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:

http://www.wsj.com/articles/american-express-to-lose-costco-exclusivity-1423746408

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:

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

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’

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.

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/