Welcome back to another episode of Wall Street Unplugged!
My guest this week is my good friend, Andrew Horowitz, founder & president of Horowitz & Co. On this episode, Andrew 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.
[app_audio src=”http://traffic.libsyn.com/sainvestorradio/WSU20EP20408.mp3″]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.
As always, thanks for listening and good investing.
Curzio Research publishes market commentary for informational and educational purposes. The opinions expressed and market conditions when the content is published may change. It is not personalized investment advice or an offer to buy or sell securities. Investing involves risk, including possible loss of principal. Do your own research and consult a qualified investment professional before making investment decisions.
