Saturday, February 21, 2015

Investment Idea Sharing Feb. 21, 2015

Investment Idea Sharing – February 21, 2015 

NOTE: I am going on vacation out of the country for the next month.
There will be no web update and no investment email until March 27, 2015

See below for my personal stock market Buys or Sells for this week:
Buy Stock/ Fund:  CLF, RIG, UCO, UVXY                                      
Sell Stock/Fund: none

Sell (to Open) Covered CALL: none
Buy (To Close) Covered Call: none             

Sell (to Open) Cash Secured PUT: CLF, JDST, RIG, UCO, UVXY
Buy (to Close) Cash Secured PUT: none     

See the details on each of these transactions below the Weekly Summary table.

The world market indices were mostly up this week.  US Markets, (Dow Jones 30, S&P 500) hit new all time highs on news of the Greek debt being extended and hope that the FED will keep interest rates low for longer.  Read more here:  http://www.usatoday.com/story/money/markets/2015/02/20/stocks-friday/23728161/


The price of oil went down this week and ended at $50.81, down from $52.78 last week. 
See the 2 year weekly Oil Price chart here: 

I have added a new Pre-Screened version of StockEvaluator.xls that screens for companies with good fundamental values whose stock price has dropped more than 10% over the past month.  Download this new screened spreadsheet here:  http://www.ultimatestockfinder.com/stockevaluator_monthly_drop.xls

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

I am also looking for ETF’s that pay at least a 1% PUT Option premium for a 1 week expiration, at a strike price near their 52 week LOW.

Weekly Summary Table of Worldwide Market Index Closing values:

Here are my Stock / Fund BUYs for This Week:
Symbol:  CLF
Buy Date: 2/20/2015
Buy Price:  $7
Target Sell Price: $8
CLF was PUT to me this week at $7.  I will sell a Covered CALL at Strike of $8 next week for a March 20, 2015 Expiration date.

Symbol:  RIG
Buy Date:  2/20/2015
Buy Price:  $18
Target Sell Price: $20
RIG was PUT to me this week at $18.  I will sell a Covered CALL at Strike of $20 next week for a March 20, 2015 Expiration date.

Symbol:  UCO
Buy Date:  2/20/2015
Buy Price:  $9
Target Sell Price: $11
UCO was PUT to me this week at $9.  I will sell a Covered CALL at Strike of $11 next week for a March 20, 2015 Expiration date.

Symbol:  UVXY
Buy Date:  2/20/2015
Buy Price:  $22
Target Sell Price: $24
UVXY was PUT to me this week at $22.  I will sell a Covered CALL at Strike of $24 next week for a March 20, 2015 Expiration date.


Here are my Stock / Fund SELLs for This Week:
Stock Symbol:
Sell Date: 
Sell Price: 
Buy Price:  
Buy Date:  

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: CLF
Sell to Open Date: 2/18/2015
Expiration Date: 2/20/2015
Strike Price:  $7.00
Option Price: $0.22
CLF closed the week at $6.96, so it was PUT to me.  I will sell a March 20 Covered CALL next week at strike of $8

Option: Sell to Open Cash Secured PUT 
Stock Symbol: JDST
Sell to Open Date: 2/18/2015
Expiration Date: 2/20/2015
Strike Price:  $9.00
Option Price: $0.30
JDST closed the week at $9.63, so this PUT expired worthless.  I will consider selling a March 20 PUT next week at a $9 Strike.

Option: Sell to Open Cash Secured PUT 
Stock Symbol: RIG
Sell to Open Date: 2/18/2015
Expiration Date: 2/20/2015
Strike Price:  $18.00
Option Price: $0.36
RIG closed the week at $17.01, so it was PUT to me.  I will sell a March 20 Covered CALL next week at strike of $20

Option: Sell to Open Cash Secured PUT 
Stock Symbol: UCO
Sell to Open Date: 2/18/2015
Expiration Date: 2/20/2015
Strike Price:  $9.00
Option Price: $0.25
UCO closed the week at $8.36, so it was PUT to me.  I will sell a March 20 Covered CALL next week at strike of $11

Option: Sell to Open Cash Secured PUT 
Stock Symbol: UVXY
Sell to Open Date: 2/18/2015
Expiration Date: 2/20/2015
Strike Price:  $22.00
Option Price: $0.35
UVXY closed the week at $19.81, so it was PUT to me.  I will sell a March 20 Covered CALL next week at strike of $24

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 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
______________________________________________

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/

Saturday, February 14, 2015

Investment Idea Sharing Feb. 14, 2015

Investment Idea Sharing – February 14, 2015 
See below for my personal stock market Buys or Sells for this week:
Buy Stock:  none                                      
Sell Stock: none

Sell (to Open) Covered CALL: none
Buy (To Close) Covered Call: none             

Sell (to Open) Cash Secured PUT: UCO
Buy (to Close) Cash Secured PUT: none     

See the details on each of these transactions below the Weekly Summary table.

The world market indices were all up this week.  Russia (RTSI) up 10% on talk of a cease fire and hopes of peace in Ukraine.  The price of oil continued up this week and ended at $52.78, up from $51.69 last week. 
See the 2 year weekly Oil Price chart here:  http://futures.tradingcharts.com/chart/CL_/W?anticache=1423932263

I have added a new Pre-Screened version of StockEvaluator.xls that screens for companies with good fundamental values whose stock price has dropped more than 10% over the past month.  Download this new screened spreadsheet here:  http://www.ultimatestockfinder.com/stockevaluator_monthly_drop.xls

On Friday, Costco (COST) and American Express (AXP) announced they are dissolving their 16 year partnership over a disagreement on how much AXP wants to charge Costco per transaction.  On Friday, AXP stock dropped 3% (from $80.48 to $78.08), but COST stock dropped only 0.5%.  I think that AXP will drop a lot more, so I am not interested in AXP until it drops to $60, which is where it sold in Jan. 2013.  I would love to own COST stock, but it is always too expensive for me. 

Read Article here:

See 5 year Yahoo Chart for AXP here:  http://finance.yahoo.com/echarts?s=AXP&ql=1

See 5 year chart for COST here:  http://finance.yahoo.com/echarts?s=COST&ql=1

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

I am also looking for ETF’s that pay at least a 1% PUT Option premium for a 1 week expiration, at a strike price near their 52 week LOW.

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: UCO
Sell to Open Date: 2/9/2015 & 2/11/2015
Expiration Date: 2/13/2015
Strike Prices:  $8.50 & $8.00
Option Prices: $0.17 & $0.27
At $8.50/share, the option I sold on Monday paid me 2.0% for the Friday expiration date.
But by Wednesday, UCO had dropped below $8.00, so I sold another Friday PUT at $8 Strike at $0.27 for a 3.4% gain in 2 days.  Then UCO turned back up and ended the week at $9.19, so both of these PUTs expired worthless.  UCO is the Bloomberg version of the USO ETF that I have been trading since early January due to the low oil prices.

Here is the Yahoo Profile for UCO:  http://finance.yahoo.com/q/pr?s=UCO+Profile

Here is the 5 year price chart for UCO, note the HUGE drop since Sept. 2014.  Also note that UCO 52 week low is $6.54:  http://finance.yahoo.com/echarts?s=UCO+Interactive#%7B%22range%22%3A%225y%22%2C%22scale%22%3A%22linear%22%7D

Here is the 8 year commodity price chart for Oil:  http://futures.tradingcharts.com/chart/CL_/M?anticache=1383470013

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 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
______________________________________________

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/

Saturday, February 7, 2015

Investment Idea Sharing Feb. 7, 2015

Investment Idea Sharing – February 7, 2015 
See below for my personal stock market Buys or Sells for this week:
Buy Stock:  none                                      
Sell Stock: OPK

Sell (to Open) Covered CALL: none
Buy (To Close) Covered Call: none              

Buy (to Close) Cash Secured PUT: none     
Sell (to Open) Cash Secured PUT: USO, DUST

See the details on each of these transactions below the Weekly Summary table.

The world market indices were mostly up this week.  The price of oil continued up this week and ended this week at $51.69, up from $48.24 last week. 

I have added a new Pre-Screened version of StockEvaluator.xls that screens for companies with good fundamental values whose stock price has dropped more than 10% over the past month.  Download this new screened spreadsheet here:  http://www.ultimatestockfinder.com/stockevaluator_monthly_drop.xls

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

I am also looking for ETF’s that pay at least a 1% PUT Option premium for a 1 week expiration, at a strike price near their 52 week LOW.

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: OPK
Sell Date:  2/4/2015
Sell Price:  $12.50
Buy Price:  $8.35
Buy Date:  2/14/2014
I bought Opko Health (OPK) on the hope that its founder, Dr. Philip Frost, would do the same thing with OPK that he has done for several other pharmaceutical companies he founded over the years and then sold to larger pharma companies.  I had sold a Covered CALL on OPK in June 2014 at Strike of $12.50 for $.60.  This call expired worthless in January 2015.  The news this week was that OPK was in a joint venture with Pfizer (PFE) to develop and commercialize a long acting human growth hormone.  I decided to take my 50% profit off the table and not wait for any more good news.

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: 2/2/2015
Expiration Date: 2/6/2015
Strike Price: $17.50
Option Price: $0.30
At $17.50/share, this option paid me 1.7% for a 1 week expiration time.
USO opened this week at $18.40 and closed at $19.47, so my PUT expired worthless.

Here is the Yahoo Profile for USO:  http://finance.yahoo.com/q/pr?s=USO+Profile

Here is the 5 year price chart for USO, note the HUGE drop since June 2014.  Also note that USO 52 week low is $16.73:  http://finance.yahoo.com/echarts?s=USO+Interactive#

Here is the 8 year commodity price chart for Oil:  http://futures.tradingcharts.com/chart/CL_/M?anticache=1383470013

Option: Sell to Open Cash Secured PUT 
Stock Symbol: DUST
Sell to Open Date: 2/2/2015
Expiration Date: 2/6/2015
Strike Price: $11
Option Price: $0.46
At $11/share, this option paid me 4.2% for a 1 week expiration time.
DUST opened this week at $12.82, then dipped to a low of $11.47, but ended the week at $13.45, so my PUT expired worthless.  I will look at selling another PUT on DUST on Monday.

Here is the Yahoo Profile for DUST:  http://finance.yahoo.com/q/pr?s=DUST+Profile

Here is the 5 year price chart for DUST, note the HUGE volatility since 2013.  Also note that DUST 52 week low is $11.07:  http://finance.yahoo.com/echarts?s=DUST+Interactive#

Here is the 2 year commodity price chart for actual Gold, note the LOW volatility since mid-2013:  http://futures.tradingcharts.com/chart/DG/W?anticache=1422132784


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 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
______________________________________________

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/

Investment Idea Sharing Jan 31, 2015

Investment Idea Sharing – January 31, 2015 
See below for my personal stock market Buys or Sells for this week:
Buy Stock:  none                                      
Sell Stock: none

Sell (to Open) Covered CALL: UVXY
Buy (To Close) Covered Call: none              

Buy (to Close) Cash Secured PUT: none     
Sell (to Open) Cash Secured PUT: USO, DUST

See the details on each of these transactions below the Weekly Summary table.

The world market indices were down this week.  The price of oil turned up at the end of the week and ended this week at $48.24, up from $45.59 last week. 

Read about oil here: 

The Euro is still near the 11 year low against the U.S. dollar.
See Euro to US Dollar chart here:  http://finance.yahoo.com/currency-investing

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: UVXY
Sell to Open Date: 1/26/2015
Expiration Date:  1/30/2015
Strike Price: $26
Option Price:  $0.99
At $26/share, this option paid me 3.8% for a 1 week expiration time.
UVXY was PUT to me on Jan. 24 at $26.    
UVXY had a great rally this week and ended at $32.36, so I was called out.

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: 1/26/2015
Expiration Date: 1/30/2015
Strike Price: $17
Option Price: $0.48
At $17/share, this option paid me 2.8% for a 1 week expiration time.
USO opened this week at $16.86 and closed at $17.82, so my PUT expired worthless.

Here is the Yahoo Profile for USO:  http://finance.yahoo.com/q/pr?s=USO+Profile

Here is the 5 year price chart for USO, note the HUGE drop since June 2014.  Also note that USO 52 week low is $16.73:  http://finance.yahoo.com/echarts?s=USO+Interactive#

Here is the 8 year commodity price chart for Oil:  http://futures.tradingcharts.com/chart/CL_/M?anticache=1383470013

Option: Sell to Open Cash Secured PUT 
Stock Symbol: DUST
Sell to Open Date: 1/26/2015
Expiration Date: 1/30/2015
Strike Price: $11
Option Price: $0.25
At $11/share, this option paid me 2.3% for a 1 week expiration time.
DUST opened this week at $14.07, then dipped to a low of $11.32, but ended the week at $12.11, so my PUT expired worthless.  I will look at selling another PUT on DUST on Monday.

Here is the Yahoo Profile for DUST:  http://finance.yahoo.com/q/pr?s=DUST+Profile

Here is the 5 year price chart for DUST, note the HUGE volatility since 2013.  Also note that DUST 52 week low is $11:  http://finance.yahoo.com/echarts?s=DUST+Interactive#

Here is the 2 year commodity price chart for actual Gold, note the LOW volatility since mid-2013:  http://futures.tradingcharts.com/chart/DG/W?anticache=1422132784


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 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
______________________________________________

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/