This Week's Activity – September 21, 2013:
The Dow Jones 30 Industrials stock market index
has been staying around 15,000 since May 7. 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;
Continuing Wednesday’s
discussion of excellent mutual funds from 4 categories, I have tabulated the
top 5 funds from each category so we can easily see where their current share
price is relative to their 52 week low and also to their 2009 low. I always buy near 52 week lows, but since the
bond funds are up so much over the past 4 years prior to this year’s drop, I
want to know where they are compared to the their terrible lows from March 2009.
Here are the tables showing
these top 5 funds in each of the 4 categories:
These bond funds are 0 to 10% below their 52
week highs, which is not much, but WAY above their 2009 lows. I am going to wait for at least a 15% drop.
You can also download this table as a spreadsheet
from: http://www.ultimatestockfinder.com/excellent_bond_funds.xls
See Column I of the spreadsheet for links to
Yahoo Finance 10 Year price charts for each fund, to show you their 10 year
volatility.
One more thing, for those of you who remember
that I own PRGMX, LSBRX, VWLTX and FCNTX (1 from each of these 4 categories)
you will notice these funds did not make this “Top 5” list. That is because
these top 5 selections are BETTER than those 4 funds that I selected for my
portfolio several years ago. As I buy
more for each category, the funds I buy will be from these top 5 fund lists, or
will have to be as good as these top 5 funds..
StockEvaluator “Short List” shows only companies that are within 5% of
their 52 week low AND have less than 5 Red cells.
Download the short list here: http://www.ultimatestockfinder.com/stockevaluator_short_list.xls
This week 11 companies are on the short
list. None of these looked good to me
this week.
Stock Evaluator “Volatility Sort” shows only companies
that have: Average Daily Price Volatility >3% ; Within 5% of their 52 week
low ; Less than 6 Red cells and Profit >0%.
Download the Volatility list here: http://www.ultimatestockfinder.com/stockevaluatorvolatilitysort.xls
This week 5 companies are on the Volatility
list: DK, TWI, SFY, PTGI, TITN
See last weeks email for my analysis of
PTGI. This week TITN looks interesting.
TITN is Titan Machinery. Is a network of agriculture equipment stores
in U.S. and Europe . TITN year
over year (7/31/2013) revenues were up 19% but earnings were down -26%. At $16.52 TITN is down near their 52 week low
of $15.89, and near their Sept. 2010 price.
But still almost double their March 2009 low of $8.17. P/E is 10.6, dividend is 0.0%, Cash flow is
negative $12 million, Inventories increased by $176 million this most recent
quarter (7/31/2013), Insider ownership is 25%.
TITN has NOT been selling any more of their stock into the market for
over the past year. I have added TITN to
my watch list with a “Wake Up” price of $15.
If they get to my “Wake Up” price, I will check them again at that time
to see if I want to buy them.
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 41 funds. All but 1 are 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 until they go even lower. The one
non-Bond fund on this week’s list is FRIFX a Fidelity Stock Ral Estate REIT
fund. It is down almost 10% from its 52 week high, and
back to its 52 week low but still 10% above the 2 year low. I will wait for it to go lower before
considering it as a buy.
You can download all these specially sorted
spreadsheets at www.UltimateStockFinder.com
Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, October 8, 2013 , 7:30 PM at my
house.
Here are my Stock BUYs for This Week:
Buy Company Buy
Date Bought Price
Target Sell
----- --------- ----- ------------
none
Here are my Stock SELLs for This Week:
Sell Company Sell Buy
Buy
Date
Sold
Price Price Date
----- --------- ------- ------- ------------
9/19
BTUI $3.12 $3.10
11/15/2011
BTUI is still losing money so I decided to get
out at a break even point.
9/20
VSAT $50 $36
11/10/2012
When VSAT jumped to $50 (from $40) in Feb.
2013, I sold a Covered Call at $50 Strike for $4. Regrettably, 3 months later VSAT then jumped
to $70, but I was locked into my Covered Call which expired this week.
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
Please remember that I am always happy to run
these analyses on any stock or mutual fund you are watching. I will send you a
personalized spreadsheet with the results.
Also, please send me any other investing ideas, information or
questions that you want to share with the group.
Thanks,
John D.
Disclosure: The author has no positions in any of the
stocks or mutual funds mentioned in this article unless clearly stated above. We
certify that except as cited herein, this is our work product. We received no
compensation or other inducement from any party to produce this article. Please see our full legal disclaimer at: http://www.ultimatestockfinder.com/stockevaluator_disclaimer.html
______________________________________________
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