This Week's Activity – April
26, 2014:
One of my friends has inherited some money and
wants to put half of it with a fee based money manager, and try managing the
other half by himself using mutual funds.
So I made up a new ‘Short List’ screener in Mutual Fund Evaluator.xls to
find excellent long term buy and hold mutual funds that he can consider. Here are the criteria and limits that I am
using:
Note that this screen is set to <16% Above
52 Week Low instead of the <5% above 52 Week Low that I usually do. This is because I want to deliver more good
funds for consideration. This screen
returns both stock and bond funds, and is based purely on fund performance and
fees. With the settings shown above, this
‘Short List’ screen returns about 80 Mutual Funds. This provides my friend with a starting list
of excellent funds. Then he can tighten
the screening criteria to find a few good funds that fit his exact investment
preferences. “Fund Manager” name is in Column
D so my friend can look for the stock brokerage he is planning to use and see
if they have any funds good enough to make it on this list. If not, then I will show him how to check the
funds list at his brokerage’s website to see if they have agreements with
certain fund managers to sell specific funds for No-Load and No Fees.
This ‘Short List’ will deliver good funds for
long term ‘Buy and Hold’ investing. The only
decision left is to decide if he wants to wait for a market drop before buying
into one of these good funds. Download
‘Short List’ from the Ultimate Stock finder website: http://www.ultimatestockfinder.com/mutualfundevaluator_short_list.xls
This week, the world market indices were mixed
with minor Up / Down movements except for the Russian Index which was down
5%. Here is an article discussing the
increase in tensions in Ukraine
and Russia :
Summary Table of Worldwide Market Index
Closing values for this week:
I still think the markets are overpriced but I
continue to look 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
I also use FinViz stock screener as a parallel
check along with my ‘Short List’ to find good fundamental stocks that are near
their 52 Week Lows. Here is the FinViz
stock screener link set to the 9 out of 12 ‘Short List’ limits that are
available at FinViz.
This is in the FinViz ‘Custom’ view:
Next Monthly Meeting 2nd Tuesday of Each Month:
Tuesday, May 13, 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:
Stock Symbol:
Sell to Open Date:
Expiration Date:
Strike Price:
Option Price:
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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