Posts
Anyone familiar with Computershare? Decedent has common shares to a delisted company, which appears both in Computershare and as "other investment" on the Schwab statement. Schwab account has TOD listed, while Computershare does not....who do these shares belong to?
Reviewing a decedent's documents, who has Computershare statements reflecting shares of National Healthcare Properties REIT. They also appear on Schwab's statements as "other investments". I don't really know what Computershare truly is, or what the affiliation with this and Schwab is. But long story short - there's $25K market value …
Estimating cap gains taxes on fund
I own a bit over $22k of NPRTX and am looking to sell to reallocate the money into a better fund for dividends. I bought the shares years and years ago with DRIP on and do not have the information for the cost basis of the shares owned. I am …
Going from single filer to joint filer this year, trying to time my stock sales correctly
Seven years of mostly index funds but also some individual stocks I have been holding long term. Some positions have appreciated significantly and I have been pretty careful about managing when I sell to stay within the 0% long term capital gains bracket. Getting married in September. My fiance also …
If You Wanted Federal Energy Deals… This Is Exactly The Team You’d Build
If you step back and think about what it actually takes to win federal or defense-related energy contracts, it becomes clear pretty quickly that it’s not just about having a product. You need the right positioning. These types of projects sit at the intersection of energy infrastructure, security, logistics, and …
Just in: Trump says Fed chair must cut rates immediately
I'm watching Trump live from Whitehouse presser with Japanese delegation and he's criticizing current Fed chair and asking him to "lower rates immediately" calling him "incompetent and stubborn". I assume Trump would get rates lowered once his favorite Fed guy takes over. What he has said to shows he doesn't …
United Health and CVS Wash Rules
Quick question: Does anyone know if selling United Health at a loss and buying CVS would trigger a Wash? \*\*\* Unnecessary details because of post length rules: I own a bunch of UNH shares, and it's only slightly down, but CVS is a more interesting profile and pays a higher …
I am so sick and tired of how stocks drop after blowout earnings announcements.
I'm holding GOOGL, LLY, META, MU, MSFT and NVDA. Revenue growth and operating margin are great. Projected revenue growth is great. Valuation is cheap in my model. I'm up about 13% YTD and 46% last year. But its always the same pattern--the stock rises up to the earnings release then …
Qué comprar para la recesión que se viene, Walmart o Costco son buenas alternativas?
Cuando todo se viene abajo, el consumo baja. Pero la gente no puede dejar de comer, así que se pasa de marcas premium a otras más económicas. A Walmart le fue bien en las recesiones de 2008 y 2020. A Costco también podría irle bien. Es hora de comprar? Qué …
What book to give to a 20-whatever person needing an introduction to investing and managing their financial life?
I read "A Random Walk Down Wall Street" about 30 years ago, and it was the most influential thing in shaping my ideas. Is it still worthwhile, or what other book would you recommend today to someone who just got out of college? I guess I really want a single …
How do you think about liquidity as a risk rather than just a feature?
Most portfolio discussions focus on default risk or market risk, but liquidity seems underrated, especially for anything outside mainstream equities. How much weight do you put on being able to exit quickly, and has that thinking changed after any specific experience?