Portfolios
More portfolio fun
A few months ago, when the portfolio tracking service I am using for the site was having serious problems (not that they are fixed yet) I was looking for another way to track stock performance. During my search I found Marketguru.com. Market guru allows individuals to run and compare stock market portfolios. I did not [...]
Some changes to Opportunities Portfolio
To get this site’s Opportunities Portfolio back to where my current thoughts are I have sold out a couple of the positions. The two stocks sold are (ELP: 21.97 0.00 0.00%) and (KHD: 14.45 0.00 0.00%).
ELP seems to have stagnated and there are better opportunities in the current investing environment. KHD is going through a [...]
Adding new stocks to Portfolio
Today I am adding small positions of two stocks to this site’s Opportunities Portfolio.
Companhia Siderurgica Nacional [[SID] Brazilian iron minor & steel maker has been a long time favorite. Wish I would have added this one a few weeks ago.
Layne Christenson Co. (LAYN: 28.90 -0.24 -0.82%) Small position in this mining and water infrastructure company. [...]
Opportunities Portfolio – Year End Review
I currently have two hypothetical portfolios I track on this site. A few days ago I wrote the year end review of the Income Portfolio. Before we get too far into the new year I wanted to write some notes about the performance of the Opportunities Portfolio.
I started up the actively managed version of this [...]
Ashford Hospitality Suspends Dividend
Ashford Hospitality Trust Enhances Liquidity Position Through Strategic Transactions.
It is interesting to see a company dance around a dividend cut in their press release. You can see from the title of the release linked above that Ashford Hospitality (AHT: 6.06 +0.12 +2.02%) went for the euphemism “Enhancing liquidity”. The suspension of the dividend is not [...]






