Neubert Top Fifteen Positions for End of September 2007

Photo:actualmatthew, Creative Commons, Flickr This is the ongoing list of my top holdings. Due to popular demand, the list has been expanded. Top Fifteen Listed/Tradable Holdings as of June month end (prices as of August 6, 2007): 1. Ishares Inflation Protected Treasuries ETF (TIP – $102.03)2. Chevron Corp (CVX – $93.58)3. Berkshire Hathaway (BRK/A –…

HSBC Launches Climate Change Index

Seems like every financial institution is getting on climate change and socially responsible investing. Somehow I think they are a bit ahead of most investors. I’d be much more interested in data about companies that see themselves as responsible for the planet and how they perform financially versus companies that exist only to reward their…

MBAs Meet SRI

Even with the growing presence of corporate social responsibility in the business world and socially responsible investing in the finance world, these are still relatively small issues and niche markets. Business schools, however, are taking the lead and presenting their students with lots of opportunities to explore these emerging fields through classes, specializations, and extra-curriculars.…

Environmental Fundamentalism vs. Capitalism

Wow! Such a serious title, and it’s only about 10 in the morning. At first I wanted to call this piece something wacky like “How Many Bureaucrats Does it Take to Change a Light Bulb?”, but changed my mind after reading Lehman’s (LEH) climate change report. Now is unfortunately not the time for “How Many…

Can Coal Really be Facing Challenges Ahead?

Coal is an interesting substance. In simple terms, it is a material comprised of long carbon chains of a sinister, jet black color. It will leave a black mark on everything it comes into contact with, both metaphorically and literally. Yet, when put in a high temperature and pressure environment, these sheets of carbon become…

SOLF: It’s Not You, It’s Me

Press releases are like first dates. Everybody tries to make a good impression until that unavoidable awkward moment at the end of the date (Run away? Handshake? Hug? Kiss? Your place or mine?) Just like singles on a first date, press releases rarely talk about the bad stuff. After reading a recent press release from…

Ecomagine That

GE has really committed to its 2-year old "ecomagination" program, at least with marketing dollars.  It is hard to watch TV these days without seeing a dancing animal and a light bulb. But according to the Wall Street Journal, it is more than just good PR.  GE's environmentally-friendly products are selling well and are expected…

Revolution of the Nerds: WIRED’s NextFest

Normally composed of gadget obsessed, glasses-clad Gamers, the color of geek has suddenly gone green. This would account for the fact that this year’s Wired NextFest, the Future of Technologies Fair held at the Los Angeles convention center, devoted 18 of its 165 exhibits to "CleanTech." In fact, tucked in right next to booths on…

The New York Times Lightens Up

The New York Times (NYT) announced today that they are ending "TimesSelect" – the password protected site that only paying subscribers can access. The Op-Ed and news columns dating back to 1987 are now free for all Internet users, and only the complete archives (dating back to the first issue in 1851) are limited to…

Chubb – Time To Buy

Chubb (CB – $52.95) has been dead money for the last two years.  I think it's the best managed of the insurers.  But I usually wait for some kind of disaster to push the market down before I buy a property and casualty insurer.  People hate this sector right now because property and casualty rates…

Gay Cars: Not That There’s Anything Wrong With That

“The car has become… an article of dress without which we feel uncertain, unclad, and incomplete.” – Marshall McLuhan Last weekend as my partner and I picked up our rental car to drive out to the Berkshires, I laughed upon seeing the Subaru (7270) sitting in the stall. Do straight people know that Subarus are…

American Pie

Is it fair that America, with 4% of the world’s population, uses 25% of global energy? As a South African, I don’t think so. I am excited about the prospect of economic growth in my home country, but I sometimes wonder where the energy will come from if America keeps unfairly extracting energy at the…

The Long and Short of SRI

If you read enough SRI marketing literature, you will come to recognize that everyone expects market rate returns.  "Obviously," you must be muttering, "who would advertise in any other way?"  Even if some investors are willing to overtly take a cut in returns on their investment in order to invest "responsibly", most are not, or…