Topic Archives: Fidelity

This article was originally published on January 18, 2017. It has NOT been updated or revised since that date, the new versions of the ad we’re now seeing have dropped the “Retirement Blackout” pitch about April 10, since that fiduciary rule change was delayed in Washington, but otherwise the “26(f)” pitch appears unchanged. This ad […]

John Mirshekari is a fund manager at Fidelity, specializing in industrial stocks, and he’s talking about capital allocation and incentives. He started by talking about a mistake — Pinnacle Airlines, which was written up as a value stock dozens of times … the CEO had little incentive to help investors. He thinks that capital allocation […]

Comments

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    Marc, My wife and I are both retired, both have healthy pensions and healthy SS benefits. We also both have traditional ...

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    I bought some Nok today too through Fidelity. I'm selling calls against it way outside the money for next week....

  • Travis Johnson, Stock Gumshoe

    If you want SpaceX exposure, the only vehicles I know who own meaningful stakes are Alphabet and a couple Fidelity funds...

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    Thanks. I’ve been emailing the company and the CEO sent me the materials that Fidelity wouldn’t. I think I’ve figu...

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    yes, withdrawn Jan 12 at Fidelity, at least one customer had previously accepted they thought....

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    Did some digging on SLGG, the latest 100X rec as per Devildog. 1. Jane Street Group LLC acquired a new stake in share...

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    A week ago through Fidelity I could have exercised my PW Power Reit rights per the known terms. Fidelity had sent all th...

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    Thank you for responding! I use Fidelity. Are you US based (and your accounts?). Would you share your broker? I will cal...

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    You can purchase thru Fidelity under HNHAF, need to ask for oversea department. Warning , Fidelity fees are not cheap an...

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    Currently I'm with Fidelity and wanted to open a new Roth IRA account. I'm thinking of opening it with another brokerage...

  • Travis Johnson, Stock Gumshoe

    I use Interactive Brokers and Fidelity for options trades, if that's what you're asking....

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    Hi devildog, just happen to browse the previous discussion about GPVRF. How do you get this offer? and how do you buy th...

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    New Energy Technologies (trades over the counter at NENE). Did they get bought out? There is no NENE in Fidelity or Motl...

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    I got notice from Fidelity about a tender offer to Flying Eagle Acquisition Corporation is offering you the right to red...

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    @Frederick, I was trying to post a reply but it does not seem to be working. Thought I'd try the general comment instead...

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    Hi Jane, Oh my goodness. . I'm so sorry this happened to you and now worried for us. Just signed up with a Fidelity w...

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    I have Advisor and Rule Breakers from MF, as well as this site. I also use the research function on Fidelity daily. I ...

  • Travis Johnson, Stock Gumshoe

    Personally, I use mostly interactive brokers (for low commissions and international exchange access, among other things)...

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    Fidelity trades it as CAMURUS AB (CAMRF) but there's no volume. I tied to place an order to see if I could get to the pr...

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    The broker at Fidelity told me he has been submitting trades for this stock for about three years now. It trades for ab...

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    I placed it through Fidelity...

  • Travis Johnson, Stock Gumshoe

    I was surprised by that as well. My limit order was actually at $161 and it filled at $160, which was presumably just l...

  • Travis Johnson, Stock Gumshoe

    TD Ameritrade, Fidelity and Etrade all offer much more service at a low cost And allow for trading in more securities......

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    We can buy the stock at the ipo price by calling the brokerage account dealer. I checked with fidelity today early morni...

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    Thanks Damien. How to buy this one? Is not listed in RH & Fidelity yet.....

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    The folks at Weiss do tend do be on the bearish side of the equation. However, I have found Mike Larson does very well ...

  • Travis Johnson, Stock Gumshoe

    Good points. It’s also true that brokers are making fractional shares more and more available now, so I can go in and...

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    How do you buy those cryptos? Is there a mainstream exchange? Is it possible via a regular trading account (schwab / fid...

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    I added it to my fidelity watch list and it tells me since last close up $6.30 for +45%...

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    Thanks for the detailed analysis icpk. I can tell that you know your stuff as they say. Been fumbling around with AKTS f...

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    I have been With Fidelity for decades and highly recommend them. Their online tools are powerful and never ending and th...

  • Travis Johnson, Stock Gumshoe

    I use primarily Fidelity and Interactive Brokers, both work well for me....

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    When you sell all shares the fractional ones stay there for a few more days and then disappear. Fidelity warns about it...

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    Gotcha, yeah I had looked at ARKK but the 0.75% expense ratio is too expensive for me, I only bite when it's 0.50% or be...

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    Hi Travis, just a quick note to let you know that it looks like the end of your fourth paragraph after the Fidelity char...

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    Thanks for another great article, Travis. Having a voice of reason is helpful during tumultuous times. The Fidelity char...

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    AQ: You might want to look into TradeStops at TradeSmith.com. I don't know if you can connect their service (which send...

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    Fidelity did not fill the order, as there was no ask price.However there was no added fees and the price includes the cu...

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    I put an order for 250 shares of GMMNF at Fidelity with limit at $2.10 . Fidelity did not alert or mention any special ...

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    would love to jump into a small position but my main broker - Merrill Edge - will not trade stocks with value less than ...

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    Fidelity Investor is an excellent newsletter for those investing in Fidelity Mutual Funds. It was great when my 401k he...

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    I joined the first level of MF last year. I find they are almost always looking for high growth stocks. None of the stoc...

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    Yes I did get my spouse a science smartie to buy 100 shares on his “retired mutual fund” Fidelity account! The thing...

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    Yeah, bought PayPal just after it was separated from Ebay, I think at around $37. Also bought Global Payments (GPN), Eu...

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    Fidelity won't allow a purchase on line??? Has anyone bought this stock? Anyone have opinions of Alex Green as a comp...

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    Tried seling a portion of my Fairfax India (FFXDF) shares but was blocked with a 144A restriction by Fidelity. No issu...

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    I wonder how close Solstar is to George Gilder's favorite low earth orbit satellite play of 20 years ago, Globalstar. It...

  • Travis Johnson, Stock Gumshoe

    They're listed in Stockholm, so you'd need a foreign desk. I use Interactive Brokers to trade on non-US exchanges, thou...

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    I could not find MTG-B for buying in Fidelity or TDAmeritrade. Any suggestions?...

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    Just checked it on Fidelity and daily volume is very low and PE is 60. In addition, it is near its annual high as some...

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    To iltrus: CORRECTIOIN: In reference to Fidelity ETF "FREL", the Net Expense Ratio is only 0.084%...

  • Travis Johnson, Stock Gumshoe

    Interactive Brokers doesn't usually list or enable trading in the OTC version of foreign stocks, they focus on letting y...

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    Fidelity does....

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    I was in HBM a while back and sold for a profit when analysts turned negative on the stock. It still has a very bearis...

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    Fidelity did a study of their clients who were doing very well at making money to find out what they had in common. If ...

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    On the bright side, SFTBY has a very bullish 9.8 rating by Fidelity, and has a book value 23% higher than the current st...

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    Fidelity has the ticker HNHPF with the following result: Error:(146822) Securities flagged as Reg S cannot be traded th...

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    Matt recommended Cansortium, Inc. (CNTMF), saying it was a great pot stock to buy, for all the right reasons. I contac...

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    Through Fidelity you can purchase OTC stocks in American Cannabis Companies?...

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    Two of those stocks are penny stocks, DNN and GMO at below $1. I am buying GMO based on research in Fidelity. Very high ...

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    The stock is Foxconn it is on the Taiwan exchange. Fidelity international desk can (for a price) get it for you. Jack ...

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    Broker Fidelity has Fairfax India (FFXDF) listed as Rule 144A (restricted to restricted institutional trading). Th...

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    I am retired and after some substantial hits to a modest IRA, am barely keeping afloat, but I bought SYMANTEC, which is ...

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    I am new here and this is the most informative - and- entertaining site for investments. One thing I am curious about is...

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    Stuart: I'm in the same boat as I joined at the same time. Turned to Fidelity to do some investing but since I've alwa...

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    DSENX , what I own in Fidelity, appears to be no load less minimum version...

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    Here is what happens, at least with Fidelity: there is a $50 flat settlement fee has to do with it being a Canadian stoc...

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    I use Fidelity and it will not let me purchase this stock. Said because it doesn’t meet US standards. I spoke to a lad...

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    So those initial investments are also referred to as “Shares”? Maybe that is what was throwing me off. And about m...

  • Travis Johnson, Stock Gumshoe

    Fidelity and Ameritrade don't by default offer direct international trading online, you might have to call them if you w...

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    I cannot find this company on either fidelity or tdameritrade platforms. The OTC symbol shows up, but with no trading....

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    Two items. 1) I enjoy your updates and continue to learn from you. Thanks. 2) when I tried to purchase more FFXDF, my ...

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    It is for now, but the Fidelity Rep told me that the OTC symbol will follow in a few days or up to a few weeks....

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    WPG on 1/15 was downgraded from a hold to a sell by Suntrust and it’s equity summary score on Fidelity is .4 out of 10...

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    You can buy it with E*TRADE under the ticker symbol HNHPD. Each share is actually two shares of Hon Hai perception when ...

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    Schwab , fidelity and others will allow you to buy Canadian company's but talk with them about fees. Be careful & s...

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    A very bad choice unless you want to wait 2 or 3 years to see a profit. I lost almost 50 percent including very high fee...

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    Oh I think it is a rich deposit or RF would not be wasting his time. They should be producing in a few years time. Why ...

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    I can get results on Fidelity on my Symbol HNHAF but i the result are old like 2 weeks ago...

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    This has been an interesting morning trying to purchase Hon Hai Precision (Foxconn). I finally was able to discern that...

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    I’m guessing you know by now the U.S. ticker symbol for Hon Hai (Foxconn) is HNHAF . I bought shares through Fidelity...

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    BAD NEWS..AN ARCHITECT FRIEND SMOKE IT ILLEGALLY FOR YEARS RHEUMATISM arthritic condition and made it. To. HOUSE BEAUTIF...

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    That is so much a downrampers post. The facts are the dfs valued the company net of construction and operating costs at...

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    Thank you Travis..as ALWAYS you help all of us..what happened to Teeka....? HAVE FOLLOWED FOR 2 YEARS AND EVEN A Fidelit...

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    You can buy HNHPF on td ameritrade. Fidelity would not allow me to buy that symbol....

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    I just checked Fidelity and HNHPF is trading at $5.07 per share. It has been trading in the range of $5-$7 in the last 5...

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    oh, I see VRB Energy operates Pu Neng. Can’t buy it at Fidelity though. Is it public? But I do own Cornerstone Me...

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    I bought it through Fidelity Intl Trading desk. Minimum shares are 1,000. So I bought that at $2.76 under symbol HNHP...

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    You can sell puts from a self-directed IRA, but you have to have either the shares themselves or the cash in the account...

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    oops, forgot to sign in - Travis as always is spot on. I trade at Fidelity. Some new listed OTC funds also incur an in...

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    Travis as always is spot on. I trade at Fidelity. If an OTC fund is newly listed, there may be an additional internati...

  • Travis Johnson, Stock Gumshoe

    Those are the OTC symbols used by brokerages to trade shares of a company without a US listing or official ADR. Almost ...

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    Zacks has OLED with an underperform rating, as does Columbine Capital Services, ValuEngine and Institutional Shareholder...

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    Just checked with Fidelity and since DJACF is NOT an ADR, it will be subject to a $50 fee + commission. In fact it does'...

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    The tidal wave metaphor is a little extreme. To be more poetic, the "Conductor of the Symphony" simile might be more ...

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    A generous-minded poster on another site published data on CLQ that showed very large institutional activity, both buyin...

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    I have waded in a little bit over there. The interest is on short-term trading, and the analysis tends to be on technica...

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    Penny, I have bought multiple different stocks thru Fidelity International on both the Canadian and Australian exchanges...

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