This Week's Activity – January 18, 2014:
Check out our new training videos showing how
to use Mutual Fund Evaluator spreadsheet as a powerful fund screener to find
mutual funds that buy Large Cap Stocks based on fundamental value and
performance criteria.
This video shows how to use the Mutual Fund
Evaluator ‘Short List’ screener and change it to screen to your own limits.
This video shows how to use Mutual Fund
Evaluator to do a ‘Row-by-Row’ comparison of the fundamental values for mutual
funds you are considering.
This week, the world market indices were mixed
on uncertainty while waiting for a large number of quarterly earnings releases
scheduled for next week. http://news.yahoo.com/wall-st-week-ahead-stocks-may-vulnerable-earnings-001945204--sector.html
I still think the markets are overpriced but am
always looking for good values on individual stocks of good solid
companies.
Visit our website: http://www.ultimatestockfinder.com/
for more investing ideas,
links, training, tools and information.
Click here to see our Summary Table of
Worldwide Market Index Closing values for this week: http://www.ultimatestockfinder.com/weekly_index_summary.GIF
This week I sold PUTs on LF and SODA. See the
details below in (CALL or PUT) Sells for This Week. LF closed this week at $7.71 which is near
their 20 month low. Revenue is up 4%,
profit margin is 13%, but stock price is down from $11.50 in July due to a
software glitch on their newly released LeapPad Ultra this summer. They have corrected the glitch, but now are
gaining more competitors (Amazon, Apple, Samsung) in the education tablet
business. LeapFrog already had VTech as
a competitor. So there are many downward
pressures on LF stock, but they have good fundamentals, and I think they can compete
with these rivals and will recover from this.
See the Yahoo 5 year chart for LF at
SODA closed this week at $38.15 which is near
their 14 month low. Revenues (up 29%)
and profits (up 20%) are way up over last year, but management’s guidance was a
little weak and the market is punishing them.
See the 5 year chart for SODA here:
See this article for current problems being
faced by SODA:
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, KYO, CVX, PTR, CHA.
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:
SCSS, SHOS.
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 (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 3.01%. 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.
The top two funds on this week’s short list
are BCOSX and MWTRX.
Here are their 10year charts to show why I am
still waiting to buy.
MWTRX:
BCOSX:
Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, February 11, 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: LF
Sell Date: 1/17/2014
Expiration Date: Jan 2015
Strike Price: $7.50
Option Price: $1.10
Option: PUT
Stock Symbol: SODA
Sell Date: 1/17/2014
Expiration Date: July 19, 2014
Strike Price: $35
Option Price: $3.80
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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