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The introduction to this article is going to be quite a bit different because it doesn't have a direct connection with John and Jane's Taxable or Retirement accounts. Back in June, I changed from my job where I handled mortgage-backed securities to working for a small credit union where I he...
The number of dividend cuts announced through the midpoint of the first quarter of 2020 is generally on track with the number that had been declared by this point of time in the first quarter of 2019. The following chart shows how the cumulative total of dividend cuts in 2020-Q1 compares with ...
A number of purchases were made in the Taxable account during the month of January as John and Jane added additional capital to the account. The primary use of these funds will be in short-term certificates of deposit and bonds but some of these funds will be used to make additional purchases ...
I have spent the better part of the last month documenting many of the changes that I have seen in my clients' John and Jane's Taxable and Retirement portfolios for the month of December and also for FY-2019. This will be the article that wraps everything together and also explores the changes...
Similar to most commodity royalty stocks, Mesabi Trust ( MSB ) has been on a wild ride over the past decade. The trust owns rights to a large iron mine ("Peter Mitchell") in Minnesota that is currently being operated by Cleveland-Cliffs ( CLF ). The mine has decades worth of reserves left, so ...
Even with Christmas over, I still feel like it is present time when we get to review the annual performance of John and Jane's Taxable and Retirement portfolios. In this article, we will be covering Jane's retirement accounts and look at how the portfolio has performed in its second year of ex...
There is something special about reviewing the dividend growth portfolio during the last month of the year. With the submission of this article, this will be the second full-year that I've been tracking the results of John and Jane's Taxable dividend growth account. As a dividend growth port...
For those who followed my articles regarding John and Jane, you might remember that at one point Jane held a small position in CBL in the form of preferred shares D ( CBL.PD ) in her Traditional IRA. It was a tough pill to swallow selling the preferred shares at $11.04/share but the road ahead...
In the last month, John and Jane saw an outflow of $137k from their Taxable account, specifically from the Fixed Income segment (which no longer exists). These funds were combined with other funds they had to purchase a retirement home without the need to finance it. The important thing to c...
At the beginning of October, I wrote the article 5 Industrial Stocks Worth Adding To Your Watchlist in which I suggested that investors should keep an eye on 3M ( MMM ), Eaton ( ETN ), Honeywell ( HON ), Illinois Tool Works ( ITW ), and Parker-Hannifin ( PH ). During the month of October E...
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NEW YORK, July 23, 2024 (GLOBE NEWSWIRE) -- Mesoblast Limited (Nasdaq:MESO; ASX:MSB), global leader in allogeneic cellular medicines for inflammatory diseases, announced that the United States Food and Drug Administration (FDA) has accepted its Biologics License Application (BLA) resubmission for...
NEW YORK, July 21, 2024 (GLOBE NEWSWIRE) -- Mesoblast Limited (Nasdaq:MESO; ASX:MSB), global leader in allogeneic cellular medicines for inflammatory diseases, announced today that the confirmatory Phase 3 trial of its allogeneic, immunoselected, and industrially manufactured stromal cell product...
2024-07-13 04:30:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...