Categories
Blogroll
Portfolio Spreadsheets
Specific Items
Pages
Recent Comments
- Dan from Madison on If They Are Making the Call, I Am Going The Other Way
- Barry Ritholtz on If They Are Making the Call, I Am Going The Other Way
- Dan from Madison on Preliminary Stock Selections for 2010
- Carl from Chicago on Preliminary Stock Selections for 2010
- Carl from Chicago on 2009 Stock Selections – Performance Review
Meta
-
Spam Blocked
Category Archives: Stocks
If They Are Making the Call, I Am Going The Other Way
Carl and I really are chumps in the world of which we speak, which is mostly the stock market. I heard someone say that the stock market was the bond markets idiot little brother. I have to agree. Sometimes the … Continue reading
Posted in Humor, Performance, Stocks, The Big Picture
2 Comments
Preliminary Stock Selections for 2010
It is almost the time of year for stock picking for the trust funds that I run. There are 5 this year, with some as long as 9 years and others on their 2nd year. The plan is that I … Continue reading
Posted in Stocks
5 Comments
Utility Stock Research
It is time to start researching stocks for the 2010 trust fund recommendations (I recommend six stocks in total, each fund takes two, unless there are some special sells needed or consolidation). While doing this, I also look for opportunities … Continue reading
Posted in Stocks
3 Comments
More Good News
This is making my FPRS position look better and better. I like how they give soooo much credit to Alan Mulally, when in reality he has an army of middle managers who are doing all the hard work while he … Continue reading
Posted in Carl's Hero Alan Mulally, Performance, Stocks
Leave a comment
FPRS and Alternative Investments
Stocks are a big part of any portfolio. But they can’t be the end all - I don’t care how diverse you are in choosing those stocks. To that end, I try to find other types of investments so not only am … Continue reading
Posted in Carl's Hero Alan Mulally, Fixed Income, Performance, Stocks
4 Comments
Dartboard
Carl is getting ready for his stock picks for the next portfolio and I am going to play along this time, with a twist. I am going to take an equivalent amount of money from Carl’s portfolio and go dartboard. … Continue reading
Posted in Announcements, Humor, Performance, Portfolio Tracking, Stocks
2 Comments
MGEE – Safety or Yield?
On June 7 I bought another block of MGEE at $34.36/share and since then it has gone up to $36.76 as of this writing. I discussed MGEE here. That is an immense move for a utility, and especially one like … Continue reading
Posted in Fixed Income, Stocks, Taxes, Tracking
Leave a comment
Impact of Currency Moves On An ADR
One of the stocks recommended in prior years’ and currently held in Portfolio 2 is Diageo, the UK spirits company. Since the portfolios that I run for my nephews and nieces only purchase and hold stocks on US exchanges (for … Continue reading
Don’t Forget Sin Companies
This is an interesting story from Bloomberg. A Scotch whisky matured for more than six decades sold for 25,200 pounds ($37,245) at an Edinburgh auction today as collectors vied for rare malts. The bottle is one of 61 produced by … Continue reading
MGEE – A Stock That I Consider Fixed Income
I just purchased a block of MGEE, my local utility. In the big picture of utilities MGEE is a very tiny player. Their daily volume is fairly low. Over the last 5 years MGEE has traded from a low of … Continue reading
Posted in Fixed Income, Stocks
5 Comments
Along For The Ride
As retail investors, we are pretty much along for the ride as far as the stock market goes. That purchase you make today of 500 shares of xyz company doens’t do squat to move the big numbers. The institutional and … Continue reading
Posted in Stocks, The Big Picture
2 Comments
Almost Time For Stock Picking Season
As a brief overview again of how my trust funds work: I set up individual trust funds for my nieces and nephews when they are around 11-12 Every year I contribute $500 / each, they contribute $500 each, and then … Continue reading
Posted in Stocks, Trust Fund Details
1 Comment
Greetings
As you can see up above this blog is about running a trust fund for kids and general investing. I will be mostly under the general investing end of things. Thanks to Carl for letting me post here! One funny … Continue reading
Posted in Humor, Stocks, The Big Picture
3 Comments
Dividend Cuts and Interest Rates
Recently I wrote about how Interactive Brokers was offering to lend money at 1.25% in order to purchase stocks yielding 5% or more in dividends. I was struck by the low rate that they were able to offer as interest … Continue reading
Posted in Stocks
Leave a comment
Leverage, dividends and our insanely low interest rates
Like the famous Seinfeld episode where Kramer struggles to figure out how to profit from the fact that Michigan offers a 10 cent return on recycled bottles, I have been starting at this ad from Interactive Brokers for some time … Continue reading
Posted in Performance, Stocks
1 Comment
Purchasing Stocks for 2009
It is the season where we purchase stocks each year. At a high level the process is: – kids earn their $500 during the course of the summer (some have jobs, or find other ways to save) – after I … Continue reading
Posted in Stocks
Leave a comment
2009 Stock Picks
Every year I provide six stocks for selection for each trust fund. Generally each trust fund selects 2 stocks, in amounts of $700 – $1000 depending on available cash (some cash accumulates from dividends and prior sales). 1) WMT – … Continue reading