Andrew Horowitz

http://www.thedisciplinedinvestor.com
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30 Comments

    • Thu Mar 13th 22:45 PM | Rating: 0 0
      Commented on:
      Crazy Like a Bear (Stearns)
      One more thing.. What does book value have to do with it if the company's assets can not be valued correctly???
      View article »
    • Thu Mar 13th 22:43 PM | Rating: 0 0
      Commented on:
      Crazy Like a Bear (Stearns)
      50% of this article is new that is from anywhere. 50% is information with no point. Why waste the space Felix? This is for news or analysis? Because the stock is down, it is a buy? Maybe there is something we do not know....Efficient Market Theory ring a bell?
      View article »
    • Tue Mar 11th 08:51 AM | Rating: 0 0
      Commented on:
      Markets Look Set Up for an Ugly Fall
      TONY!!

      If you read past the article title, you would have seen the line that said: That said, unless we see intervention that is decisive and convincing by the Fed, a breakdown is inevitable. Earnings, news and recent policy has not done anything to support the averages. This time, we need to see a full-court press that is a unified effort between monetary policy and government initiatives. Anything less that a miraculous plan pulled from Lincoln’s hat will be met with negativity.

      HELLO! People start reading the text, not the headline only!!!!!!
      View article »
    • Tue Mar 11th 08:29 AM | Rating: 0 0
      Commented on:
      Apple and RIM Battle for the Corporate Mobile Market
      ...
      View article »
    • Tue Mar 11th 08:29 AM | Rating: 0 0
      Commented on:
      Apple and RIM Battle for the Corporate Mobile Market
      The iphone with 3G and push email wll be a wicked combo. Add a better synch to make it a portable hard drive and ability to connect to external screen.. WOW. Movie device, mini computer, external drive, mail, internet. The next palmtop. (can I ask for gaming?)

      Not a fantasy at this point. Apple is sitting in a good position.
      View article »
    • Mon Mar 3rd 00:44 AM | Rating: 0 0
      Commented on:
      What Does the Future Hold for Sears Holdings?
      Captain Todd:

      I just had a chance to look over your Sears posts on SA. I have a question...How long does one stay bullish and when does it become a sinking ship that you you seem to be clinging to?

      What would make you throw in the towel?

      A
      View article »
    • Wed Feb 13th 22:24 PM | Rating: 0 0
      Commented on:
      Walgreen: Attractive Valuation and Growth Story
      Funny that I happened to see this idea today. I was just in a local Walgreens and it was PACKED! I realize it is the night before Valentines Day, but it is apparent that the strength for WAG is the last minute/convenience shopper.

      I agree that WAG does not need to directly compete with WMT, but it should also recognize that there is a need to be creative and have more to offer.

      There is a story about a small drug store that made its fortune by being creative. It sold very cheap tuna fish by the can and put it by the back register/pharmacy. There was always a long line at the pharmacy and everyone that came in thought it to be the pace to buy their prescriptions. So it grew and grew. The truth was that it was all about merchandising and not cost.

      WAG needs to think about that story and realize that they are not just a more convenient clone of WMT (which they are not) Same with investors.... WAG is a convenience store, one of the last corner pharmacies (loosely)...

      WAG could be a good growth story in the absence of political weight killing phara prices and ridiculous FDA oversight that is killing the entire extended industry. I still wonder with all of this, what WAG has up its sleeve to compete and profit.

      Rambling....Sorry

      www.thediscplinedinves...
      View article »
    • Wed Jan 30th 03:15 AM | Rating: 0 0
      Commented on:
      eBay On Its Way To $10?
      OH, and forgot to ask you to kindly add to some credible facts instead of simply yelling insults. Just to disagree without substantiation helps no one.

      Thanks, I knew you would understand...
      View article »
    • Wed Jan 30th 03:11 AM | Rating: 0 0
      Commented on:
      eBay On Its Way To $10?
      You know what is a joke? No matter what stock it is...anything negative, no matter how accurate, brings out the genius commentary. Heard it with SHLD, LPHI, VMW and others. Keep thinking you are so smart and that others will agree with you and your anonymous writing. Nice try fellas.

      Maybe a few more adjectives like, stupid or moron will take CROX back to even for you! If you do not like the info, turn the channel. :-( )
      View article »
    • Tue Jan 15th 00:49 AM | Rating: 0 0
      Commented on:
      Sears Holdings' True Value
      Interesting fodder. Seems that the mention of Sears brings out the hecklers. I wrote here about the downward potential on 9/23/07 when Sears was $132 and got an amazing amount of hate email saying that I was an idiot.

      Too bad that emotions always get in the way of logic. Full article

      www.thedisciplinedinve.../
      View article »
    • Tue Jan 15th 00:40 AM | Rating: 0 0
      Commented on:
      Attractive Preferred Stocks for a Volatile Market
      STAN!!!!!!!!!!!!

      NO to new issues again my friend. Learned a hard lesson, which your name brand broker will never tell you. NO NO NO!

      The rebound happened.. Try to buy discounts in the future....Not line the pockets of the broker...
      View article »
    • Wed Jan 9th 00:34 AM | Rating: 0 0
      Commented on:
      Attractive Preferred Stocks for a Volatile Market
      Tartal:

      Yes, good catch on 2007/2008. It is 2008 that should be there. Still new to 2008 on check and obviously tables. I agree that the financials seem to rule this area and that is a concern. Yet what is very interesting is the fact that even though many of these have bounced around do the past few months, they have recently stabilized. In fact, even on the day of slaughter (aka 1/8/08) many of these were unaffected or went up.

      Analises_Dad: Also, agree that quantumonline.com is great site for preferreds.

      And to the points of Guest32224, yes, these are to be thought of as fixed income with the ability to trade in and out via the market. There may be some that have extraneous provisions, that is why you need to read the fine print with any fixed income and dividend paying investment.
      View article »
    • Tue Jan 1st 09:17 AM | Rating: 0 0
      Commented on:
      Dogs of the Dow - 2008 Projection
      Aquater:

      Thanks for the comment, but what else do you want? The post was looking to identify the DOGS.... A simple strategy. The desire was to provide the list, not the strategy, that has been covered already by thousands of others. Quant theories do not require thought, that is the whole point. Have a good day.
      View article »
    • Fri Dec 14th 08:02 AM | Rating: 0 0
      Commented on:
      Dendreon Soars on Alleged FDA Foul-Play
      Sad that greed gets ahead of human life. Not something new I suppose...

      seekingalpha.com/artic...
      View article »
    • Fri Dec 14th 08:01 AM | Rating: 0 0
      Commented on:
      Dendreon Soars on Alleged FDA Foul-Play
      seekingalpha.com/artic...

      This is a sad situation. Politics and greed in front of human life. (not a new story)
      View article »
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