July 19, 2014 - 5 Rules of Good Investing

Investment Idea Sharing - July 19, 2014: 

See my two stock buys for this week (KELYA and SODA) below.

With the American stock markets staying near all time highs, I recommend you read this article from “The Motley Fool” that was on the web in Jan. 2014.  http://www.ultimatestockfinder.com/5_basic_rules_of_good_investing.html

Their 5 rules are very simple and I read them again this morning to be sure I am continuing to follow them in my investing.  For me, their Rule #5 “The Odds of Experiencing Stock Market Volatility are Exactly 100%” reminded me to re-read this article by Mark Hulbert. http://www.marketwatch.com/story/has-the-beginning-of-the-end-of-the-bull-market-begun-2014-06-25?dist=beforebell

Stock Market volatility can work in my favor if I remember to only buy good companies at 52 Week low (or longer) low prices.  When the markets are in a huge long term upswing like the past 4 years, this watching and waiting becomes ever more difficult to do.  But the other main rule for investing is “Buy Low, Sell High”.  In times like now, this really takes a lot of patience. 

  

Last week, the world market indices were all flat except Russia which was down 8% due to continued violence in Ukraine.  The Dow Jones 30 Industrials and S&P 500 are still very near all time highs. 

I will continue to look for stocks that have good fundamental financial values, but stock prices  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: KELYA

Buy Date:  7/16/2014

Buy Price:  $16.50  (currently pays 1.1% dividend)

Target Sell Price:  $20

Stock Symbol: SODA

Buy Date:  7/18/2014

Buy Price:  $35.00 (This was from a $35 PUT I sold back in Jan. 2014 when SODA had just dropped from $50 to $38, this PUT was exercised to me on July 21, 2014)

Target Sell Price:  $40

Here is the 5 Year Chart for SODA:

https://finance.yahoo.com/echarts?s=SODA+Interactive#symbol=soda;range=5y;compare=;indicator=rsi+volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=;

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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