Investment Idea Sharing July 5, 2014

For Week Ending – July 5, 2014: 

Remember that this month’s meeting is Tuesday, July 8, 2014, 7:30 PM at my house. 

This week, I have added a new macro button (Ctrl-A) which will Turn On the Data - AutoFilter function in both Stock Evaluator and Mutual Fund Evaluator.  This AutoFilter function is what I use every day to screen the thousands of rows of data and display only the stocks or funds that meet my current set of screening limits.  The Ctrl-B macro runs the ‘Short List’ screen that has my personal values Pre-Set as the screening limits.  But, now you can make your own screen by pushing the Ctrl-A button, which will turn on the AutoFilter for all column heading values in Row 24.  Then click on any down arrow in Row 24 to set your own custom screening limits for any column.  The rows of data displayed will instantly update as you change your limits.  Here is a training video showing how to set your own Custom AutoFilter screening limits:  https://www.youtube.com/watch?v=ZDiNvMOurx8#t=16

   

Last week, the world market indices were all up except Russia which was down 1.4%.  The Dow Jones 30 Industrials and S&P 500 continued to inch up to new all time highs.  Here is an article stating that the United States is now the world’s largest producer of oil and natural gas, and how we got to be the largest: http://www.bloomberg.com/news/2014-07-04/u-s-seen-as-biggest-oil-producer-after-overtaking-saudi.html

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:

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’

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

______________________________________________

To Remove Your Name from this email distribution list, reply to me and I will delete your name.

Ultimate Stock Finder is also on Facebook, you can ‘Like’ us on FB and receive our weekly ‘Investment Idea Sharing’ letter (summary paragraph only) to your FB page.  https://www.facebook.com/UltimateStockFinder

You can read this same weekly ‘Investment Idea Sharing’ letter at our Ultimate Stock Finder blog:  http://ultimatestockfinder.blogspot.com/