Investment Idea Sharing Aug. 23, 2014

Investment Idea Sharing – August 23, 2014: 

See my PUT Option sale this week on RIG below.

  

Last week, the world market indices were all up by about 2%. They continued up this morning (Monday).  The Dow Jones 30 Industrials and S&P 500 are close to their all time highs. 

I think this upswing is because Janet Yellen and The FED, at their Jackson Hole, WY meeting last week, did NOT announce any plans to raise interest rates.  The low interest rate party is still going.  Here is an article about it: https://finance.yahoo.com/news/business-highlights-220254366.html

I 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:

It will be Tuesday, September 9, 2014, 7:30 PM at my house. 

Topic will be “Annuities – Pros & Cons”

We will discuss the reasons to buy an annuity and also compare the costs and returns of buying an annuity versus managing the money yourself.

Suggested reading: 

CNN Money – Annuity FAQ’s and Answers: http://money.cnn.com/retirement/guide/Annuities/

Annuities for Dummies: http://www.dummies.com/how-to/content/annuities-for-dummies-cheat-sheet.html

Our Ultimate Stock Finder Excel Spreadsheet that allows you to compare Annuity costs and lifetime returns v.s. managing the money yourself:

http://www.ultimatestockfinder.com/annuity_calculator.xls

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: PUT

Stock Symbol: RIG

Sell to Open Date: 8/22/2014

Expiration Date:  Feb. 2015

Strike Price:  $38

Option Price:  $3

RIG (Transocean Ltd. a big contract oil well driller based in Switzerland) hit a new 5 year low, has good fundamental values, and pays a 7% dividend.  RIG was the rig operator in charge when the BP “Deep Water Horizon” oil drilling rig blew up in the Gulf of Mexico in 2010.  BP received various fines, criminal and civil penalties totaling approx. $42 billion.  Transocean plead guilty to a misdemeanor charge and paid a $1.4 billion fine. 

Link to the RIG 5 year chart:

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

Competitors to RIG are NE, ESV, NBR and  DO, here is their 5 year comparison chart:

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

Link to StockEvaluator.xls spreadsheet comparing these 5 oil drillers:

http://www.ultimatestockfinder.com/stockevaluator_rig_competitors.xls

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.

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

Ultimate Stock Finder is also on Facebook https://www.facebook.com/UltimateStockFinder

Your friends can sign up to receive an email of this weekly ‘Investment Idea Sharing’ newsletter at: http://www.ultimatestockfinder.com/contactusindex.html