Investment Common Sense



Watch List    June 26, 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 $98.53 Fixed Income
039483BL5 ARCHER-DANIELS-MI 2.5%26 DUE 08/11/26 $99.82 $99.82 Fixed Income
06051XU34 BANK OF AMERICA 3.75%26CD FDIC INS DUE 12/11/26US $100.18 $99.88 Fixed Income
06053CJA5 BANK OF AMERICA 3.85%27CD FDIC INS DUE 01/29/27US $100.01 $99.93 Fixed Income
202795JK7 COMMONWEALTH EDI 2.95%27 DUE 08/15/27 $98.56 $98.56 Fixed Income
29364DAV2 ARKANSAS POWER & LI 4%28 DUE 06/01/28 $99.81 $99.21 Fixed Income
3130BADV6 FHLB 4.05%28 DUE 04/17/28 $100.09 $99.65 Fixed Income
46659CYE4 JPMORGAN CHASE B 4.05%27CD FDIC INS DUE 07/01/27US $100.03 $99.84 Fixed Income
594918BR4 MICROSOFT CORP 2.4%26 DUE 08/08/26 $99.80 $99.80 Fixed Income
61781BDC3 MORGAN STANLEY P 4.25%28CD FDIC INS DUE 01/03/28US $100.00 $100.00 Fixed Income
61781BDC3 MORGAN STANLEY P 4.25%28CD FDIC INS DUE 01/03/28US $100.00 $100.00 Fixed Income
85440KAB0 STANFORD UNIVER 3.089%29 DUE 05/01/29 $97.15 $96.54 Fixed Income
912828V98 US TREASUR NT 2.25%02/27UST NOTE DUE 02/15/27 $98.92 $98.92 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 $4.69 Equity -8.58%
AEG AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS $8.40 $8.40 Equity
AGFMF AGF MGMT LTD FCLASS B $15.05 $13.67 Equity -9.15%
APA APA CORP $33.01 $33.01 Equity
BAM BROOKFIELD ASSET MGMT FCLASS A $49.76 $44.62 Equity -10.33%
BWMX BETTERWARE DE MEXICO S F $17.86 $17.86 Equity
CB CHUBB LTD F $341.44 $341.44 Equity
CHRD CHORD ENERGY CORP $148.39 $116.59 Equity -21.43%
CMCSA COMCAST CORP NEW CLASS A $23.17 $23.17 Equity
CRC CALIFORNIA RES CORP $68.87 $53.71 Equity -22.01%
DAC DANAOS CORP F $123.02 $123.02 Equity
DAC DANAOS CORP F $134.63 $123.02 Equity -8.62%
DINO HF SINCLAIR CORP $68.29 $68.29 Equity
DMC DEL MONTE CORP F $29.22 $29.22 Equity
ESEA EUROSEAS LTD F $73.19 $66.35 Equity -9.35%
ESEA EUROSEAS LTD F $73.19 $66.35 Equity -9.35%
F FORD MTR CO DEL $16.81 $14.13 Equity -15.92%
F FORD MTR CO DEL $16.83 $14.13 Equity -16.02%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,650.00 Equity -13.40%
FRFHF FAIRFAX FINL HLDGS LTD F $1,794.23 $1,650.00 Equity -8.04%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,650.00 Equity -13.40%
GIII G-III APPAREL GROUP LTD $34.06 $34.06 Equity
GSL GLOBAL SHIP LEASE INC FCLASS A $42.29 $37.79 Equity -10.64%
HAFN HAFNIA LTD F $6.97 $6.97 Equity
HAFN HAFNIA LTD F $8.96 $6.97 Equity -22.21%
IGM ISHARES EXPANDED TECH SECTOR ETF $169.40 $155.89 ETFs & Closed End Funds -7.98%
IGM ISHARES EXPANDED TECH SECTOR ETF $169.40 $155.89 ETFs & Closed End Funds -7.98%
LEA LEAR CORP $136.84 $136.84 Equity
LEA LEAR CORP $142.09 $136.84 Equity
LEA LEAR CORP $142.15 $136.84 Equity
MITT TPG MORTGAGE INVESTM $9.21 $8.09 Equity -12.16%
MSDL MORGAN STANLEY DIRECT LE $16.32 $15.42 Equity -5.51%
MTDR MATADOR RES CO $65.45 $49.90 Equity -23.76%
NB 01/21/2028 7.50 C CALL NIOCORP DEVS LTD 7.5 EXP 01/21/28 $2.79 $1.65 Option -40.95%
PAA PLAINS ALL AMERICAN P LP $24.15 $21.85 Equity -9.52%
PAA PLAINS ALL AMERICAN P LP $24.15 $21.85 Equity -9.52%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $16.29 Equity -25.62%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $16.29 $16.29 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $16.29 Equity -25.62%
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $16.29 Equity -25.62%
PLGO PELAGOS INSURANCE CAPI F $24.74 $24.74 Equity
RM REGIONAL MGMT CORP $41.04 $41.04 Equity
RMBS RAMBUS INC DEL $125.77 $114.73 Equity -8.78%
RMBS RAMBUS INC DEL $158.40 $114.73 Equity -27.57%
SAR SARATOGA INVT CORP $23.64 $22.29 Equity -5.71%
SCYB SCHWAB HIGH YIELD BOND ETF $26.62 $26.15 ETFs & Closed End Funds
SGU STAR GROUP L P LP $13.47 $12.93 Equity
SHEL SHELL PLC FTENDER OFFER EXP: $93.22 $76.53 Equity -17.90%
SM SM ENERGY CO $26.34 $26.34 Equity
SON SONOCO PRODS CO $57.41 $55.11 Equity
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
T AT&T INC $29.57 $22.72 Equity -23.17%
T AT&T INC $29.10 $22.72 Equity -21.92%
TEN TSAKOS ENERGY NAVIGATI F $43.80 $36.72 Equity -16.16%
TIGO MILLICOM INTERNTNL C F $89.26 $89.26 Equity
TOST TOAST INC CLASS CLASS A $27.08 $27.08 Equity
UGI UGI CORP NEW $40.11 $35.43 Equity -11.67%
UGP ULTRAPAR PARTICIPACO A FSPONSORED ADR 1 ADR REPS 1 ORD SHS $4.96 $4.96 Equity
UNTC UNIT CORP EQUITY CLASS EQUITY $35.99 $31.54 Equity -12.38%
UVV UNIVERSAL CORP VA $58.83 $53.79 Equity -8.57%
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $42.20 Equity -9.82%
VLGEA VILLAGE SUPER MKT INC CLASS A $46.80 $42.20 Equity -9.82%
WLKP WESTLAKE CHEM PARTNER LP $22.66 $22.66 Equity
WLKP WESTLAKE CHEM PARTNER LP $23.21 $22.66 Equity
WU WESTERN UN CO $9.48 $7.54 Equity -20.46%
ZIM ZIM INTEGRATED SHIPPIN F $29.27 $25.58 Equity -12.61%