Topic Archives: Fidelity

Explaining “26(f) Programs” and the “Retirement Blackout” on April 10 teased by Keith Fitz-Gerald

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 […]

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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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    When I buy CleanTeq ($CTEQF) over the counter from Fidelity, I first had a $40 surcharge added to my $4.95 fee; my last ...

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    Go to Fidelity or Schwab local office - they are the best!...

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    If you have not done so go to a local Fidelity, Schwab, Merrill Lynch, Morgan Stanley or UBS PLEASE visit them first. ...

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    Yes.....Thru my Fidelity account. Placed the order and went to bed. If I was smart and intelligent I would have been u...

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    Having a hard time watching the Aussie market every night. Been buying more at these lower prices. Better prices then F...

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    The SP most of the time always falls to PP price. And as you point out other miners in our field have also been taking ...

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    With Fidelity buying 6% about of CLQ about a month and a half ago at around at what would be 88cents US don't think bu...

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    Lulu, I am with Fidelity, and I am only familiar with the company name(s). So, I really have no idea....

  • Travis Johnson, Stock Gumshoe

    If you're interested in OTC stocks and stocks that trade on foreign exchanges, I find the most flexibility and access fo...

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    I use Fidelity for IRA and Fidelity Active Trader for my day trading account. The main restriction is you can only buy ...

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    $CTEQF I've been out of town & out of electronic contact so still catching up with e-mails, etc., sigh. Got this remin...

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    What I think happened is that the base $150 mil is a private, it can go to anybody and that is where Fidelity got their ...

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    I like hedy1234 point. I use Fidelity in one of my accounts to buy CTEQF. They charge me 50 bucks extra . That is Extra...

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    I think the offer was for $150 mil private placement, Fidelity was in on that offer. I am sure they were in the bag befo...

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    Hedy...It was terrific. They oversubscribed 44% in 24 hours...got the $150 and probably another $100 million they will u...

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    http://clients3.weblink.com.au/pdf/CLQ/01963426.pdf https://www.fidelity.com/viewpoints/active-investor/trading-penny-s...

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    I think they're going to need 300M more financing, for a total of 1.1B. I predict it will come in the form of an off-ta...

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    Thanks for the post Ben! This was a bit of a surprise eTrade and yahoo both show NEU trading at usd$2.35 and it has be...

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    TD lowers to $4.95 if you ask. Schwab gives 2 years of free trades. If you trade a lot sounds good but I use TD Thi...

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    Fidelity is still borrowing my $AKAO, $APTO and $BLPH but at relatively low rates. Their fully paid program has been...

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    I have found that the Fidelity analysts are accurate with their stock ratings. They charge less than Merrill Edge, whic...

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    TD Ameritrade is pretty good I think. They hand out free trades like Halloween candy and have good customer service. Fid...

  • Travis Johnson, Stock Gumshoe

    My favorite is Interactive Brokers, but I also use TD Ameritrade and Fidelity regularly and am happy with both....

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    Man you say this It’s clear who to believe in this situation. It’s not the serial liar with multiple accusers who i...

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    $XYL New and still honing my basic stock DD skills, but according to Fidelity there is only 0.7% insider ownership. I t...

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    $price improvement. I have been with Fidelity 10yrs now.Got a .41 price improvement on my limit order for $HALO this AM....

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    $noticker In my experience, both Fidelity and Merrill will let you place extended hours trades (as will many others)....

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    No ticker,. Thelooker. I have both Fidelity and Schwab. I find customer service is good from both. I find Fidelity is...

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    Looker., Schwab and Fidelity are both good. Have been using both for over 10 years. Fidelity has better "Price Improvem...

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    I had a couple of fills of SMI-V today during their normal trading hours, via online trade. As far as I know the Fideli...

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    Thank you Investor Clouseau for the info. While I've been with Fidelity for a long time, one never knows! And I am tra...

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    $CTEQF - I recently opened a small position with Fidelity Investments for which the trading fees include the standard c...

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    Stm still has a 9.6 very bullish rating on Fidelity, with three major analysts recommending buy. It is also one of the ...

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    I would be quick to point out that as of today, Fidelity analysts rate NXPI with a neutral rating, with only Ford Equity...

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    $ABVX np That symbol or its derivates are to be found on foreign exchanges. It is French and the exact symbol used va...

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    I followed Altucher for 10 years since meeting him at a Fidelity Seminar years ago. By moving his newsletters to Agora, ...

  • Dr. KSS MD PhD

    Hi Rob: thanks for posting this. I also got this memo from them. I am by no means claiming my thought processes on what ...

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    Fidelity once let it's investors buy $GBTC NP one share represented 1/10 of a full share. This is how it is sold Had 3 s...

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    I began using Brett's advice for my Roth IRA in January 2016. My wife and I each contributed $500 per month to our resp...

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    $NURPF Neuren has been one of the few bright spots in my portfolio the last month or so. At the beginning of the month I...

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    Fidelity prohibits me from trading AMZA, AMJ etc. as too risky. Although AMZA is lowest its been in years. Probably lik...

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    Hey there, Bingo and everyone else. Let me tell you about Brokerage Commissions. I am just getting started in an Optio...

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    $Borrowing Shares. Just received solicitation from Fidelity to borrow my shares. 57% interest for $CLRB? Can this be ...

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    Excellent for those who are fidelity family of fund investors....

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    $CWBR Excuse me, what did you mean by “trading by appointment?” I have been able to purchase CohBar shares fr...

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    $PTGX Protagonist Therapeutics Inc, Inst Holders, 3Q 2017 (PTGX) 4:02 AM ET 10/19/17 | Dow Jones The following tabl...

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    Bridutt, EUC:AU is the symbol. I use Fidelity, and activated international trading last summer....

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    Thank you, Williamstown. I signed up for International trading with Fidelity and now I can buy the EUC ticker. I will...

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    Williamstown, forgive me if I missed this but European Cobalt was once known as Western Mining Network, no? When I do a...

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    Most of the time you cannot put a system stop loss on a penny stock.i know fidelity disallows...

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    $ARTH long Fidelity just today borrowed my shares for a "short seller"...

  • Travis Johnson, Stock Gumshoe

    I don't think TD Ameritrade or Fidelity accept overseas investors through their US platforms, but I could be wrong -- th...

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    $CAPR That is interesting as Fidelity just borrowed Mine....

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    Thank you very much for the friendly and very detailed answers, guys! I am actually the OP and wanted to personally l...

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    Fidelity will charge you $4.95 per trade and it's easy!...

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    $Stock Lending Both Schwab and Fidelity have borrowed my AUPH and are paying over 7%.(slight difference in the rate) ...

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    #Lending Securities Schwab Shorts Fidelity LOL Doc you must have asked the "forbidden" question by your response. ...

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    I have both Schwab and Fidelity. I do find Fidelity had a better research section and often has information on small st...

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    After Griffin mentioned it, I started the free GIL as well. After my DD, I tried to get a little; but, Fidelity claims ...

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    Fidelity disallows Orca Gold trades. Even after emailing OFAC and them saying it was ok to buy Orca as of Jan 2017 and ...

  • Dr. KSS MD PhD

    Thanks Alley. I opened a Schwab account this summer and like it. The website however seems busier, more complicated, tha...

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    From Fidelity Brokerage Select Portfolios, Biotech FBIOX: Top 10 Holdings AS OF 6/30/2017 41.75% of Total Portfoli...

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