The Disciplined Investor

Note to Clients: Apple (AAPL) Gasp/ Climax Top? Market Action and more…

The Disciplined Investor (The Disciplined Investor) — Fri, 10 Feb 2012 19:27:02 +0000

Each day we post important bits of information for our clients regarding markets and the global economy . This is useful as it keeps them in the loop with our thinking. Below is the most recent comments we posted after the close on Thursday. Of note is the discussion about the parabolic move for Apple [...]

Natural Gas (UNG): Is the Short Trade Over?

The Disciplined Investor (The Disciplined Investor) — Thu, 09 Feb 2012 16:15:17 +0000

Let’s agree on something: Natural Gas is unloved. We had seen what looked like a flush out of the final holders a couple of weeks back and decided that is was an opportunity to start accumulating some shares in UNG. Now there is what seems like every trader short the commodity, the opportunities for regular [...]

OH NO! – Barton Biggs Contrary Signal Warning

The Disciplined Investor (The Disciplined Investor) — Thu, 09 Feb 2012 15:10:29 +0000

Can it be? Markets have been acting so nicely and so very cooperative. But, the last few times Mr. Biggs was quoted as increasing or decreasing his equity exposure, markets appeared to reverse course. Not that Mr. Biggs is a contrary indicator or anything. Maybe is just coincidence or maybe it is well timed as [...]

Focus Group: A Few Good People Needed to Review Our New Research Tools

The Disciplined Investor (The Disciplined Investor) — Wed, 08 Feb 2012 16:27:52 +0000

We are actively looking to test/review a new product that will incorporate high level fundamental and technical research data regarding earnings releases that will include actionable ideas pre- and post- the earnings reports. In addition, the soon to be launched TriggerPoint Alerts! will also be part of the process. If you would like to participate, [...]

Google’s Android and Apple’s iOS Continue to Dominate Smartphones

The Disciplined Investor (The Disciplined Investor) — Wed, 08 Feb 2012 16:15:53 +0000

According to the latest report from ComScore, Google (GOOG) and Apple (AAPL) continue to devour market share from the dwindling Blackberry (RIMM), Microsoft (MSFT) and Symbian devices (NOK). As the iPhone expands its line with the 4S their products continue to become increasingly popular, we are beginning to see Apple increase its market share in [...]

The U.S. Dollar: Building A Better Valuation Tool

The Disciplined Investor (The Disciplined Investor) — Wed, 08 Feb 2012 14:00:10 +0000

Some believe that the U.S dollar is doomed. They believe that the U.S. is bankrupt and the best idea is to get all of their assets out of the U.S. and move them toward hard assets or The Bank of Mattress. With all that Mr. Bernanke is doing with low rates and threats of another [...]

The Baltic Dry Index: That is a Nasty Trend

The Disciplined Investor (The Disciplined Investor) — Tue, 07 Feb 2012 18:02:15 +0000

I have received a good deal of emails recently about the every dropping Baltic Dry Index. back in the :”day” we used this to gauge the world’s economic growth. But that may not be the way it is used these days. Follow @andrewhorowitz We will be talking about what is going on and how to [...]

Was The FEDs 2014 Pledge “Foolish”?

The Disciplined Investor (The Disciplined Investor) — Tue, 07 Feb 2012 16:11:28 +0000

A good article by the gang over at Barron’s. I was thinking the same thing. It is like there is a communication problem with the new and improved communication program. How is it that the CBO comes out with a pretty dismal report on the U.S. economy/employment last week and Bernanke lowers the FED’s estimates [...]

TWEETWeek – Actionable Ideas Served Up Fast (2 more days left)

The Disciplined Investor (The Disciplined Investor) — Tue, 07 Feb 2012 14:20:33 +0000

Only two more days left of the official TweetWeek where we will be Twittering away our investment/trading ideas – direct from TriggerPoint Research. With the pending launch of TriggerPoint Research just weeks away, we thought that it would be a great idea to introduce our readers to some of the actionable ideas that are being [...]

Market Prep: Economic Reports For This Week

The Disciplined Investor (The Disciplined Investor) — Mon, 06 Feb 2012 19:23:22 +0000

Last week we saw an enormous amount of economic reports that hit. Between manufacturing and employment reports that were generally better than expected, market participants were willing to step up and buy with gusto. Follow @andrewhorowitz It looks like the most important reports this week will be released toward the end of the week as [...]

Eureka! – Economic Surprise Index Rockets Higher

The Disciplined Investor (The Disciplined Investor) — Mon, 06 Feb 2012 18:20:42 +0000

In our latest quarterly publication of the Economic Review and Commentary, we took a good look at the Economic surprise index from several regions. What we were seeking was relationships (if any) to the equity and fixed income markets as it is commonly known that markets are often forward looking. The chart below shows the [...]

TWEETWeek is Here! Actionable Ideas Served Up Fast…

The Disciplined Investor (The Disciplined Investor) — Mon, 06 Feb 2012 16:00:20 +0000

Yes, we are already a few days into the official TweetWeek where we will be Twittering away our investment/trading ideas – direct from TriggerPoint Research. With the pending launch of TriggerPoint Research just weeks away, we thought that it would be a great idea to introduce our readers to some of the actionable ideas that [...]

TweetWeek – TriggerPoint Alerts Summary (Big Movers)

The Disciplined Investor (The Disciplined Investor) — Mon, 06 Feb 2012 13:30:08 +0000

As we have been mentioning, TweetWeek is in full gear. We have been putting up a peak into our soon to be launched TriggerPoint Research Alert program. If you have not yet started following – here is the link for @TriggerTrading Follow @triggertrading This is out “lite” version and after we officially launch the Alert [...]

TDI Podcast – S&P Demystifies Commodity and VIX ETFs (#249)

The Disciplined Investor (The Disciplined Investor) — Mon, 06 Feb 2012 03:40:11 +0000

Guest: Siddhartha Oberoi of S&P Indices goes over the nuances of various commodity and volatility exchange traded products (ETPs) and what you should know before investing in them. A look back at the economic surprises over the past week as well as a discussion about the Citi Economic Surprise Indices. Follow @andrewhorowitz ___ LISTEN TO [...]

Senate approves insider-trading bill – MarketWatch

The Disciplined Investor (The Disciplined Investor) — Fri, 03 Feb 2012 17:44:21 +0000

In our recent quarterly Economic Commentary, we made room for a special section to explore the backhanded dealings of Congress when it comes to insider information. Maybe someone read it in Washington… Probably not, but either way, this is a start and maybe it is the beginning of a new dawn on the Hill… WASHINGTON [...]

The Jobs Picture: What To Expect on Friday (May Be Disappointing)

The Disciplined Investor (The Disciplined Investor) — Thu, 02 Feb 2012 18:25:50 +0000

There have been a slew of jobs numbers released over the past few days. Some are part of other reports (such as ISM), while others may be standalone. With the initial claims report today, we see that there has been some general improvement in the filings from last week. Over the past four weeks there [...]

What Is Your Home Worth Since the Peak?

The Disciplined Investor (The Disciplined Investor) — Thu, 02 Feb 2012 15:26:48 +0000

With all of the excitement about the better than expected numbers in manufacturing, there are still a few items that are not as good. As a prime example, the recent Case-Shiller continues to show declines in the price of an average home over the past year. What will it take to get this to bottom [...]

TWEETWeek is Here! Actionable Ideas Served Up Fast

The Disciplined Investor (The Disciplined Investor) — Wed, 01 Feb 2012 19:50:09 +0000

Yes, it is the start of the official TweetWeek where we will be Twittering away our investment/trading ideas – direct from TriggerPoint Research. With the pending launch of TriggerPoint Research just weeks away, we thought that it would be a great idea to introduce our readers to some of the actionable ideas that are being [...]

Economics: Spending Drops, Savings is Up (Conflicting Previous Indications)

The Disciplined Investor (The Disciplined Investor) — Wed, 01 Feb 2012 14:38:14 +0000

Personal income rose in the month of December. Good news. However, the spending component of the report that was released by the BEA showed a drop in spending. This provides a much different picture of what has been said to be the “resiliency” of the U.S. consumer. At the same time, retail sales have been [...]

Gasoline Price Update – Empty Your Wallet Please

The Disciplined Investor (The Disciplined Investor) — Tue, 31 Jan 2012 19:33:23 +0000

On Monday, we talked about the evil plan that is being hatched to drive up the prices of gas at the pump. If you have not had the chance to read it, click HERE. To rub some more salt in that wound, take a loook at the chart of the average price of gas. Any [...]

Russian Equities: Oil Love You, Oil Love You Nyet (3 ETF Plays)

The Disciplined Investor (The Disciplined Investor) — Tue, 31 Jan 2012 14:15:47 +0000

Over the past year or so, Russia’s markets have in a love/hate relationship with investors. Often tied to the movement in oil and commodities, Russian equities have been in favor most recently. We added a position to portfolios in December, only to be quickly in the red. As the position moved further down, we added [...]

Stock Analysis – Complete Production Services (CPX): Fixin’ The Wells in Oilville

The Disciplined Investor (The Disciplined Investor) — Mon, 30 Jan 2012 20:07:00 +0000

Horowitz & Company’s QFT Analysis on Complete Production Services (CPX). When the analysis and information is made available, we will update this table with the article link(s). Also, notifications will go out via Twitter Follow @andrewhorowitz – TweetWeek is coming , Feb 1st! Horowitz & Company’s proprietary Technical Scoring System (T|score) takes into consideration [...]

Gasoline Surges – Here is the Inside Scoop

The Disciplined Investor (The Disciplined Investor) — Mon, 30 Jan 2012 16:49:34 +0000

This is just perfect. Think about the latest DOE reports and how there has been a continual rise in gasoline inventories, but a drawdown in oil. Refineries have been working hard at converting the oil to gasoline… The rest of the story: Oil prices are high and pushing higher by speculators who are also looking [...]

Market Prep: Upcoming Economic Reports You Need To Know

The Disciplined Investor (The Disciplined Investor) — Mon, 30 Jan 2012 13:14:54 +0000

It is going to be a busy week. Between the high tension discussions that are going on in Europe over Greece and the huge docket of earnings and economics, markets will have a great deal to contend with. Manufacturing numbers are going to be important of course, as will the avalanche of employment numbers, starting [...]

TDI Podcast – Rigged Money with Lee Munson and Up is Down, Down is Up (#248)

The Disciplined Investor (The Disciplined Investor) — Mon, 30 Jan 2012 02:33:54 +0000

Guest: Lee Munson brings his take on what is going on with some of the big money and how they are effectively bleeding the average investor. We discuss world markets as well as get to the bottom if his “pissed-off-ness” with the system. This episode starts with some insight into the direction of markets as [...]