Sunday, April 19, 2015

Investment Idea Sharing April 18, 2015

Investment Idea Sharing – April 18, 2015 

See below for my personal stock market Buys or Sells for this week:
Buy Stock/ Fund:  JDST                                       
Sell Stock/Fund: none

Sell (to Open) Covered CALL: UCO, USO, UVXY
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 down this week with the exception of Hong Kong, Shang Hai and South Korea.  Here are two articles about what is happening in the China stock market: 

Chinese investors are heavily margined:

China central bank cuts reserve ratios:

The price of oil went UP this week and ended at $55.74, up from $51.64 last week. 
See the 2 year weekly Oil Price chart here: 

Weekly Summary Table of Worldwide Market Index Closing values:

Here are my Stock / Fund BUYs for This Week:
Symbol:  JDST
Buy Date:   April 17, 2015
Buy Price:  $9
Target Sell Price: $12
These JDST shares were PUT to me at $9 on 4/17/2015 from a PUT that I sold on 2/25/2015 for $1.65, an 18% return in 7 weeks.  I will try to sell a May 15 CALL on Monday for at least $.50 for a 5% premium at an expiration date 4 weeks out.

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: UCO
Sell to Open Date: 4/14/2015
Expiration Date:  7/17/2015
Strike Price: $12
Option Price: $0.25
Oil prices have been coming back up the past 2 weeks and UCO got up to above $9, so I sold this call at a 2% option premium expiring in 13 weeks.  My $12 strike price $3 above my buy in price.  If I get called out, I earn a 33% return on these UCO shares which I bought on Feb. 20, 2015.

Option: Sell to Open Covered CALL 
Stock Symbol: USO
Sell to Open Date: 4/14/2015
Expiration Date:  6/19/2015
Strike Price: $22
Option Price: $0.25
Oil prices have been coming back up the past 2 weeks and USO got up to almost $20. My buy in price is $20, so I sold these calls at a 1.1% option premium expiring in 8 weeks, but at a strike of $22 which also makes me another $2 over my buy in price.

Option: Sell to Open Covered CALL 
Stock Symbol: UVXY
Sell to Open Date: 4/13/2015, 4/13/2015
Expiration Date:  4/24/2015 , 5/15/2015
Strike Price:        $14   ,      $22
Option Price:   $0.17    ,    $0.31
UVXY turned up at the end of the week due to a 300 point drop in the Dow.  I will continue to  sell CALLs on my holdings to keep some cash flow going while I wait for UVXY to come back to my buy in price.  I will never set my strike price below my buy in price, so my profit if I am CALLed out will be my CALL option premiums. 

My plan with the various UVXY shares, bought at $13, $15, $17 and $22 is to sell calls while I wait for UVXY to come back.  These calls will lower my effective buy in price.  If the markets take a drop, then UVXY will go back up and I can, hopefully, get called out above each of my buy in prices.

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:

Option: Buy to Close 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 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/

Sunday, April 12, 2015

Investment Idea Sharing April 11, 2015

Investment Idea Sharing – April 11, 2015 

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: UCO, USO, UVXY
Buy (To Close) Covered Call: none             

Sell (to Open) Cash Secured PUT: 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 ALL up this week.  Most are back to being very close to their all time highs.  Read more here:  http://money.cnn.com/2015/04/12/investing/stocks-markets-2015-lookahead/index.html?source=yahoo_quote


The price of oil went UP this week and ended at $51.64, up from $49.14 last week. 
See the 2 year weekly Oil Price chart here: 

Weekly Summary Table of Worldwide Market Index Closing values:

Here are my Stock / Fund BUYs for This Week:
Symbol:  UVXY
Buy Date:   April 10, 2015
Buy Price:  $13
Target Sell Price: $18
These UVXY shares were PUT to me at $13 on 4/10/2015 from a PUT that I sold on 4/9/2015 for $.26, a 2% return in 2 days (see details below).  I will try to sell a CALL next week for at least a 1% premium at a $13 strike price and expiration date 1 or 2 weeks out.

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: UCO
Sell to Open Date: 4/7/2015
Expiration Date:  7/17/2015
Strike Price: $9
Option Price: $0.80
Oil prices have been coming back up the past 2 weeks and UCO got up to almost $8, so I sold this call at a 9% option premium expiring in 13 weeks, for a weekly return of 0.7% per week.

Option: Sell to Open Covered CALL 
Stock Symbol: USO
Sell to Open Date: 4/7/2015 , 4/10/2015
Expiration Date:  5/15/2015 , 7/17/2015
Strike Price: $20 for both
Option Price: $0.60 , $0.80
Oil prices have been coming back up the past 2 weeks and USO got up to almost $18. My buy in price is $20, so I sold  these calls at a 3% option premium expiring in 5 weeks and a 4% premium expiring in 13 weeks, for a weekly return of 0.4% per week.  Not my 1% target, but I have so much USO that I am willing to accept a lower return on some of my shares in order to start taking money off the table, and to lower my cash at risk if USO goes up enough to CALL me out.  I have other $20 shares that I will wait to sell CALLs on until USO gets above my $20 buy in price.

Option: Sell to Open Covered CALL 
Stock Symbol: UVXY
Sell to Open Date: 4/7/2015 , 4/9/2015 , 4/9/2015
Expiration Date:  5/15/2015 , 6/19/2015 , 9/18/2015
Strike Price:   $15 ,   $22 ,   $22
Option Price: $1.15 , $1.07 , $2.40
UVXY has continued down for the past month as I was buying these UVXY shares from PUTs I had sold.  I must sell CALLs on my holdings to keep some cash flow going while I wait for UVXY to come back to my buy in price.  UVXY is tied to the VIX futures which usually trade in “contango”.  This means that over the long term they will only go down, which drives UVXY down too.  See Yahoo Finance 2 year chart for UVXY and note the long term down trend including Reverse Splits (4 for 1 on Jan. 24, 2014, and 10 for 1 on June 10, 2013): http://finance.yahoo.com/echarts?s=UVXY+Interactive#%7B%22range%22%3A%222y%22%2C%22scale%22%3A%22linear%22%7D

My plan with these UVXY shares is to sell calls while I wait for UVXY to come back.  These calls  will lower my effective buy in price.  If the markets take a drop, then UVXY will go back up and I can, hopefully, get called out above my buy in 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: UVXY
Sell to Open Date: 4/9/2015
Expiration Date:  4/10/2015
Strike Price:  $13
Option Price: $0.26
I have been continuing to sell PUTs on UVXY as it has gone down from $22 last month to $13 now.  It has gone down farther than I expected and these $13 PUTs are the last I will sell on UVXY.  Now, I will sell covered CALLs to start driving down my effective buy in prices until UVXY comes back up. 

Option: Buy to Close 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 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/

Friday, April 3, 2015

Investment Idea Sharing April 4, 2015

Investment Idea Sharing – April 4, 2015 

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: USO
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.  Read more here:

The price of oil went UP this week and ended at $49.14, up from $48.87 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:   Mar. 27, 2015
Buy Price:  $22
Target Sell Price: $25
These UVXY shares were PUT to me at $22 on 3/27/2015.  I will see if I can sell a CALL next week for at least a 1% premium at a $22 strike price and expiration date 1 or 2 weeks out.

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: USO
Original Sell to Open Date: Jan 9, 2015
Original Expiration Date:  Apr. 17, 2015
Buy to Close Date: Apr. 2, 2015
Strike Price: $24
Option Price: $.01
I originally sold this CALL in Jan. for $.22, but USO continued going down so much that on Apr. 2, this CALL was only selling for $.01.  I bought it back in hopes that USO may turn up and allow me to sell another covered CALL between now and the original expiration date of Apr. 17.

Option: Sell to Open Cash Secured PUT 
Stock Symbol:
Sell to Open Date:
Expiration Date:  
Strike Price:  
Option Price:

Option: Buy to Close 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 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/

Sunday, March 29, 2015

Investment Idea Sharing March 28, 2015

Investment Idea Sharing – March 28, 2015 

See below for my personal stock market Buys or Sells for this week:
Buy Stock/ Fund:  none                                       
Sell Stock/Fund: none

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

Sell (to Open) Cash Secured PUT: UVXY
Buy (to Close) Cash Secured PUT: UVXY       

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

The world market indices were mostly down this week.  Read more here: http://finance.yahoo.com/news/p-500-clings-quarterly-gain-215925993.html

The price of oil went UP this week and ended at $48.87, up from $46.57 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: 
Buy Date: 
Buy Price: 
Target Sell Price:

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: UVXY
Sell to Open Date: 3/26/2015
Expiration Date:  4/17/2015
Strike Price: $19
Option Price: $1.16
These UVXY shares had been PUT to me at $17 on 3/20/2015.  UVXY is so volatile that the PUT premiums were still pretty high when I looked a little farther into the future for expiration date.  I decided to take some money off the table by selling this call which paid me a 6.1% premium over the next 22 days, and if CALLed would also make me $2 profit between my UVXY purchase price of $17 and the strike price of $19.  

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: UVXY
Sell to Open Date: 3/25/2015
Expiration Date:  3/27/2015
Strike Price:  $14
Option Price: $.22
I sold this PUT in my hope that UVXY would not go below $14 because the S&P 500 was going down and the ^VIX was going up on Monday and Tuesday this week.  This PUT paid me a 1.5% return for two days.

Option: Buy to Close Cash Secured PUT 
Stock Symbol: UVXY
Sell to Open Date: 3/26/2015
Expiration Date:  3/27/2015
Strike Price:  $14
Option Price: $.01
In one day, UVXY jumped over $2.50 as the S&P 500 continued going down sharply.  I was able to buy back my PUT from the day before for only $.01.  I then turned around and immediately sold a new cash secured PUT on UVXY at strike of $15, see below. 

Option: Sell to Open Cash Secured PUT 
Stock Symbol: UVXY
Sell to Open Date: 3/26/2015
Expiration Date:  4/2/2015
Strike Price:  $15
Option Price: $.44
I sold this PUT in my hope that UVXY would now stay above $15 for another week.  This PUT paid me a 2.9% return for a week.


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/

Sunday, March 22, 2015

Investment Idea Sharing March 22, 2015

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 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’
‘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/