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.
Here is what Jim Cramer thinks about
AAPL: http://www.thestreet.com/story/12292017/1/time-for-apple-to-listen-to-carl-icahn.html?puc=yahoo&cm_ven=YAHOO
See the 5 year chart for AAPL: http://finance.yahoo.com/echarts?s=AAPL+Interactive#symbol=AAPL;range=5y
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’
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:
HMST, INTX, ENZN, STRA, SODA, UVE, ROSE, GMAN, HGG, RCII.
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 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.
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
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