Investment Common Sense



Watch List    October 8, 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 $98.26 Fixed Income
06051XU34 BANK OF AMERICA 3.75%26CD FDIC INS DUE 12/11/26US $100.18 $99.93 Fixed Income
06053CJA5 BANK OF AMERICA 3.85%27CD FDIC INS DUE 01/29/27US $100.01 $99.91 Fixed Income
202795JK7 COMMONWEALTH EDI 2.95%27 DUE 08/15/27 $98.82 $98.59 Fixed Income
29364DAV2 ARKANSAS POWER & LI 4%28 DUE 06/01/28 $99.81 $98.46 Fixed Income
3130BADV6 FHLB 4.05%28 DUE 04/17/28 $100.09 $98.81 Fixed Income
46659CYE4 JPMORGAN CHASE B 4.05%27CD FDIC INS DUE 07/01/27US $100.03 $99.68 Fixed Income
61781BDC3 MORGAN STANLEY P 4.25%28CD FDIC INS DUE 01/03/28US $100.17 $99.65 Fixed Income
61781BDC3 MORGAN STANLEY P 4.25%28CD FDIC INS DUE 01/03/28US $100.17 $99.65 Fixed Income
85440KAB0 STANFORD UNIVER 3.089%29 DUE 05/01/29 $97.15 $94.32 Fixed Income
912810FE3 US TREASURY 5.5%08/28UST BOND DUE 08/15/28 $102.11 $100.99 Fixed Income
912828V98 US TREASUR NT 2.25%02/27UST NOTE DUE 02/15/27 $99.31 $99.31 Fixed Income
98970LUJ0 ZIONS BANCORP NTNL 4%27CD FDIC INS DUE 04/01/27US $100.03 $99.91 Fixed Income
ACTG ACACIA RESH CORP $5.13 $4.34 Equity -15.50%
AEG AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS $9.45 $8.24 Equity -12.86%
AFIFX AMERICAN FUNDS FUNDAMENTAL INVS F-1 $103.61 $102.83 Mutual Fund
BAM BROOKFIELD ASSET MGMT FCLASS CLASS A $55.12 $46.26 Equity -16.07%
BWLP BW LPG LTD F $26.04 $26.04 Equity
CB CHUBB LTD F $352.16 $342.07 Equity
CHRD CHORD ENERGY CORP $146.39 $142.36 Equity
DAC DANAOS CORP F $169.79 $169.79 Equity
DAC DANAOS CORP F $169.79 $169.79 Equity
DINO HF SINCLAIR CORP $121.95 $121.95 Equity
DMC DEL MONTE CORP F $32.19 $29.35 Equity -8.82%
EG EVEREST REINSURANCE GR F $382.57 $367.35 Equity
ESEA EUROSEAS LTD F $77.59 $72.05 Equity -7.14%
ESEA EUROSEAS LTD F $77.59 $72.05 Equity -7.14%
FRFHF FAIRFAX FINL HLDGS LTD F $1,794.23 $1,564.37 Equity -12.81%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,564.37 Equity -17.89%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,564.37 Equity -17.89%
GSL GLOBAL SHIP LEASE INC FCLASS A $46.40 $45.15 Equity
HAFC HANMI FINL CORP $32.32 $30.90 Equity
HAFN HAFNIA LTD F $10.85 $10.85 Equity
HAFN HAFNIA LTD F $10.85 $10.85 Equity
HBB HAMILTON BEACH BRANDS HLCLASS A $34.88 $34.71 Equity
HBB HAMILTON BEACH BRANDS HLCLASS A $34.88 $34.71 Equity
IBIT ISHARES BITCOIN TRUST ETF $47.77 $46.78 ETFs & Closed End Funds
IGM ISHARES EXPANDED TECH SECTOR ETF $171.98 $171.98 ETFs & Closed End Funds
IGM ISHARES EXPANDED TECH SECTOR ETF $171.98 $171.98 ETFs & Closed End Funds
IMMR IMMERSION CORP $7.71 $7.45 Equity
LEA LEAR CORP $134.68 $117.92 Equity -12.45%
LULU LULULEMON ATHLETICA INC $125.73 $93.94 Equity -25.29%
MSDL MORGAN STANLEY DIRECT LE $16.32 $13.48 Equity -17.40%
MTDR MATADOR RES CO $65.45 $54.51 Equity -16.72%
NB 01/21/2028 7.50 C CALL NIOCORP DEVS LTD 7.5 EXP 01/21/28 $2.79 $0.68 Option -75.84%
PAA PLAINS ALL AMERICAN P LP $25.81 $24.44 Equity -5.29%
PAA PLAINS ALL AMERICAN P LP $25.80 $24.44 Equity -5.27%
PBH PRESTIGE CONSUMER HEALTH $52.69 $48.29 Equity -8.36%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $25.29 $25.29 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $25.27 $25.27 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $25.29 $25.29 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $25.28 $25.28 Equity
PLGO PELAGOS INSURANCE CAPI F $25.40 $24.31 Equity
PLTR 09/17/2027 170.00 C CALL PALANTIR TECHNOLOGI170 EXP 09/17/27 $64.53 $64.53 Option
PUSA POWERUS CORP $2.56 $2.56 Equity
RMBS RAMBUS INC DEL $158.40 $106.66 Equity -32.66%
SCYB SCHWAB HIGH YIELD BOND ETF $26.62 $25.18 ETFs & Closed End Funds -5.43%
SGU STAR GROUP L P LP $13.47 $12.93 Equity
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS $100.48 $100.48 Equity
SM SM ENERGY CO $38.12 $37.20 Equity
SON SONOCO PRODS CO $58.27 $48.17 Equity -17.33%
SUN SUNOCO LP LP $77.87 $74.69 Equity
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
SYK STRYKER CORP $277.92 $277.92 Equity
T AT&T INC $29.10 $22.29 Equity -23.42%
T AT&T INC $29.57 $22.27 Equity -24.70%
TEN TSAKOS ENERGY NAVIGATI F $52.09 $52.05 Equity
TIGO MILLICOM INTERNTNL C F $98.34 $81.17 Equity -17.45%
TOST TOAST INC CLASS CLASS A $36.68 $31.20 Equity -14.95%
TXT TEXTRON INC $89.00 $73.81 Equity -17.07%
UAN CVR PARTNERS LP LP $133.91 $125.91 Equity -5.97%
UGI UGI CORP NEW $40.11 $37.17 Equity -7.33%
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $43.35 Equity -7.36%
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $43.35 Equity -7.36%
WLKP WESTLAKE CHEM PARTNER LP $23.21 $21.29 Equity -8.30%