This Week's Activity – May 10, 2014:
Remember this month’s Investment Idea Sharing
meeting is this Tuesday, May 13 at 7:30PM at my house. Email me for directions if you need them.
Two more corporate buy-outs were announced
this week. Both are hostile takeover
offers which may still be refused by the target company. But both caused big jumps in the stock prices
of the 2 target companies.
Pfizer (PFE down 10% the past month) is trying
to buy AstraZeneca (AZN up 17% the past month).
Read story here: http://www.thestreet.com/story/12700994/1/why-astrazeneca-azn-stock-is-up-this-morning.html?puc=yahoo&cm_ven=YAHOO
See Yahoo Charts here:
Valeant Pharmaceuticals (VRX up 0% the past
month) is trying to buy Allergan (AGN up 25% the past month).
See Yahoo Charts here:
For most of us, our 401K is the biggest and
most important part of our retirement investing. 401K accounts provide an easy way to save for
retirement and usually have a simple, easy to understand list of around 20 mutual
funds to choose from. My one problem
with 401K’s is that most do not provide a simple, easy to use way to view and compare
the performance of all funds available for you to choose.
Mutual Fund Evaluator spreadsheet provides
this easy to use comparison view. You
can mark all the funds you want to compare, then click the ‘Row-by-Row’
Comparison function (Control-T) to bring all your marked funds to the top. Now you can easily compare 17 key financial
values across all these funds. Including:
Net
Fund Assets
Average Annual Return (1 yr, 5 yr, 10 yr)
Dividend Yield
Expense Ratio
Sales Load
Number of Years Up over life of fund
Number of Years Down over life of fund
Morningstar Rating
Minimum
Investment
Download Mutual Fund Evaluator spreadsheet
here: http://www.ultimatestockfinder.com/mutualfundevaluator.xls
If you are willing to send me the funds
available in your 401k, I will prepare a personal Mutual Fund Evaluator list of
your fund choices and send it to you. Then
you can see all your fund choices in the ‘Row-by-Row’ Comparison, which will
make it easy to separate the good funds from the bad funds. Next week I will prepare this list for my 401K
fund choices from my last job which was with a major defense
electronics/wireless communications company.
I will send my list out with next week’s newsletter.
This week, the world market indices were mixed
with minor Up / Down movements. Except for the Russia RTSI index which was up 8.3%. The continuing uncertainty in Ukraine
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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