The Disciplined Investor

Qualcomm (QCOM) – Chart Looks Solid, But…..Is There More?

The Disciplined Investor (The Disciplined Investor) — Fri, 19 Mar 2010 13:05:52 +0000

Qualcomm (QCOM) Could Ring Up Nice Gains – Barron‘s exclaims…. A pile of cash, dominant market share and valuable patents make the depressed stock a good bet. Video: Reconnecting With Qualcomm We have Qualcomm as a part of our client portfolios and added to the position earlier on Thursday morning. —- Become a Horowitz & Company client today [...] Related posts:

Links and Reading for March 18th

The Disciplined Investor (The Disciplined Investor) — Fri, 19 Mar 2010 01:00:03 +0000

Some of the more interesting and important items for March 18th : Greece ups stakes in quest for EU help – BRUSSELS/ATHENS (Reuters) – Greece raised the stakes on Thursday in its quest for EU help to tackle its debt crisis, saying it cannot achieve promised deficit cuts if its borrowing costs remain so high and [...] Related posts:

Sneek Peek At Our Portfolio……

The Disciplined Investor (The Disciplined Investor) — Thu, 18 Mar 2010 18:24:19 +0000

Here is a sample of the info we write to our clients on a daily basis. We believe that transparency is extremely important as well as education. So, we write about what is going on with the markets, economics, stocks and what traders are thinking to help explain our current basis for investing. Where else [...] Related posts:

ECRI Leading – Will They Predict?

The Disciplined Investor (The Disciplined Investor) — Thu, 18 Mar 2010 17:29:12 +0000

The leading indicators rose again as a sign that recovery continues. What else is there to say? Look closer at the ECRI and see how the shorter term indicator is shaping up…. Feb Leading Indicators +0.1% vs. +0.1% consensus From Briefing.com (prior to release) The Conference Board’s Leading Indicators Index is expected to post a 0.1% increase in [...] Related posts:

China Stocks Getting Hammered (FUQI) (RINO)

The Disciplined Investor (The Disciplined Investor) — Wed, 17 Mar 2010 20:03:32 +0000

There was an interesting trend occurring in the markets that we are seeing during early morning action and throughout the day. Several Chinese stocks are getting slammed. It is thought that the malfeasance suspected (so it was reported) that may be showing up from Fuqi (FUQI). “China growth names appear to be weak on FUQI’s malfeasance” Symbols [...] Related posts:

Links and Reading for March 17th

The Disciplined Investor (The Disciplined Investor) — Wed, 17 Mar 2010 17:00:11 +0000

Some of the more interesting and important items for March 17th : Jason Taylor Reading Room – Calling All Readers… : The Disciplined Investor – Please check this out Senators back bill to pressure China on currency – A group of 14 U.S. senators unveiled legislation Tuesday that seeks to increase pressure on China to let its [...] Related posts:

DH Unplugged 57: Greece is Fixed!

The Disciplined Investor (The Disciplined Investor) — Wed, 17 Mar 2010 14:55:39 +0000

Here is our latest conversation …. new insights for anyone who invests in anything. This week we highlight a discussion about Greece and a few other interesting tidbits regarding a 1995 Federal Reserve document. NEW! We are now tracking the stocks that Andrew recommends each episode. Here is the link… Listen to reasons why and then [...] Related posts:

The GDP Print – Next Stop 10% ?

The Disciplined Investor (The Disciplined Investor) — Wed, 17 Mar 2010 13:05:45 +0000

At this rate, there is no stopping this growth. Well, of course if we happen to turn of the stiulus spigot… Or, we get a prnt that is not from an severe inventory restock…. Or, if it were not from such a low base….Or…… Just recently, we were all WOW’d with the latest revision to GDP [...] Related posts:

China To U.S.A. – Don’t Mess With Us!

The Disciplined Investor (The Disciplined Investor) — Tue, 16 Mar 2010 14:43:30 +0000

It appears that China (and other countries) are slowing up on their purchased of U.S. securities. It has been thought that this would occur, but it is still not going to be declared a total defeat for the seller (aka U.S.A.) for some time. It is important for the Treasury to keep up the image that [...] Related posts:

Links and Reading for March 15th

The Disciplined Investor (The Disciplined Investor) — Mon, 15 Mar 2010 23:00:05 +0000

Some of the more interesting and important items for March 15th : Google sees mobile ad rates passing PC rates – SAN FRANCISCO (Reuters) – Google Inc said that it expects the rates that companies pay for search ads on mobile phones could surpass the rates of its existing PC-based ad business thanks to the growing [...] Related posts:

The 15 Hottest Reads on TDI This Week

The Disciplined Investor (The Disciplined Investor) — Mon, 15 Mar 2010 15:10:35 +0000

For the Week of March 7 – 14, 2010. The week’s most read stories on The Disciplined Investor.com – in order of popularity. Want it faster? You can get instant updates via Twitter. Follow @andrewhorowitz. 1. Indicators We Are Watching: This Week – Up to Start and Down to End 2. TDI Podcast 151: [...] Related posts:

Want To Help Out On A Project?

The Disciplined Investor (The Disciplined Investor) — Mon, 15 Mar 2010 15:45:10 +0000

As we mentioned last week, we are working with Miami Dolphin Jason Taylor on a very special project. Jason has been working hard, through his foundation to help create an after-school program designed to offer a holistic approach to addressing the problem of illiteracy among inner-city youth. However, since the cost of tuition for the Reading [...] Related posts:

Jason Taylor Reading Room – Calling All Readers…

Indicators We are Watching – 3% Mutual Fund Cash is Troubling

The Disciplined Investor (The Disciplined Investor) — Mon, 15 Mar 2010 13:01:12 +0000

By several measures, equity markets are beginning to overheat. Yet, this has been the standard move that has been seen since the March 2009 capitulation low. In other words, markets move higher (and higher) without too much of a break in the action and then they pause, move higher with low volume, then quickly sell off [...] Related posts:

TDI Podcast 152: My Birthday Party – Join in For Profits…

The Disciplined Investor (The Disciplined Investor) — Mon, 15 Mar 2010 03:59:45 +0000

We explore several technical and quant filters to find stocks that may have a breakout potential. Economics, charts and several market indicators. Andrew’s birthday is coming up, the BIG-45 and if you are looking to give a gift???? Please donated to the Jason Taylor Foundation’s Reading Room. Hold your meetings online for just $49/mo. Try GoToMeeting FREE [...] Related posts:

Sunday Fun: Call the Close win a Masseratii

The Disciplined Investor (The Disciplined Investor) — Sun, 14 Mar 2010 15:46:33 +0000

Guess your weight and will a stuffed bear. Guess your age and maybe a goldfish. Call the close and will a Maserati! CNBC has a new game to get you to their website ( and capture your personal data of course) Looks like a time-waster, but maybe you want to give it a try…. Related posts:Sunday Fun: Jon [...] Related posts: