Investment Idea Sharing – Sept. 21, 2014:
See below for my personal stock market Buys or
Sells for this week:
Buy Stock: none
Sell Stock: none
Sell Covered CALL: none
Sell Cash Secured PUT: none
I use StockEvaluator.xls spreadsheet to run
different Excel sorts and Auto-Filters to screen for companies with fundamental
values that are close to meeting my target limits in Column E of
StockEvaluator.xls. Whenever I find a
well run company that I would be willing to buy if it ever got down to a “Good”
price, I add their stock symbol to my “Watch List”. For the past 10 years I have used the Yahoo
Finance “My Portfolio” screen for my “Watch List”. Yahoo had a great function that allowed me to
enter my Target Low Limit for each stock, and then Yahoo would display a down
arrow beside each ticker symbol on my Watch List that had current stock price
below my Low Limit. This flagged me to
do my final research on a stock when it finally got down to my preferred buy
price. This worked great for me for
years.
A few months ago, Yahoo Finance changed their
Portfolio screen and took away my down arrows.
So, I had to look around the web for another free stock portfolio price
tracker. I found that Google Finance
“Portfolios” is even better than Yahoo used to be. Google Finance Portfolios calculates the
percentage that today’s current price is away from my Target Low Limit, and
then lets me sort this percentage column from lowest to highest which brings
the stock symbols that are farthest below my target price to the top of the
list for easy viewing. Wow!
Since Google intends this screen to be used to
track your Portfolio, their column names do not instantly make sense for use as
a Watch List, but the proper functions are all there.
Here is how you can use Google Finance.
- Go to
Google Finance: https://www.google.com/finance
- Select:
“Portfolios”
- At
upper right Click: “Create new Portfolio”
- Enter
some stock symbols
- Click:
“Edit Transactions”
- In “Shares”
column, enter a 1
- In “Cost
Basis” column, Enter your target buy price
- Click
“Save Changes”
Your Portfolio will display with “Last Price”
multiplied by “Shares” (where you entered a 1) and will calculate “Mkt Value”
which is automatically divided by “Cost Basis” (where you entered your target
buy price) and automatically gives you “Gain %”. This “Gain %” value is the percentage that
“Last Price” is above or below your target limit value. Now click on “Gain %” to sort in Ascending
order, and the stocks that are farthest below your target buy price will sort
to the top. If you want to change your
target buy price at any time, you can always go back to “Edit Transactions” and
change “Cost Basis” to whatever you want.
My Google Finance Portfolio currently has over
80 stock symbols. Whenever I find a new
stock that I want to track, I add it to my portfolio. I have no idea if Google
has a limit to how many symbols I can track in any one portfolio, but I know
they will let me add more portfolios, so I do not expect to run out of room.
Screen shot of my Google Finance Portfolio:
Last week, the world market indices were all pretty
flat except Russia
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:
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: Covered CALL
Stock Symbol:
Sell to Open Date:
Expiration Date:
Strike Price:
Option Price:
Option: Cash Secured PUT
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.
NOTE: Spreadsheets will NOT be updated from
Sept. 1 until Sept. 20 because I am on vacation.
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:
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:
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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