Investment Common Sense



Watch List    August 14, 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 $98.55 Fixed Income
06051XU34 BANK OF AMERICA 3.75%26CD FDIC INS DUE 12/11/26US $100.18 $99.92 Fixed Income
06053CJA5 BANK OF AMERICA 3.85%27CD FDIC INS DUE 01/29/27US $100.01 $99.94 Fixed Income
202795JK7 COMMONWEALTH EDI 2.95%27 DUE 08/15/27 $98.82 $98.82 Fixed Income
29364DAV2 ARKANSAS POWER & LI 4%28 DUE 06/01/28 $99.81 $99.18 Fixed Income
3130BADV6 FHLB 4.05%28 DUE 04/17/28 $100.09 $99.54 Fixed Income
46659CYE4 JPMORGAN CHASE B 4.05%27CD FDIC INS DUE 07/01/27US $100.03 $99.87 Fixed Income
61781BDC3 MORGAN STANLEY P 4.25%28CD FDIC INS DUE 01/03/28US $100.17 $100.15 Fixed Income
61781BDC3 MORGAN STANLEY P 4.25%28CD FDIC INS DUE 01/03/28US $100.17 $100.15 Fixed Income
85440KAB0 STANFORD UNIVER 3.089%29 DUE 05/01/29 $97.15 $95.63 Fixed Income
912828V98 US TREASUR NT 2.25%02/27UST NOTE DUE 02/15/27 $99.20 $99.20 Fixed Income
98970LUJ0 ZIONS BANCORP NTNL 4%27CD FDIC INS DUE 04/01/27US $100.00 $100.00 Fixed Income
ACTG ACACIA RESH CORP $5.13 $4.59 Equity -10.53%
AEG AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS $9.45 $9.45 Equity
AGFMF AGF MGMT LTD FCLASS B $16.81 $16.81 Equity
APA APA CORP $41.12 $40.47 Equity
BAM BROOKFIELD ASSET MGMT FCLASS A $55.12 $54.31 Equity
BWMX BETTERWARE DE MEXICO S F $18.34 $16.45 Equity -10.31%
CB CHUBB LTD F $352.16 $343.64 Equity
CMCSA COMCAST CORP NEW CLASS CLASS A $26.18 $26.18 Equity
CRC CALIFORNIA RES CORP $68.87 $53.31 Equity -22.59%
DAC DANAOS CORP F $141.92 $141.92 Equity
DAC DANAOS CORP F $141.92 $141.92 Equity
DINO HF SINCLAIR CORP $93.67 $93.67 Equity
DMC DEL MONTE CORP F $30.78 $30.40 Equity
EG EVEREST REINSURANCE GR F $382.57 $370.11 Equity
ESEA EUROSEAS LTD F $73.80 $73.80 Equity
ESEA EUROSEAS LTD F $73.80 $73.80 Equity
F FORD MTR CO DEL $16.81 $14.37 Equity -14.49%
F FORD MTR CO DEL $16.83 $14.37 Equity -14.59%
FRFHF FAIRFAX FINL HLDGS LTD F $1,794.23 $1,635.55 Equity -8.84%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,635.55 Equity -14.16%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,635.55 Equity -14.16%
GIII G-III APPAREL GROUP LTD $35.42 $33.90 Equity
GSL GLOBAL SHIP LEASE INC FCLASS A $42.29 $42.17 Equity
HAFN HAFNIA LTD F $7.74 $7.74 Equity
HAFN HAFNIA LTD F $8.96 $7.74 Equity -13.62%
IGM ISHARES EXPANDED TECH SECTOR ETF $169.40 $164.67 ETFs & Closed End Funds
IGM ISHARES EXPANDED TECH SECTOR ETF $169.40 $164.67 ETFs & Closed End Funds
LEA LEAR CORP $124.95 $124.95 Equity
LULU LULULEMON ATHLETICA INC $125.73 $119.55 Equity
MITT TPG MORTGAGE INVESTM $9.21 $6.76 Equity -26.60%
MSDL MORGAN STANLEY DIRECT LE $16.32 $15.46 Equity -5.27%
MTDR MATADOR RES CO $65.45 $53.69 Equity -17.97%
NB 01/21/2028 7.50 C CALL NIOCORP DEVS LTD 7.5 EXP 01/21/28 $2.79 $1.88 Option -32.90%
OSK OSHKOSH CORP $152.89 $152.89 Equity
PAA PLAINS ALL AMERICAN P LP $24.15 $23.90 Equity
PAA PLAINS ALL AMERICAN P LP $24.15 $23.90 Equity
PBH PRESTIGE CONSUMER HEALTH $51.38 $51.38 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $17.88 Equity -18.36%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $17.97 $17.88 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $17.88 Equity -18.36%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $17.88 Equity -18.36%
PLGO PELAGOS INSURANCE CAPI F $25.40 $23.84 Equity -6.14%
RM REGIONAL MGMT CORP $43.50 $33.50 Equity -22.99%
RMBS RAMBUS INC DEL $158.40 $100.85 Equity -36.33%
SCYB SCHWAB HIGH YIELD BOND ETF $26.62 $26.05 ETFs & Closed End Funds
SGU STAR GROUP L P LP $13.47 $12.64 Equity -6.16%
SHEL SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS $93.22 $90.47 Equity
SM SM ENERGY CO $33.75 $33.75 Equity
SON SONOCO PRODS CO $58.27 $58.27 Equity
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
T AT&T INC $29.57 $24.89 Equity -15.83%
T AT&T INC $29.10 $24.89 Equity -14.47%
TEN TSAKOS ENERGY NAVIGATI F $43.80 $41.45 Equity -5.37%
TIGO MILLICOM INTERNTNL C F $98.34 $93.89 Equity
TOST TOAST INC CLASS A $35.23 $34.75 Equity
TXT TEXTRON INC $89.00 $89.00 Equity
UGI UGI CORP NEW $40.11 $35.37 Equity -11.82%
UGP ULTRAPAR PARTICIPACO A FSPONSORED ADR 1 ADR REPS 1 ORD SHS $6.25 $6.16 Equity
UNTC UNIT CORP EQUITY CLASS EQUITY $35.99 $32.51 Equity -9.67%
UVV UNIVERSAL CORP VA $58.83 $44.77 Equity -23.90%
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $43.04 Equity -8.02%
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $43.04 Equity -8.02%
WLKP WESTLAKE CHEM PARTNER LP $23.21 $21.70 Equity -6.51%
WLKP WESTLAKE CHEM PARTNER LP $22.66 $21.70 Equity
ZIM ZIM INTEGRATED SHIPPIN F $29.27 $28.14 Equity