This Week's Activity – December 14, 2013:
Weblink to this table: http://www.ultimatestockfinder.com/weekly_index_summary.GIF
This week, all the world market indices were
down for the second week in a row. I
still think the markets are overpriced but I continue looking for good values on
individual stocks of good solid companies.
This week I sold a Cash Secured PUT on Blackberry
(BBRY). See the details below in (CALL or PUT) Sells for This Week. BBRY closed this week at $6.08, but hit a 10
year low of $5.44 this week. Revenue is
down 45%, profit is -$938 Million due to major problems competing with the
other smartphones on the market. But,
BBRY still has $0 debt, $2.34 Billion in cash and a new CEO, John Chen. I believe BBRY can recover from this current
slump.
See this article for current problems being
faced by BBRY: http://finance.yahoo.com/news/blackberry-stock-declines-company-innovation-181137015.html
See the Yahoo Profile for BBRY at http://finance.yahoo.com/q/pr?s=BBRY+Profile
See the Yahoo 10 year chart for BBRY at http://finance.yahoo.com/echarts?s=BBRY+Interactive#symbol=bbry;range=20030113,20131213;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;
StockEvaluator ‘Short List’
View ‘Short List’ here: http://www.ultimatestockfinder.com/stockevaluator_short_list.xls
‘Short List’ screens to 12 fundamental value limits
that I want to see in a stock before considering it as a possible buy. View our training video that shows how to
enter your preferred values for each of these ‘Short List’ screening limits.
‘Short List’ starts with my screening limits
for these 12 criteria:
1.
Price / Earnings < 20
2.
Price / Sales < 1.5
3.
Price / Book Value < 2
4. Enterprise
5. Enterprise
6. Debt
/ Equity < 80%
7. Goodwill
/ Equity < 50%
8. Revenue
Growth > 0%
9.
Profit Margin > 0%
10.
Current Price < 15% Above 52 Week Low
11.
Dividend > 1%
12.
Dividend Payout Ratio < 70%
‘Short List’ screener will find stocks meeting
these limits. Then I do my final research
to determine if the stock is truly a good buy.
The ‘Short List’ screener will quickly show me if there are any good
fundamental value stocks every week.
Since the screening criteria are so strict, there may be some weeks when
no stock is good enough to make this list.
Stocks on the ‘Short List’ list this week are: CAJ, CVX, PTR, UMC.
These are four good fundamental stocks that
all have P/E below 15, Dividends above 2%, Debt to Equity < 60%, Goodwill to
Equity < 6%, Annual Revenue Growth 2% or more. But these 4 are still 10 to 12% above their
52 Week lows, and I will not buy until they get within 5% of 52 Week Low. But they are on my Yahoo Finance Watchlist
with a Low Limit set at that 5% price drop value.
Stock Evaluator ‘Volatility Sort’
View ‘Volatility’ sort here: http://www.ultimatestockfinder.com/stockevaluatorvolatilitysort.xls
Stocks on the ‘Volatility Sort’ have Current
Price <5% above 52 week low, Volatility >3%, Profit>0%, <6 Red
cells in Stock Evaluator.xls.
There are 12 stocks on the ‘Volatility Sort’
this week.
MutualFundEvaluator ‘Short List’
View ‘Short List’ here: http://www.ultimatestockfinder.com/mutualfundevaluator_short_list.xls
Mutual Funds that are within 3% of their 52
week low AND have less than 3 Red cells.
This week’s list has 37 funds. All
except 1 are Bond funds, which are all still 3 to 8% above their lows from 2006
to 2008 before The FED dropped interest rates to bring the U.S.
Here is the 10 year chart for BGNMX that shows
these price ranges:
Watching the interest rate on 10 year treasury
notes gives another hint of when these bond fund prices will get back to
normal. As this interest rate comes back
up, the prices of these bond mutual funds will go down. The interest rate on 10 year treasury notes
closed this week at 2.87%, up from 2012 low of 1.50%, but way below 2006 - 2007
highs of 5.2%. My minimum target for 10
year interest rates is 3.5% before I will be ready to buy back into bond mutual
funds.
Here is a chart showing interest rates over
the past 13 years for 10 year treasury notes:
Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, January 14, 2014 , 7:30 PM at my
house.
Here are my Stock BUYs for This Week:
Stock Symbol:
Buy Date:
Buy Price:
Target Sell Price:
Here are my Stock SELLs for This Week:
Stock Symbol:
Sell Date:
Sell Price:
Buy Price:
Buy Date:
Here are my Option (CALL or PUT) Sells for This Week:
I only Sell Covered CALLs or Cash Secured PUTs
Option: PUT
Stock Symbol: BBRY
Sell Date: Dec. 9, 2013
Expiration Date: June 21, 2014
Strike Price: $6
Option Price: $1.00
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
______________________________________________
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“Training Module 1 -
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