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
Christmas in March, A Dividend Story Read More »
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 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
How to Build an Investment Thesis for a Company Read More »
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
Today, I grudgingly sold 6 companies that I’ve owned for several years. All 6 companies had lost money for me. They were on an up trend at one point in time, with optimistic growth projections and a rising stock price. A few had healthy dividends as well so I was earning some income while expecting
Stocks – when to sell Read More »
To many people, a stock is something you trade to try and make some quick money, but a stock is a whole lot more than that. In this post, we’ll look at what a stock is and how it works. First and foremost, a stock represents equity ownership in a company. When you buy a