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.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link…
Podcast: Play in new window | Download (Duration: 55:26 — 38.1MB)
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Coal companies may see some volatility as the EPA ruling is overturned. Watch natural gas an thermal coal stocks. Also, we discuss the horse-cocky coming out of China and lots more!
A few stocks discussed along with a slew to look at further.
Comments on EPA Ruling: Keep coal stocks, especially thermal coal stocks, on your radar for tomorrow following the U.S. Court ruling about pollution limits, which was positive for coal stocks and negative for nat gas futures Coal – ACI, ADES, ANR, ARLP, BHP, BTU, CNX, HW, JRCC, PCX, YZC, RNO, CLD, TCK… WLT is also a coal name, but is known as a met-coal play (most are thermal coal plays.)
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link…
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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Podcast: Play in new window | Download (Duration: 56:32 — 38.8MB)
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What potential do the poultry provides have if corn prices stop rising? Some poultry companies discussed. Also, we delve into the stupidity on municipal bind deals. You have to hear this!
A few stocks discussed along with a slew to look at further.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link…
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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Podcast: Play in new window | Download (Duration: 1:00:53 — 41.8MB)
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Corn prices are surging and politicians are spending hundreds of millions on campaigning. How the world markets are setting up and lots more.
A few stocks discussed along with a slew to look at further.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link…
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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Podcast: Play in new window | Download (Duration: 1:07:20 — 46.2MB)
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Did the Hindenburg Omen signal anything? There is some controversy over whether it actually hit. We talk about Apple’s earnings and the state of the economy as well.
A few stocks discussed along with a slew to look at further.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link…
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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Podcast: Play in new window | Download (Duration: 1:03:26 — 43.6MB)
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Here is our latest conversation. New insights and some old ones as well. Andrew is back from Asia with some interesting stories and investment ideas. We cover the U.S. economy as well as the economic outlook.
A few stocks discussed along with a slew to look at further.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link…
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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Podcast: Play in new window | Download (Duration: 1:04:39 — 44.4MB)
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Here is our latest conversation. New insights and some old ones as well. What is the deal with the Greek stall? Is China fudging their electric usage and economic reports?
A few stocks discussed along with a slew to look at further.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link…
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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Podcast: Play in new window | Download (Duration: 1:05:39 — 45.1MB)
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Here is our latest conversation. New insights and some old ones as well. Mattress firms plunge, politicians are lame and more… Is Russia sending attack helicopters to Syria?
A few stocks discussed along with a slew to look at further.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link…
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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Podcast: Play in new window | Download (Duration: 1:01:14 — 42.0MB)
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Here is the latest conversation I had with money manager Andrew Horowitz…. new insights for anyone who invests in anything. Facebook (FB) flops and markets are set to drop. We discuss the politicical and financial items that are making headlines..
A few stocks discussed along with a slew to look at further.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link…
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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Podcast: Play in new window | Download (Duration: 54:26 — 37.4MB)
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Here is the latest conversation I had with money manager Andrew Horowitz…. new insights for anyone who invests in anything. What are we thinking about an exit or entry to Facebook (FB)? How are we going to deal with our Greek problems? A heap of good info and some fun too…
A few stocks discussed along with a slew to look at further.
Links discussed:
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link…
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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Podcast: Play in new window | Download (Duration: 1:00:27 — 41.5MB)
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