Here is our latest conversation …. new insights for anyone who invests in anything.

The European mess is getting messier. We take a look at some of the important risk indicators that are at the highest level since the Lehman bankruptcy. Also, Zynga’s  options mess is contemplated along with some thoughts on the $5 billion lass at the U.S. Post Office.

Cisco (CSCO), Apple (AAPL), IBM (IBM), Groupon (GRPN) and other stocks are discussed.

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Euro 3M Basis Swaps – Hitting -119 is not good!

This is an important chart EU 3M Swaps – An FX swap agreement is a contract in which one party borrows one currency from, and simultaneously lends another to, the second party. Each party uses the repayment obligation to its counter-party as collateral and the amount of repayment is fixed at the FX forward rate as of the start of the contract. When the Euro/USD basis swap starts to move lower, it can be seen as a time when the risk of owning Euros over U.S. Dollars is increasing. Many believe that the -100 level is a key level that should be watched and -150 is a time when a crisis is occurring. Currently the level rests at -119, the lowest since the time of the U.S. banking crisis.

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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

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Weekly Stock Picks Tracking Spreadsheet

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Podcast: Play in new window | Download (Duration: 1:01:57 — 42.5MB)

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Here is our latest conversation …. new insights for anyone who invests in anything.

A look into MF Global, China and Occupy Wall Street. The ouster of the PM of Greece is requested and a first from Andrew…. Banks?  We also discuss the market’s trend and a few stocks of interest.

Be sure to check out StocktoberFest! —> Click HERE

Alec Bradley – Prensado

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(LVS Breakout? Click to Enlarge)

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Looking to check out  The Disciplined Investor Managed Growth Strategy?
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

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Weekly Stock Picks Tracking Spreadsheet

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Podcast: Play in new window | Download (Duration: 55:09 — 37.9MB)

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Here is our latest conversation …. new insights for anyone who invests in anything.

Amazon (AMZN) earnings are reviewed along with the horrible results from Netflix (NFLX). Europe struggles to find a cure and the new IBM CEO is ogled. We also discuss the market’s trend and a few stocks of interest.

PODCASTAWARDS – VOTE OFTEN

Be sure to check out StocktoberFest! —> Click HERE

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Looking to check out  The Disciplined Investor Managed Growth Strategy?
Click below for the virtual tour….

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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

___

Weekly Stock Picks Tracking Spreadsheet

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Podcast: Play in new window | Download (Duration: 27:35 — 18.9MB)

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Here is our latest conversation …. new insights for anyone who invests in anything.

What is the story with Apple (AAPL)? Are they any rules about reporting false information with no sources by the main stream media? Earnings are taking center stage. These and a whole lot more, including the Cain 9-9-9 plan….

Be sure to check out StocktoberFest! —> Click HERE

A few stocks discussed along with 2 to look at further – one short and two we go long…

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Looking to invest in The Disciplined Investor Managed Growth Strategy?
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

___

Weekly Stock Picks Tracking Spreadsheet

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Podcast: Play in new window | Download (Duration: 58:43 — 40.3MB)

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Here is our latest conversation …. new insights for anyone who invests in anything.

Andrew is ranting about government’s use of the media as their “pawns” and John has a day filled with free lunches. Markets and Europe are in focus as well as the recent AMR rumored bankruptcy.

Be sure to check out StocktoberFest! —> Click HERE

A few stocks discussed along with 2 to look at further – one short and one long…

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Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click below for the virtual tour….

___

Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

___

Weekly Stock Picks Tracking Spreadsheet

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Podcast: Play in new window | Download (Duration: 1:06:26 — 45.6MB)

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