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.
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.