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
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You can read this weekly ‘Investment Idea Sharing’ newsletter at our Ultimate Stock Finder blog: http://ultimatestockfinder.blogspot.com/

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