DGI Adventure 10-14-16 Sold Cash Secured Put + Investment Thesis (Revisited) – Whole Foods Market, Inc. (WFM) – $26.00 strike – Nov 04 Expiration

This trade was executed yesterday 10/13/16. I first did went through my investment thesis process for Whole Foods back in October of 2015 when my wife was considering shares for her Roth. Since it’s been a year, it’s probably worth revisiting the quantitative case again. I don’t think the qualitative stuff has changed too much… Read More DGI Adventure 10-14-16 Sold Cash Secured Put + Investment Thesis (Revisited) – Whole Foods Market, Inc. (WFM) – $26.00 strike – Nov 04 Expiration

DGI Adventure -05-06-16 Market Musings – The Case of the Disappearing Imaginary Loss

One of the hardest things to do as an investor is to not freak out over imaginary losses. The only thing harder is not getting too uppity about imaginary gains. It’s only natural to look at our holdings and think about them in dollar terms. The brokerage account constantly reminds you how much your investment… Read More DGI Adventure -05-06-16 Market Musings – The Case of the Disappearing Imaginary Loss

DGI Adventure – 03/31/16 – Payday & Stockholder Anniversary: Gilead Sciences, Inc. (GILD)

I got paid yesterday. Woo hoo! GILD paid $0.43/share and I own 53 shares, which means I woke up $22.79 richer this morning. I own 15 shares in my ROTH IRA and the other 38 in the taxable account. It’s a little bigger position than I intended to have, but that doesn’t mean I have… Read More DGI Adventure – 03/31/16 – Payday & Stockholder Anniversary: Gilead Sciences, Inc. (GILD)

DGI Adventure – 12-01-2015 Limit Order Executed – Cummins Inc. (CMI) – $96.66/share

LOE – Limit Order Executed Well that was quite a morning! Apparently I bought 16 shares of CMI for $96.66/share for a total investment of $1553.51 (including $6.95 trade commission). Before Thanksgiving, I had decided that I was ready to initiate a position in CMI even though there is a long time before the next… Read More DGI Adventure – 12-01-2015 Limit Order Executed – Cummins Inc. (CMI) – $96.66/share