Investment Idea Sharing June 15, 2014

For Week Ending – June 15, 2014: 

On Wednesday June 11, I sold a Cash Secured PUT Option on CLF, see details below.

Check out my article on how to use PUTs and CALLs: 

http://www.ultimatestockfinder.com/putcallarticle.html

As a fundamental value investor, I routinely check on the holdings of Warren Buffett to see if I should be buying something that he has already bought.  Here is a link to the current holdings of Buffett’s company Berkshire Hathaway:  http://www.stockpickr.com/pro/portfolio/warren-buffett/

Here is the link to a Stock Evaluator comparison of Buffett’s holdings:  http://www.ultimatestockfinder.com/stockevaluator_buffett_holdings.xls

I marked each of his companies in Col. A of Stock Evaluator, then ran the Control-T sort to bring them to the top for easy comparison.  Several of his holdings have only 4 Red cells, but none of his holdings are within 5% of their 52 Week Lows.  I like to buy within 5% of 52 Week Low and prefer only 4 Red cells.  That means he owns several companies that I would want to do more research on if they go down in price to be within 5% of their 52 Week Low.

So, Warren I got my eye on you!

Last week, the world market indices were mixed with minor Up/Down movements.  The Dow Jones 30 Industrials and S&P 500 did not hit new highs this week.  Here is an article discussing how the defense sector may react to the prospects of renewed U.S. military presence in Iraq.: http://news.yahoo.com/iraq-conflict-brings-defense-stocks-focus-000323255--finance.html

Summary Table of Worldwide Market Index Closing values for this week:

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

Next Monthly Meeting 2^nd Tuesday of Each Month:

Tuesday, July 8, 2014, 7:30 PM at my house. 

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 PUT  

Stock Symbol: CLF

Sell to Open Date: June 11, 2014

Expiration Date:  Jan. 17, 2015

Strike Price: $14

Option Price: $2.43

CLF is down to their 5 year low due to low iron ore prices.  Their fundamental values on Stock Evaluator look good to me.  They only have 3 Red Cells. 

Here is a link to a Stock Evaluator comparison of CLF v.s. their main competitors:  BHP, VALE, RIO, AAUKY   http://www.ultimatestockfinder.com/stockevaluator_clf.xls

Here are two articles about the problems at CLF:

http://www.fool.com/investing/general/2014/06/12/can-cliffs-natural-resources-survive-long-enough-f.aspx

http://blogs.barrons.com/stockstowatchtoday/2014/06/12/cliffs-natural-resources-what-else-could-go-wrong/?mod=yahoobarrons&ru=yahoo

  

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 our training video that shows how to enter your preferred values for each of these ‘Short List’ screening limits:

https://www.youtube.com/watch?v=FAwU48oEkJU

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.

Ultimate Stock Finder is also on Facebook, you can ‘Like’ us on FB and receive our weekly ‘Investment Idea Sharing’ letter (summary paragraph only) to your FB page.  https://www.facebook.com/UltimateStockFinder

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

Investment Idea Sharing June 8, 2014

For Week Ending – June 8, 2014: 

You may have noticed that the last 2 weeks, I have sent out this newsletter on Monday instead of Saturday. This is because I have been getting Yahoo data look-up errors on about 30 companies for the past few months.  Yahoo was returning errors on either Stock Price or 52 Week Low on several foreign stocks ending in .L or .AX, but it was the same stocks every week. I then had to look up the data for these stocks on Yahoo and enter it into Stock Evaluator by hand.  This is pretty time consuming, so I was trying other ways to fix my automatic look-up function.  Two weeks ago, I found that if I run the look-up late on Sunday, the data all comes in correctly.  I think maybe Yahoo was updating all of their data tables in a sequential fashion over the weekend so the tables I was getting my data from for these foreign stocks must have been the last ones to get updated.

Mutual Fund Evaluator is not updated yet for last week (June 7) due to technical problems.

  

On Thursday June 5, I sold a Covered Call Option on OPK, see details below.

Check out my article on how to use PUTs and CALLs: 

http://www.ultimatestockfinder.com/putcallarticle.html

Last week, the world market indices were mixed with minor Up/Down movements.  The Dow Jones 30 Industrials and S&P 500 continued to inch up to new all time highs.  Here is an article discussing the jobs recovery that is happening in the U.S.:  http://www.fool.com/investing/general/2014/06/06/american-employment-finally-reaches-a-new-record-b.aspx

Here is the 5 Year Chart comparing the S&P 500 to the Dow Jones 30 Industrials:

http://finance.yahoo.com/q/bc?t=5y&s=%5EDJI&l=on&z=l&q=l&c=&ql=1&c=%5EGSPC

Summary Table of Worldwide Market Index Closing values for this week:

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

Next Monthly Meeting 2^nd Tuesday of Each Month:

Tuesday, June 10, 2014, 7:30 PM at my house. 

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 Covered Call

Stock Symbol: OPK

Sell to Open Date: 6/5/2014

Expiration Date: Jan 17/2015

Strike Price: $12.00

Option Price: $.60

I originally bought Opko Health (OPK) at $8.35 /share on Feb. 13, 2014 and my goal was to sell it at $12.  After I bought, it went up to $10, then back down to $8.  So when it got back up to $9.20 on Thursday, and I saw the Jan 2015 $12 option selling at $.60, I decided to take some money off the table. 

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 our training video that shows how to enter your preferred values for each of these ‘Short List’ screening limits:

https://www.youtube.com/watch?v=FAwU48oEkJU

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.

Ultimate Stock Finder is also on Facebook, you can ‘Like’ us on FB and receive our weekly ‘Investment Idea Sharing’ letter (summary paragraph only) to your FB page.  https://www.facebook.com/UltimateStockFinder

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

Investment Idea Sharing June 2, 2014

For Week Ending – May 31, 2014: 

Today, Monday June 2, I sold a Covered Call Option on AAL, see details below.

Check out my article on how to use PUTs and CALLs:

http://www.ultimatestockfinder.com/putcallarticle.html

Last week, the world market indices were mixed with minor Up/Down movements.  The Dow Jones 30 Industrials and S&P 500 continued to inch up to new all time highs.  Here is an article discussing positive aspects of the U.S. economy:  http://news.yahoo.com/u-factory-activity-expands-further-may-markit-135437328--business.html

Here is the 5 Year Chart comparing the S&P 500 to the Dow Jones 30 Industrials:

http://finance.yahoo.com/q/bc?t=5y&s=%5EDJI&l=on&z=l&q=l&c=&ql=1&c=%5EGSPC

Summary Table of Worldwide Market Index Closing values for this week:

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

Next Monthly Meeting 2^nd Tuesday of Each Month:

Tuesday, June 10, 2014, 7:30 PM at my house. 

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 Covered Call

Stock Symbol: AAL

Sell to Open Date: 6/2/2014

Expiration Date: Jan 17/2015

Strike Price: $41.00

Option Price: $4.28

I originally bought American Airlines stock at $2.88 /share on Aug. 14, 2013 when it was in bankruptcy (symbol: AAMRQ) as they emerged from Bankruptcy in 2014, they changed out my shares to the new American Air stock (AAL) at .7 to 1 basis.  Today (June 2) with AAL shares trading at $41, my return on this investment has been great.  So, I sold this Covered Call today at a 10% premium over today’s stock 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 our training video that shows how to enter your preferred values for each of these ‘Short List’ screening limits:

https://www.youtube.com/watch?v=FAwU48oEkJU

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.

Ultimate Stock Finder is also on Facebook, you can ‘Like’ us on FB and receive our weekly ‘Investment Idea Sharing’ letter (summary paragraph only) to your FB page.  https://www.facebook.com/UltimateStockFinder

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

Investment Idea Sharing May 24, 2014

This Week's Activity – May 24, 2014: 

This week I sold a Covered Call Option on EZPW, see details below.

This week, the world market indices were mixed with minor Up/Down movements.   Except for the Russia RTSI which was up 6%.  Markets are still hopeful that Russia and Ukraine will get along.  Here is an article discussing their natural gas stand-off: http://news.yahoo.com/good-chance-moscow-kiev-gas-deal-june-1-185159822.html

Here is an article about the newly elected Ukraine President: http://www.cnn.com/2014/05/26/world/europe/ukraine-crisis/

Elections were held this week in the European Union countries to elect their representatives to the European Parliament.  Several of these countries are not happy with how things are going and elected representatives who will be voting to get out of the EU.  This should lead to some lively market activity over the next year.  Read more here: http://news.yahoo.com/french-far-earthquake-win-europe-votes-001426328.html

Summary Table of Worldwide Market Index Closing values for this week:

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

Next Monthly Meeting 2^nd Tuesday of Each Month:

Tuesday, June 10, 2014, 7:30 PM at my house. 

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 Covered Call on 1,000 shares.

Stock Symbol: EZPW

Sell to Open Date: 5/22/2014

Expiration Date: Jan 17/2015

Strike Price: $12.50

Option Price: $1.25

I originally sold a PUT for EZPW on 11/8/2013 and earned a PUT option premium of $1.30/share.  On 11/8/2013 EZPW started the day at $13.79, but ended the day at $11.34, which triggered my PUT to sell.  EZPW was finally PUT to me on 3/24/2014 at $12.50/share at which time it was actually selling for $11.37.  So, I had to wait patiently for EZPW to come back.  On 5/22/2014 EZPW got up to $12.89 which triggered this Covered Call option to sell.

So, I have now made a 10% premium selling the PUT that got me into EZPW and now have made another 10% premium by selling the Call that may get me out. 

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 our training video that shows how to enter your preferred values for each of these ‘Short List’ screening limits:

https://www.youtube.com/watch?v=FAwU48oEkJU

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.

Ultimate Stock Finder is also on Facebook, you can ‘Like’ us on FB and receive our weekly ‘Investment Idea Sharing’ letter (summary paragraph only) to your FB page.  https://www.facebook.com/UltimateStockFinder

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

Investment Idea Sharing May 17, 2014

This Week's Activity – May 17, 2014: 

I am always looking for fundamentally good stocks that pay a dividend of 4% or more.  Stock Evaluator ‘Short List’ is one way that I search for these fundamentally good companies.  This week at Dividend.com, I ran their ‘High Dividend Stocks by Yield’ screen ( http://www.dividend.com/dividend-stocks/high-dividend-yield-stocks.php )  Then I went down their list from the top (first place was SDR at 31.97% dividend) down to 4.0% dividend payers, and added any companies that were not already in Stock Evaluator.  This added about 200 more companies to Stock Evaluator.  In Stock Evaluator, you can always run a Descending Sort on Dividend Yield using the Control-D macro.  Notice that Stock Evaluator has a few companies paying more than SDR due to data differences between Yahoo Finance and Dividend.com. 

This week, the world market indices were mixed with minor Up/Down movements.   Except for the India BSE and CNX indexes which were both up about 5.0%.  India just had an election where the ruling “Congress” party was strongly defeated by the Bharatiya Janata Party (BJP).  The BJP now has a clear majority and does not need to form a coalition government.   Indian stock markets are very hopeful for what this will bring the country.  Here is an article discussing the Indian election:  http://www.reuters.com/article/2014/05/17/us-india-election-idUSBREA4E0XG20140517

Summary Table of Worldwide Market Index Closing values for this week:

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

Next Monthly Meeting 2^nd Tuesday of Each Month:

Tuesday, June 10, 2014, 7:30 PM at my house. 

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 Covered Call

Stock Symbol: CSCO

Sell to Open Date: 5/15/2014

Expiration Date: Jan 17/2015

Strike Price: $25

Option Price: $1.05

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 our training video that shows how to enter your preferred values for each of these ‘Short List’ screening limits:

https://www.youtube.com/watch?v=FAwU48oEkJU

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.

Ultimate Stock Finder is also on Facebook, you can ‘Like’ us on FB and receive our weekly ‘Investment Idea Sharing’ letter (summary paragraph only) to your FB page.  https://www.facebook.com/UltimateStockFinder

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

Investment Idea Sharing May 10, 2014

This Week's Activity – May 10, 2014: 

Remember this month’s Investment Idea Sharing meeting is this Tuesday, May 13 at 7:30PM at my house.  Email me for directions if you need them.

Two more corporate buy-outs were announced this week.  Both are hostile takeover offers which may still be refused by the target company.  But both caused big jumps in the stock prices of the 2 target companies.

Pfizer (PFE down 10% the past month) is trying to buy AstraZeneca (AZN up 17% the past month). 

Read story here:  http://www.thestreet.com/story/12700994/1/why-astrazeneca-azn-stock-is-up-this-morning.html?puc=yahoo&cm_ven=YAHOO

See Yahoo Charts here:

PFE: http://finance.yahoo.com/echarts?s=PFE+Interactive#symbol=PFE;range=1d

AZN:  http://finance.yahoo.com/echarts?s=AZN+Interactive#symbol=AZN;range=

Valeant Pharmaceuticals (VRX up 0% the past month) is trying to buy Allergan (AGN up 25% the past month).

Read story here: http://finance.yahoo.com/news/valeant-sales-miss-q1-earnings-223500160.html

See Yahoo Charts here:

VRX: http://finance.yahoo.com/echarts?s=VRX+Interactive#symbol=VRX;range=1d

AGN: http://finance.yahoo.com/echarts?s=AGN+Interactive#symbol=AGN;range=1d

For most of us, our 401K is the biggest and most important part of our retirement investing.  401K accounts provide an easy way to save for retirement and usually have a simple, easy to understand list of around 20 mutual funds to choose from.  My one problem with 401K’s is that most do not provide a simple, easy to use way to view and compare the performance of all funds available for you to choose. 

Mutual Fund Evaluator spreadsheet provides this easy to use comparison view.  You can mark all the funds you want to compare, then click the ‘Row-by-Row’ Comparison function (Control-T) to bring all your marked funds to the top.  Now you can easily compare 17 key financial values across all these funds.  Including:

     Net Fund Assets

     Average Annual Return (1 yr, 5 yr, 10 yr)

     Dividend Yield

     Expense Ratio

     Sales Load

     Number of Years Up over life of fund

     Number of Years Down over life of fund

     Morningstar Rating

     Minimum Investment 

Download Mutual Fund Evaluator spreadsheet here: http://www.ultimatestockfinder.com/mutualfundevaluator.xls

If you are willing to send me the funds available in your 401k, I will prepare a personal Mutual Fund Evaluator list of your fund choices and send it to you.  Then you can see all your fund choices in the ‘Row-by-Row’ Comparison, which will make it easy to separate the good funds from the bad funds.  Next week I will prepare this list for my 401K fund choices from my last job which was with a major defense electronics/wireless communications company.  I will send my list out with next week’s newsletter.

This week, the world market indices were mixed with minor Up / Down movements.   Except for the Russia RTSI index which was up 8.3%.  The continuing uncertainty in Ukraine is making Russian stocks very volatile.  The Dow Jones Industrial Average had its highest closing price ever on Friday.  Here is an article discussing this week’s activities: http://www.fool.com/investing/general/2014/05/09/dow-makes-history-with-record-close-zulily-plunges.aspx

Summary Table of Worldwide Market Index Closing values for this week:

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

I still think the markets are overpriced but I continue to look for good values on individual stocks of good solid companies. 

 

StockEvaluator ‘Short List’

View ‘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 our training video that shows how to enter your preferred values for each of these ‘Short List’ screening limits:

https://www.youtube.com/watch?v=FAwU48oEkJU

View the ‘Short List’ screening criteria and target limit values here: http://www.ultimatestockfinder.com/short_list_12_criteria.JPG

I also use FinViz stock screener as a parallel check along with my ‘Short List’ to find good fundamental stocks that are near their 52 Week Lows.  Here is the FinViz stock screener link set to the 9 out of 12 ‘Short List’ limits that are available at FinViz.  

This is in the FinViz ‘Custom’ view:

http://finviz.com/screener.ashx?v=151&f=fa_debteq_u0.8,fa_div_o1,fa_ltdebteq_u0.8,fa_netmargin_pos,fa_payoutratio_u70,fa_pb_u2,fa_pe_u20,fa_ps_u2,fa_salesqoq_pos,ta_highlow52w_a0to10h&ft=4

Next Monthly Meeting 2^nd Tuesday of Each Month:

Tuesday, May 13, 2014, 7:30 PM at my house. 

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:

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.

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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