The Panelist Therapist Website Design and Mental Health Topics
Since the New York Times charges for information, I've summarized Friedman's article here: I) Introduction: “Green is the new red, white and blue.” As his readers might have come to expect, most of the article reads like a State of the Union address. II)a. The price of oil needs to go down because “the…
When we see a documentary that tells us how limited our time is before the world implodes, our first thought is, “Wow,” and the second is, “Let’s see who called my cell phone while I was at that documentary.” The reason for this is that we, as a society, do not have the resolve to…
It has been a crazy week in stock markets, with U.S. yields pushing higher and stocks trading sharply lower. The Fed's Geithner feels that volatility in U.S. Treasuries, at the highest in almost two years, may be returning to "normal." What's going on here, and how can solar investors position themselves for higher volatility?
Monday Meeting Numbers Content: Content: 288 strict definition of articles 325 including content like Amazon, Bonuses, Mission Statement, Bios Total articles posted in the last week: 18 strict definition Month to date: 33 strict definition, 27 finance, 6 non-finance By Writer: David Neubert 15 Michelle Haimoff 5 Miranda Marquit 5 Eben Esterhuizen 4 Mark Bershatsky…
Now that News Corp. is going green, should you invest?
It seems like just weeks ago the financial media was looking for the coming drop in fed funds rate by the Fed. Real Estate was dropping and the economy was slowing. This time last year, inflation was on the rise and interest rates were going up. I like to use the financial media as a…
Previous Photo:crawfishpie, Creative Commons, Flickr The Green MBA embodies much of what we are about here at The Panelist: Green and Greedy. Though I should say GREEDY and GREEN since we are about making money, saving for retirment, our children’s college, a nice house with solar panels etc. Anyway, I thought this story at Reuters…
Philip Morris/Altria (MO – $70.29) suffered a small blow in the Supreme Court yesterday when it was ruled that it could not moved a tobacco litigation case from the more hostile state courts to more business-friendly federal courts.
Previous Photo:World Resources Institute Staff, Creative Commons, Flickr A day after finishing Al Gore’s new book, "The Assault on Reason," an image flashed before me: Gore is like a bookend to William Jennings Bryan, another interesting American who never got to be president. I think Bryan may be best known to people with a Northeastern…
The Evergreen Solar (ESLR – Last trade $8.51) stock price has done nothing over the last few months, unlike many of its peers in the solar sector. As we have pointed out before, ESLR's trump card technology – the ability to use less polysilicon to make solar cells – could become less valuable if the…
I just saw Eric Jackson talking to Maria Bartiromo on CNBC. He's getting press for his small shareholder campaign to shake up management.
Central Vermont Power (CV – $35.27) continues to come up with programs to make its electricity more valuable and the planet less carbonated. In addition to their program to turn cow manure from dairy farms into methane and electricity, they are now getting into converting hybrid-electric cars. I'll continue to call this an implementation of…
Big Oil is losing allies in the White House.
Still smarting over its immigration reform bruises, a defeated Senate returns this week to weigh in on a “no confidence” vote on Attorney General Gonzales (expected to fall short) and then begin considering a flotilla of energy bills. The House gets busy with the budget, voting on four spending bills for ’08 – Homeland Security,…
Someone from the The Panelist family who is a member of the cult of Apple asked the following question: Hi David, We were thinking of buying apple (speculating on iPhone earnings), was wondering what your opinion was on current valuation and if this seems like a good idea?
Ever since I started writing about solar investments, I’ve had an uneasy feeling about the sky-high valuations on some of the solar stocks covered in this blog. When considering that the solar industry is growing at 30-40% annually, it would appear that some of the valuations are justified. It is an unrealistic assumption that we’re…
Places We Go for Research or Ideas: US Bureau of Economic Analysis US Govt. Bureau of Labor Statistics Wikipedia – Web 2.0 at its best Yahoo Finance Forbes.com Marketwatch.com Seeking Alpha Network Value Wiki Barrons Blogging Stocks http://breakoutperformance.blogspot.com/index.html Vitaliy's Contrarian Edge Bulliondesk.com Precious Metals Charts Closed End Fund Association Footnooted: Digs up footnotes in financial…
The Fancy Claps – band Joel Harrison – composer, guitarist, jazz musician Lauren Schnipper – Actress Lexy Benaim – The Harlem Shakes – Band Marc Goldgrub – Singer/Songwriter PotteryPeace and Wendy Moriss – Pottery Teacher and Claywork Artist Rachel Feierman – Photographer Rami Perlman – Something for Rockets – Band Two Men Talking – Theatrical…
I cut my short 10-year note and long bond treasury futures positions in half this week. It seems we are at an emotional extreme around fears of a rate increase. This is about where we were last month with fears of a rate cut. I’m still buying the argument that we are in a trading…
In the late nineties, when I was running the New York program, trading at Morgan Stanley, we called days like today “Reversal Friday.” Fridays were the days we usually were busy playing credit card roulette to decide who would have to pay for the order-in Friday lunch. Imagine forty traders, sales people and researchers putting…
We periodically hand out bonuses for stories that generate traffic to thepanelist.net Until we have a reasonable writer revenue sharing plan in place, we will pay bonuses to non-staff writers whose stories generate the most links or traffic at The Panelist. As we perfect the plan we will post more details here. In the meantime, we…
With the market falling and volatilities expanding, I was selling puts today on stocks/securities. Yes, I am a contrarian! I sold puts on my safety securities that I wish would fall enough so that I could buy them. These are not speculations, I sold a series of puts on things that have real value and…
Previous Photo:xeni, Creative Commons, Flickr It is apparent that fears of overcapacity in the ethanol sector are worsening, stalling the progress of major US ethanol players such as Aventine Renewable Energy (AVR), VeraSun (VSE), and US Bioenergy (USBE). An April 27 report issued by Lehman Brothers (LEH) indicated that supply could start to outstrip demand…
As Annaly (NLY – $14.50) got clobbered today, I did a little trade to make sure I'm buying Annaly near book value. Structured as a REIT and passing through 90% of earning for shareholders, Annaly Mortgage is a great way to earn dividends/mortgage interest.
Every hedge fund is long their little portfolio of favorite stocks and short the market. For almost everyone, "short the market" means short S&P500 futures or SPY (the ETF that represents the S&P 500). With a market cap of $386 billion and representing 2.9%, General Electric (GE – $37.29) is the second largest company in…