Investment Idea Sharing – March 22, 2015
I am back from my vacation in Ecuador
and the Galapagos Islands .
My wife and I had a great time.
Here is the link to our photos: http://johnandtinastravels.blogspot.com/
See below for my personal stock market Buys or
Sells for this week:
Buy Stock/ Fund: UVXY
Sell Stock/Fund: none
Sell (to Open) Covered CALL: none
Buy (To Close) Covered Call: none
Sell (to Open) Cash Secured PUT: none
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, NASDAQ) stayed near all time highs after the FED decided to leave interest
rates unchanged for an undetermined amount of time. Read more here: http://www.usatoday.com/story/money/markets/2015/03/20/stocks-friday/25073739/
The price of oil went down this week and ended
at $46.57, up from $44.81 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:
UVXY
Buy Date:
3/20/2015
Buy Price:
$17
Target Sell Price: $18
UVXY was PUT to me this week at $17, when it
dropped to $14.32 and ended the week at $15.26.
I am hoping to be able to sell a Covered CALL at Strike of $17 next week
for a March 27, 2015 Expiration date if the premium is at least 1%. This week there was a huge PUT buy of $50
million for UVXY Jan 2017 expiration date PUTs at strike of $9. I think this scared the rest of the UVXY
option buyers and helped to drive the UVXY PUT options down a lot last week. I now hold enough UVXY shares that I will not
sell any more UVXY PUTs and will not follow it down. If the market does take a down turn, I am
hoping to be able to sell CALLs on my current holdings of UVXY which I bought
at prices ranging from $17 to $22 / share.
Here is the article on this huge PUT buy: http://blogs.barrons.com/focusonfunds/2015/03/20/whopper-options-bet-against-vix-etf/?mod=yahoobarrons&ru=yahoo
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:
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’
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 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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