Here is our latest conversation …. new insights for anyone who invests in anything.
This week we highlight a on some of the action that is moving markets. We hear about the misinformation that politicians are spewing, the potential for a few takeovers and how there is a disconnect between markets and the economy.
NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link… News and items from this episode – CLICK HERE
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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: 1:10:09 — 48.2MB)
You guys were pretty off on the coffee capsule comment. Market share can be impacted by companies like Casino in France that make a killing by just copying the format and undercutting Nespresso by a few cents.
It is easy to do as John demonstrated because what’s inside is not complicated.
Hence market share is a big deal for these companies.
Thank you both for doing the podcast. I really enjoy it.
You spoke about which country (Venezuela!) did the best this year and with 2 weeks left to go bespoke has this chart:
http://www.bespokeinvest.com/thinkbig/2011/12/16/year-to-date-stock-market-returns-by-country.html
John says the housing market has hit a bottom…Andrew did not seem convinced…what would be good indicators of the housing market hitting a bottom? Prices heading back up, mortgage applications, number of sales?
Prices