Saturday, February 22, 2014

Investment Idea Sharing Feb. 22, 2014

This Week's Activity – February 22, 2014: 
This week, the world market indices were mixed, some up , some down, but none by much.
I still think the markets are overpriced but continue to look for good values on individual stocks of good solid companies. 
Japan Display Inc. a major supplier of Apple’s smartphone screens is planning an IPO: http://finance.yahoo.com/news/huge-apple-supplier-plans-ipo-151500142.html

At the request of Brian who is following Australian Stocks, I have added all 200 of the stocks on the Australian Stock Exchange ASX 200 index.  They are currently listed under “Industry” code “ASX-200 Index”, but I will change them to their proper Industry codes over the next couple of weeks so these stocks can be easily compared within their respective industries.  Be sure to let me know if you are following any stocks or funds that are not on the “Evaluator” spreadsheets.  I will be happy to add them.  The more the merrier!

Remember, when you are on vacation away from your computer and email, you probably still have your smartphone.  Which means you can read these weekly updates at our Ultimate Stock Finder blog which has now been optimized for smartphone.   http://ultimatestockfinder.blogspot.com/   Same weekly update and ideas, but in a much smaller format.  Put on your reading glasses.

Visit our website: http://www.ultimatestockfinder.com/ for more investing ideas, links, training, tools and information.

Summary Table of Worldwide Market Index Closing values for this week:

This week I bought back (Bought to Close) the PUT I had sold on MYGN on January 6.  When I sold this PUT MYGN was at $21.03/share, and over the next 5 weeks it went up to $35, which was a 5 year high.  See 5 year chart below.  I decided to close out this PUT to lock in my profits and not wait for the risk of MYGN going back down. See the details below in (CALL or PUT) Sells for This Week.      
See the Yahoo 5 year chart for MYGN:

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:  CHA

Stock Evaluator ‘Volatility Sort’
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: RJET, CHMG, MN, VSR, EIG, SDR, BJRI, GMAN, HOS, TEU   

MutualFundEvaluator ‘Short List’
Mutual Funds that are within 3% of their 52 week low AND have less than 3 Red cells. 
This week’s list has 34 funds.  All 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 2.67%.  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.



Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, March 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/Buys for This Week:
I Bought to Close this Cash Secured PUT that I had sold on Jan. 6, 2014 at $2.35/share
Option:  Cash Secured PUT
Stock Symbol: MYGN
Buy to Close Date: 2/19/2014
Expiration Date: 1/20/2015
Strike Price: $20
Option Price: $.45
MYGN was at $21.03 on Jan. 6 when I sold this PUT, and was at $34.42 on Feb. 19 when I bought the PUT to Close out my position.  My net profit was $2.35 - $.45=$1.90 / share.


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
______________________________________________

To Remove Your Name from this email distribution list, reply to me and I will delete your name.

Ultimate Stock Finder is also on Facebook, you can ‘Like’ us on FB and receive our weekly ‘Investment Idea Sharing’ letter (summary paragraph only) to your FB page.  https://www.facebook.com/UltimateStockFinder


You can read our weekly ‘Investment Idea Sharing’ letter at our Ultimate Stock Finder blog:  http://ultimatestockfinder.blogspot.com/

Sunday, February 16, 2014

Investment Idea Sharing Feb. 16, 2014

This Week's Activity – February 15, 2014: 
This week, most of the world market indices were up about 2%.  After the 7% dip from Dec. 31 to Feb. 3, the markets have now been positive for the past 2 weeks, gaining back over half of that 7% drop.  Read more here: http://news.yahoo.com/wall-st-week-ahead-u-stock-investors-face-030121129--sector.html

I still think the markets are overpriced but continue to look for good values on individual stocks of good solid companies. 

I have found an excellent FREE mobile Stock Screener app for Android devices.  It is ‘Stock Screener’ by Weir Software.  Download it here: https://play.google.com/store/apps/details?id=com.weirsoftware.stockscreener&hl=en

Select from 33 different criteria and input your own screening limits for each criteria.  These criteria include all 17 of the StockEvaluator ‘Short List’ fundamental values, plus many others including Motley Fool CAPS rating, and other expert Outperform/Underperform ratings.  Then use the ‘Menu’ button to name and save your set of screening criteria and target limits on your Android device so you can run it again anytime in the future.  Here is the link to a training video I made on how to use this mobile Stock Screener.  https://www.youtube.com/watch?v=f46Jazafrto

Now you will not be tied to your computer to keep up with market changes.  Your investing research office can be the beach, the coffee shop, waiting for the train, plane, boat, skydiving, scuba diving, etc.  Well, maybe not scuba diving, but now you have no excuse for not being right up to the minute with the market.  Please give the Weir ‘Stock Screener’ a try, and let me know what you think.  You can email questions to: info@weirsoftware.com or to me and I will pass them on.  If you use the Weir Stock Screener and like, it please be sure to leave positive feedback.

At this Tuesday’s monthly meeting, Greg M. suggested that we look at Opko Health (OPK) as a high risk and potentially High return stock.  OPK is a drug research and development company with only $92 million in revenues, but a $3.4 Billion market cap, and no profits yet.  This is not the kind of low priced, strong fundamental value company that I try to buy, but this high market cap is because OPK is run by Dr. Phillip Frost who also started several other successful pharmaceutical companies including: Key Pharma (bought by Schering-Plough in 1986), Ivax Corp. (bought by Teva Pharmaceuticals in 2006), and he was one of the first large investors in Protalix Bio Therapies (PLX).  Many large mutual fund investment companies have confidence in Dr. Frost, and own shares of OPK including: Vanguard, Oracle Investment Mgmt., BlackRock, State Street, Northern Trust, Fidelity Investments, Morgan Stanley, Dimensional Fund.  Dr. Frost serves as Chairman and CEO and has invested $20 million of his own money in OPK.  I decided to buy some shares on the emotional strength of all those other big name funds that are betting on OPK.  See my ‘Stock Buys for This Week’ below.  I am NOT recommending OPK as a buy for any of you, but my wife and I agreed to put some ‘mad money’ on OPK to see what happens.  Our goal is to make a 50% return, which would mean selling at $12.60 based on our $8.35 buy in price this week.


Visit our website: http://www.ultimatestockfinder.com/ for more investing ideas, links, training, tools and information.

Summary Table of Worldwide Market Index Closing values for this week:

This week I bought OPK.  See discussion above. See the details below in Stock Buys for This Week.  See the Yahoo 5 year chart for OPK:  http://finance.yahoo.com/echarts?s=OPK+Interactive#symbol=opk;range=5y;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=;

Here is a Wikipedia article about Dr. Phillip Frost:  http://en.wikipedia.org/wiki/Phillip_Frost

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, DCM, ELP.

Stock Evaluator ‘Volatility Sort’
Stocks on the ‘Volatility Sort’ have Current Price <5% above 52 week low, Volatility >3%, Profit>0%, <6 Red cells in Stock Evaluator.xls.     

MutualFundEvaluator ‘Short List’
Mutual Funds that are within 3% of their 52 week low AND have less than 3 Red cells. 
This week’s list has 34 funds.  All 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 2. 75%.  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.



Next Monthly Meeting 2nd Tuesday of every Month:
Tuesday, March 11, 2014 , 7:30 PM at my house. 

Here are my Stock BUYs for This Week:
Stock Symbol: OPK
Buy Date:  Feb. 12, 2014
Buy Price:  $8.35
Target Sell Price: $12.60

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
______________________________________________

To Remove Your Name from this email distribution list, reply to me and I will delete your name.

Ultimate Stock Finder is also on Facebook, you can ‘Like’ us on FB and receive our weekly ‘Investment Idea Sharing’ letter (summary paragraph only) to your FB page.  https://www.facebook.com/UltimateStockFinder


You can read our weekly ‘Investment Idea Sharing’ letter at our Ultimate Stock Finder blog:  http://ultimatestockfinder.blogspot.com/

Sunday, February 9, 2014

Investment Idea Sharing Feb. 9, 2014

This Week's Activity – February 9, 2014: 
Remember this Tuesday Feb. 11 is the monthly meeting at my house, at 7:30PM

I apologize for the lateness of this week’s newsletter, but our Stock Data Look-up Program could not  communicate with Yahoo Finance this entire weekend so I was not able to to refresh any of the data in Stock Evaluator Spreadsheet.  Mutual Fund Evaluator web look-up did work, to that data is up to date.  We will continue working to fix our web communication problem.

FinViz has the best web screener that I have found and it is almost as good as Stock Evaluator, but it does not have: Goodwill to Equity; E.V. / Revenue; E.V./ EBITDA.

This week, the world market indices stopped their downward trend of the past 2 weeks and held steady on hope for continued employment growth and only minimal tapering of The Fed’s bond buying program.  Read more here: http://news.yahoo.com/u-job-growth-seen-snapping-back-winter-chill-060208685--business.html
I still think the markets are overpriced but continue to look for good values on individual stocks of good solid companies. 

Check out our ‘Links’ page at Ultimate Stock Finder.com for many links that help me stay current on market values around the world, including:
  Stocks (all major index closing values)
  Commodities (metals, agriculture, oil, gas)
  Foreign currency exchange rates (Euro, Pound, Yen, Yuan)

You will also find links to:
  Historical stock and commodity values
  Historical Interest Rates
  Worldwide Country Debt & Deficits
  Stock Charts for Technical analysis
  PUT and CALL Options Information and Training
  Customizable Free WEB Screeners for Stocks and Mutual Funds
 

Summary Table of Worldwide Market Index Closing values for this week:

This week I sold a PUT on NEM.  See the details below in (CALL or PUT) Sells for This Week.  
NEM closed this week at $21.52 but hit a new 5 year low of $20.79 on Thursday.  NEM has pretty good fundamentals compared to others in the metals industry (ABX, VALE, FCX, BHP, RIO, GLCNF) and I think the market is overly worried about the price of gold continuing to go down.  Gold is at $1,263 /oz which is down from the 52 week high of $1,679 in Jan. 2013 and way down from the all time high of $1,917 on Aug. 23, 2011.  Gold was at almost this same $1,200 price in June 2013, and I am hoping it has bottomed.    
See the Yahoo 5 year chart for NEM:

Here is what Jim Cramer has to say about NEM, he does not like them for these reasons:


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:  not run due to web data look-up problem

Stock Evaluator ‘Volatility Sort’
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: not run due to web data look-up problem    

MutualFundEvaluator ‘Short List’
Mutual Funds that are within 3% of their 52 week low AND have less than 3 Red cells. 
This week’s list has 34 funds.  All 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 2.67%.  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:  Cash Secured PUT
Stock Symbol: NEM
Sell Date: 2/3/2014
Expiration Date: 1/20/2015
Strike Price: $20
Option Price: $2.50

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
______________________________________________

To Remove Your Name from this email distribution list, reply to me and I will delete your name.

Ultimate Stock Finder is also on Facebook, you can ‘Like’ us on FB and receive our weekly ‘Investment Idea Sharing’ letter (summary paragraph only) to your FB page.  https://www.facebook.com/UltimateStockFinder


You can read our weekly ‘Investment Idea Sharing’ letter at our Ultimate Stock Finder blog:  http://ultimatestockfinder.blogspot.com/

Sunday, February 2, 2014

Investment Idea Sharing Feb. 2, 2014

This Week's Activity – February 1, 2014: 
This week, the world market indices continued their downward trend on expectations the Federal Reserve will make a further cut to their bond buying stimulus program, by as much as $10 billion per month.  Read more here: http://news.yahoo.com/wall-street-week-ahead-stocks-may-face-pain-000132861--sector.html
I still think the markets are overpriced but continue to look for good values on individual stocks of good solid companies. 

Last week I started a discussion of ‘The Total Money Makeover’ book by Dave Ramsey.  Step 4 of his 7 step process is to start saving 15% of your income for retirement.  Dave recommends your retirement investments consist of common stock mutual funds in these proportions:
 25% Value / Large Cap / Blue Chip funds
 25% Growth / Mid Cap / S&P 500 Index funds
 25% International
 25% Aggressive Growth / Small Cap / Emerging market funds

I also have some bond funds in my portfolio because I really like the steady interest income that bonds provide, and because bonds funds keep me more diversified than being completely in stocks.

You can use our ‘Mutual Fund Evaluator’ spreadsheet to screen for each of these 4 types of funds by selecting Row 20 and then using the ‘Data’ – ‘Filter’ - ‘Auto Filter’ Excel function.  Set the ‘Auto Filter’ drop down at Column B to ‘Custom’ – ‘Category’ – ‘Contains’ and then enter one of the key words for the type of funds you are screening for, such as:  ‘Value’ or ‘Growth’. 
Use the ‘and’ option to further limit your screening key words.
See our ‘Auto Filter’ training video here: https://www.youtube.com/watch?v=hFr0LSR0rwE

We got our copy of Dave’s book from the library for free, but the information he provides is extremely valuable, yet very common sense.  I recommend this book.  Please let me know if you have read it.

Visit our website: http://www.ultimatestockfinder.com/ for more investing ideas, links, training, tools and information.

Summary Table of Worldwide Market Index Closing values for this week:

This week I sold PUT’s on CAJ and AAPL.  See the details below in (CALL or PUT) Sells for This Week.  
CAJ closed this week at $29.17 which is near their 5 year low.  They have excellent fundamentals and I think the market is overly worried about the loss of Canon’s camera business volume to cameraphones. 
See the Yahoo 5 year chart for CAJ:

AAPL closed this week at $500 which is down $55 from a week ago.  On Monday AAPL released flat quarterly profits and a weak forecast for next quarter and the market pounded them.  I think AAPL is being overly punished.



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, UMC, CHU, CHA, DCM, ELP.

Stock Evaluator ‘Volatility Sort’
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: HMST, INTX, ENZN, STRA, SODA, UVE, ROSE, GMAN, HGG, RCII.   

MutualFundEvaluator ‘Short List’
Mutual Funds that are within 3% of their 52 week low AND have less than 3 Red cells. 
This week’s list has 38 funds.  All 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 2.67%.  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:  Cash Secured PUT
Stock Symbol: AAPL
Sell Date: 1/30/2014
Expiration Date: 1/20/2015
Strike Price: $500
Option Price: $53.30

Option: Cash Secured PUT
Stock Symbol: CAJ
Sell Date: 1/27/2014
Expiration Date: 6/21/2014
Strike Price: $30.00
Option Price: $1.70

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
______________________________________________

To Remove Your Name from this email distribution list, reply to me and I will delete your name.

Ultimate Stock Finder is also on Facebook, you can ‘Like’ us on FB and receive our weekly ‘Investment Idea Sharing’ letter (summary paragraph only) to your FB page.  https://www.facebook.com/UltimateStockFinder


You can read our weekly ‘Investment Idea Sharing’ letter at our Ultimate Stock Finder blog:  http://ultimatestockfinder.blogspot.com/