Saturday, January 3, 2015

Investment Idea Sharing Jan 3, 2015

Investment Idea Sharing – January 3, 2015 
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: none
Buy (to Close) Cash Secured PUT: none      Sell (to Open) Cash Secured PUT: USO
See the details on these transactions below the Weekly Summary table.

The world market indices were mostly down this week.  The price of oil ended this week at $53, down from $55 last week.  Read more here:  http://www.thestreet.com/story/12998382/1/stocks-turn-negative-as-us-manufacturing-slides-to-six-month-low.html?puc=yahoo&cm_ven=YAHOO

I continue to look for stocks that have good fundamental financial values, but stock prices near 52 week lows 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: 
Sell to Open Date:
Expiration Date: 
Strike Price:
Option Price: 

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: USO
Sell to Open Date: 1/2/2015
Expiration Date: 1/9/2015
Strike Price: $20
Option Price: $0.52  (at $20/share, this option paid me 2.5% for a 1 week expiration time.

I started buying USO in November when it was at $28 and oil was at $80 per barrel down from $105 in June.  As oil continued going down, I bought more USO.  Now oil is at $54 per barrel which is almost back to its low from 2009.  USO has pretty much stopped going down and has been around $20 for the past two weeks.  So, it is time for me to sell some $20 PUTs on USO.

Here is the Yahoo Finance Options table for USO:

8 Year Chart on Monthly Oil prices per barrel:

Here is the Yahoo Finance 10 year chart for USO (note how well it tracks the price of oil):

Here is the Yahoo Finance profile for USO:

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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