Archive | January 2020

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SELL NEWTL

January 27, 2020. Major problems with our host today. Edge is not working and we have converted to Firefox……finally. SELLING NEWTL. The Total Return is very nice and it is time to lock in the profits. The Core Portfolio is “only” down about half a percent, which is one third of SPY. (Now at 1.5%) […]

SNOOZE-FEST

January 23, 2020. We spend many hours everyday looking at possible buys and sells in the Core Portfolio. And right now there is just nothing happening. But JPMorgan has an article with 3 BUYS, and we hold all three already. Article link: LINK HERE By market capitalization, TESLA (cult stock) is THREE times larger than […]

TAKE PROFITS FOR WINNERS

January 21, 2020. There really is not much new to discuss regarding the Core Portfolio. We continue holding all positions with the anticipation of a minor pullback…..but read on……. Today we sold half a position that had a huge 21% gain in 18 months.(increasing the portfolio cash position a little) This holding was not listed […]

BLOW OFF TOP?

January 17, 2020. The markets continue higher and are extremely over-valued. We remain diligent still expecting some sort of pullback within the next month. Despite the expected decline, there was one purchase of a higher quality Southern Company NEW ISSUE this week in the Core Portfolio.…HERE IS A DETAILED DISCUSSION We also a Southern Company […]

BUYING: CAN U BELIEVE IT

January 14, 2020. SOJD is finally trading today. BUY SOJD at $25.32 or less…… This is an “investment grade” bond from a high quality Company. But note that it only pays a “low” 4.95% but we are ok with that due to the quality of Southern Co. Yes this position could pull back if we […]

REMEMBERING-RISK

January 13, 2020. Sell high. Buy Low. How many times over the years have we suggested you buy stuff when it is ON SALE. We are expecting a minor pullback. but we are NOT expecting a recession….at least not in the near future. So some big gainers have been sold with the expectation that we […]

SELLING-BIG PROFIT

January 10, 2020. We bought THQ Tekla Healthcare in July of last year. We already have a 22% profit in that short period of time. We are SELLING and locking in the gains. __________ Here is a new book coming out in the next few weeks. Schweizer’s books are always interesting: the last book talked […]