Topic Archives: PNC Financial Warrants (PNC-WT)

Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]

A friend of mine shares his True Wealth Systems newsletter (Stansberry). Without divulging the entire content (the subject of a previous post from Travis with which I agree), they basically recommend PNC and BAC TARP warrants. I know Travis previously recommended PNC’s. I notice that the newsletter bases its recommendation on a P/B value ranging […]

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Richard Lashley at PL Capital has been involved in proxy contests and shareholder activism with small banks around the country for about 18 years. Chris Mayer talked about him […]

I covered Altius earlier this week, one of the larger positions I own and one of the more interesting over the past month, but they’re moving up to the “Core” list as Sandstorm Gold (SAND) moves down to “speculative” (that’s a measure of how confident I feel about the company’s future, this isn’t a portfolio […]

Just a quick note to update you on my personal portfolio — today I increased my holdings in the Boston Private Financial 2018 TARP warrants (BPFHW) by about 50% and my holdings in the PNC 2018 Tarp Warrants (PNC-WT) by about 30%. The pricing of the stock and the warrant in both cases are similar […]

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