Saturday, October 5, 2013

Investment Idea Sharing Oct. 5, 2013

This Week's Activity – October 5, 2013:
Remember that our monthly Investment Idea Sharing meeting is next Tuesday, Oct. 8 at 7:30PM at my house.




Even with this week’s government shutdown, the Dow Jones 30 Industrials stock market index is staying around 15,000 where it has been 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;

This week, the Japanese Nikkei 225 dropped 5%, but the rest of the world markets did not drop much.  I hope the markets remain stable until Washington can reach an agreement.
   
StockEvaluator “Short List” shows only companies that are within 5% of their 52 week low AND have less than 5 Red cells. 
This week 11 companies are on the short list.  None of them look good to me this week. 
One of these short list companies is ALJ, see analysis below in “Volatility Sort” section.

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%. 
This week 3 companies are on the Volatility list:  ALJ, SYNC, WD
ALJ is currently at $10.03, down from a 52 week high of $21.09 in Feb. 2013, but their Sept. 2011 low was $6.13.  ALJ releases quarterly earnings on Nov. 6, 2013.  I can’t find anything that explains why they are down so much.  So, I am going to stay away from ALJ.
ALJ is Alon USA Energy, Inc. engages in refining and marketing petroleum products primarily in the South Central, Southwestern, and Western regions of the United States. The company operates in three segments: Refining and Marketing, Asphalt, and Retail. The Refining and Marketing segment refines crude oil into petroleum products, including gasoline, diesel fuel, jet fuel, petrochemicals, feed stocks, asphalts, and other petroleum products. It markets finished products and blend stocks through sales and exchanges with other oil companies, state and federal governmental entities, unbranded wholesale distributors, and various other third parties.  
The other 2 companies on this week’s list are less than $400 million per year revenue, so they do not look good to me.

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 44 funds.  Just like the past few weeks, All but 1 are Bond funds, which are continuing to go down in anticipation of The FED raising interest rates.  All of these bond funds are still 5 to 10% above their lows of 2007 to 2009, so I am going to wait on making any bond fund buys until they go even lower.  The one non-Bond fund on the list is FRIFX a Fidelity Stock Real 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
-----  ---------   -------  -------  ------------
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

Please remember to 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
______________________________________________

Visit Our Website UltimateStockFinder.com for More Investing Ideas:
At "Stock Evaluator", you can 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 2,900 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 900 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:



To Remove Your Name 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.

No comments:

Post a Comment