My Best Ideas 25 June 2017 This is a list of companies that have a very nice estimated one year return on invested capital based on the sum of the delta of the one year estimated price target plus the calculated one year dividend yield. (Full List)
Dividend Increases 26 - 30 June 2017 This is a list of those companies that have recently increased their dividends. The list includes the amount and percentage of the increase, the forward dividend yield, and the ExDividend, Record and Payment dates. (Full List)
Tech Up, Markets Down 24 June 2017 Last week saw the NASDAQ and the Technology Sector reverse higher while the overall markets reversed lower. Surprisingly that's the opposite of what they did just the week prior as they both struggle to move higher. So this is setting up for an interesting week next week. Short term investing for me will be primarily in the Technology Sector and selected companies in the Biotech Sector while long term investing will still depend on strong fundamentals. Sunday Night: DJIA Futures are _______
The Walt Disney Company 26 June 2017 The Disney chart is showing support in the low $90s and resistance near $120. As a result, this is shaping up to be a great swing trade. But at $104, however, it's just not ready to be traded yet. I'll be looking for a drop of about another $10.
Omeros Corporation Snapshot 23 June 2017 Omeros Corporation discovers and develops small-molecule and protein therapeutics, and orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company markets OMIDRIA for use during cataract surgery or intraocular lens replacement. Its clinical programs include treatment of atypical hemolytic uremic syndrome, thrombotic microangiopathies, IgA nephropathy, and other renal diseases, Huntington's diseases and schizophrenia, opioid and nicotine addiction, urological procedures and much, much more. Omeros Corporation was incorporated in 1994 and is based in Seattle, Washington.
Omeros Corp Daily Chart
TransAct Technologies 22 June 2017 TransAct is a leader in printers, terminals, software and other products for transaction-based industries. These industries include casino and gaming, lottery, food safety, banking, point-of-sale, hospitality, oil and gas, and medical and mobile. TransAct printers and products are designed from the ground up based on market-specific requirements. (Full Article)
Novocure 20 June 2017 Novocure may have finally found a bottom earlier this year. The stock has doubled since April and it's starting to look like there's a lot more room to go even higher. The Company has developed a 4th method of treating cancers that can augment or replace surgery, radiation therapy and chemotherapy. (Full Article)
Dividend, Growth, Low Debt 15 June 2017 The following is a list of 98 stocks that meet the following requirements: Dividend yield of at least 1%, an expected price target 10% higher than today's price, a debt level less than equity, a forward P/E under 25, and a PEG under 2. The list is rank ordered by earnings per share growth over the next 5 years. (Full Article)
Immunomedics 13 June 2017 This Company caught my attention after just one look at the P&F chart. For 7 years there's been resistance near $7 per share as the stock was turned back three times before breaking through. It's now pushed above $8 per share. I believe shares of this company will find support near $7 per share if there's any pullback in the shares and they'll rise to near $12 per share over the next year as earnings turn positive. (Full Article)
Legg Mason - A Purely Technical Call 12 June 2017 LM has just pushed through resistance near $38.60 and now has the potential to move up to near $55 per share with little resistance. Earnings next year are expected to be $3.21 and the long term earnings growth is expected to be 17.10%. This is too good to pass up.
Evolent Health 5 June 2017 Evolent Health provides healthcare delivery and payment solutions. The Company supports integrated health systems in migration toward value-based care and population health management and provides customers with a population management platform, integrated data and analytics capabilities, pharmacy benefit management services, and comprehensive health plan administration services. I'm highlighting this company because a move above 26 tomorrow will signal a breakout above resistance.
Extreme Networks 2 June 2017 Extreme Networks provides software-driven networking solutions for enterprise customers worldwide. The company designs, develops, and manufactures wired and wireless network infrastructure equipment, and develops the software for network management, policy, analytics, security, and access controls. I'm highlighting this company because I initiated a buy-write strategy today for a quick 5% return over a two week period. It can be an effective short term strategy.
Allied Motion Technologies 1 June 2017 Allied Motion Technologies produces precision and specialty motion control components and systems for commercial, industrial, aerospace and defense markets. The company provides motion control products and systems as solutions for a range of applications in aerospace and defense, medical, vehicle, commercial, and industrial. (Full Article)
Chevron Corporation 30 May 2017 Today oil companies are adjusting to the new equilibrium and are cutting costs to survive and excel in this new paradigm. The stocks are also carving out new support and resistance levels in which to operate. For Chevron, it now looks like the company is finding support near $100 per share. I also expect it to find moderate resistance near $120 per share and then again near $130 per share. (Full Article)
Microsoft Corporation 24 May 2017 No one should need an explanation of who or what Microsoft Corporation is, but for the one or two people who have been living on an island, here goes. Microsoft Corporation is a multinationaltechnology company that develops, manufactures and sells computer software, electronics, computers & services. It's best known products include Windows, MSOffice suite, and Internet Explorer and Edge web browsers.(Full Article)
Momo 22 May 2017 Momo is a location based mobile social networking and entertainment platform launched in August, 2011. Momo enables users to connect with each other in a personal and lively way through short-form videos and live streaming. Users can check out people nearby and discover nearby groups, message boards as well as events. An enriched conversation experience allows users to send out their locations as well as emojis during chat. (Full Article)
Always Have an Exit Strategy 19 May 2017 The exit strategy is always a mandatory precondition for any trade I enter. All other strategies will have disaster embedded at their core. All other strategies are simply an emotional reaction to events external to the markets. All other strategies will accentuate a reward while ignoring the damage that's incurred by accepting such an extensive implied risk. These are the strategies that I personally refuse to implement into my trading strategy. (Full Article)
Big 5 Sporting Goods 18 May 2017 Big 5 Sporting Goods is a sporting goods retailer with 420 stores in Arizona, California, Utah, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Washington and Wyoming. It operates in a fragmented industry that the worlds infatuated with. With 420 stores it's not a small company and is able to compete successfully with the bigger chains. (Full Article)
RCI Hospitality Holdings 16 May 2017 RCI Hospitality Holdings is an American operator of strip clubs, nightclubs, and adult entertainment websites. The Company was founded in 1983 and is based out of Houston, Texas. I believe the future of the Company lies in the expansion of their restaurant chain Bombshells which is based on a military theme. (Full Article)
The Spoils of Investing 12 May 2017 Sometimes it's good to take money out of the market and enjoy the spoils of investing. Not everything needs to be continually reinvested back into the markets. Three years ago I decided to spoil my son. So I got him this Nissan 370Z. It's been a great car. He's been a great kid!
Ryman Hospitality Properties 11 May 2017 Ryman Hospitality Properties is a hotel, resort, entertainment, and media company named after the National Historic Landmark - the Ryman Auditorium. The auditorium was originally built as a tabernacle by Captain Thomas G. Ryman in 1892 but later it became the home of the Grand Ole Opry (1943-1974). (Full Article)
Churchill Downs 10 May 2017 Churchill Downs Incorporated is the parent company of Churchill Downs. The company is best known for, and has evolved from, one racetrack in Louisville, Kentucky to a multi-state, publicly traded company with racetracks and casinos. It is also the leading online wagering company. That wagering part of the company is the part that's the fastest growing part of this successful businesses. (Full Article)
Trinity Industries 8 May 2017 Trinity Industries is a diversified industrial company that owns complementary, market-leading businesses providing products and services to the energy, chemical, agriculture, transportation, and construction sectors. Trinity reports its financial results in five principal business segments: Rail Group, Railcar Leasing and Management Services Group, Inland Barge Group, Construction Products Group, and Energy Equipment Group. (Full Article)
Pepsico 3 May 2017 Pepsico needs little introduction. It's one of those rock solid consumer companies whose products are found in everyone's kitchen or pantry. But Pepsico is more than simply just a beverage company. In fact, it's more of a snack food company than a beverage company and the majority of their profits come from the snack food business. (Full Article)
The Screener Keeps Coming Up Empty 30 April 2017 I run stock screeners all the time looking for new opportunities. These searches are often based on analyst's projections of company's fundamentals. But lately I haven't found very many companies that fit my strategies of investing. As a result, I've been moving more and more money toward the Dividend Aristocrats and select income producing stocks. This has been rather frustrating for me and is now keeping me from writing more articles. Luckily I'm still posting on StockTwits.
Don't Just Do Something, Stand There 27 April 2017 I make most of my income in the stock market by doing nothing. Or at least by doing very little. And that’s on purpose. Generally speaking, the less I do, the more I make. This may seem sort of counterintuitive, but a lot of things in life are like that. And yet when I’m doing nothing, the hardest part of all is resisting the urge to do something. (Full Article) (This article was first published on 21 April 2014)
Ciena Corporation 25 April 2017 Ciena Corporation is a network strategy and technology company, providing solutions that enable network operators to adopt next-gen communication architectures and deliver a broad array of services needed by enterprise and consumers. They provide equipment, software and services that support the transport, switching, aggregation, service delivery and management of voice, video and data traffic on networks. (Full Article)
Applied Optoelectronics 20 April 2017 Applied Optoelectronics is a leading provider of fiber‑optic networking products and they serve three growing end-markets: Cable Television Broadband, fiber-to-the-home, and internet data centers. They design and manufacture a range of optical communications products employing their vertical integration strategy from laser chips, components, subassemblies and modules to complete turn-key equipment. (Full Article)
Double Entry Deviants 19 April 2017 I do not have, nor did I ever want, an accounting degree. I have a general understanding of accounting principles and I can read Income Statements, Balance Sheets, and Cash Flow Statements but I get a headache when I look at them for a very long time. What I'm really interested in is Total Revenue, Net Profit/Loss, and the Dividend Payment.(Full Article) (This article was first published on 29 August 2013)
Oclaro Inc. 18 April 2017 Oclaro is a leading provider and innovator of optical communication solutions for the core optical, enterprise and data center markets. Oclaro’s optical components, modules and subsystems are at the heart of the fast optical networks and high-speed interconnects driving the next wave of streaming video, cloud computing, voice over IP and other bandwidth-intensive and high-speed applications. (Full Article)
MGP Ingredients 17 April 2017 MGP Ingredients is not a large company but it is a leading producer and supplier of premium distilled spirits and specialty wheat proteins and starches. The Company's distilled spirits include premium bourbon and rye whiskeys, vodka and gin. The Company’s proteins and starches provide a host of functional, nutritional and sensory benefits for a wide range of food products to serve the packaged goods industry. (Full Article)
Hormel Foods 16 April 2017 Hormel Foods is engaged in the production of meat and food products. Co.'s business is reported in five segments: Grocery Products, Refrigerated Foods, Jennie-O Turkey Store, Specialty Foods, and International and Other. Co is a Dividend King and continues to increase its revenues, earnings and dividend. Its most recent dividend increase occurred in Jan 2017 when it rose from $0.145 to $0.17 per share, or +17.24%.
The stock's recent pullback from $43 to $34 while maintaining sales and profits has created a buying opportunity for long term investors.
CryoLife 11 April 2017 CryoLife is the leader in the manufacture, process, and distribution of medical devices and implantable human tissues used in cardiac surgury. Cryolife's medical devices include: BioGlue Surgical Adhesive, BioFoam Surgical Matrix, On-X valves and surgical products, the CardioGenesis cardiac laser therapy product line, PerClot, and PhotoFix. (Full Article)
Air Lease Corp 6 April 2017 Air Lease is an aircraft leasing company that purchases new commercial aircraft and leases them to its airline customers worldwide through specialized aircraft leasing and financing. Air Lease Corp provides net leases in which require the lessee to pay for maintenance, taxes, insurance and all other aircraft operating expenses during the lease term. (Full Article)
Ultra Clean Holdings 5 April 2017 Ultra Clean is truly an investment in inertia. This stock has been moving higher since the beginning of 2016 when it bottomed after hitting $15 per share in early 2014. As the stock recently broke through resistance at $15 and moved higher, that was the signal for me to begin buying. There's no doubt at this point that the stock is showing every sign of being overbought but there's no sign that the stock wants to go anywhere but higher. (Full Article)
It's Easy to Make Money It's easy to make a lot of money in the stock market. Really, it is. It's made every day by a lot of different people and the driving force behind it is greed. It's also easy to lose a lot of money in the market. It's also lost every day by a lot of people and the driving force behind it is usually fear. What's hard is holding on to your money. (Full Article) (This article was first published on 21 July 2015)
Interested in reading more articles like the ones above? I've been writing articles for over three years and many of my best ideas can be found in those articles. Click the button below or use the drop down menu above labeled "INDEX". Reflection is often the first step in finding success in the markets.
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In 2016 the DJIA ended at 19,762
In 2015 the DJIA ended at 17,425
In 2014 the DJIA ended at 17,823
In 2013 the DJIA ended at 16,576
One Percent per Month
My Investing Strategy I like to keep things simple when I invest because I'm a pretty simple guy. And I don't think there's a simpler or an easier way to invest than "Buy, Write, Collect". Here's the three steps in their entirety. 1. Buy the Stock, 2. Write the Option, and 3. Collect the Dividend. (Full Article)
A Basic Options Strategy If you’ve ever considered an options strategy as part of your overall investment strategy, here’s a relatively simple trade that I often execute to supplement my dividend income. (Full Article)
Reviewing Those Dividend Increases I've listed companies increasing their dividend in the Dividend Increases part of this site because I've found this to be a fertile area for finding candidates for consideration. Companies that pay an annual dividend of at least 2% and increase that dividend at a rate greater than inflation for a number of years are the kind of companies that every DGI is attracted to. And if that company has a one year estimated capital gain of 10% or more, I start to buy shares in that company.
Buying Great Companies I've posted a lot of great companies that have raised their dividend pretty consistently over the years and that's the key to becoming a successful investor. It's really not as hard as most people think. Study those companies that raise their revenues, earnings and dividends over an extended period of time. Read their history. And learn what makes a great investment.
DISCLAIMER I am not a licensed investment adviser, and I am not providing investment advice for you on this site. Please consult with an investment professional before you invest your money. Any opinion expressed here should not be treated as investment advice. I am not liable for any losses suffered by any party because of data or information published on this blog. Past performance is not a guarantee of future performance. Unless your investments are FDIC insured, they may decline in value.