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.
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.
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.
______________________________________________
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“Training Module 1 -
Why Use StockEvaluator.xls And How to
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Screener for New 52 week lows
Screener for Good Fundamental Values
Screener for Stocks with High Volatility
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Current Prices and 52
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