This Week's Activity – March 15, 2014:
My wife and I are 59, and the next big
decision we will have to make in retirement is when to start drawing our Social
Security. This is an extremely important
decision because of the huge 76% increase in the annual payment if you wait to
start until age 70 versus starting to take Social Security payments at age
62. We view this 76% increase as our
‘Long Term Care’ insurance because it will be there to help us as we get too old
to make good investing decisions. At
some point, we will have to transition to relying completely on our investment dividends
and income because we will not be able to do the research needed to make those good
stock trades that earn capital gains for additional income as we do now.
This month’s Money magazine has an excellent
article explaining how to utilize this delayed Social Security benefit. http://money.cnn.com/2014/02/26/retirement/retirement-social-security.moneymag/index.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+rss%2Fmoney_latest+%28Latest+News%29
In last week’s Investment Idea Sharing newsletter
I had a link to my ‘Investment Tracker’ spreadsheet that can contain all of your
holdings, calculate your total net worth and show the ratios of everything in
your portfolio. Two of our Investment
Idea Sharing group, John Q. and Bonnie B., tried it and found the
re-calculation was not working properly.
This was because I had turned off the Automatic Recalculation function
because the Stock Market Look-Up Functions take so long to refresh that it
becomes a waiting game while the spreadsheet tries to re-calculate after each
cell when you are entering new data.
I have now added an ‘Instructions’ worksheet
in front of the ‘Investment Tracker’ worksheet to explain how to turn the
Automatic Recalculation function On and Off.
In Excel 2003, click ‘Tools’ – ‘Options’ – ‘Calculation’
and select either ‘Automatic’ or ‘Manual’.
When in the ‘Automatic’ mode, the spreadsheet will automatically look up
current price for each stock, but will also try to do this repeatedly as you
move from cell to cell entering new data.
When in the ‘Manual’ mode, the spreadsheet does NOT try to re-calculate
during data entry, and when you are done entering data, you can always force a
re-calculation by hitting the F-9 key.
Here is the link to download a fully
functional version of my ‘Investment Tracker Example’ spreadsheet that you can
personalize with your holdings: http://www.ultimatestockfinder.com/investment_tracker_example.xls
It is also available from the ‘Training’ page
at Ultimate Stock Finder.com:
This week, most of the world market indices
were down about 3% due to worries about what Russia
will do in Ukraine and Crimea . The
Russian RTSI stock market index was down 8%.
Next week may have more down action if Russia
I still think the markets are overpriced but I
continue to look for good values on individual stocks of good solid
companies.
Summary Table of Worldwide Market Index
Closing values for this week:
Due to continued problems with our Stock Market web look-up
functions, we still cannot update the data in Stock Evaluator.xls and Mutual Fund
Evaluator.xls. We are working to fix
this problem and hope to have a fix in place soon.
In the mean time, I have been trying other web
stock screeners and I really like the one by FinViz. It allows me to enter most of the same
criteria and limits that I use to make the Stock Evaluator ‘Short List’. FinViz provides several different screen views
of key types of values for the stocks that meet your screen criteria limits (Valuation,
Financial, Performance, Technical, etc.)
The screen view I like best is the ‘Custom’
screen that lets me select the exact data fields I want to see when FinViz
displays the stocks that meet my criteria limits.
Click ‘Settings’ at the upper right of the
table if you want to change which fields are displayed in this ‘Custom’ view.
Click ‘Filters’ if you want to change any of
my criteria screening limits.
Here is the link to FinViz stock screener set
to my ‘Short List’ criteria, and displaying them in ‘Custom’ view: http://finviz.com/screener.ashx?v=151&f=fa_debteq_u0.8,fa_div_o1,fa_ltdebteq_u0.8,fa_netmargin_pos,fa_payoutratio_u70,fa_pb_u2,fa_pe_u20,fa_ps_u2,fa_salesqoq_pos,ta_highlow52w_a0to5h&ft=4&o=low52w
FinViz does not provide the ‘Row-by-Row’
comparison capability that we have in StockEvaluator spreadsheet. FinViz also does not provide the ‘Goodwill to
Equity’ value.
Next Monthly Meeting 2nd Tuesday of Each Month:
Tuesday, April 8, 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 Mutual Fund BUYs for This Week:
Fund Symbol:
Buy Date:
Buy Price:
Target Sell Price:
Here are my Option (CALL or PUT) Sells/Buys for This Week:
Option: PUT
Stock Symbol: PBR
Sell to Open Date: March 14, 2014
Expiration Date: Oct. 18, 2014
Strike Price: $10
Option Price: $1.15
Visit www.ultimatestockfinder.com
to download our 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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