Investing

It’s Proxy season again. If we invest in a number of companies, we’ll likely find quite a few emails in our inbox telling us to Vote Now! While this may look like a scam, it’s not. This is the time of year when companies issue their annual reports and invite shareholders to vote on key […]

What the heck is a board of directors anyway? In today’s post, we’ll talk about 2 recent events that demonstrate the difference between an effective board of directors and a not so effective board. Before we do, let’s talk about what a board of directors does. Public Companies All public companies have a board of

That’s a lot. But, let’s put it in perspective. My wife and I have 64% of our net worth invested in equities. The 64% is a mix of individual stocks and some mutual funds. We’re both retired, so we need our investments to grow and generate income to pay our bills. If we live to

This one is a slippery slope for me. As a rule, I will not buy shares of a company that I’ve sold. But there have been a few exceptions… Selling I don’t make a sell decision easily. I generally start to see a pattern that puts my thesis at risk and I watch for a

I’ve written a few posts lately about how I’ve gotten investment ideas. I talk a lot about how I loved the Netflix DVD by mail service and after a little bit of research, I decided to make an investment in the business. More recently, I wrote about General Mills and their move into pet food.

If you’ve read my posts on covered call options, here, here and here, you may have wondered who is buying the option contracts that I’m selling. Covered Calls Trading in options can be risky, however, covered calls are probably the safest of all option trades. On a covered call, I am buying shares of a

We should be asking this about all the companies in our portfolio, not just our favorite. And if this question doesn’t really interest you, I have a nice low-cost S&P 500 fund for you to check out. Take a look at iShares Core S&P 500 ETF (IVV). OK, maybe that’s a bit snarky for a