Sunday, October 26, 2014

Investment Idea Sharing Oct. 26, 2014

Investment Idea Sharing – Oct. 26, 2014 
See below for my personal stock market Buys or Sells for this week:
Buy Stock: none                                        Sell Stock: none
Buy (To Close) Covered Call: none               Sell (to Open) Covered CALL: AAL, VVI
Buy (to Close) Cash Secured PUT: none       Sell (to Open) Cash Secured PUT: none
See the details on these transactions below the Weekly Summary table.

All of the world market indices were up nicely except for Russia, Shang Hai and Brazil.  Even the 10 and 30 year U.S. Treasury yields were up.  I think the market drop of the past 3 weeks made too many bargains for people to pass up.  Read more here: http://www.usatoday.com/story/money/markets/2014/10/24/stocks-friday/17823391/

I continue to look for stocks that have good fundamental financial values, but stock prices near 52 week and, where possible, 5 year lows.

Weekly Summary Table of Worldwide Market Index Closing values:


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: Sell to Open Covered CALL 
Stock Symbol:  AAL
Sell to Open Date: 10/20/2014
Expiration Date:  1/15/2016
Strike Price: $45
Option Price:  $3.20
I originally bought AAL in August 2013 when American Airlines was in bankruptcy.  I paid $2.88/share.  After AAL merged with US airways and came out of bankruptcy it went clear up to $44.88 on June 26, 2014.  I had sold a Jan 2015 Covered Call for $4.28 at a strike of $41 on June 2, 2014, but I was never called out because AAL went back down very fast after hitting that $44.88.  On Sept. 25, 2014, when AAL got down below $35, I bought my Covered Call back (Buy to Close) for $1.40/share.  AAL went on down to $28.58 on Oct. 13, 2014, but now has turned back up.  So, today, with AAL at $34.44, I was able to sell this new $45 Covered Call.

Option: Sell to Open Covered CALL 
Stock Symbol:  VVI
Sell to Open Date: 10/24/2014
Expiration Date:  3/20/2015
Strike Price: $22.50
Option Price:  $1.10
I originally bought VVI in July 2014 at $22 after it had dropped from $28 in January.  After that it went down to $20.26 in early October.  Now it is back to almost $22, so I am able to sell my first covered CALL on it.

Option: Buy to Close Covered CALL 
Stock Symbol:
Original Sell to Open Date:
Original Expiration Date: 
Buy to Close Date:
Strike Price:
Option Price:

Option: Sell to Open 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.

StockEvaluator ‘Short List’
‘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’

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

1 comment:

  1. Magnificent Trades! Will follow on with your Sharings.

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