This Week's Activity – January 4, 2014:
Today’s Internet is a tremendous wealth of
information for an individual investor.
I remember back before the Internet, I had to either trust (and pay for)
what my broker told me or go to the library to do my research using the out of
date (1 to 3 month old) yellow company
stock sheets in the big binders. Now, my
computer brings me more up to date information than I can possibly comprehend,
with a delivery mechanism searched by Google to help me find the answer to any
question I have. Wonderful and also Unbelievable!!
Since the 1990’s, the big investment houses
have had an expensive alternative to using the Internet. They could buy a terminal from Bloomberg or
Reuters to receive all kinds of up to the minute market data, analysis tools and
articles. Today, these terminals cost
about $21,000 / year. I have never used
one, but I have a hard time believing it could be that much better than all the
free data and analysis available on the Internet to the rest of us. Do any of you use one of these expensive
terminals? Does this terminal actually
deliver better information than the free sites on the Internet?
Since I will never have a Bloomberg terminal, I
am trying to make the Ultimate Stock Finder website into my own personal FREE
Bloomberg Terminal. Whenever I find a
good market data website, I add it to the USF ‘Links’ page. Good articles, presentations and investing
tools are added to the ‘Training’ page.
Good Stock and Mutual Fund screeners are added to the ‘Stock Evaluator’
or ‘Mutual Fund Evaluator’ pages. Please
send me the good websites you use for investing information, and I will add
their links to the USF website.
The research still takes a lot of work, but I can’t
complain about a lack of data.
Bloomberg Terminal Costs
Bloomberg Terminal History
Ultimate Stock Finder website
This week, all of the world market indices
were down slightly. Probably just taking a breather over the New Years
holidays. I still think the markets are
overpriced but I continue looking for good values on individual stocks of good
solid companies.
StockEvaluator ‘Short List’
‘Short List’ screens using 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:
View the ‘Short List’ screening criteria and
target limit values here: http://www.ultimatestockfinder.com/short_list_12_criteria.JPG
Stocks on the ‘Short List’ list this week are: CAJ, PTR, UMC, CHA, CVX.
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.
Stocks on the ‘Volatility Sort’ this week are:
none
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 42 funds. All except 1 (FRIFX) 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. out of the recession. When interest rates go down, bond prices go
up, and when interest rates go up, bond prices go down. These bond funds only pay a 3 to 4% annual
dividend and I think the bond prices will go down another 3 to 4% when The FED
finally lets interest rates go back to historic levels which mean 10 Year Bond
interest rate of at least 3.5% compared to today’s 10 year rate of 3.0%. I will continue to wait before buying any
bond funds because I do not want to lose a whole year’s worth of interest if I
buy back in too soon.
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:
Stock Symbol:
Sell Date:
Expiration Date:
Strike Price:
Option Price:
Visit www.ultimatestockfinder.com
to download all Stock Evaluator and Mutual Fund Evaluator spreadsheets, read
training articles and check out all our web links for investing information.
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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