Selling Gold Futures Holding Global Gold Miners

My trading blog has moved to Neubert's Trades at ThePanelist.com.See today's entry on my sale of April gold futures at 684.40. ...

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Selling Half My Stoneridge Inc (SRI)

I wrote about selling half my position in Stoneridge Inc. (SRI) at ThePanelist.com. Here is the link.Blog address: http://thepanelist.com/Neubert%27s_Trades/Neuberts_Trades/ ...

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Seaspan Corp (SSW) Reacting To A Rating Cut By Lazard

I am writing several times a week in my blog for The Panelist. The title of the blog is "Neubert's Trades".Here is my reaction to today's ratings cut by Lazard on Seaspan (SSW) I also mention Knightsbridge Tankers Limited (VLCCF).Disclosures and Confessions: I own SSW. I have bought and sold SSW in the past two years. At current prices I am unlikely to buy or sell Seaspan. I own VLCCF. I have bought and sold VLCCF if the past two years. At currently prices I am more likely to buy ...

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Strong 30 Year Treasury Auction: No Big Deal

I wrote about today's treasury auction and US Saving Bonds (I-Bonds) on my new blog at ThePanelistLink to Treasury Auction BlogLink to Entire Blog Called Neubert's Trades ...

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Looking For Stocks to Sell? Pfizer (PFE) is not One of Them

I wrote this one up at Neubert's Trades at ThePanelist.com. Pfizer (PFE) just keeps looking like a value stock.Disclaimer: Nothing in this trade log is meant to be specific financial advice or a recommendation to buy or sell. I do not give investment advice. Do your own research. Do not rely on anything in this weblog to make investment decisions. I do not log all my trades here. I only describe or mention those that I think might be interesting. Consult an investment professional familiar with your specific ...

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Yahoo Blows Away Google in Time Spent Online But Not On Valuation

As I go over Yahoo (YHOO) earnings data I was happy to see a decent increase in revenues even if earnings disapointed. However, it does seem that Google (GOOG) looks like the better value. Forward P/E of xx vs. xx for Yahoo. Then I came across the following blog entry by Jay Meattle at Compete.com: He shows the top 20 US website usage ranked by time spent on line. MySpace, owned by Newscorp (NWS), come in first at 11.9%. Second place belongs to Yahoo at 8.5%, four times the amount of time spent on Google ...

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Life and Money

Life is an accumulation of experiences, not an accumulation of money. ...

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A Liberal Op/Ed on Forbes

I like this commentary on Forbes.com by Martin T. Sosnoff. Among the many stocks he mentions, the companies in my portfolio are WMT, HD, LEH, and AAPL. He is on the side of the shareholder activist and corporations treating shareholders like owners. He also talks about Walmart trying to improve its public image through deeds not just advertising. This op/ed would fit nicely into the editorial mission of The Panelist (where I am the founder/publisher). I wish we could afford him as one of our staff writers.Disclosures and Confessions: I own Wal*Mart (WMT), ...

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A Four Year Old's Take On War.

Found this little tidbit on the website of a woman from New Jersey (Kate of Hoboken) who lost her husband and wrote a lot about it. What follows is her four year old son Bucky's take on war:ONE DAYBUCKY Do you know why there is war ma?MOM No Bucky, why?

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Year End Bounce Trade Gone Wrong With Vonage (VG)

I bought Vonage (VG ) at the beginning of the year as (documented on my personal blog - Jan. 3 2007 paid $6.65 - now $5.85) expecting the shares were the victim of tax loss selling and that I'd see a big snap back as soon as those who bought the stock at the IPO for $17, sold to recognize tax losses and offset gains. While sellers may have been hitting Vonage it would seem no such snap back was anywhere to be found. I'm still holding while I try to get a better handle ...

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