new capital

Recent Buy :: Cracker Barrel Old Country Store

Cracker Barrel Breakfast

Outside of the buying frenzy with my pension rollover, things have been fairly quiet this month as I just haven’t been seeing the price points that I wanted on most of the holdings that I’ve been evaluating. However, I was able to make two small purchases of Cracker Barrel–which you may recall was one of …

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Recent Buy :: EPR Properties

EPR Properties

With my pension analysis complete and the transfer to a Rollover IRA now complete, I have added a few positions to the portfolio over the last few days. The Rollover IRA will be predominantly focused on REITs and BDCs–which stands for Business Development Company–as it is more advantageous to hold these in a tax-advantaged account …

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