Ultimate Stock Finder

Thursday, September 10, 2015

Investment Idea Sharing September 10, 2015

Investment Idea Sharing – September 10, 2015

See below for my personal stock market Buys or Sells for the past month:

Buy Stock/ Fund: JAHYX, PIXDX

Sell Stock/Fund:

Sell (to Open) Covered CALL:

Buy (To Close) Covered Call:

Sell (to Open) Cash Secured PUT:

Buy (to Close) Cash Secured PUT:

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

The world market indices were ALL DOWN over the past month. Since July 18, the Dow is down 11.0% and the S&P 500 is down 9.7%. Both indices are now down for 2015, Dow by 9.7% and S&P by 6.7%. Several reasons: China devalued their currency; The FED may raise interest rates here in the U.S.; the price of oil continues to drop and has now dropped from $110 / barrel a year ago to $40 in August and back up to $44 now; and disappointing corporate profits.

Read more about the possible impact of a FED rate increase here: https://finance.yahoo.com/news/5-ways-rising-interest-rates-could-hit-main-street-171532119.html

Monthly (was Weekly) Summary Table of Worldwide Market Index Closing values:

http://www.ultimatestockfinder.com/weekly_index_summary.GIF

I am trying to find good dividend or interest paying mutual funds and stocks that pay about a 5% dividend/interest in order to build up our annual dividend/interest income.

Since I sold all of my UVXY, USO and UCO holdings 4 weeks ago, I have cash that can be re-deployed to any good dividend and interest paying investments that I can find.

So, I have run several screens in Stock Evaluator and Mutual Fund Evaluator to bring good prospects to the top for me to do more research on. There are many good companies and funds paying about 5%.

Here is the link to a screen I ran using Stock Evaluator spreadsheet that has 15 oil companies that made it through my dividend screen. Several are at 5 year lows.

http://www.ultimatestockfinder.com/stockevaluator_oil_companies.xls

The Screening parameters are:

Column B contains "Oil"

Annual Sales revenue >$900,000,000

Shares Outstanding >49,900,000

P/E <20

Price / Sales <1.5

P/B <2.5

Profit Margin >0%

Dividend % >3.5%

EV / Revenue <2.0

EV / EBITDA <8.0

Dividend Payout Ratio <70%

I here are the links to 3 Excel spreadsheets that I screened using my current Mutual Fund Evaluator data.

The first screen is on excellent taxable bond mutual funds that are at least as good as my favorite bond fund, LSBRX from Loomis Sayles. I have owned LSBRX since 2002.

http://www.ultimatestockfinder.com/mutualfundevaluator_lsbrx.xls

The LSBRX Screening parameters are:

Net Fund Assets >$1,000,000,000 (Col. H)

Dividend Yield % >3.0% (Div. Yield in Col. I)

Net Yield % after fund annual expenses >2.4% (in Col. K)

10 Year Average Return % >6.0% (Col. N)

Sales Load % <0.1%

The second screen is on excellent Tax-Free municipal bond mutual funds that are at least as good as my favorite muni bond fund, VWLTX from Vanguard. I have owned VWLTX since 2010.

http://www.ultimatestockfinder.com/mutualfundevaluator_vwltx.xls

The VWLTX Screening parameters are:

Column B contains "Muni"

Net Assets >$1,000,000,000

5 Year Average Return % >4.0%

10 Year Return % >4.0%

Sales Load % <0.1% (Col. V)

Minimum Investment <$50,000 (Col. W)

The third screen is on excellent large cap stock funds that are at least as good as my favorite managed large cap stock fund, FCNTX from Fidelity. I have owned FCNTX since 1995.

http://www.ultimatestockfinder.com/mutualfundevaluator_fcntx.xls

The FCNTX Screening parameters are:

Net Assets >$800,000,000

Expense Ratio <1.0%

5 Year Return % >16.0%

10 Year Return % >9.0%

Sales Load % <0.1%

Minimum Investment <$50,000

I am using these spreadsheets to find better funds than the ones I currently own and I am planning to put more money into some of these better funds in the near future. I still think the market, both stocks and bonds, may drop some more if the FED decides to raise interest rates, so I am not in a big hurry to invest more right now. I will try to be patient.

Here are my Stock / Fund BUYs for This Month:

Fund Symbol: JAHYX

Buy Date: 8/28/2015

Buy Price: $8.41

Target Sell Price: Hold for Interest

Current net yield is 5.72% and 10 year average annual return is 10%

Fund Symbol: PIXDX

Buy Date: 8/28/2015

Buy Price: $5.68

Target Sell Price: Hold for Interest

Current net yield is 4.95% and 10 year average annual return is 6.8%

Here are my Stock / Fund SELLs for This Month:

Stock Symbol:

Sell Date:

Sell Price:

Buy Price:

Buy Date:

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.

I have added several custom macro sort commands to StockEvaluator.xls and MutualFundEvaluator.xls to provide easy to run searches that will screen for the kinds of companies and funds that I think will provide this safe long term income to me.

StockEvaluator Custom Screening choices:

Download ‘StockEvaluator’ here: http://www.ultimatestockfinder.com/stockevaluator.xls

Click on “Button C - Dividend Screener” to get a quick screened list of fundamentally good companies paying greater than a 3.5% dividend. I am using this list as a starting point for my research on what to buy.

Mutual Fund Evaluator Custome Screening Choices

Download ‘MutualFundEvaluator’ here: http://www.ultimatestockfinder.com/mutualfundevaluator.xls

I made 3 macro screeners to look for funds that are as good or better than my 3 favorite fund holdings. I have held these 3 mutual funds for between 5 to 20 years and want to buy more of these same types of funds.

Loomis Sayles Bond Fund (LSBRX) buys intermediate term high yield bonds and has outperformed most of its bond fund competition over the past 25 years. Annual dividend is currently 3.5% taxable. Click Button C to run this “Better than LSBRX” screen.

Fidelity Contra Fund (FCNTX) buys excellent large cap companies and has out performed most other mutual funds over the past 5, 10 and 25 years. Annual return is >12% for the past 25 years. Click Button D to run this “Better than FCNTX” screen.

Vanguard Long Term Municipal Bond Fund (VWLTX) buys excellent muni bonds and has outperformed most of its muni bond competition over the past 25 years. Annual dividend is currently 3.7% tax-free. Click Button E to run this “Better than VWLTX” screen.

After you run each of these screeners, you must always put the spreadsheet back to where it started by Clicking Button A “Turn On / Off Data –Filter-Auto Filter Command”. Then click Button Q to restore the spreadsheet to the Ascending sort on Industry & Symbol. Then you can click any button to run a different screener.

Please remember to send me any other investing ideas, information or questions that you want to share with the group.

Thanks,

John D.

Email: info@ultimatestockfinder.com

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, August 23, 2015

Investment Idea Sharing Aug. 22, 2015

Investment Idea Sharing – August 22, 2015

Starting now, I am changing this newsletter to be every month instead of every week.

See below for my personal stock market Buys or Sells for the past month:

Buy Stock/ Fund:

Sell Stock/Fund: UVXY , UCO , USO

Sell (to Open) Covered CALL:

Buy (To Close) Covered Call:

Sell (to Open) Cash Secured PUT:

Buy (to Close) Cash Secured PUT:

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

The world market indices were ALL DOWN over the past month. Over the past month, the Dow is down 9.0% and the S&P 500 is down 7.3%. Both indices are now down for 2015, Dow by 7.6% and S&P by 4.3%. Several reasons: China devalued their currency; The FED may raise interest rates here in the U.S.; the price of oil continues to drop and has now dropped from $110 / barrel a year ago to $40 now; and disappointing corporate profits.

S&P 500 1 Year chart from Yahoo Finance: https://finance.yahoo.com/echarts?s=%5EGSPC+Interactive#{"allowChartStacking":true}

The price of oil went DOWN this week and ended at $40.45, down from $42.50 last week.

See the 1 year Oil Price chart here: http://futures.tradingcharts.com/chart/CL_/W?anticache=1440295280

Monthly (was Weekly) Summary Table of Worldwide Market Index Closing values:

http://www.ultimatestockfinder.com/weekly_index_summary.GIF

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: UVXY

Sell Date: August 10, 2015

Sell Price: $24.50

Buy Price: various from $110 to $30

Buy Date: various from Jan 2015 to July 2015

I was sure that the market was going to drop and make a correction, but I did not know when. I was so sure that I continued buying UVXY from January to July 2015 as UVXY went down and the market continued to go up against all of my logic. By the end of July I had way too much of my portfolio tied up in UVXY and had lost a significant amount of money with no end in sight. I decided that even if the market DID take the drop I was waiting for, and UVXY was to jump up, I would still never recoup all of my losses. So I sold to stop the bleeding while my UVXY was still worth something. On August 17, the market started the drop I had waited for since January and UVXY went from $25 on Aug. 17 up to $42 by August 21. My big personal lesson here was I must never again put so much money on any one investment that I cannot afford to lose it and then have to get out before the investment has time to turn back up.

Stock Symbol: USO

Sell Date: August 14, 2015

Sell Price: $15.00

Buy Price: $20

Buy Date: various from Jan 2015 to June 2015

Same story as with UVXY above, I was so sure that oil would come back that I kept on buying USO as the price went down. Same investing life lesson for me. The only difference here is that after I sold my USO at $15, it continued going down and ended this week at $13.23

Stock Symbol: UCO

Sell Date: August 14, 2015

Sell Price: $23.00

Buy Price: $45

Buy Date: various from Jan 2015 to June 2015

Same story as with USO above, I was so sure that oil would come back that I kept on buying UCO as the price went down. Same investing life lesson for me. The only difference here is that after I sold my UCO at $23, it like USO, continued going down and ended this week at $19.47

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.

I lost so much money from my retirement accounts with my poor choices of UVXY and USO and that I need to go back to work to be sure that my retirement savings will last me for at least 30 years til age 91. I am interviewing with my former employer and several other companies in the same kind of military electronics business locally.

But, along with that, I still need to manage my remaining retirement accounts to provide me a consistent and stable long term retirement income. My first task is to take the 30% of my portfolio that is now back in cash and find a few fundamentally strong companies and mutual funds that are paying good dividends in the range of 5%.

StockEvaluator Custom Screening choices:

Download ‘StockEvaluator’ here: http://www.ultimatestockfinder.com/stockevaluator.xls

Mutual Fund Evaluator Custome Screening Choices

Download ‘MutualFundEvaluator’ here: http://www.ultimatestockfinder.com/mutualfundevaluator.xls

Please remember to send me any other investing ideas, information or questions that you want to share with the group.

Thanks,

John D.

Email: info@ultimatestockfinder.com

______________________________________________

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, July 19, 2015

Investment Idea Sharing July 18, 2015

Investment Idea Sharing – July 18, 2015

I will be on vacation for the next 3 weeks, so there will be no Investment Idea Sharing Newsletter until Aug. 14.

See below for my personal stock market Buys or Sells for the past month:

Buy Stock/ Fund: UVXY

Sell Stock/Fund:

Sell (to Open) Covered CALL:

Buy (To Close) Covered Call:

Sell (to Open) Cash Secured PUT: NUGT, UVXY

Buy (to Close) Cash Secured PUT:

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

The world market indices were mostly UP this week on good earnings reports.

And here: http://news.investors.com/071815-762200-large-cap-growth-topped-stock-funds.htm?ven=yahoocp&src=aurlled&ven=yahoo

The NASDAQ hit a new all time high this week, and the other US indexes (Dow, S&P 500) are now back to within 1.5% of their all time highs. The ShangHai Index (SSE) was up this week and is now up 93% from its 52 Week Low.

See the Yahoo Year to Date chart for SSE here:

http://finance.yahoo.com/echarts?s=000001.SS+Interactive#{"range":"ytd","allowChartStacking":true}

The price of oil went DOWN this week and ended at $50.89, down from $52.74 last week.

See the 1 year Oil Price chart here:

http://futures.tradingcharts.com/chart/CL_/W?anticache=1437331003

Weekly Summary Table of Worldwide Market Index Closing values:

http://www.ultimatestockfinder.com/weekly_index_summary.GIF

Here are my Stock / Fund BUYs for This Week:

Symbol: UVXY

Buy Date: 7/17/2015

Buy Price: $30

Target Sell Price: $38

I sold this PUT on Monday July 13, and UVXY continued dropping to end the week at $27.52. I will sell a CALL next week at a strike of $38 with expiration date of Aug. 7, 2015.

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: Sell to Open Covered CALL

Stock Symbol:

Sell to Open Date:

Expiration Date:

Strike Price:

Option Price:

Option: Sell to Open Covered CALL

Stock Symbol:

Sell to Open Date:

Expiration Date:

Strike Price:

Option Price:

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:

Sell (to Open) Cash Secured PUT: NUGT, USO

Option: Sell to Open Cash Secured PUT

Stock Symbol: NUGT

Sell to Open Date: July 8, 2015

Expiration Date: Dec. 18, 2015

Strike Price: $6

Option Price: $1.00

Last week, NUGT dropped to the bottom of its 51 week trading range. 52 week low is $6.58. This PUT looked good to me.

NUGT chart: https://finance.yahoo.com/echarts?s=NUGT#{"allowChartStacking":true}

Option: Sell to Open Cash Secured PUT

Stock Symbol: UVXY

Sell to Open Date: July 13, 2015

Expiration Date: July 17, 2015

Strike Price: $30

Option Price: $.35

I have been trading UVXY many times since October 2014. I keep thinking I can get ahead of its price dropping curve because the UVXY option premiums are so high, >1% per week several dollars out of the money. But now after 8 months of never getting ahead for very long and long term slowly losing money, I am trying to decide if there is a different way I can trade UVXY and actually make some money. I will sell a PUT on Monday July 20 at a strike of $38 for this group of UVXY. Since I am going out of town for the next 3 weeks, I will use an expiration date of Aug. 7.

UVXY chart: https://finance.yahoo.com/echarts?s=UVXY+Interactive#{"range":"ytd","allowChartStacking":true}

Option: Sell to Open Cash Secured PUT

Stock Symbol: NUGT

Sell to Open Date: July 13, 2015

Expiration Date: Dec. 18, 2015

Strike Price: $6

Option Price: $1.25

NUGT has moved between $20.64 and $5.21 this year. NUGT owns gold miner stocks and thus is a direct play on the price of gold. Gold is at a 2 year low, but nowhere near its 5 year lows. I believe that Gold will rise in value if the stock market goes down.

NUGT chart: https://finance.yahoo.com/echarts?s=NUGT+Interactive#{"range":"ytd","allowChartStacking":true}

2 Year Price of gold chart: http://futures.tradingcharts.com/chart/DG/W?anticache=1437330762

5 Year Price of gold chart: http://futures.tradingcharts.com/chart/DG/M?anticache=1437330777

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’

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:

http://www.ultimatestockfinder.com/mutualfund_short_list_criteria.JPG

Please remember to send me any other investing ideas, information or questions that you want to share with the group.

Thanks,

John D.

Email: info@ultimatestockfinder.com

______________________________________________

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, July 12, 2015

Investment Idea Sharing July 11, 2015

Investment Idea Sharing – July 11, 2015

See below for my personal stock market Buys or Sells for the past month:

Buy Stock/ Fund:

Sell Stock/Fund: UVXY

Sell (to Open) Covered CALL: JDST, NUGT, USO, UVXY

Buy (To Close) Covered Call:

Sell (to Open) Cash Secured PUT: NUGT, USO

Buy (to Close) Cash Secured PUT:

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

Last week I added Option Price look up capability to both Stock Evaluator and Mutual Fund Evaluator. See Column BR in Stock Evaluator and Col. BQ in Mutual Fund Evaluator. For PUT options, I am looking up the next Expiration Date at a Strike price that is rounded down to the nearest dollar from the Current Price. I divide PUT Premium by Strike Price to get PUT % of Strike. I am looking for options that pay at least 1% per week. Note the button labeled “PUT %” that runs a macro to do a descending sort on “PUT Avg. % Weekly Return”. I use these % returns as a starting point for finding good paying PUT options and then I adjust my strike price further below the current price to minimize the chances of getting the stock PUT to me while trying to stay above my 1% premium return. Sometimes when I get far enough away with my strike to feel safe about not getting it PUT to me, the option premium is below 1%, so I keep looking for other stocks with safe strike prices and 1% premium return. I can usually find a few every week.

The world market indices were mostly down this week. The US indexes (Dow, S&P 500, NASDAQ) remain within 4% of their all time highs. But, the ShangHai Index (SSE) was DOWN from 5,166 to 3,877 (25%) over the past month and is now only up 89% from its 52 Week Low.

See the Yahoo 3 month chart for SSE here: https://finance.yahoo.com/echarts?s=000001.SS+Interactive#{"range":"3mo","allowChartStacking":true}

The price of oil went DOWN this week and ended at $52.74, down from $56.93 last week.

See the 1 year Oil Price chart here:

http://futures.tradingcharts.com/chart/CL_/W?anticache=1436740335

Weekly Summary Table of Worldwide Market Index Closing values:

http://www.ultimatestockfinder.com/weekly_index_summary.GIF

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: UVXY

Sell Date: July 2, 2015

Sell Price: $39

Buy Price: $85

Buy Date: April 2, 2015

This UVXY was sold from a $17 PUT I sold on March 18 for $.58.

UVXY then had the 5 to 1 split and continued going down so I ended up way under water.

My plan was to sell weekly CALLs at my 1% target premium, and slowly dig out of that holw. But on the week of June 22, when I sold this CALL UVXY started out at $33.56, but then jumped to $44 on June 29 and ended at $42 on expiration date of July 2. So I got CALLed out at a loss. This was about half of my UVXY holdings, and I will now keep my strike prices farther out of the money in order to, hopefully, prevent another high volatility week from getting me called out again.

Sell (to Open) Covered CALL: JDST, NUGT, USO, UVXY

Here are my Option (CALL or PUT) Sells/Buys for This Week:

Option: Sell to Open Covered CALL

Stock Symbol: JDST

Sell to Open Date: June 22, 2015

Expiration Date: July 17, 2015

Strike Price: $9

Option Price: $.25

JDST has been moving between $7 and $10 for most of the days in 2015. This JDST was PUT to me from a $9 PUT that I sold on 2/25/2015 for $1.65 with an Expiration date of 4/17/3015. After it was PUT to me, I sold a $9 CALL for $1.25 that expired worthless on 5/15/2015. Then JDST went down, so I was not able to sell another CALL until June 22.

JDST chart: https://finance.yahoo.com/echarts?s=JDST+Interactive#{"allowChartStacking":true}

Option: Sell to Open Covered CALL

Stock Symbol: NUGT

Sell to Open Date: June 29, 2015

Expiration Date: July 17, 2015

Strike Price: $9

Option Price: $.44

NUGT has been moving between $9 and $13 since March 2015. This NUGT was PUT to me from a $9 PUT that I sold on 6/22/2015 for $.31 with expiration date of 6/26/2015. Now I am selling CALLs to make my 1% per week.

NUGT chart: https://finance.yahoo.com/echarts?s=NUGT#{"allowChartStacking":true}

Option: Sell to Open Covered CALL

Stock Symbol: USO

Sell to Open Date: June 30, 2015

Expiration Date: July 10, 2015

Strike Price: $20.50

Option Price: $.15

The price of oil dropped after I sold this CALL due to the bad news from China and Greece.

So it expired worthless. USO is now below $18 so my CALL premiums at strike of $20 or more are less than 1% so I will wait until oil comes back up before I sell any more CALLs.

USO chart: https://finance.yahoo.com/echarts?s=USO#{"allowChartStacking":true}

Option: Sell to Open Covered CALL

Stock Symbol: UVXY

Sell to Open Date: July 6, 2015

Expiration Date: July 10, 2015

Strike Price: $62

Option Price: $.65

At strike of $62 this CALL was as far out of the money as I could go to still get earn my 1% weekly premium. UVXY was at $44.76 when I sold this CALL, but ended the week at $41.31 so my CALL expired worthless. I will sell another 1% CALL next week at far out of the money.

UVXY chart: https://finance.yahoo.com/echarts?s=UVXY#{"allowChartStacking":true}

Option: Buy to Close Covered CALL

Stock Symbol:

Original Sell to Open Date:

Original Expiration Date:

Buy to Close Date:

Strike Price:

Option Price:

Sell (to Open) Cash Secured PUT: NUGT, USO

Option: Sell to Open Cash Secured PUT

Stock Symbol: NUGT

Sell to Open Date: July 8, 2015

Expiration Date: Dec. 18, 2015

Strike Price: $6

Option Price: $1.00

Last week, NUGT dropped to the bottom of its 51 week trading range. 52 week low is $6.58. This PUT looked good to me.

NUGT chart: https://finance.yahoo.com/echarts?s=NUGT#{"allowChartStacking":true}

Option: Sell to Open Cash Secured PUT

Stock Symbol: USO

Sell to Open Date: July 8, 2015

Expiration Date: July 10, 2015

Strike Price: $17

Option Price: $.30

USO had been moving between $18.93 and $20.82 since April 29. I have been Selling PUTs and CALLs as needed near $20 to continue making my 1% option premium per week. This week USO dropped below $17 for a while on the bad news from China and Greece which I think was an overreaction, so I decided to sell this $17 PUT. It expired worthless. I will sell it again next week.

USO chart: https://finance.yahoo.com/echarts?s=USO#{"allowChartStacking":true}

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’

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:

http://www.ultimatestockfinder.com/mutualfund_short_list_criteria.JPG

Please remember to send me any other investing ideas, information or questions that you want to share with the group.

Thanks,

John D.

Email: info@ultimatestockfinder.com

______________________________________________

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/