Derek's Posts | Commonstock

$21.2MFollowers

@emf06/26/2022

What tools do you use to track your investments, I'm looking for something that can track dividends and option income.

I was using G-sheets, but accidentally deleted all my G-sheets when i got a warning about my account been full and cant get them back. The pain of going trough setting one up from scratch is too much to handle right now :)

Steve Matt

@interrobangbros06/26/2022

Investment Account Manager is software I like. $99/yr for indivisible investors. They offer a 60 day free trial period.

+ 4 comments

Derek

$21.2MFollowers

@emf06/15/2022

An excellent write up on $MO, really can't recommend this enough if you own or think about owning this company https://commonstock.com/post/b70f13b9-a4c7-4bda-973b-48d11a16d99a by @devinlasarre

Irish Born Investor

@irish06/15/2022

EVIL

+ 8 comments

Derek

$21.2MFollowers

@emf06/13/2022

The Question I have is that if you think the market will continue to drop, why buy to DCA in now? Why not wait until the market drops further? https://commonstock.com/post/ef77a22d-c487-4180-a824-b070388b0b16 by @growthinvesting

Wolf of Harcourt Street

@wolfofharcourt06/13/2022

I guess it comes down to the “if”. This is all hypothetical but if it drops you buy but what if it doesn’t then what?

I think the premise the author is getting at is that DCA involves buying at periodic intervals rather than selective DCA.

I guess the question everyone buying in this market should ask themselves is “what’s the downside risk” on each individual stock rather than the stock market as a whole.

The stock market will return to new highs but most shitcos will not.

+ 2 comments

Derek

$21.2MFollowers

@emf06/08/2022

Shipping stocks taking a tumble today, Was there something in the news that I am missing?

sam stribling

@strib06/08/2022

Not seeing anything on my end but my $ZIM is getting hit with the rest of them

+ 1 comment

Derek

$21.2MFollowers

@emf05/31/2022

$UL shares jumped this morning as billionaire activist Nelson Peltz joins the board.

As a share holder I'm looking forward to what fresh ideas he will bring and how much value he can add for share holders

Derek

$21.2MFollowers

@emf05/15/2022

CASTELLUM

CASTELLUM is a little know Swedish REIT that has a presence in office space, public sector, warehouse & logistics and retail.

This little gem has a 24 year dividend growth history with a 5 year growth rate of 12.33% and is currently trading 19% below my fair value.

Derek

$21.2MFollowers

@emf05/11/2022

Ahold Delhaize reported its first quarter results

Looks slightly better than I expected as Net sales increased 3.6% and EPS by 1.3% at constant currency. Online customers was down from last year but this was expected as stores are opening back up after the pandemic in Europe.

The company also increased its 2022 outlook to be more in line with 2020 instead of a low to mid-single digit decline

https://www.aholddelhaize.com/investors/quarterly-results/q1-2022/#:~:text=Underlying%20income%20from%20continuing%20operations,compared%20to%20last%20year%27s%20results.

www.aholddelhaize.com

Q1 2022

Derek

$21.2MFollowers

@emf05/09/2022

EOG resources declared yet another special dividend of $1.80 that will be payable in June. This company has been on my radar the last 18 months and i have never pulled the trigger

Jannis Meindl

@meindl_jannis05/09/2022

You might have seen the Carl Icahn documentary on HBO Max ... Icahn's pillow: "Happiness is positive cash flow"

+ 3 comments

Derek

$21.2MFollowers

@emf05/05/2022

April Dividends

April and May are usually good for me as some European companies pay only pay out once a year in these months.

This April I have received €440 after tax in dividends. This is the highest I have ever reached in a single month. Its exciting to see the snowball starting to move.

My next goal is to make this amount every single month and not just for 2 months of the year.

Investor from Nepal 🎄

@investor_from_nepal05/05/2022

Sweet sweet dividends 🤤

+ 2 comments

Derek

$21.2MFollowers

@emf05/01/2022

Just finished reading Trade Like A Stock Market Wizard by Mark Minervini and now I want to sell half my portfolio that is in a stage 4 downtrend :)

Any good follow up books you would recommend reading

Golden Lake Partners

@goldenlacllc05/01/2022

I'd recommend a book about Julian Robertson "A tiger in the land of bulls and bears" and also one about the history of bubbles in disruptive tech from the railroads to the internet recommended by Phillippe Laffont. Will get back to you with the name ;)

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