Axos Financial Inc. (AX)


04/10/2022


Axos Financial (AX)


Close the position of Axos Financial (AX) - Sell All.





04/06/2022


Axos Financial (AX), Cracker Barrel Old Country Store (CBRL), Signet Jewelers (SIG)


Decrease current position by 30% for the following securities


  • Axos Financial (AX)

  • Cracker Barrel Old Country Store (CBRL)

  • Signet Jewelers (SIG)




06/28/2021 - Axos Financial (AX) and Cracker Barrel Old Country Store (CBRL)


•Reduce the position of Axos Financial to 10% of the portfolio

•Reduce the position of Cracker Barrel Old Country Store to 5% of the portfolio

•To increase cash position for further investment.


04/24/2021 - Axos Financial and Cracker Barrel Old Country Store


•Reduce the position of Axos Financial to 13% of the portfolio

•Reduce the position of Cracker Barrel Old Country Store to 10% of the portfolio

•To increase cash position for further investment.


It is hard to operate a business, but it is ideal to own a company and to have operating cash flow in hand for business investment.

Surely, owning 100% of Axos Financial or/and Cracker Barrel Old Country Store would have provided the ability and opportunity of utilizing the operating cash flow generated by revenue for further business expansion and other investments.

Sadly, individual investors don't have such privileges. Again, the best way for individual investors to have cash for further investment is dividend paid out from shares owned or capital from selling current investment; otherwise, debt is one more way to have cash (or other investors willingly put their money in your hands to manage).

It just the way it is and beware the tax consequence for trades.


02/24/2021 - Axos Financial

Axos Financial announces redemption of 6.25% Subordinate Notes due 02/28/2026.

The Notes will be redeemed on 03/31/2021.

The call value of the Notes is $25.00 (meaning company will pay $25.00 for redemption, not market value).

Ex-Date is 02/11/2021. It means the sale of the Notes today will not effect the payment on 02/28/2021.


02/13/2021 - Axos Financial and Cracker Barrel Old Country Store

Reduce a few percentages of positions for both Axos Financial and Cracker Barrel Old Country Store. The purpose of reduction for both securities is only to increase cash position.


07/30/2020 - Axos Financial

Add an investment amount which is equal to 5% of the portfolio to Axos Financials.


05/18/2020 - Axos Financial

Increase investment position of Axos Financial to 15% of portfolio.


03/16/2020 - Axos Financial

It is a wonderful price to own Axos Financial Inc. Begin an investment in Axos Financial which is equal to 6% of portfolio