Saturday, June 29, 2013

Investment Idea Sharing for June 28, 2013

This Week's Activity – June 28, 2013:
This week, the Japanese Nikkei 225 index continued its recovery, ending on June 28 at 13,677 up from 13,230 last week, but still down from being at 15,381 on Monday May 20.  This is now only a 12% drop in 6 weeks.  This week, the Dow ended at 14,909, up from 14,799 last week, still down from 15,391 on May 20, but now only a 3% drop.  So, there is no obvious drop or correction of any magnitude going on here.  I am continuing to look for companies with good fundamental financial values that are near their 52 week lows.

At the “Links” page on UltimateStockfinder.com you can view Commodity Prices from an excellent CNN webpage http://money.cnn.com/data/commodities/   This page has today’s prices for oil, metals, grains, livestock and consumer items.  Notice that corn, soybeans and wheat are all at new 52 week lows.  I am not sure how this will affect company stock prices, but low grain prices should be a good thing for various other businesses.  I welcome your comments about what companies could go up due to low grain prices.

StockEvaluator “Short List” shows only companies that are within 5% of their 52 week low AND have less than 5 Red cells.  This week 19 companies are on the short list.  The one that looks best to me is Shell Oil (RDS-A).  I have a PUT sell order in for RDS-A at January 2014 $62.50 Strike price with an option premium of $4.10.  If it sells, I get a 6.5% return for the next 7 months that my money is tied up even if I never have to buy the stock.  If RDS-A goes down and gets PUT to me, my actual buy in price will be $62.50 - $4.10= $58.40.  RDS-A pays a 4.7% annual dividend.
MutualFundEvaluator “Short List” shows funds that are within 3% of their 52 week low AND have less than 3 Red cells.  This week’s list has 30 funds.  They are all Bond funds, which are continuing to go down due to the worry that Bernanke and The FED will continue to raise interest rates, which will drive down the price of bonds even more than they are now.  I am not buying any of these funds at this time.

Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, July 9, 2013 , 7:30 PM at my house. 

Here are my Buys for June 2013:
Buy   Company   Buy
Date  Bought     Price    Target Sell
----- ----------   ------  -------------
6/26  AAPL       $399    $420
6/26  HMY        $3.50   $4.10

Here are my Sells for June 2013:
Sell   Company   Sell     Buy       Buy
Date    Sold        Price   Price     Date
-----  ----------   ------ -------  ------------
6/21   FSLR        $33     $31    6/16/2012
I sold a $31 PUT on 2/29/2012 at Option Price of $4 to buy FSLR, this lowered my out of pocket buy cost to $27/share, then I sold a $33 CALL on 1/2/2013 at Option Price of $4.50 which lowered my out of pocket buy cost to $22.50. Last week I was called out at $33/share.

6/24   STM         $7.50   $6.13  1/22/2011
I sold a $7.50 CALL on 1/9/2013 at Option Price of $1 which lowered my buy in price to $5.13.   Last week I was called out of STM at $7.50/share

StockEvaluator and Mutual FundEvaluator spreadsheets are available for download at www.ultimatestockfinder.com

Remember to send me any other stocks or mutual funds that you would like to see added to the Evaluator spreadsheets, and any other investing ideas, information or questions that you want to share.

Thanks,
John D.
______________________________________________

Visit Our Website UltimateStockFinder.com for More Investing Ideas:
At "Stock Evaluator", download various pre-sorted views of this week's StockEvaluator spreadsheet.  All the financial data is refreshed on Friday night into StockEvaluator which contains over 2,200 company stocks.  We will add any company you would like to the list. Download "StockEvaluator spreadsheet" at: http://www.ultimatestockfinder.com/ 
Also, you can sign in and view the Ultimate Stock Finder watchlist on Yahoo Finance

At “Mutual Fund Evaluator” download this weeks MutualFundEvaluator spreadsheet.
MutualFundEvaluator is also updated weekly and currently contains over 650 mutual funds.

Run the various Ctrl-_ sort commands in StockEvaluator and MutualFundEvaluator to bring the best companies to the top based on their key financial values. 

Also, View our YouTube training videos to learn how to use StockEvaluator and MutualFundEvaluator.

At "Training" read more information on how we do our investments.
   “Training Module 1 - Why Use StockEvaluator.xls  And How to Use It”
   "How We Use PUTs and CALLs to Minimize Risk and Increase Profit on Each Buy & Sell"
   "S&P 500 Total Return Comparison" spreadsheet for 25 year comparisons of many funds
   "Compare Annuity Returns, Expenses and Death Benefit v.s. Managing it Yourself"

At "Links" you can find our favorite links for good investing information including:
   Screener for New 52 week lows
   Screener for Good Fundamental Values
   Screener for Stocks with High Volatility
   Links that show current P/E values for the major worldwide indexes. 
   Current Prices and 52 week ranges for major commodities

Visit Our Blog and Facebook pages:

Remove Your Name from This Email Group:

If you want to be removed from this email distribution list, reply to me and I will delete your name.  You will still be able to check the Ultimate Stock Finder Blog and Facebook pages to read this same eMail update.

Friday, June 21, 2013

Investment Idea Sharing for June 21, 2013

This Week's Activity – June 21, 2013:
This week, the Japanese Nikkei 225 index stopped its 4 week downhill run, ending on June 21 at 13,230 up from at 12,686 last week, but still down from being at 15,381 on Monday May 20.  This is now a 14% drop in 5 weeks.  In this same time the Dow has dropped from 15,391 down to 14,799 which is a 4% drop.  Bernanke is getting the blame for this market drop because he hinted this week about stopping the bond buying program, and raising interest rates.  The market has been pretty high, so it probably is due for a correction regardless of what Mr. Bernanke says.
StockEvaluator “Short List” shows only companies that are within 5% of their 52 week low AND have less than 5 Red cells.  This week’s list has 34 companies out of the 2,200 companies we follow in StockEvaluator.xls.  The one that I profiled last week and still looks the best to me is Shell Oil (RDS-A).  Last week I told you that I had entered a PUT order for RDS-A, but it has continued to come down so fast this week that on Thursday I decided to lower my Strike price for more safety if the price continues going down.  I changed my PUT order for RDS-A to now be a January 2014 $62.50 PUT at a price of $4.10.  If it sells, that will give me a 6.5% return for the next 7 months that my money is tied up even if I never have to buy the stock, and RDS-A goes down and gets PUT to me, then my actual buy in price will be $62.50 - $4.10= $58.40.  RDS-A pays a 4.7% annual dividend, which I am happy to collect if I end up owning the stock. So either way, I am happy with the outcome.
MutualFundEvaluator “Short List” shows funds that are within 3% of their 52 week low AND have less than 3 Red cells.  This week’s list has 28 funds.  They are all Bond funds, which are continuing to go down due to the worry that Bernanke and The FED will finally start to raise interest rates, which will drive down the price of bonds even more than they are now.

Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, July 9, 2013 , 7:30 PM at my house. 

Here are my Buys for June 2013:
Buy   Company   Buy
Date  Bought     Price    Target Sell
----- ---------- ------ -------------
none

Here are my Sells for June 2013:
Sell      Company    Sell     Buy       Buy
Date      Sold         Price   Price     Date
-----  ----------   ------ -------  ------------
none         

StockEvaluator and Mutual FundEvaluator spreadsheets are available for download at www.ultimatestockfinder.com

Remember to send me any other stocks or mutual funds that you would like to see added to the Evaluator spreadsheets, and any other investing ideas, information or questions that you want to share.

Thanks,
John D.
______________________________________________

Visit Our Website UltimateStockFinder.com for More Investing Ideas:
At "Stock Evaluator", download various pre-sorted views of this week's StockEvaluator spreadsheet.  All the financial data is refreshed on Friday night into StockEvaluator which contains over 2,200 company stocks.  We will add any company you would like to the list. Download "StockEvaluator spreadsheet" at: http://www.ultimatestockfinder.com/ 
Also, you can sign in and view the Ultimate Stock Finder watchlist on Yahoo Finance

At “Mutual Fund Evaluator” download this weeks MutualFundEvaluator spreadsheet.
MutualFundEvaluator is also updated weekly and currently contains over 650 mutual funds.

Run the various Ctrl-_ sort commands in StockEvaluator and MutualFundEvaluator to bring the best companies to the top based on their key financial values. 

Also, View our YouTube training videos to learn how to use StockEvaluator and MutualFundEvaluator.

At "Training" read more information on how we do our investments.
   “Training Module 1 - Why Use StockEvaluator.xls  And How to Use It”
   "How We Use PUTs and CALLs to Minimize Risk and Increase Profit on Each Buy & Sell"
   "S&P 500 Total Return Comparison" spreadsheet for 25 year comparisons of many funds
   "Compare Annuity Returns, Expenses and Death Benefit v.s. Managing it Yourself"

At "Links" you can find our favorite links for good investing information including:
   Screener for New 52 week lows
   Screener for Good Fundamental Values
   Screener for Stocks with High Volatility
   Links that show current P/E values for the major worldwide indexes. 
   Current Prices and 52 week ranges for major commodities

Visit Our Blog and Facebook pages:

Remove Your Name from This Email Group:

If you want to be removed from this email distribution list, reply to me and I will delete your name.  You will still be able to check the Ultimate Stock Finder Blog and Facebook pages to read this same eMail update.

Saturday, June 15, 2013

Investment Idea Sharing for June 14, 2013

This Week's Activity – June 14, 2013:
This week, the Japanese Nikkei 225 index continued its 4 week downhill run, ending on June 14 at 12,686 from being at 15,381 on Monday May 20.  This is an 18% drop in 4 weeks.  In this same time the Dow has only dropped from 15,391 down to 15,070 which is a 2% drop so the Nikkei is still not causing panic in the U.S. markets.  But, I still think the Dow is too high, and am keeping very high standards for anything I may want to buy.
StockEvaluator “Short List” shows only companies that are within 5% of their 52 week low AND have less than 5 Red cells.  This week’s list has 16 companies out of the 2,200 companies we follow in StockEvaluator.xls.  The one that looks the best to me is Shell Oil (RDS-A and RDS-B) which has been on the list for the last 2 weeks.  RDS is one of the world’s largest oil companies, and like most of its competitors (XOM, BP, COP, CVX, LUKOY, PSX, STO, TOT, VLO) is reporting lower revenues (-5.9%) for the most recent quarter versus the year ago quarter.  Quarterly earnings (profit) are also lower (-6.4%) than last year, though quarterly earnings are still a huge number at $13.3 Billion.  Yesterday, Shell announced a share buyback of 1 million of their Class B shares (RDS-B) http://finance.yahoo.com/news/royal-dutch-shell-plc-buyback-160600537.html   I think the reason the oil companies have lower revenues is the price of gas at the pump has been going down this year.  April 2013 avg. $/gallon of $3.55 v.s.  April 2012 $/gal. of $3.89.  I do not believe this lower price will continue.  Also, our government really likes oil companies.  Here is an article reminding us about all the tax breaks that big oil companies get from uncle Sam.  http://www.americanprogress.org/issues/green/news/2013/05/02/62098/big-oil-profits-and-tax-breaks-remain-high-despite-sequestration-cuts/ 
The Shell Oil Class A (RDS-A) shares have a higher daily share trading volume than the RDS-B shares (avg. 2.6 million shares/day v.s. 1.2 billion) and the RDS-A January,2014 PUT at a Strike price of $65 sold on Friday for $3.69 per share which is a 5.7% premium.  Today, I am  entering a PUT order for this RDS-A January 2014 $65 PUT at a price of $3.80.  If it sells, that will give me a 5.8% return for the next 7 months that my money is tied up even if I never have to buy the stock, and RDS-A goes down and gets PUT to me, then my actual buy in price will be $65 - $3.80= $61.20.  RDS-A pays a 4.7% annual dividend, which I am happy to collect if I end up owning the stock. So either way, I am happy with the outcome.
MutualFundEvaluator “Short List” shows funds that are within 3% of their 52 week low AND have less than 3 Red cells.  This week’s list has 23 funds.  They are all Bond funds, which are continuing to go down due to the worry that Bernanke and The FED will finally start to raise interest rates, which will drive down the price of bonds.

You can open both “Short Lists” from the home page at http://www.ultimatestockfinder.com/

Here is the direct link to StockEvaluator “Short List”:

Here is the direct link to MutualFundEvaluator “Short List”:

Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, July 9, 2013 , 7:30 PM at my house. 

Here are my Buys for June 2013:
Buy   Company   Buy
Date  Bought     Price    Target Sell
----- ---------- ------ -------------
none

Here are my Sells for June 2013:
Sell      Company    Sell     Buy       Buy
Date      Sold         Price   Price     Date
-----  ----------   ------ -------  ------------
none         

StockEvaluator and Mutual FundEvaluator spreadsheets are available for download at www.ultimatestockfinder.com

Remember to send me any other stocks or mutual funds that you would like to see added to the Evaluator spreadsheets, and any other investing ideas, information or questions that you want to share.

Thanks,
John D.
______________________________________________

Visit Our Website UltimateStockFinder.com for More Investing Ideas:
At "Stock Evaluator", download various pre-sorted views of this week's StockEvaluator spreadsheet.  All the financial data is refreshed on Friday night into StockEvaluator which contains over 2,200 company stocks.  We will add any company you would like to the list. Download "StockEvaluator spreadsheet" at: http://www.ultimatestockfinder.com/ 
Also, you can sign in and view the Ultimate Stock Finder watchlist on Yahoo Finance

At “Mutual Fund Evaluator” download this weeks MutualFundEvaluator spreadsheet.
MutualFundEvaluator is also updated weekly and currently contains over 650 mutual funds.

Run the various Ctrl-_ sort commands in StockEvaluator and MutualFundEvaluator to bring the best companies to the top based on their key financial values. 

Also, View our YouTube training videos to learn how to use StockEvaluator and MutualFundEvaluator.

At "Training" read more information on how we do our investments.
   “Training Module 1 - Why Use StockEvaluator.xls  And How to Use It”
   "How We Use PUTs and CALLs to Minimize Risk and Increase Profit on Each Buy & Sell"
   "S&P 500 Total Return Comparison" spreadsheet for 25 year comparisons of many funds
   "Compare Annuity Returns, Expenses and Death Benefit v.s. Managing it Yourself"

At "Links" you can find our favorite links for good investing information including:
   Screener for New 52 week lows
   Screener for Good Fundamental Values
   Screener for Stocks with High Volatility
   Links that show current P/E values for the major worldwide indexes. 
   Current Prices and 52 week ranges for major commodities

Visit Our Blog and Facebook pages:

Remove Your Name from This Email Group:

If you want to be removed from this email distribution list, reply to me and I will delete your name.  You will still be able to check the Ultimate Stock Finder Blog and Facebook pages to read this same eMail update.

Friday, June 7, 2013

Investment Idea Sharing for June 7, 2013

This Week's Activity – June 7, 2013:
Remember this month’s meeting is Tuesday June 11 at my house.

This week, the Japanese Nikkei 225 index continued the last 2 weeks downhill run, ending on June 7 at 12,877 from being at 15,381 on Monday May 20.  This is now a 17% drop in 3 weeks.  In this same time frame the Dow has only dropped from 15,391 down to 15,248 which is only a 1% drop so the Nikkei is still not causing panic in the U.S. markets, and also no panic in the European markets.  I still think the Dow is too high, and am keeping very high standards for anything I may want to buy.

We have made several improvements to the UltimateStockfinder website to make it easier for new users to find the key information and download links that we provide.  Please take a look and let me know if any of these changes do not make sense to you.  I am happy to talk you through where to find things on the website and that will also help me to understand which pages are not easy to understand and navigate.

Also, we have added a MutualFundEvaluator “Short List” showing funds that are within 3% of their 52 week low AND have less than 3 Red cells.  This week’s list has 39 funds, which is not a very short list.  My goal with these “Short Lists” is to separate out the “Best of the Best” each week so each of us can have fewer stocks and mutual funds to research in hopes of finding a good buy.

StockEvaluator “Short List” has only companies that are within 5% of their 52 week low AND have less than 5 Red cells.  This week’s list has 18 companies out of the 2,200 companies we follow in StockEvaluator.xls.  Since I think the market is too high, I am doing more research on them but not buying yet.  I will let you know if I find a good reason to buy any of these.  Short List shows you companies that require further research to see if they fit your investment objectives.  You can open both of these “Short Lists” from the home page at UltimateStockFinder.com

Here is the direct link to StockEvaluator “Short List”:

Here is the direct link to MutualFundEvaluator “Short List”:


Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, June 11, 2013 , 7:30 PM at my house. 

Here are my Buys for June 2013:
Buy   Company   Buy
Date  Bought     Price    Target Sell
----- ---------- ------ -------------
none

Here are my Sells for June 2013:
Sell      Company    Sell     Buy       Buy
Date      Sold         Price   Price     Date
-----  ----------   ------ -------  ------------
none         

StockEvaluator and Mutual FundEvaluator spreadsheets are available for download at www.ultimatestockfinder.com

Remember to send me any other stocks or mutual funds that you would like to see added to the Evaluator spreadsheets, and any other investing ideas, information or questions that you want to share.

Thanks,
John D.
______________________________________________

Visit Our Website UltimateStockFinder.com for More Investing Ideas:
At "Stock Evaluator", download various pre-sorted views of this week's StockEvaluator spreadsheet.  All the financial data is refreshed on Friday night into StockEvaluator which contains over 2,200 company stocks.  We will add any company you would like to the list. Download "StockEvaluator spreadsheet" at: http://www.ultimatestockfinder.com/ 
Also, you can sign in and view the Ultimate Stock Finder watchlist on Yahoo Finance

At “Mutual Fund Evaluator” download this weeks MutualFundEvaluator spreadsheet.
MutualFundEvaluator is also updated weekly and currently contains over 650 mutual funds.

Run the various Ctrl-_ sort commands in StockEvaluator and MutualFundEvaluator to bring the best companies to the top based on their key financial values. 

Also, View our YouTube training videos to learn how to use StockEvaluator and MutualFundEvaluator.

At "Training" read more information on how we do our investments.
   “Training Module 1 - Why Use StockEvaluator.xls  And How to Use It”
   "How We Use PUTs and CALLs to Minimize Risk and Increase Profit on Each Buy & Sell"
   "S&P 500 Total Return Comparison" spreadsheet for 25 year comparisons of many funds
   "Compare Annuity Returns, Expenses and Death Benefit v.s. Managing it Yourself"

At "Links" you can find our favorite links for good investing information including:
   Screener for New 52 week lows
   Screener for Good Fundamental Values
   Screener for Stocks with High Volatility
   Links that show current P/E values for the major worldwide indexes. 
   Current Prices and 52 week ranges for major commodities

Visit Our Blog and Facebook pages:


Remove Your Name from This Email Group:

If you want to be removed from this email distribution list, reply to me and I will delete your name.  You will still be able to check the Ultimate Stock Finder Blog and Facebook pages to read this same eMail update.

Saturday, June 1, 2013

Investment Idea Sharing for May 31, 2013

This Week's Activity - May 31, 2013:

This week, the Japanese Nikkei 225 index continued last weeks downhill run, ending on May 31 at 13,774 from being at 15,381 on Monday May 20.  This is now a 10% drop in 2 weeks.  In this same time frame the Dow only dropped from 15,391 down to 15,115 which is only a 2% drop so the Nikkei is not causing panic in the U.S. markets yet.  I still think the Dow is too high, and am keeping very high standards for anything I may want to buy.

Remember that StockEvaluator “Short List” is now a web page so it will open immediately on your smartphone.  “Short List” is the special sort and filter screen from StockEvaluator.xls that I run every week so I can see only the few companies that are within 5% of their 52 week low AND have less than 5 Red cells.  This week’s “Short List” has 14 companies out of the 2,200 companies we follow in StockEvaluator.xls.  New to this week’s list is Petrochina (PTR), along with repeat appearances of Posco (PKX) and Statoil (STO).  The smallest of these 3 is PKX at $55 billion in revenues.  These are 3 very big companies, the kind that I like, but since I think the market is too high, I am doing more research on them but not buying yet.  I will let you know if I find any more reasons to buy any of these.  Short List shows you companies that require further research to see if they fit your investment objectives.  You can open StockEvaluator.xls “Short List” from the home page at UltimateStockFinder.com

Here is the direct link to StockEvaluator.xls “Short List”:

Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, June 11, 2013 , 7:30 PM at my house. 

Here are my Buys for May 2013:
Buy   Company   Buy
Date  Bought     Price    Target Sell
----- ---------- ------ -------------
5/16   HMY         $4       $5

Here are my Sells for May 2013:
Sell      Company    Sell     Buy       Buy
Date      Sold         Price   Price     Date
-----  ----------   ------ -------  ------------
5/30   CSCO Covered Call, Strike $25, at $1.51 per share Exp.Date Jan 2014
          I bought CSCO for $19 on 2/10/2011         

StockEvaluator.xls and Mutual FundEvaluator.xls are available for download at www.ultimatestockfinder.com

Remember to send me any other stocks or mutual funds that you would like to see added to the Evaluator spreadsheets, and any other investing ideas, information or questions that you want to share.

Thanks,
John D.
______________________________________________

Visit Our Website UltimateStockFinder.com for More Investing Ideas:
At "Stock Evaluator" download various pre-sorted views of this week's StockEvaluator.xls 
All the Yahoo!Finance data is refreshed on Saturday morning into StockEvaluator.xls and contains over 2,200 company stocks.  We will add any company you would like to the list. Download "StockEvaluator.xls spreadsheet" at: http://www.ultimatestockfinder.com/ 
Also, you can sign in and view the Ultimate Stock Finder watchlist on Yahoo Finance

At “Mutual Fund Evaluator” download this weeks MutualFundEvaluator.xls.
MutualFundEvaluator.xls is also updated weekly and currently contains over 650 mutual funds.

Run the various Ctrl-_ sort commands in StockEvaluator.xls and MutualFundEvaluator.xls to bring the best companies to the top based on their key financial values. 

Also, View our YouTube training videos for StockEvaluator.xls and MutualFundEvaluator.xls.

At "Training" read more information on how we do our investments.
   “Training Module 1 - Why Use StockEvaluator.xls  And How to Use It”
   "How We Use PUTs and CALLs to Minimize Risk and Increase Profit on Each Buy & Sell"
   "S&P 500 Total Return Comparison" spreadsheet for 25 year comparisons of many funds
   "Compare Annuity Returns, Expenses and Death Benefit v.s. Managing it Yourself"

At "Links" you can find our favorite links for good investing information including:
   Screener for New 52 week lows
   Screener for Good Fundamental Values
   Screener for Stocks with High Volatility
   Links that show current P/E values for the major worldwide indexes. 
   Current Prices and 52 week ranges for major commodities

Visit Our Blog and Facebook pages:


Remove Your Name from This Email Group:

If you want to be removed from this email distribution list, reply to me and I will delete your name.  You will still be able to check the Ultimate Stock Finder Blog and Facebook pages to read this same eMail update.