• The Cure Might be Worse Than the Disease
• Ameritrade and Onerous Reorganization Fees
• Markets Unraveling
• The End of the SMA Portfolio
• Value Investor Bill Nygren’s Ideas

All posts tagged "value investing"

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  ViacomCBS Allocation Increased in the SMA Portfolio

  Disappointing quarterly results has created an opportunity to increase the position size of the ViacomCBS (VIAC) in the SMA Portfolio.

  • Posted February 21, 2020
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  Value Investor Bill Nygren’s Ideas

  Oakmark's veteran value manager Bill Nygren was on CNBC today providing his latest ideas.

  • Posted January 21, 2020
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  Viacom added to the SMA Portfolio

  Viacom Inc. (VIAB) was added to the SMA Portfolio today.

  • Posted October 21, 2019
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  Occidental Petroleum Added to the SMA Portfolio

  Occidental Petroleum Corporation (OXY) was added to the SMA Portfolio today at a price of $41.25.

  • Posted October 8, 2019
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  EnLink Midstream Added to the SMA Portfolio

  EnLink Midstream, LLC (ENLC) was added to the SMA Portfolio today at a price of $7.65.

  • Posted October 7, 2019
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  Delphi Technologies Added to the SMA Portfolio

  Delphi Technologies PLC (DLPH) was added to the SMA Portfolio today at a price of $12.15.

  • Posted October 7, 2019
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  Reduced PepsiCo Holding

  make some alterations to the SMA portfolio since Ameritrade has joined the race to zero commmissions on stock and ETF trades

  • Posted October 3, 2019
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  Imperial Brands PLC (IMBBY) Increased in the SMA Portfolio

  The position in Imperial Brands PLC (IMBBY) was increased in the SMA Portfolio on Friday, May 31st, from a 1.8% weighting to 2.5% with cash available.

  • Posted June 2, 2019
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  Imperial Brands Added to the SMA Portfolio

  Imperial Brands PLC (IMBBY) was added to the SMA Portfolio this week at a price of $42.25. The allocation to IMBBY is 2.6% of the portfolio. Imperial Brands is a large British tobacco company trading near its...

  • Posted October 13, 2017
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  Royce Value Trust to be Added

  Concerns following Great Britain's decision to exit the EU have created opportunities to purchase equities significantly lower than a few days ago.

  • Posted June 27, 2016
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