I’d like to share some excerpts from an exceptional annual report. As an investor, you’ll get lots of anual reports from the companies in which you invest. And while each deserves a few minutes of your time, I’d like to share some excerpts and commentary from a truly exceptional example. Yup, it’s the Berkshire Hathaway […]
The Greatest 15 Pages You’ll Ever Read Read More »
In this post we will talk about what a stock split is, why they happen and what it means to you as an investor. Stocks Before we dive into what a stock split is, we need to talk a bit about stocks and stock prices. As we know from the post on stocks here, a
Stock Splits – Meh! Read More »
This morning, I checked my brokerage account and found an $814.57 gift. As a retiree, I rely on investment income to help fund my spending. The $814 really wasn’t a gift, it was a quarterly dividend payment from one of my companies, but it feels like Christmas. Let’s dig in. What Happened? Prudential Financial, ticker
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It’s annual report season. If you hold stock in more than a few companies, prepare to be inundated with emails from your broker with links to annual reports and proxy materials. In this post, we’ll talk about what this means and why this is a great opportunity to dust off your thesis, do some company
In order to build wealth through investing, it is important to have the right mentality. In this post, we’ll dive into some historical data to better understand market trends and help us remain steady through market volatility. In prior posts, we’ve talked a lot about the mechanics – how markets work, asset allocation, stocks and
Investor Mentality Read More »
Covered calls add some risk to your portfolio but can be a good way to supplement income. Let’s dig in to understand a bit about options, describe a covered call strategy in detail and identify the risks for an individual investor. Options There are 2 main types of options contracts, but for this post, we’ll
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It is bad. Bad for every investor. It’s really bad. Let’s look at what insider trading is and why it hurts other market participants (hey, that’s us!) Insider Trading Insider trading is when a company “insider” places trades based on Material Non-Public Information (MNPI). Real Example What got me started on this was reading this
Today’s Thought – What’s so Bad About Insider Trading? Read More »
In this post, we’ll break down the steps involved in building an investment thesis for a company in which you are interested. It Starts With an Observation All investments – good and bad – start with an idea, or an observation. I’ve referred to the Peter Lynch story about seeing L’eggs eggs all over the
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Dividend Stocks are a compelling investment option. They have the potential for capital appreciation, and they also make regular dividend payments to shareholders. You can see more detail about stocks and dividends in my post on stocks, but to give a quick recap, stock ownership is ownership of shares of a company. Companies that are
You’ve decided to invest in companies and you’re buying stocks. Congratulations. How do you measure stock performance? This is a really tough question. Deciding to make the leap from mutual funds and ETFs to directly investing in companies is a big decision. It’s a decision to rely on your abilities over an index or fund
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