Investment Common Sense



Watch List    February 27, 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. 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
039483BL5 ARCHER-DANIELS-MI 2.5%26 DUE 08/11/26 $99.41 $99.41 Fixed Income
06051XU34 BANK OF AMERICA 3.75%26CD FDIC INS DUE 12/11/26US $100.18 $100.00 Fixed Income
084670BS6 BERKSHIRE HATHA 3.125%26 DUE 03/15/26 $99.98 $99.96 Fixed Income
594918BR4 MICROSOFT CORP 2.4%26 DUE 08/08/26 $99.42 $99.42 Fixed Income
680061PR3 OLD NTNL BANK 3.85%26CD FDIC INS DUE 06/09/26US $100.09 $100.03 Fixed Income
912797QD2 US TREASURY BILL26U S T BILL DUE 04/16/26 $99.55 $99.55 Fixed Income
9128286S4 US TREASU NT 2.375%04/26UST NOTE DUE 04/30/26 $99.78 $99.78 Fixed Income
912828V98 US TREASUR NT 2.25%02/27UST NOTE DUE 02/15/27 $98.78 $98.78 Fixed Income
AB ALLIANCEBERNSTEIN HLD LP $42.80 $39.26 Equity -8.27%
ACTG ACACIA RESH CORP $4.20 $4.19 Equity
AEG AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS $7.90 $7.50 Equity -5.06%
AEG AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS $7.88 $7.50 Equity
AGFMF AGF MGMT LTD FCLASS B $15.05 $15.05 Equity
AMD ADVANCED MICRO DEVIC $259.68 $200.21 Equity -22.90%
AMTM AMENTUM HLDGS INC EQUITY $37.53 $29.87 Equity -20.41%
AMTM AMENTUM HLDGS INC EQUITY $37.53 $29.87 Equity -20.41%
ARLP ALLIANCE RESOURCE PAR LP $26.49 $26.49 Equity
ARLP ALLIANCE RESOURCE PAR LP $26.49 $26.49 Equity
BRO BROWN & BROWN INC $82.78 $71.82 Equity -13.24%
CB CHUBB LTD F $340.86 $340.86 Equity
CHRD CHORD ENERGY CORP $108.37 $108.37 Equity
CRC CALIFORNIA RES CORP $59.22 $58.84 Equity
CVS CVS HEALTH CORP $83.01 $79.90 Equity
DFH DREAM FINDERS HOMES INC CLASS CLASS A $21.05 $18.07 Equity -14.16%
DGICA DONEGAL GROUP INC CLASS A $20.55 $17.62 Equity -14.26%
DGICA DONEGAL GROUP INC CLASS A $20.55 $17.62 Equity -14.26%
EQNR EQUINOR ASA F $29.83 $29.83 Equity
ESEA EUROSEAS LTD F $68.74 $68.74 Equity
ESEA EUROSEAS LTD F $68.74 $68.74 Equity
F FORD MTR CO DEL $14.12 $14.09 Equity
F FORD MTR CO DEL $14.20 $14.09 Equity
FDP FRESH DEL MONTE PRODUC F $42.93 $42.93 Equity
FDP FRESH DEL MONTE PRODUC F $42.93 $42.93 Equity
FPAFY FIRST PAC LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS $4.36 $4.10 Equity -5.92%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,721.48 Equity -9.65%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,721.48 Equity -9.65%
FRFHF FAIRFAX FINL HLDGS LTD F $1,751.06 $1,721.48 Equity
GIII G-III APPAREL GROUP LTD $31.89 $30.59 Equity
GLD 05/15/2026 440.00 P PUT SPDR GOLD TR 440 EXP 05/15/26 $16.95 $7.65 Option -54.87%
GSL GLOBAL SHIP LEASE INC FCLASS CLASS A $41.08 $41.08 Equity
HAFN HAFNIA LTD F $7.69 $7.69 Equity
IGIFF IGM FINL INC F $49.76 $49.76 Equity
IGM ISHARES EXPANDED TECH SECTOR ETF $132.77 $124.23 ETFs & Closed End Funds -6.43%
IGM ISHARES EXPANDED TECH SECTOR ETF $130.53 $124.23 ETFs & Closed End Funds
KNOP KNOT OFFSHORE PARTNER LP $10.72 $10.69 Equity
KSS KOHLS CORP $16.37 $16.37 Equity
LEA LEAR CORP $140.95 $131.25 Equity -6.88%
LEA LEAR CORP $140.95 $131.25 Equity -6.88%
MFIN MEDALLION FINL CORP EQUICLASS EQUITY $10.72 $10.09 Equity -5.88%
MITT TPG MORTGAGE INVESTM $9.21 $8.09 Equity -12.16%
MSDL MORGAN STANLEY DIRECT LE $16.32 $14.80 Equity -9.31%
MTDR MATADOR RES CO $52.39 $51.40 Equity
PAA PLAINS ALL AMERICAN P LP $20.91 $20.91 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $16.63 $16.63 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $16.63 $16.63 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $16.63 $16.63 Equity
RGLD ROYAL GOLD INC $299.79 $299.79 Equity
RM REGIONAL MGMT CORP $40.35 $31.82 Equity -21.14%
RMBS RAMBUS INC DEL $115.31 $99.66 Equity -13.57%
RMBS RAMBUS INC DEL $115.31 $99.66 Equity -13.57%
SAR SARATOGA INVT CORP $23.64 $23.16 Equity
SBGSF SCHNEIDER ELECTRIC ORDF $326.91 $326.91 Equity
SBHGF SBI HOLDINGS INC ORDF $24.09 $21.45 Equity -10.95%
SCYB SCHWAB HIGH YIELD BOND ETF $26.62 $26.47 ETFs & Closed End Funds
SGU STAR GROUP L P LP $13.47 $12.85 Equity
SHEL SHELL PLC FTENDER OFFER EXP: $83.51 $83.51 Equity
SLRC SLR INVESTMENT CORP $15.19 $14.42 Equity -5.07%
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
SYF SYNCHRONY FINL $87.40 $69.11 Equity -20.93%
SYF SYNCHRONY FINL $87.40 $69.11 Equity -20.93%
T AT&T INC $28.69 $28.01 Equity
T AT&T INC $29.57 $28.01 Equity -5.28%
TIGO MILLICOM INTERNTNL C F $72.89 $72.89 Equity
TIGO MILLICOM INTERNTNL C F $72.89 $72.89 Equity
TIMB TIM SA ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS $27.48 $27.48 Equity
TPVG TRIPLEPOINT VENTURE GROW $6.43 $5.19 Equity -19.28%
TPVG TRIPLEPOINT VENTURE GROW $6.43 $5.19 Equity -19.28%
UGI UGI CORP NEW $40.11 $37.41 Equity -6.73%
UNTC UNIT CORP EQUITY CLASS EQUITY $33.81 $33.81 Equity
UVV UNIVERSAL CORP VA $58.83 $53.73 Equity -8.67%
VLGEA VILLAGE SUPER MKT INC CLASS A $39.85 $39.15 Equity
VLGEA VILLAGE SUPER MKT INC CLASS A $39.85 $39.15 Equity
WNC WABASH NATL CORP $11.86 $10.15 Equity -14.42%
WNC WABASH NATL CORP $11.86 $10.15 Equity -14.42%
ZIM ZIM INTEGRATED SHIPPIN F $29.27 $28.83 Equity