Investment Idea Sharing July 12, 2014

For Week Ending – July 12, 2014: 

At this week’s monthly meeting, Andy, Nathan and I had an excellent discussion on several investing topics and ideas.  As a result of their comments, I have made several changes to the Stock Evaluator spreadsheet and also to the website:

1. Stock Evaluator now contains Simple Moving Average values for 20, 50 and 200 Days (SMA20, SMA50, SMA200 are now in Columns AB, AC, AD).  I do not have target values for these, but you can use the Data-AutoFilter function (Ctrl-A) to filter these 3 columns to your own preferred limits.  This SMA data is from FinViz.com http://finviz.com/quote.ashx?t=msft&ty=c&ta=1&p=d

2. The list of my personal holdings (Symbol and % of Total Portfolio) are now posted at: http://www.ultimatestockfinder.com/ultimatestockfinder_holdings_symbol.xls

3. The list of my Sell Transactions for 2014 (Symbol, Buy Date & Price, Sell Date & Price) are posted at: http://www.ultimatestockfinder.com/ultimatestockfinder_transactions.xls

4. The “Contact Us” page now has links to UltimateStockFinder’s Twitter and YouTube sites, in addition to our Blog, Facebook and LinkedIn sites.  http://www.ultimatestockfinder.com/contactusindex.html

5. I am going to read “The Outsiders” by William Thorndike.  I hope to get it from the library.  It is on Amazon for $17.

      http://www.amazon.com/The-Outsiders-Unconventional-Radically-Blueprint/dp/1422162672 

My thanks to Andy and Nathan for all of their good ideas.

   

Last week, the world market indices were all down except Russia which was up slightly.  The Dow Jones 30 Industrials and S&P 500 are still very near all time highs.  Here is an article reminding us this bull market has run for a long time and we may need to re-evaluate our investing strategy and holdings because this bull will not go on forever:  http://money.msn.com/top-stocks/post--heres-the-investing-roadmap-for-the-rest-of-2014

I will continue to look for stocks that have good fundamental financial values, but stock prices  that are near 52 week lows.

Summary Table of Worldwide Market Index Closing values for this week:

 http://www.ultimatestockfinder.com/weekly_index_summary.GIF

Next Monthly Meeting 2^nd Tuesday of Each Month:

I need to move the August monthly meeting to the 3^rd Tuesday for August only.

It will be Tuesday, August 19, 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’

Download ‘Short List’ here: http://www.ultimatestockfinder.com/stockevaluator_short_list.xls

‘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:

https://www.youtube.com/watch?v=FAwU48oEkJU

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’

Download ‘Short List’ here: http://www.ultimatestockfinder.com/mutualfundevaluator_short_list.xls

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

http://www.ultimatestockfinder.com/mutualfund_short_list_criteria.JPG

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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