This Week's Activity – August 17, 2013:
This week, I have changed the Ultimate Stock
finder website from being yellow text on a black background to now be black
text on a white background. I hope you
like this new web page layout and find it easier to read. Next week, you will find 2 new fields in
Mutual Fund Evaluator. We are adding: 10
Year Average Return, and Bond Duration.
10 Year Return will give a longer term view that spans the crash of
2008-09. Bond Duration is a measure of
bond price volatility relative to central bank interest rate changes. More on this next week.
This week, the Dow ended at 15,081 down from 15,425
last week and almost back down to the July 3 level. This is the second big rise and fall since
May 20, and this week’s drop is the largest weekly drop for all of 2013.
See the Dow chart here: http://finance.yahoo.com/echarts?s=%5EDJI+Interactive#symbol=%5Edji;range=1y;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;
I am still expecting to see a 15% drop in the world
markets. But, I cannot predict when this
drop will happen, so while I wait, I will continue to look for companies with
good fundamental financial values that are near their 52 week lows. My goal is to buy good companies whenever
they are down.
StockEvaluator “Short List” shows only
companies that are within 5% of their 52 week low AND have less than 5 Red
cells. This week 12 companies are on the
short list. None of them look good to
me.
Volatility” sort shows only companies that
have: Average Daily Price Volatility >3% ;
Within 5% of their 52 week low ; Less than 5
Red cells ; Profit >0% and Dividend >1%.
This week’s list has only 1 company, BTH (Blyth Department Stores). The Yahoo Finance “Key Statistics” page lists
BTH “Profit Margin (ttm)” as 2.7%, but lower on the same web page Yahoo lists
“Net Income Avl to Common (ttm)” as -$12.74M.
This negative net income should equate to a negative profit margin, so
Yahoo is listing an incorrect value for the Profit Margin. Always check the values from any website
before you actually place a buy order, because I often find mistakes like this.
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 31
funds. They are all Bond funds, which are
continuing to go down in anticipation of The FED raising interest rates. I am going to wait on making any bond fund
buys in hopes they can go even lower.
You can download all these specially sorted
spreadsheets at www.UltimateStockFinder.com
Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, September 10, 2013 , 7:30 PM at my
house.
Here are my Stock BUYs for Last Week:
Buy Company Buy
Date Bought Price
Target Sell
----- --------- ----- ------------
none
Here are my Stock SELLs for Last Week:
Sell Company Sell Buy
Buy
Date
Sold
Price Price Date
----- --------- ------- ------- ------------
none
Here are my Option (CALL or PUT) Sells for Last Week:
I only do Covered CALLs or Cash Secured PUTs
Option
Sell Stock
Strike Expiration Option
Type
Date Symbol Price Date
Price
------
------ -------- ------ ---------- --------
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 2,500 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 800 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:
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