The Disciplined Investor

Guest Amy Smith has a good list of stocks that she is looking at and brings us a sense of where the markets are and where they may be heading. For now, IBD has the market in an uptrend, although there are several distribution days that are piling up. We go through some of the pitfalls of investing and how to be the best investor possible. Beyond that, we also spend some time in this episode discussing the bird flu and stocks that may benefit as well as the KRI Indicator and global news of note. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ____ ____ Click on symbols to open IBD's research on each stock: Some stocks that Amy brings to the show to discuss include Hertz (HTZ), Alaska Airways (ALK), HomeAway (AWAY), SodaStream (SODA), Protolabs (PRLB), TripAdvisor (TRIP) We also discuss some of the coal names - Alpha Natural (ANF), Cliffs (CLF) as well as some of the companies that may see some activity due to the bird flu news out of China - Biocryst (BCRX), Dynavax (DVAX), Glaxo (GSK) and Sinovac Biotech (SVA). Amy Smith is a host of IBD TV’s daily Market Wrap video (www.investors.com) and the co-host of AM 870 radio program, “How to Make Money in Stocks” (www.investors.com/radioshow). She is also Director of IBD Meetup Development and national speaker for Investor’s Business Daily with presentations on the CAN SLIM® Investing System and how to put it into action. For three decades, investors have learned how to use Investor’s Business Daily (IBD®) to successfully trade stocks with extraordinary results. Now anyone can read and learn from their stories, and develop the same skills for mastering successful investing. Amy Smith’s HOW TO MAKE MONEY IN STOCKS SUCCESS STORIES (McGraw-Hill Professional; January 11, 2013; Original Paper & eBook formats: $18) is an inspirational collection of profiles about investors from all walks of life, chronicling how they used IBD to profit from the stock market and, in doing so, realized their life-long dreams. The individuals featured in HOW TO MAKE MONEY IN STOCKS SUCCESS STORIES (www.investors.com/stocksuccessbook) prove that regardless of background, education, job experience or age, anyone can learn to invest successfully. Amy Smith illustrates with her interviews that investing success is about following a system that works. And Smith shows that even in rough markets, these investors learned to spot the time to get out of the market safely – but also to capitalize in trade-able rallies. Smith states, “A correction is one of the best times to watch for stocks holding up, since the strongest stocks often survive and move higher at the onset of a good uptrend.” ___ Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

The Euro leaders are clearly reaching a Pinocchio moment and we discuss what to watch for and observe before a full scale bank run occurs. Also, a game plan for earnings season that is about to begin is discussed and how to prepare your portfolio and trading. Should Frank Curzio do a regular podcast and if so, what are some of the important topics that we should discuss? Some stocks that we discuss include Caterpillar (CAT) and Molson (TAP) among others. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ____ ____   ___ Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

The topic on many peoples minds? Cyprus of course. But is it really that important as it relates to the U.S. markets and economy?  Yes and no, however we get to the crux of the issue that is really the biggest problem and how that could become the spark for the next European debt crisis. The move on the Yen is discussed along with the differences seen in consumer spending and business spending. Short ideas are explored in Caterpillar (CAT) and Netflix (NFLX) as well as a few stocks that could take off. Economics for the week ahead are also in focus and some important reports to be on the lookout for. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ____ ____   ___ Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guests:   Tom McClellan provides us some insight into the cycles that are now in play for the markets. Using some of his statistical insight and history of markets, we find out what may be in store for the remainder of the year. Carter Worth explains the basic use of technical indicators as well as his reasons why market psychology is so important in trading decisions. We also take a look at the bailout for Cyprus, the fifth euro-area country to seek external aid, and how that may prove to be a turning point for markets. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ____ ____ Carter Braxton Worth - Chief Market Technician, Oppenheimer His work is based on the principles of "collective wisdom" and behavioral science, with particular emphasis on trend recognition, capital flows and price action. In his current role, he makes investment recommendations for private clients and institutional capital pools and publishes regular industry, sector and market reports regarding same. His work in technical analysis began at Donaldson, Lufkin & Jenrette where, as a portfolio strategist, he focused on top-down market analysis with due diligence in all areas of asset allocation, market timing, sector rotations, industry weightings, stock selection and risk management. Carter is a frequent guest on CNBC, Bloomberg TV, BNN, and The Nightly Business Report. He is quoted regularly in publications such as the Wall Street Journal and Barron's and in both 2010 and 2011, he was voted the #2 Technical Analyst on Institutional Investor’s All-America Research team. Carter holds a Bachelor's Degree in International Relations from Boston University.   Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents’ indicators to forecast future market turning points. Tom views the movements of prices in the financial market through the eyes of an engineer, which allows him to focus on what the data really say rather than interpreting events according to the same “conventional wisdom” used by other analysts. In 1993, he left the Army to join his father in pursuing a new career doing this type of analysis. Tom and Sherman spent the next 2 years refining their analysis techniques and laying groundwork. In April 1995 they launched their newsletter, The McClellan Market Report, an 8 page report covering the stock, bond, and gold markets, which is published twice a month. They utilize the unique indicators they have developed to present their view of the market’s structure as well as their forecasts for future trend direction and the timing of turning points. A Daily Edition was added in February 1998 to give subscribers daily updates on their indicators and also provide market position indications for stocks, bonds and gold. Their subscribers range from individual investors to professional fund managers. Tom serves as editor of both publications, and runs the newsletter business from its location in Lakewood, WA. The signup link is http://mcoscillator.com ___ Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

Guests:  Satyajiy Das is back by popular demand. We get more emails from listeners requesting Das than you can believe. Maybe it is his factual accounts of what is really going on behind the scenes in Europe that has us all listening to his advice. On this episode, we talk about Italy, France and Greece as the central issues we need to watch closely. A planned bailout for Cyprus, the fifth euro-area country to seek external aid, may contain a debt target of about 100 percent of gross domestic target in 2020, three European Union officials said on condition of anonymity because the talks are private. ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES ___ Satyajit Das has worked in financial derivatives, risk management, and capital markets for over 30+ years. Since 1994, Mr. Das has acted as a consultant to financial institutions and corporations in Europe, North America, Asia and Australia. Previously, between 1977 and 1994, Mr. Das worked on the ‘sell side’ (Commonwealth Bank of Australia, Citicorp Investment Bank and Merrill Lynch) and the ‘buy side’ (Treasurer of the TNT Group, an Australian based international transport and logistics company). Das is the author of a number of key reference works on derivatives and risk management. His works include Swaps/ Financial Derivatives Library – Third Edition (2005, John Wiley & Sons) (a 4 volume 4,200 page reference work for practitioners on derivatives) and Credit Derivatives, CDOs and Structured Credit Products –Third Edition (2005, John Wiley & Sons). He is the author of Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives (2006, FT-Prentice Hall), an insider’s account of derivatives trading and the financial products business filled with black humor and satire. The book has been described by the Financial Times, London as ” fascinating reading … explaining not only the high-minded theory behind the business and its various products but the sometimes sordid reality of the industry”.   Eurointelligence Minyanville Satyajit’s Blog He is also the author (with Jade Novakovic) of In Search of the Pangolin: The Accidental Eco-Tourist (2006, New Holland), an unique narrative offering passionate and often poignant insights into the natural world and the culture of eco-travel. Get Das's latest book, Extreme Money HERE Follow @andrewhorowitz ___ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....  

It has become a very troubling condition with the markets as there is a buy-the-dip mentality that is permeating investors thoughts has market reversal written all over it. Even as some of the recent economic data is better than expected, the sequestration, high gas prices and the lower income will become more apparent shortly.  Link to market commentary and FROTH ALERT discussed in last episode LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES ___ Follow @andrewhorowitz  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

The S&P 500 has its first down week this year. The question is: is there more on the way or was that all the selling we will see for a while? Listener questions are answered and we discuss the growing level of insiders selling and what that may mean. Also, an update on the market conditions, a few stocks to consider and more...  Link to market commentary and FROTH ALERT discussed in last episode LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES ___ Follow @andrewhorowitz  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

There is nothing like a good weekend party in Moscow for the G-20 and IMF gang. Hopefully there were treated to some decent vodka and borscht - other than that it was a complete waste of time. This is one pathetic group of spineless diplomats. We also take a look at Gold, Oil and the Ichans's shenanigans with Herbalife (HLF). Throw in a discussion about a few important contrarian/reversal indicators and we are rocking...  Link to market commentary and FROTH ALERT discussed in this episode LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES  Sponsor: Try GotoMyPC free for 30 Days! ___ Follow @andrewhorowitz  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest Tim Knight gives us his lowdown on what is up, that should be down, with the markets. Coming from the always bearish side of the equation is simply refreshing as so many investors play both sides of the commentary - depending on the day. We also discuss the currency devaluation in Venezuela and the coming week in earnings and economics. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES  Sponsor: Try GotoMyPC free for 30 Days! ___ Follow @andrewhorowitz ___ Tim Knight in 1992 founded Prophet, a wholly-owned online software company that was acquired by Investools in January 2005; he served as Senior Vice President of Technology for Investools from 2005 through 2010. His book, Chart Your Way to Profits, published by John Wiley, offers a solid introduction to both technical analysis and the ProphetCharts product. He has also recently published a compendium of this blog's writings, The Slope of Hope Bathroom Reader. CHECK OUT  - SLOPEOFHOPE.COM An active trader and chartist, Tim founded Prophet to provide market data to self-directed investors using stand-alone technical analysis software. With the advent of the Web, he envisioned providing the power of these expensive software packages with browser-based convenience - enabling traders to focus on their analysis, instead of worrying about software upgrades and database issues. His online technical analysis suite at Prophet.Net delivered on this vision. Prophet was in "the cloud" before there was a cloud. In his professional role as a full-time money manager today, Tim relies on technical analysis as the primary basis for his investment decisions, and he leveraged his passion for the markets to fuel the innovation for which Prophet.Net is known. In fact, Barron's and Forbes consistently named Prophet.Net the #1 Web Site for Technical Analysis. Before starting Prophet, Tim was Vice President of Technology Products at Montgomery Securities in San Francisco, where he led the development of an institutional online-trading platform. Additionally, he has held various positions in marketing management at Technical Tools and Apple Computer and is the author of 20 computer books. You can subscribe to his Twitter feed by clicking here. ___  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Earnings are flowing and the economic landscape is changing. As we talked about in last week's episode, currency wars are fueling the rally. Emerging markets have been lagging though and Tim Seymour provides some excellent insight into where the money may be flowing and which markets are best to avoid. Plus, earnings to watch and a quick outlook, now that the DJIA is abouve 14,000. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES  Sponsor: Try GotoMyPC free for 30 Days! ___ Follow @andrewhorowitz ___  Tim is a founder of Emerging Money. He is a founder and Managing Partner at Triogem Asset Management, and The Emerging Markets Contributor to CNBC. Triogem Asset Management focuses on investing throughout the global emerging markets asset class. With a view that emerging and developing economies will continue to outpace the economic growth and advancement of developed economies, Seymour has devoted a career to investing in the dominant markets of tomorrow, today. Seymour’s career has included significant experience in both alternative asset management (hedge funds) and capital markets, having launched two hedge funds, and built the largest Russian broker dealer in the USA. Check out EmergingMoney.com – Click HERE Tim started his career at UBS, focusing on international credit (cash, swaps, forex) in a specialized hedge fund group (New York). Tim completed the firm’s training program after graduating with an MBA in international finance from Fordham University. Tim received his undergraduate degree at Georgetown University. ___   Click to see a video introduction to TPR ALERTS!  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

This week is full of important insight into what to expect and some color on what has occurred. Apple (AAPL) has all but fallen apart and many of the suppliers are also suffering. Japan is talking a big game and denying that they are involved in any direct currency devaluation. Earnings season is off and running and stocks are seeing some large swings in response to the reports. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES  Sponsor: Try GotoMyPC free for 30 Days! ___ Follow @andrewhorowitz ___     Click to see a video introduction to TPR ALERTS!  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest Amy Smith of IBD discusses some of the stocks that are looking ready and ripe for a big move. We also discuss emotions and how they hinder performance. Amy shares with us some of the stories from the front lines of successful investors and reminds us about sticking to a defined discipline and plan. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES  Sponsor: Try GotoMyPC free for 30 Days! Amy Smith is a host of IBD TV’s daily Market Wrap video (www.investors.com) and the co-host of AM 870 radio program, “How to Make Money in Stocks” (www.investors.com/radioshow). She is also Director of IBD Meetup Development and national speaker for Investor’s Business Daily with presentations on the CAN SLIM® Investing System and how to put it into action. For three decades, investors have learned how to use Investor’s Business Daily (IBD®) to successfully trade stocks with extraordinary results. Now anyone can read and learn from their stories, and develop the same skills for mastering successful investing. Amy Smith’s HOW TO MAKE MONEY IN STOCKS SUCCESS STORIES (McGraw-Hill Professional; January 11, 2013; Original Paper & eBook formats: $18) is an inspirational collection of profiles about investors from all walks of life, chronicling how they used IBD to profit from the stock market and, in doing so, realized their life-long dreams. The individuals featured in HOW TO MAKE MONEY IN STOCKS SUCCESS STORIES (www.investors.com/stocksuccessbook) prove that regardless of background, education, job experience or age, anyone can learn to invest successfully. Amy Smith illustrates with her interviews that investing success is about following a system that works. And Smith shows that even in rough markets, these investors learned to spot the time to get out of the market safely – but also to capitalize in trade-able rallies. Smith states, “A correction is one of the best times to watch for stocks holding up, since the strongest stocks often survive and move higher at the onset of a good uptrend.” ___ Follow @andrewhorowitz ___     Click to see a video introduction to TPR ALERTS!  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guest Al Brooks from www.brookspriceaction.com tells us of his simple but effective use of chart patterns and why he does not use many indicators at all. He has a trading room and years of experience trading e-minis. Before we get into that interview though, Kevin Hoffmann and Andrew talk about the sites the use, what they read and all sorts of goodies for investors and traders. LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES ___ Sponsor: Try GotoMyPC free for 30 Days! ___ Follow @andrewhorowitz ___ About Al Brooks: Al Brooks, MD, daytrades E-mini futures, stocks, and options for a living. Although he considers myself to be a trading hermit, he enjoys sharing my ideas as a technical analysis contributor to Futures Magazine, as a presenter at in-person events and webinars, and in live market commentary and daily chart analysis updates. His first book, Reading Price Charts Bar By Bar, was a best seller for Wiley in 2009. Although authors of trading books make little money from the books, I personally loved trying to articulate what he sees and does every day. Wiley has now released his comprehensive, 540,000 word, three volume set: (click on the books for more information)     Click to see a video introduction to TPR ALERTS!  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

This week we delve into the upcoming earnings season, economics and some stocks to watch. Some other important topics include, Geithner's resignation, bank dividends, Fiscal Cliff Part 2 and the VIX and the nonsense about a trillion dollar coin. TPR Commodity ALERTS! - 14 Day Free Trial ! ___ Sponsor: Try GotoMyPC free for 30 Days! Follow @andrewhorowitz ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES   Click to see a video introduction to TPR ALERTS!  Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....

Guests: Larry Williams explains his strategies and the overall potential for commodities into 2013. We also take a look at some of the ideas for 2013, economics for the week ahead as well as some stocks that may benefit from annual rotation.  Check out TriggerPoint Research ALERTS! ___ LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @iTUNES Larry Williams has been trading futures and commodities for well over 46 years. He is the most highly regarded and well known short term trader in the world. No other futures trader is as accomplished as Larry Williams. He has more trading and investing books on the market than any other futures trader. The majority of his books have been best sellers. (see Books for a list of Larry Williams books). Larry has taught thousands to correctly trade the markets, won many trading championships, and has been the only futures trader in the world to repeatedly trade $1 million of his own money live at seminars around the globe. 1962 was when Larry Williams began following the markets. His interest was sparked by the Kennedy market crash, when President Kennedy forced a roll back in steel prices. The crash was front page news everywhere. People lost millions but Larry was more taken by the fact that if you had been "short" the market, you would have made millions. ______________   Live and Alerting (Click the above for more information) Looking to invest in The Disciplined Investor Managed Growth Strategy? Click below for the virtual tour....