Investment Common Sense



Watch List    July 17, 2026

The watch list is my own personal list of investments. If an investment has declined more than my "stop-loss" percent, the percent will be shown in the Decline column.

I weakly try to keep this list current at least weekly. So, the list reasonably accurately reflects the high price for each issue since I have owned it.

A security may appear more than once if it is held in multiple accounts. Reference prices may differ by account based on purchase date The first time a new security shows up on the list the high price and the current price will be equal. That does not mean that was the price I paid because I may have bought the security some time ago at a different price and did not get around to updating the list at that time.

Watch List
Symbol TheName ReferencePrice Latest Price Sec Type Decline
037833DK3 APPLE INC. 3%27 DUE 11/13/27 $98.65 $98.40 Fixed Income
039483BL5 ARCHER-DANIELS-MI 2.5%26 DUE 08/11/26 $99.92 $99.92 Fixed Income
06051XU34 BANK OF AMERICA 3.75%26CD FDIC INS DUE 12/11/26US $100.18 $99.89 Fixed Income
06053CJA5 BANK OF AMERICA 3.85%27CD FDIC INS DUE 01/29/27US $100.01 $99.92 Fixed Income
202795JK7 COMMONWEALTH EDI 2.95%27 DUE 08/15/27 $98.68 $98.68 Fixed Income
29364DAV2 ARKANSAS POWER & LI 4%28 DUE 06/01/28 $99.81 $99.19 Fixed Income
3130BADV6 FHLB 4.05%28 DUE 04/17/28 $100.09 $99.47 Fixed Income
46659CYE4 JPMORGAN CHASE B 4.05%27CD FDIC INS DUE 07/01/27US $100.03 $99.76 Fixed Income
594918BR4 MICROSOFT CORP 2.4%26 DUE 08/08/26 $99.92 $99.92 Fixed Income
61781BDC3 MORGAN STANLEY P 4.25%28CD FDIC INS DUE 01/03/28US $100.17 $100.12 Fixed Income
61781BDC3 MORGAN STANLEY P 4.25%28CD FDIC INS DUE 01/03/28US $100.17 $100.12 Fixed Income
85440KAB0 STANFORD UNIVER 3.089%29 DUE 05/01/29 $97.15 $96.26 Fixed Income
912828V98 US TREASUR NT 2.25%02/27UST NOTE DUE 02/15/27 $99.02 $99.02 Fixed Income
98970LUJ0 ZIONS BANCORP NTNL 4%27CD FDIC INS DUE 04/01/27US $100.00 $99.99 Fixed Income
ACTG ACACIA RESH CORP $5.13 $4.54 Equity -11.50%
AEG AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS $9.01 $9.01 Equity
AGFMF AGF MGMT LTD FCLASS B $16.30 $16.30 Equity
APA APA CORP $35.22 $35.22 Equity
BAM BROOKFIELD ASSET MGMT FCLASS A $49.76 $48.33 Equity
BWMX BETTERWARE DE MEXICO S F $18.34 $18.34 Equity
CB CHUBB LTD F $352.16 $352.16 Equity
CMCSA COMCAST CORP NEW CLASS CLASS A $23.79 $23.79 Equity
CRC CALIFORNIA RES CORP $68.87 $52.83 Equity -23.29%
DAC DANAOS CORP F $128.39 $125.87 Equity
DAC DANAOS CORP F $134.63 $125.87 Equity -6.51%
DINO HF SINCLAIR CORP $88.59 $88.59 Equity
DMC DEL MONTE CORP F $29.33 $29.33 Equity
EG EVEREST REINSURANCE GR F $382.57 $382.57 Equity
ESEA EUROSEAS LTD F $73.19 $69.23 Equity -5.41%
ESEA EUROSEAS LTD F $73.19 $69.23 Equity -5.41%
F FORD MTR CO DEL $16.81 $14.23 Equity -15.32%
F FORD MTR CO DEL $16.83 $14.23 Equity -15.42%
FRFHF FAIRFAX FINL HLDGS LTD F $1,794.23 $1,652.06 Equity -7.92%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,652.06 Equity -13.29%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,652.06 Equity -13.29%
GIII G-III APPAREL GROUP LTD $35.42 $35.42 Equity
GSL GLOBAL SHIP LEASE INC FCLASS A $42.29 $40.16 Equity -5.04%
HAFN HAFNIA LTD F $7.27 $7.25 Equity
HAFN HAFNIA LTD F $8.96 $7.25 Equity -19.08%
IGM ISHARES EXPANDED TECH SECTOR ETF $169.40 $153.30 ETFs & Closed End Funds -9.50%
IGM ISHARES EXPANDED TECH SECTOR ETF $169.40 $153.30 ETFs & Closed End Funds -9.50%
LEA LEAR CORP $142.09 $141.72 Equity
LEA LEAR CORP $142.15 $141.72 Equity
LEA LEAR CORP $141.72 $141.72 Equity
LULU LULULEMON ATHLETICA INC $116.33 $116.33 Equity
MITT TPG MORTGAGE INVESTM $9.21 $7.64 Equity -17.05%
MSDL MORGAN STANLEY DIRECT LE $16.32 $15.46 Equity -5.27%
MTDR MATADOR RES CO $65.45 $53.80 Equity -17.80%
NB 01/21/2028 7.50 C CALL NIOCORP DEVS LTD 7.5 EXP 01/21/28 $2.79 $1.39 Option -50.32%
PAA PLAINS ALL AMERICAN P LP $24.15 $23.87 Equity
PAA PLAINS ALL AMERICAN P LP $24.15 $23.87 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $17.97 $17.97 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $17.97 Equity -17.95%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $17.97 Equity -17.95%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $17.97 Equity -17.95%
PLGO PELAGOS INSURANCE CAPI F $25.40 $25.40 Equity
RM REGIONAL MGMT CORP $43.50 $41.66 Equity
RMBS RAMBUS INC DEL $158.40 $101.44 Equity -35.96%
RMBS RAMBUS INC DEL $125.77 $101.44 Equity -19.34%
SCYB SCHWAB HIGH YIELD BOND ETF $26.62 $26.08 ETFs & Closed End Funds
SGU STAR GROUP L P LP $13.47 $13.09 Equity
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS $93.22 $87.32 Equity -6.33%
SM SM ENERGY CO $31.32 $31.32 Equity
SON SONOCO PRODS CO $57.41 $56.57 Equity
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
T AT&T INC $29.10 $21.81 Equity -25.05%
T AT&T INC $29.57 $21.81 Equity -26.24%
TEN TSAKOS ENERGY NAVIGATI F $43.80 $37.62 Equity -14.11%
TIGO MILLICOM INTERNTNL C F $98.34 $98.34 Equity
TOST TOAST INC CLASS A $30.08 $30.08 Equity
UGI UGI CORP NEW $40.11 $36.62 Equity -8.70%
UGP ULTRAPAR PARTICIPACO A FSPONSORED ADR 1 ADR REPS 1 ORD SHS $6.25 $6.25 Equity
UNTC UNIT CORP EQUITY CLASS EQUITY $35.99 $30.40 Equity -15.53%
UVV UNIVERSAL CORP VA $58.83 $53.14 Equity -9.67%
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $44.49 Equity
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $44.49 Equity
WLKP WESTLAKE CHEM PARTNER LP $22.66 $22.01 Equity
WLKP WESTLAKE CHEM PARTNER LP $23.21 $22.01 Equity -5.17%
WU WESTERN UN CO $9.48 $8.88 Equity -6.33%
ZIM ZIM INTEGRATED SHIPPIN F $29.27 $24.30 Equity -16.98%