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/ 
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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

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