and compliance officer. He would enjoy hearing your comments at <a href=\"mailto:VanmeertenFund@aol.com\">VanmeertenFund@aol.com<\/a>.<\/p>\n<p style=\"text-align: center;\">&#8212;<\/p>\n<p><strong>Stocks mentioned in this Episode: <\/strong>Elan (ELN), Goldman Sachs (GS) Kemet (KMT), Proshares Ulta Materials (UYM), \u00a0 Yahoo! (YHOO), Microsoft (MSFT) , Mastercard (MA), Apple (AAPL) and <em>many more<\/em>&#8230;<\/p>\n<p style=\"text-align: center;\">&#8212;<\/p>\n<h4><strong>IMPORTANT<\/strong>: Andrew is teaching a <strong>FREE<\/strong> investing class on <em>Portfolio Mastery<\/em> this week &#8211; <a href=\"http:\/\/www.cybertradinguniversity.com\/investing.asp\">CLICK HERE<\/a><\/h4>\n<p style=\"text-align: center;\">&#8212;<\/p>\n<p style=\"text-align: center;\"><strong>This episode is sponsored by GoToMeeting &#8211; <a title=\"GoToMeeting\" href=\"http:\/\/www.gotomeeting.com\/podcast\" target=\"_blank\">Try it FREE<\/a> for 30 days<\/strong><\/p>\n<p><a id=\"podcast\" name=\"podcast\"><\/a><\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_8229\"><a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode81.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('8229','http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode81.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode81.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=1069-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode81.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode81.mp3\">Download<\/a> (33.2MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Guests: Strategy Lab Panel discussed with Andrew how they are setting up their portfolio to profit and to protect during this difficult market condition. Out of the 6 players in the 6-month long game,  5 are all substantially ahead of the market. In this episode we will ask each player to explain their strategy and their outlook.<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_8230\"><a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode81.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('8230','http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode81.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode81.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=1069-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"http:\/\/www.podtrac.com\/pts\/redirect.mp3\/media.blubrry.com\/tdi_podcast\/www.thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode81.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode81.mp3\">Download<\/a> (33.2MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[9],"tags":[494,229,297,490,244],"class_list":["post-1069","post","type-post","status-publish","format-standard","hentry","category-podcasts","tag-long-ideas","tag-msn-money","tag-show-notes","tag-stocks","tag-strategy-lab","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/1069","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=1069"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/1069\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=1069"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=1069"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=1069"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}