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	<title><![CDATA[andrew horowitz Resources | BNET]]></title>
	<link><![CDATA[http://resources.bnet.com/topic/andrew+horowitz.html]]></link>
	<description><![CDATA[White papers, case studies, business articles, and blog posts relating to andrew horowitz]]></description>
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		<title><![CDATA[St. Jude Medical: Filling-the-Gap on Short Squeeze]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F175192-st-jude-medical-filling-the-gap-on-short-squeeze%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  St. Jude Medical STJ took a nasty beating last month as their earnings outlook and several analyst downgrades. Yesterday we saw the first upgrade &#8211; all the way to a buy. This is creating a short-squeeze as it passes above resistance and creates a fill-the-gap scenario....]]></description>
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		<pubDate>Wed, 25 Nov 2009 12:02:38 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/healthcare.html"><![CDATA[Healthcare]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
		<category domain="http://resources.bnet.com/topic/st.+jude+medical+inc..html"><![CDATA[St. Jude Medical Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">STJ</category>
		<category domain="tickers">STJ</category>
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	<item>
		<title><![CDATA[Atwood Oceanics: Gushing Profits]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F175191-atwood-oceanics-gushing-profits%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  We own Atwood Oceanics ATW as we found the fundamentals to be gaining momentum and the technicals continuation to hold the uptrend. What we like is their execution and portability as well as their ability to adjust to market conditions.   Key Fundamentals: by Andrew...]]></description>
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		<pubDate>Wed, 25 Nov 2009 12:00:34 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
		<category domain="http://resources.bnet.com/topic/atwood+oceanics+inc..html"><![CDATA[Atwood Oceanics Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">ATW</category>
		<category domain="tickers">ATW</category>
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		<title><![CDATA[Economic Reports Show Mixed Results]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F175349-economic-reports-show-mixed-results%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits: Yesterday&#8217;s economic reports brought a mixed bag of results. Personal consumption was better, but the core PCE continued to slide. GDP was revised downward for last quarter and reports are showing that most of the increase that we saw was due to government stimulus. Then there was...]]></description>
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		<pubDate>Wed, 25 Nov 2009 11:38:59 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
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		<title><![CDATA[Foreign Treasury Holders: What Is China Doing Now?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F174965-foreign-treasury-holders-what-is-china-doing-now%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  TIC Data and the U.S. Current Account Deficit: Foreign Investors Still Buying Treasuries   That is what it looks like. With all of the huffing and hooting by Brazil, Russia, India and China, we are still seeing inflows. That&#8217;s important because someone has to foot...]]></description>
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		<pubDate>Mon, 23 Nov 2009 11:51:34 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/china.html"><![CDATA[China]]></category>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
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		<title><![CDATA[Brazil Increases Taxes to Bust Bovesta]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F174649-brazil-increases-taxes-to-bust-bovesta%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits: We like Brazil for a whole host of reasons. Some being the population growth, some being the vast commodities that actually back their economy. Then there is the great deep-well oil through PetroBras PBR. Of course we have liked the juicy returns that we received as investors...]]></description>
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		<pubDate>Sun, 22 Nov 2009 12:59:05 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/emerging+markets.html"><![CDATA[Emerging Markets]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
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	<item>
		<title><![CDATA[Charting a Double Dip]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F174647-charting-a-double-dip%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits: The economic numbers for the day Thursday were not very encouraging. Leading indicators are continuing to fall. That is an indicator that that many bulls were hanging their hats on since March. Now is is continuing to show weakness and may be pointing directly to the Double...]]></description>
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		<pubDate>Sun, 22 Nov 2009 12:55:31 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
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		<title><![CDATA[Oprah Likes Discovery: How You Can Profit From It]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F174650-oprah-likes-discovery-how-you-can-profit-from-it%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  Discovery Networks DISCA has been on our radar screen for some time. We have missed several opportunities to grab the stock and it kept on moving higher. This time we are looking at the news of Oprah&#8217;s move as providing significant upside for the network. It...]]></description>
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		<pubDate>Sun, 22 Nov 2009 01:01:07 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/media.html"><![CDATA[Media]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
		<category domain="http://resources.bnet.com/topic/comcast+corp..html"><![CDATA[Comcast Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CMCSA</category>
		<category domain="tickers">CMCSA</category>
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		<title><![CDATA[Wal-Mart Is Crushing the Competition]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F174202-wal-mart-is-crushing-the-competition%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  Wal-Mart WMT has become more aggressive than ever, looking to take market share assuming there is viable competition after this move during this holiday shopping season. Dropping prices on key goods and expanding their product offerings were just the start. Now they have started to slash...]]></description>
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		<pubDate>Thu, 19 Nov 2009 12:18:06 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
		<category domain="http://resources.bnet.com/topic/wal-mart+stores+inc..html"><![CDATA[Wal-Mart Stores Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">WMT</category>
		<category domain="tickers">WMT</category>
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		<title><![CDATA[This Is What a Housing Recovery Looks Like?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F174201-this-is-what-a-housing-recovery-looks-like%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  If this is a recovery, what does it look like when we see a downturn? Perhaps the news will get it right this time. Instead of strutting out the &#8220;less bad&#8221; commentary, perhaps we will hear:  Less GoodMore BadNot StabilizingDroppingBrown ShootsWe were wrong&#8230;  Nah&#8230;That...]]></description>
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		<pubDate>Thu, 19 Nov 2009 12:14:36 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
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		<title><![CDATA[Comcast: Expect Another Drop in the Stock Price]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F174446-comcast-expect-another-drop-in-the-stock-price%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits: Comcast CMCSA had news that both helped and hurt the stock in that last few days. First, the NBC deal that would help to expand their content and distribution was seem as a positive for the company. There were a few flies in the ointment, but overall...]]></description>
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		<pubDate>Thu, 19 Nov 2009 11:50:00 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/media.html"><![CDATA[Media]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
		<category domain="http://resources.bnet.com/topic/comcast+corp..html"><![CDATA[Comcast Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CMCSA</category>
		<category domain="tickers">CMCSA</category>
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		<title><![CDATA[The 10 Most Annoying Things About This Recession]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F173947-the-10-most-annoying-things-about-this-recession%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  Where do I begin? There are so many things that are outright frustrating about this &#8220;economic downturn&#8221; that it makes my head spin. From our government to the banks, there are so many players that have provided conflicting forecasts that it is no wonder why there...]]></description>
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		<pubDate>Wed, 18 Nov 2009 12:10:13 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
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		<title><![CDATA[New York Manufacturing Stalls, Retail Sales Rise (Somewhat)]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F173712-new-york-manufacturing-stalls-retail-sales-rise-somewhat%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits: Last week we had a look at the Johnson Redbook numbers that showed a slowdown in sales. This week we are seeing another rise in the comparative numbers, but strip out autos that could be leftover from the cash-for-clunkers. Of course some is the demand from Asia....]]></description>
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		<pubDate>Tue, 17 Nov 2009 12:23:13 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
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		<title><![CDATA[China Ramps Up Coal Reserves: Consol Energy Will Benefit]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F173711-china-ramps-up-coal-reserves-consol-energy-will-benefit%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  There have been a few items that we have seen lately regarding China&#8217;s desire to build their commodity stockpiles and now they are reportedly looking to create strategic coal reserve. Our position in Consol Energy CNX could do well as they have been discussing their China...]]></description>
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		<pubDate>Tue, 17 Nov 2009 12:21:31 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/china.html"><![CDATA[China]]></category>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
		<category domain="http://resources.bnet.com/topic/consol+energy+inc..html"><![CDATA[Consol Energy Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CNX</category>
		<category domain="tickers">CNX</category>
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		<title><![CDATA[UNG: The unNatural Gas ETF]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F173708-ung-the-unnatural-gas-etf%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  The chart below sure tells us what is happening with UNG &#8211; the biggest natural gas related ETF available. Look at the differential between the Natural Gas pricing futures and the ETF. We have written about this before HERE.   The problem is that there...]]></description>
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		<pubDate>Tue, 17 Nov 2009 12:14:23 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/etf.html"><![CDATA[ETF]]></category>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
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		<title><![CDATA[What Volume Signals Indicate for the Markets]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F173707-what-volume-signals-indicate-for-the-markets%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  The Baltic Dry Index is climbing at a steep slope. The dollar is declining at a steep slope.   The S&P 500 is showing signs of exhaustion while gold and silver are plowing higher. At the same time, we are seeing a volume dry up...]]></description>
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		<pubDate>Tue, 17 Nov 2009 12:12:21 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
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		<title><![CDATA[Consumer UNconfidence Numbers Disappoint]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F173338-consumer-unconfidence-numbers-disappoint%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  University of Michigan&#8217;s Consumer Confidence survey came in disappointing Friday. At 9:55am the report was released and expectations were for a move up toward 71. Instead it came in at 66. Both the Conference Board&#8217;s survey as well as this one are confirming that the high...]]></description>
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		<pubDate>Sat, 14 Nov 2009 11:36:36 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
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		<title><![CDATA[Potash: Will the Death of K+S Benefit the Sector?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F173125-potash-will-the-death-of-k-s-benefit-the-sector%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  Over the past few months, pricing for potash and other fertilizer products have been coming down. This is due not only to lack of demand, but because buyers are in the drivers seat and skillful at negotiation prices. The news about K+S appears to confirm the...]]></description>
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		<pubDate>Thu, 12 Nov 2009 11:05:26 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/materials+%2526+industrials.html"><![CDATA[Materials & Industrials]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
		<category domain="http://resources.bnet.com/topic/port+of+tauranga+ltd..html"><![CDATA[Port of Tauranga Ltd.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">POT</category>
		<category domain="tickers">POT</category>
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		<title><![CDATA[Oil Inventories and the Dollar: Hitting the Market Again]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F172898-oil-inventories-and-the-dollar-hitting-the-market-again%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits: At 10:30am yesterday, oil inventories were released by the Energy Information Administration EIA. This is the weekly update of the  gas and distillate inventories the U.S produces worldwide. On Tuesdays, after hours, we get the American Petroleum Institute API numbers that cover U.S. inventories. by Andrew...]]></description>
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		<pubDate>Wed, 11 Nov 2009 11:43:54 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
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		<title><![CDATA[Steve Wynn: Laughing All the Way to the Bank]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F172659-steve-wynn-laughing-all-the-way-to-the-bank%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits:  Ahhhh. They say that, &#8220;it takes money to make money.&#8221; And, Steve Wynn knows that all too well. He is a genius extraordinaire that has gobs of money and just made more. This last play even helped him save a ton of taxes to boot&#8230; ...]]></description>
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		<pubDate>Tue, 10 Nov 2009 11:47:27 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/retail.html"><![CDATA[Retail]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
		<category domain="http://resources.bnet.com/topic/wynn+resorts+ltd..html"><![CDATA[Wynn Resorts Ltd.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">WYNN</category>
		<category domain="tickers">WYNN</category>
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		<title><![CDATA[What We Like About Cubist Pharma]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F171455-what-we-like-about-cubist-pharma%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Andrew Horowitz submits: We are carefully entering portfolio positions in this environment. (Note: Portfolio positions vs. trading positions) A company that we like for its specialty product is Cubist Pharmaceuticals CBST. It has made all of our screens recently, but we were reluctant to add it to portfolios as the...]]></description>
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		<pubDate>Thu, 05 Nov 2009 04:45:30 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/biotech.html"><![CDATA[Biotech]]></category>
		<category domain="http://resources.bnet.com/topic/andrew+horowitz.html"><![CDATA[Andrew Horowitz]]></category>
		<category domain="http://resources.bnet.com/topic/cubist+pharmaceuticals+inc..html"><![CDATA[Cubist Pharmaceuticals Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CBST</category>
		<category domain="tickers">CBST</category>
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