Wednesday, June 13, 2007

Solid Companies with Green actions

Hey



I have been thinking about the boon in "green" investments. I am going to be looking for companies that have solid business models while still finding ways to cut energy output and increase conservation.



This is one of the reasons I have chosen to invest in Pepsi. They are extremely innovative within the beverage/food sector. They have recently decided to purchase over 1 billion dollars worth of energy credits over the next three years.

My next stock purchase (at the end of the summer) will probably be either Goldman Sachs or JP Morgan. Both financial institutions are at the top of their game when it comes to their business model. But both companies are also taking large smart steps towards assisting energy usage and conservation.

You can find more detailed information at www.gs.com and www.jpmorgan.com or by going to yahoo finance (link in side bar).

The Wikiwealth portfolio consists of the following:
Pepsi Stock (www.pepsi.com)
Checkpoint June 25 Call (www.checkpoint.com)
Sharebuilder Money Market (www.sharebuilder.com)
Optionsxpress Money Market (www.optionsxpress.com)

Tuesday, June 5, 2007

Checkpoint bucks trend today

Hey

Checkpoint seemed to buck the trend on heavy volume closing the day up 2% while the rest of the market was clearly down. There was no news so I am unclear as to why there was such heavy buying. Stay tuned.

The Fed Chairman Bernanke came out with remarks about the economy suggesting that it will increase in the next six months. This brought some selling into the market as the thought of lower interest rates has gone away for a while. This might hurt some of the housing stocks going into the summer. The service sector jump seems to indicate some upcoming employment in the tech sector furthering the maturation of the internet economy.

The Wikiwealth portfolio consists of the following:
Pepsi Stock (www.pepsi.com)
Checkpoint June 25 Call (www.checkpoint.com)
Sharebuilder Money Market (www.sharebuilder.com)
Optionsxpress Money Market (www.optionsxpress.com)

If you have any more questions or comments, you can also email keanemd@gmail.com

Friday, June 1, 2007

Spreading and Creating Wealth

Hey

This past week the University of Chicago (www.uofc.edu) received a donation of 100 million dollars to be used solely for tuition over the next 15 years. The grants are to be given to students whose families make 75,000 dollars or less a year. I feel that this donation will create far more wealth than the 100 million dollars given.

This type of donation will spread wealth by giving parents a break on the task of paying tuition and allow that money to go into investments for retirement or business. It will create wealth by allowing students to go into the workforce with minimal debt. That should allow a more robust saving and investing that will in turn help the economy.

This donor has recognized that the less debt students are able to leave school with, the more financially stable they will be in the future. I hope more affluent individuals realize the overall good this type of donation will create for the economy and society. Having buildings and scholarships in your name are great, but giving others the financial freedom to pursue their dreams at this high level is truly honorable.

Thursday, May 31, 2007

Seeking Alpha

Hey

I have come upon a site named www.seekingalpha.com. It is for investing and trading written by investors and traders. I was directed to it by Brett Steenbarger's blog www.traderfeed.blogspot.com.

At first glance, this site looks like the real deal. It has a Yahoo Marketwatch look and feel with more detail. I will continue to use it and have even put it on the blog. I have signed up for their alerts and will be posting their alerts to the blog.

The Wikiwealth portfolio consists of the following:
Pepsi Stock (www.pepsi.com)
Checkpoint June 25 Call (www.checkpoint.com)
Sharebuilder Money Market (www.sharebuilder.com)
Optionsxpress Money Market (www.optionsxpress.com)

Wednesday, May 30, 2007

record high

Hey

The Dow reached a new record high today. It seems to me that this is a product of simply the organizing of companies that is making the index as a whole more expensive. With the monster stock buybacks and mergers and acquisitions, the index is simply being revalued.

I think the difference between this bull run and the last one is the lack of new products on the market. Whereas in the 90's, new internet products couldn't get to the market fast enough, this bull market is full of companies that are simply reaching the maturity of the internet product driven market. I feel that this bull run has opened the world to the rest of the world and at the same time flattened it for all to see.

With that said, I think this market has a long way to go to the upside. This market is going through a real estate correction, and some of the better known emerging markets (China, cough, cough) are going through some troubles. This tells me that investor's money is being put into companies in the dow and the nasdaq.

If you look at what the market has done technically, it has been steady. To look for a correction, look for a major move, then start to wonder. We have not had that 300 point day to the upside. I think that will come in the fall.

As for me, I have my few shares of Pepsi and the occasional option play.

The Wikiwealth portfolio consists of the following:
Pepsi Stock (www.pepsi.com)
Checkpoint June 25 Call (www.checkpoint.com)
Sharebuilder Money Market (www.sharebuilder.com)
Optionsxpress Money Market (www.optionsxpress.com)

Tuesday, May 29, 2007

Continued Greening

Hey

For anyone wondering whether or not the green movement can be a profitable venture, please pick up this month's copy of SFO magazine. It has about ten different articles on green businesses and shows examples of both profitable green investments and losing money green investments. The cover article is on the CEO of Patagonia. The link is www.sfomag.com.

I wanted to bring up the topic of recent purchases of public companies by private equity firms. I am young to the business and would like some knowledge as to the pros and cons of this type of venture. Is this a reaction to Sarbaines-Oxley legislation?


The Wikiwealth portfolio consists of the following:
Pepsi Stock (www.pepsi.com)
Checkpoint June 25 Call (www.checkpoint.com)
Sharebuilder Money Market (www.sharebuilder.com)
Optionsxpress Money Market (www.optionsxpress.com)

Have any ideas, questions, comments, web sites or different blogs to look at? Do you want to be notified when there is a new blog entry? Either post a blog or email at keanemd@gmail.com and let me know.

Thursday, May 24, 2007

gap filled

Hey

The gap from Checkpoint has been filled with today's trading. I am not impressed with the volume but it did break the bollinger bands to the downside. That is telling me that the June call is very unlikely to produce a profit. I will be holding this call because my R loss (amount of total loss known or allowed) was the total call anyway.

The Wikiwealth portfolio consists of the following:
Pepsi Stock (www.pepsi.com)
Checkpoint June 25 Call (www.checkpoint.com)
Sharebuilder Money Market (www.sharebuilder.com)
Optionsxpress Money Market (www.optionsxpress.com)

Have any ideas, questions, comments, web sites or different blogs to look at? Do you want to be notified when there is a new blog entry? Either post a blog or email at keanemd@gmail.com and let me know.