DHUnplugged 51: The Google – Apple Deathmatch

Here is our latest conversation …. new insights for anyone who invests in anything. This week we highlight a discussion about specific stocks to examine. Plus: 2 new stocks – long ideas…

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Listen to reasons why and then take a look at the spreadsheet for results.

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Stocks discussed: Shanda Interactive (SNDA) , Plum Creek Timber (PCL), Apple (AAPL), Google (GOOG), Adobe (ADBE) among others.

CLICK HERE for the WORLD MAP discussed in this episode.

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

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7 Responses to “DHUnplugged 51: The Google – Apple Deathmatch”

  1. john wilson says:

    Andrew almost won the $10K today.

    When you use a bear market etf like RWM do you hold it overnight? Or treat it like a stock and set up the stops.

    Do you use ETFs or short individual stocks or both when the trend is down?

  2. Apple says:

    iPad does interface with cameras via a special accessory.

    iPhone OS does have system level multi tasking. Just no third party multi tasking.

    If you’re gonna dissect something, it is important to have your details right. These are two examples out of many.

    Oh, also Tom Merrit said three times on TWIT he would buy one. Patrick only said it once but that’s far from not caring as JCD indicated.

    This episode felt like a Calacaniscast. That’s not a good thing.

    I hope you find your way back.

  3. Apple says:

    It seems a bit ridiculous for John to talk about not wanting to buy one… What is the last product he actually did buy? Based on everything said on his other shows, he pays for nothing. Ever. His holiday party was sponsored by a vendor. Seems worth mentioning in discussions of ‘will I or won’t I buy one’.

    It’s fine if you don’t think the iPad has a market but at least admit that JCD would never buy any tech product of any kind.

    • ECD says:

      I don’t think Apple would send JCD anything.

      John, along with a lot of other tech journalists, probably underestimate the market for an easy to use computing tablet — the key being that it is different than a general purpose computer. But on that same token, the device fails with many geeks who will not be able to run the applications they want or consume content in the manner they want.

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