Sold Union Pacific PUTs
Union Pacific is a high quality stock. Over the last twenty years, this company has never failed to earn a profit.
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Value Investing – Setting Buy and Sell Points (Lesson 16)
Setting buy and sell points for any investment security determines the investment’s final return.
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Value Investment Fund Status Week 16 – Another Good Week
Another good week, the REIT pool of investments improved another $4,094 driven by Equity Residential and UDR’s actual results from the 4th quarter of 2020.
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Value Investing – History and Modern Day Concept
There are tens of different definitions or interpretations of value investing. There is no single finite definition as even Benjamin Graham or David Dodd didn’t even use the term in their famous book, Security Analysis.
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Value Investment Fund Status Week 15 – Amazing Movement Forward
What a great week! Essex Property Trust reported their 4th quarter results and as expected, the stock’s market priced jumped almost $20 higher per share.
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Calculating Intrinsic Value for Bank Stocks
Financial institutions, including banks, are highly regulated, extremely leveraged, and susceptible to interest rate fluctuations. Due to this unique exposure, calculating intrinsic value for bank stocks requires modification of the most popular valuation models.
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Value Investment Fund – Status on January 31, 2021
The symbolism of the stock market are the bear and the bull. There is a third, the sloth for slow change. January is best stated as a sloth month.
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Sold 113.6363 PUTS on Union Pacific Railroad
In keeping with the value investment fund’s pattern, on Friday the 29th of January, 2021 the Fund sold 113.6363 PUTs on Union Pacific Railroad.
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Value Investing – Investment Fund (Lesson 15)
An investment fund is a collection of capital from one or more individuals and is used to purchase financial instruments of various companies or other funds.
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Purchased Bank of New York Mellon Corporation
The banking pool of the Value Investment Fund purchased 232.9373 shares of Bank of New York Mellon Corporation trading at $41.93 at close of business on Friday January 22, 2021.
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