Items Tagged With Investing Ideas/Stocks

Listening to Market Predictions: Do Not Get Caught Picking Your Bottom
Written By: David Neubert
2008-10-27 10:52:11
The media is having a field day with the market decline. People who wouldn't normally be interested are watching CNBC or Bloomberg TV and reading the business section. If you are making predictions of Dow 2000 or Dow 1000 you will get on TV or quoted in the newspaper. Now there is also a big incentive to call the bottom of the market. The person who randomly picks the bottom will become famous but many who follow the predictions of bottom pickers will get nothing but losses. There is an old Wall Street saying that goes: "Don't pick your nose and don't pick bottoms."

What is the right thing to do?

If you have a 401k:

My Top Ten Holdings for End of June
Written By: David Neubert
2007-07-03 11:44:05

This is the ongoing list of my top holdings.

David Neubert at Home Office

For the first list by ticker see my May List.

Top Ten Listed/Tradeable Holdings as of June month end (prices as of July 3, 2007):

Ishares Inflation Protected Treasuries ETF (TIP - $98.51)
Chevron Corp (CVX - $86.44)
Berkshire Hathaway (BRK/A - $110,000)
Conoco Philips (COP - $80.45)
B P Prudhoe Bay Oil RoyaltyTrust (BPT - $74.09)
Pfizer Inc (PFE - $25.82)
Usiminas S.A. Brazil ADR (USNZY - $58.75)
Amgen Inc (AMGN - $58.75)
Anglo America PLC UK ADR (AAUK - $55.13)
Vanguard Pacific ETF (VPL - $71.86)

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Newscorp (NWS) Hunting Yahoo (YHOO)?
Written By: David Neubert
2007-06-20 13:10:57
I don't know how true rumors of Newscorp (NWS - $23.74) negotiating to own a piece of Yahoo (YHOO - $27.91) got started, but it would definitely be a postive for the stock. It would mean that management had a shareholder who would always be lighting a fire under their butts. I'd love to have Murdoch as a partner but at the rumored 30% of Yahoo that Newscorp would get for trading Myspace - it doesn't seem like a very good deal for Yahoo.

Sources: Times London, SeekingAlpha, WatchMojoBlog

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Notes on Google
Written By: David Neubert
2007-10-09 14:52:35
Art Chang is amazed that Google's (GOOG - $616.32) market cap now exceeds Time Warner (TWX - $19.10), Disney (DIS - $35.39), and News Corp (NWS - $24.48), combined. He's right to be amazed, but when you think about it from the point of view of someone buying a business, it's not that amazing.

Google (GOOG - $616.32) is in a growth business, those other companies are not.

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