DH Unplugged

Sequestration is discussed and we look into what exactly it actually means. The recent moves on the YEN as well as some insight into the potential for a market correction (crash?) by Friday. A few stocks we explore as well. Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2013/02/Foden20130207-Sequestration-300x239.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

Lots of catch up as we missed last week.  Gas prices are off the charts and the addition of higher taxes due to the loss of the payroll tax holiday reminded us of a conversation we had a few years ago. Dell, Herbalife, Apple and a host of other stocks discussed. Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2013/02/high-gas-prices1-300x300.jpg) NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

We discuss Dell (DELL) going private, the amazing run of the Japanese markets and more. Also a few interesting stocks and an analysis of eatnings. Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)   NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

There are several competing signs that the economy is gaining in some areas but losing in others. We discuss this plus the Amazon (AMZN) earnings reports, Boeing (BA) and much more. (http://www.dhunplugged.com/wp-content/uploads/2013/01/bull-vs-bear-300x225.jpg) Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)   NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

Happy New Year!  It is off to the races as investors are bullish to start 2013. We spend some time on Boeing (BA) and other important topics that will shape markets. (http://www.dhunplugged.com/wp-content/uploads/2013/01/Debt_Ceiling_19034935-300x227.jpg) Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)   NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

Lots to discuss as we wrap up the year. Where and when will we fall off the cliff and some other areas that you need to know about. The gold short we discussed last week paid off well. Listen in for more crazy ideas for 2013. (http://www.dhunplugged.com/wp-content/uploads/2012/12/2013-300x169.jpg)  Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)     NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

The slippery Greek bond buyback, elephant poop coffee and a potential for a short on gold. These are the major topics discusses in this episode. We also hit on the North Korea rocket launch as well as rag and whine about the Fiscal Cliff. John has a potential solution and how the Republicans should play their hand. (http://www.dhunplugged.com/wp-content/uploads/2012/12/lag.jpg)  Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)      HERE IS A LINK TO FIND OUT MORE ABOUT THE SCOTCH WE DISCUSSED   NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

The Fiscal Cliff and all of the news that you need to know. A few stocks that are of interest and a discussion on Rimm's latest misstep (that hasn't even happened yet)  Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2012/12/fiscal-cliff630.jpg)   NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

The Fiscal Cliff and all of the news that you need to know. We beg for a gift from you and even discuss latest scandal. Of course there are also some stocks to discuss including the latest read on markets.  Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2012/11/121031102553_SandyRollerCoaster640.jpg)   NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

Apple earnings, a surprise iPad, the elections and subway rats are all topics for conversation in this episode. Plus, we have a few post-hurricane stocks that may be of interest.  Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2012/10/rats2.jpg)     NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

There is some selling going on and we discuss several stocks and how they have been performing. Also, the newest line from Apple is discussed along with the Facebook results. Lots to chew on.  Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2012/10/2.jpg)   Fed days charts we discussed: Fhttp://www.mypivots.com/trading/feddays   (Fed days are often "up days") into the announcement. NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

Is the unemployment rate really at 7.8%? How about the goings on in Greece and Spain? We discuss several of more timely topics including Apple's price action and market outlook.  Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2012/10/dhe1.jpg)   NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

Every country seems to be stimulating by pushing as much money as they can into every part of the economy. Well, at least they are trying.  Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2012/09/bernancke-500x277.jpg)   NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

The Democratic Convention is is full swing - lots of hope, promise and blame. Are we better off that we were a few years ago, Pre-Obama? We hit on the important data points. Plus some stock ideas and lots more...  Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2012/09/stock-market.jpg)   NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________

The Republican Presidential candidate has been announced - nothing to report. Inflation? No, but we are paying more, right? Natural Gas update, and from the Philippines with love.  Follow @andrewhorowitz (https://twitter.com/andrewhorowitz)  Follow @therealdvorak (https://twitter.com/therealdvorak)  (http://www.dhunplugged.com/wp-content/uploads/2012/08/images.jpg)   NEW! We are now tracking the idea stocks that Andrew (http://www.horowitzandcompany.com) and John (http://dvorak.org/blog) highlight in each episode. Here is the link... ______ Live and Alerting! (http://www.thedisciplinedinvestor.com/blog/wp-content/uploads/2012/02/tpr.jpg) (Click the above for more information) ___ Disclosure: Horowitz & Company (http://www.horowitzandcompany.com) clients may hold positions of securities mentioned as of the date published. ___ Weekly Stock Picks Tracking Spreadsheet (http://spreadsheets.google.com/pub?key=t4zKldW9slS9x_czK_uT6Bw&single=true&gid=0&output=html) __________