Investment Common Sense



Watch List    May 1, 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
039483BL5 ARCHER-DANIELS-MI 2.5%26 DUE 08/11/26 $99.62 $99.62 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 $100.01 Fixed Income
29364DAV2 ARKANSAS POWER & LI 4%28 DUE 06/01/28 $99.81 $99.40 Fixed Income
3130BADV6 FHLB 4.05%28 DUE 04/17/28 $100.09 $99.83 Fixed Income
46659CYE4 JPMORGAN CHASE B 4.05%27CD FDIC INS DUE 07/01/27US $100.03 $100.00 Fixed Income
594918BR4 MICROSOFT CORP 2.4%26 DUE 08/08/26 $99.60 $99.58 Fixed Income
680061PR3 OLD NTNL BANK 3.85%26CD FDIC INS DUE 06/09/26US $100.09 $100.00 Fixed Income
85440KAB0 STANFORD UNIVER 3.089%29 DUE 05/01/29 $97.15 $96.51 Fixed Income
912828V98 US TREASUR NT 2.25%02/27UST NOTE DUE 02/15/27 $98.85 $98.85 Fixed Income
AB ALLIANCEBERNSTEIN HLD LP $42.80 $39.51 Equity -7.69%
ACTG ACACIA RESH CORP $5.13 $5.13 Equity
AGFMF AGF MGMT LTD FCLASS B $15.05 $11.92 Equity -20.79%
ARLP ALLIANCE RESOURCE PAR LP $28.99 $26.15 Equity -9.80%
ARLP ALLIANCE RESOURCE PAR LP $28.99 $26.15 Equity -9.80%
BAM BROOKFIELD ASSET MGMT FCLASS CLASS A $49.32 $47.98 Equity
CB CHUBB LTD F $340.86 $326.22 Equity
CHRD CHORD ENERGY CORP $145.35 $145.06 Equity
CRC CALIFORNIA RES CORP $68.87 $68.37 Equity
CVS CVS HEALTH CORP $83.01 $82.09 Equity
DAC DANAOS CORP F $119.77 $119.77 Equity
EQNR EQUINOR ASA F $41.92 $39.71 Equity -5.26%
ESEA EUROSEAS LTD F $72.18 $70.57 Equity
ESEA EUROSEAS LTD F $72.18 $70.57 Equity
F FORD MTR CO DEL $14.12 $11.88 Equity -15.86%
F FORD MTR CO DEL $14.20 $11.88 Equity -16.34%
FDP FRESH DEL MONTE PRODUC F $42.93 $41.34 Equity
FDP FRESH DEL MONTE PRODUC F $42.93 $41.34 Equity
FPAFY FIRST PAC LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS $4.36 $3.62 Equity -16.93%
FRFHF FAIRFAX FINL HLDGS LTD F $1,794.23 $1,597.67 Equity -10.95%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,597.67 Equity -16.14%
FRFHF FAIRFAX FINL HLDGS LTD F $1,905.26 $1,597.67 Equity -16.14%
GSL GLOBAL SHIP LEASE INC FCLASS CLASS A $41.08 $40.57 Equity
HAFN HAFNIA LTD F $8.92 $8.92 Equity
IGIFF IGM FINL INC F $56.26 $56.26 Equity
IGM ISHARES EXPANDED TECH SECTOR ETF $144.96 $144.96 ETFs & Closed End Funds
IGM ISHARES EXPANDED TECH SECTOR ETF $144.96 $144.96 ETFs & Closed End Funds
KNOP KNOT OFFSHORE PARTNER LP $11.19 $11.19 Equity
KSS KOHLS CORP $16.37 $14.66 Equity -10.45%
KT KT CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS $22.69 $21.25 Equity -6.35%
LEA LEAR CORP $140.95 $132.41 Equity -6.06%
LEA LEAR CORP $140.95 $132.41 Equity -6.06%
MITT TPG MORTGAGE INVESTM $9.21 $7.82 Equity -15.09%
MSDL MORGAN STANLEY DIRECT LE $16.32 $15.75 Equity
MTDR MATADOR RES CO $65.45 $62.36 Equity
NB 01/21/2028 7.50 C CALL NIOCORP DEVS LTD 7.5 EXP 01/21/28 $2.79 $2.65 Option -5.29%
PAA PLAINS ALL AMERICAN P LP $22.44 $22.36 Equity
PAA PLAINS ALL AMERICAN P LP $22.44 $22.36 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $21.90 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $21.90 Equity
PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS $21.90 $21.90 Equity
RGLD ROYAL GOLD INC $299.79 $230.59 Equity -23.08%
RM REGIONAL MGMT CORP $40.35 $34.94 Equity -13.41%
RMBS RAMBUS INC DEL $158.40 $111.93 Equity -29.34%
RMBS RAMBUS INC DEL $158.40 $111.93 Equity -29.34%
SAR SARATOGA INVT CORP $23.64 $23.53 Equity
SBGSF SCHNEIDER ELECTRIC ORDF $331.44 $315.02 Equity
SCYB SCHWAB HIGH YIELD BOND ETF $26.62 $26.21 ETFs & Closed End Funds
SGU STAR GROUP L P LP $13.47 $12.47 Equity -7.42%
SHEL SHELL PLC FTENDER OFFER EXP: $93.22 $88.98 Equity
SLRC SLR INVESTMENT CORP $16.13 $15.85 Equity
SON SONOCO PRODS CO $57.41 $50.06 Equity -12.80%
SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR $1.00 $1.00 Cash and Money Market
T AT&T INC $29.57 $26.12 Equity -11.67%
T AT&T INC $29.10 $26.12 Equity -10.24%
TEN TSAKOS ENERGY NAVIGATI F $42.40 $42.40 Equity
TIGO MILLICOM INTERNTNL C F $84.32 $84.32 Equity
TIGO MILLICOM INTERNTNL C F $84.32 $84.32 Equity
TIMB TIM SA ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS $27.96 $25.64 Equity -8.30%
UGI UGI CORP NEW $40.11 $35.40 Equity -11.74%
UNTC UNIT CORP EQUITY CLASS EQUITY $35.99 $33.65 Equity -6.51%
UVV UNIVERSAL CORP VA $58.83 $54.25 Equity -7.79%
VLGEA VILLAGE SUPER MKT INC CLASS A $44.01 $44.01 Equity
VLGEA VILLAGE SUPER MKT INC CLASS A $44.01 $44.01 Equity
WNC WABASH NATL CORP $11.86 $7.68 Equity -35.24%
WNC WABASH NATL CORP $11.86 $7.68 Equity -35.24%
WU WESTERN UN CO $9.48 $9.21 Equity
ZIM ZIM INTEGRATED SHIPPIN F $29.27 $26.28 Equity -10.22%