Seeking Alpha

Andrew Horowitz

View as an RSS Feed
View Andrew Horowitz's Comments BY TICKER:
Latest comments  |  Highest rated
  • Markets Look Set Up for an Ugly Fall [View article]
    TONY!!

    If you read past the article title, you would have seen the line that said: That said, unless we see intervention that is decisive and convincing by the Fed, a breakdown is inevitable. Earnings, news and recent policy has not done anything to support the averages. This time, we need to see a full-court press that is a unified effort between monetary policy and government initiatives. Anything less that a miraculous plan pulled from Lincoln’s hat will be met with negativity.

    HELLO! People start reading the text, not the headline only!!!!!!
    Mar 11 08:51 AM | 1 Like Like |Link to Comment
  • eBay On Its Way To $10? [View article]
    OH, and forgot to ask you to kindly add to some credible facts instead of simply yelling insults. Just to disagree without substantiation helps no one.

    Thanks, I knew you would understand...
    Jan 30 03:15 AM | 1 Like Like |Link to Comment
  • eBay On Its Way To $10? [View article]
    You know what is a joke? No matter what stock it is...anything negative, no matter how accurate, brings out the genius commentary. Heard it with SHLD, LPHI, VMW and others. Keep thinking you are so smart and that others will agree with you and your anonymous writing. Nice try fellas.

    Maybe a few more adjectives like, stupid or moron will take CROX back to even for you! If you do not like the info, turn the channel. :-( )
    Jan 30 03:11 AM | 1 Like Like |Link to Comment
  • U.S. Credit Card Industry Moving into Uncharted Territory [View article]
    Smart. But the data is a bit old. None the less, it is still a wonder how it has taken Moody's so long to figure this out. There is much hope resting on the side of the bulls. But anyone who has been to a rodeo know what follow the bull.... clowns and crap.

    See more on credit issues and hear on The Disciplined Investor Podcast

    www.thedisciplinedinve...

    Andrew
    May 21 12:57 PM | Likes Like |Link to Comment
  • Capital One: Outlook Not As Rosy As Analyst Describes [View article]
    Hello??? Thank goodness for GOOG today.. would have been a train wreck... there is always Monday I suppose.
    Apr 18 06:28 PM | Likes Like |Link to Comment
  • Capital One: Outlook Not As Rosy As Analyst Describes [View article]
    Credit Card Guy:

    You are kidding me right? Does anyone get the fact that write-offs are bad? B A D ..BAD! Lower cost of borrowing goes for all, that means COF also makes less. In fact, they are giving it away with 0% deals... Somehow the whole thing stinks. Who knows maybe they will come out with earnings, tel that they are going to lose everything and the market will push shares up $20... Crazy market.
    Apr 16 12:44 AM | Likes Like |Link to Comment
  • Thursday Outlook: Making Sense of It All [View article]
    Discipline! That is the ticket.... Say it and play it! Disciplined Investing.. Good job...

    www.thedisciplinedinve...

    Apr 3 09:01 AM | Likes Like |Link to Comment
  • Double Whammy: Bank Card Companies May Be Next [View article]
    Hello and thanks for the comments and input. If you notice, I said that MA and V aside as I am well aware there is little or no credit risk. This article is squarely focusing on Capital One.

    While there may be other companies mentioned, that is the ONLY one in focus.

    I discussed on recent podcast as well: www.thedisciplinedinve.../



    So, with that cleared up... does it make more sense?

    Andrew
    Mar 24 11:45 PM | Likes Like |Link to Comment
  • American Axle Strike: Unions Continue to Kill U.S. Manufacturing [View article]
    kirky...

    Let's just get this straight, once and for all. I help hard working people, like you and me, plan for their future. Things important to my clients like legacy planning and retirement. I admit, while I may not worry about the fax machine killing me, I have worked in factories, kitchens and other places that you seem to feel are considered "honest labor". I am not sure why you believe that you are better than me....I have a family, concerns, fears, hopes and I put my pants on one leg at a time as you do.

    I could go on about all of the sad and tear-jerking past and I am sure that it would bring out sympathy, but I try to be the best I can be every day, without blaming the "man" for my problems. I will work for a solution for myself and for my clients. Harry was bad, okay. But you my friend need to get past that so that you can reach your goals. Stop using the past as a crutch, a story that you hold on to dearly so that you can make excuses for your shortcomings. I had the same opportunities that you did. I am no smarter or better than you. If you do not like the management, get out! Make it on your own, buld something on your own. Stop standing behind the union when things do not go your way.

    You see drkirk, I do not have a union to protect me. If I do not do a good job, I am done. I need to put my clients ahead of mine, be competitively priced and perform. If not, they will go elsewhere. I cannot tell them that if they do not pay me more, give me a rtetierment plan that I will hold their portfolio hostage. I cannot stop them from leaving by threatening them with financial harm. I will not demand a rate increase because I deserve it. I need to perform, perform, perform.

    I AM NOT ENTITLED TO WORK FOR THEM. I MUST EARN THEIR BUSINESS EVERY DAY.

    Good thing that you do not sterotype. I already told you how to get one thing free, that was earlier today and you were a no show. So here is a second chance..... send $19.95 for the shipping and handling (union workers in the warehouse) and I will send you a free book - autographed of course...

    One more thing... Why are you once again entitled to a free anything from me? You already get free advice (whether it is good or bad) from me right here on SA. Do I owe you something? Isn't it fair that if I work and you utilize my product that you pay me? Or are you the only one that should be paid for your hard work?

    Would you gratuitously do something for me? No, as you said above, you are not giving me anything. I just do not understand your logic. But I do think this: You may be your worst enemy. Your beliefs keep you down. I am sorry for that and if I can give you something, i wish I could give you the permission to let go of all of the past that stops you from standing on your own. You do not need the union, go start a business and stand on your own. Take on a few employees as you grow, get a nice benefit package for the,, work hard and you can have all the things that you want.

    Well, you may not have a good health care plan ( I have to pay $1200 per month for my family and for my employees too) But you will have a 1 week a year vacation ( though you will not get paid for it) and don't forget that you will have an unlimited liability for the business. Just for good measure, throw in a pension pan that you get to put in money for yourself for retirement (but, depending on how many employees you have, you may end up putting in more for them). Work as much as you want (there is no overtime). have a nice big office ($30-40 per square foot) and you are on autopilot as the employees will take care of everything as you kick up your feet.

    But what the heck do I know anyway. I am a dreamer ... Anyway I can help, just ask..
    Mar 21 03:13 AM | Likes Like |Link to Comment
  • The Coming Crash of 2008: A Result of Overleveraging [View article]
    If you would like to hear from HARRY DENT about this, he was on with David Gaffen (Wall Street Journal) this week's - The Disciplined Investor Podcast - they tells an amazing story..

    www.thedisciplinedinve.../
    Mar 20 08:46 AM | Likes Like |Link to Comment
  • Fannie and Freddie Breathe Easy: Capital Rule Relaxed [View article]
    They were thrown under the bus!

    www.thedisciplinedinve.../
    Mar 20 08:44 AM | Likes Like |Link to Comment
  • Crocs Appears Well Positioned, Stock Is Cheap - Baird [View article]
    WOW. It has been a ride. I have been screaming about this stock for 6 months. First WAY over value, now the opposite

    www.thedisciplinedinve...
    Mar 20 08:43 AM | Likes Like |Link to Comment
  • Time To Go Long The Dollar? [View article]
    Good idea. We have been adding to UUP for the last 4 weeks a it seems to be well positioned.

    See more at The Disciplined Investor
    www.thedisciplinedinve...
    Mar 20 08:41 AM | Likes Like |Link to Comment
  • Sigh of Relief on Lehman, Goldman Earnings [View article]
    Tie:

    Will continue to update at
    www.thedisciplinedinve...
    Mar 20 08:40 AM | Likes Like |Link to Comment
  • Warning Signs of a Modern Depression: See 1990 Japan [View article]
    If you really want a taste what is coming, listen to Harry Dent from 3/18
    phobos.apple.com/WebOb...
    Mar 19 07:13 AM | Likes Like |Link to Comment
COMMENTS STATS
30 Comments
3 Likes