Ep 405: The Secret To Why Stocks Are Running Higher

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 20 April 2016

⏱️ 77 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andrew Horowitz, founder & president of Horowitz & Co, explains why stocks continue to go higher despite reporting weak earnings and an overall slowdown in growth. However, he highlights the huge risks in the market and how stocks could fall sharply from these levels over the next few months. Andrew also talks about two of his favorite sectors including steel and oil. Several stocks within these industries surged over the past few months. And he will share which names are still buys and which ones investors should avoid. Finally, Andrew will share his top 5 ideas (both on the short and long side) that make for great trades over the next few months. This includes Amazon.com, Shake Shack, GoPro and Twitter.

Transcript

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0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream
0:06.1	financial media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.8	right to you on Main Street.
0:14.0	How is it going out there?
0:17.0	It's Wednesday, April 20th.
0:19.0	And I'm Frank Curriez, your host of the Wall Street Unplugged Podcast,
0:22.0	where I break down the headlines and
0:24.8	tell you what's really moving these markets.
0:30.3	You know what is start to earning season watching fast money guys all of them
0:36.7	earnings season been terrible as far you mean Wall Street Journal but
0:42.0	terrible everybody terrible that's the It's been terrible. It's been terrible, terrible.
0:45.0	Every place I read, Erring has been terrible.
0:47.0	It's declining.
0:49.0	So yeah, hasn't been so good.
0:51.0	I mean, we got Netflix, right? Bad guidance, stock fell 10% after reporting.
0:56.0	Illumina down 20%. If IBM, I thought decent earnings, stock fell around 4%, most because it's run up, right, from 125 to 150,
1:05.3	which nobody's really talking about.
1:07.3	A stock I like long term, nice deal, generates huge cash-filled,
1:10.4	a lot of bads already factor in I believe.
1:14.0	You have Morgan Stanley, you know?
1:17.0	Not bad.
1:18.0	J.P. Morgan solid, Pepsi-Go,
	...

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