Sunday, June 29, 2014

Investment Idea Sharing June 28, 2014

For Week Ending – June 29, 2014: 
Some of my younger investing friends (under 30) do not use Microsoft Excel due to its cost and instead are using one of the free spreadsheet programs that are almost as good as Excel.  Three of these are:  Apache OpenOffice ;  Libre Office ; Google Spreadsheet.  The problem is that when they open StockEvaluator.xls using one of these free programs, the sorting macros do not work.  This is a huge roadblock because it prevents them from fully using StockEvaluator to screen, compare and select good fundamental value stocks.

I found that Apache OpenOffice (file suffix .ods) has an easy to use “Macro Recording” capability, which helped me to quickly and easily re-create most of the StockEvaluator.xls  Microsoft Excel macros in OpenOffice.  Here is the link to download this Stock Evaluator.ods file: http://www.ultimatestockfinder.com/stockevaluator_ods_master.ods
If you know someone who does not use Excel, please tell them about our new StockEvaluator for Apache OpenOffice (.ods file)

This week I added a new spreadsheet screened from StockEvaluator.xls that calculates “Average % Above 52 Week Low” for all of the stocks in each industry grouping.  It is an Ascending sort so the worst performing industries sort to the top.  Here is the link:  http://www.ultimatestockfinder.com/stockevaluator_above_52_low_by_industry.xls
Currently, StockEvaluator has over 180 Industry groupings.  

Last week, the world market indices were mixed with minor Up/Down movements.  The Dow Jones 30 Industrials and S&P 500 continued to inch up to new all time highs.  Here is an article discussing the 34% recovery made by the RTS (Russian) Index since hitting a 4 year low in March.  http://www.bloomberg.com/news/2014-06-24/world-s-best-stock-rally-in-russia-fed-by-putin-detente.html

I missed the fact that the RTSI had dropped so much and then recovered it all over the past 6 months.  So, to the “Summary Table of Worldwide Market Index Closing Values” (see below) that I send out each week, I have now added columns for “52 Week Hi & Low” and “% Chg.”  These columns should help me clearly see when any market index is near its 52 Week Low.  This will also trigger me to look at individual companies that are in any low index to look for buying opportunities.

Summary Table of Worldwide Market Index Closing values for this week:
(52 Week High/Low % Chg. values are the difference from This Week's closing value)
 http://www.ultimatestockfinder.com/weekly_index_summary.GIF

Next Monthly Meeting 2nd Tuesday of Each Month:
Tuesday, July 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:
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.

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 Stock Evaluator ‘Short List’ screening criteria and target limit values here: http://www.ultimatestockfinder.com/short_list_12_criteria.JPG

Mutual Fund Evaluator ‘Short List’

View the Mutual Fund Evaluator ‘Short List’ screening criteria and target limit values here:

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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