My Best Ideas 17 March 2019 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)
New Highs 17 March 2019 This is a list of companies that are currently hitting new highs plus have an estimated 5 year earnings growth rate in excess of 25%. As this growth is recognized, these shares are pushed higher and become good swing trades. (Full List)
Dividend Increases 18-22 March 2019 This is a list of companies that have recently increased their dividends. The list includes the amount plus the per cent increase, the forward dividend yield, and the ExDividend, Record and Payment dates. (Full List)
A Surprise Bounce off the 200 17 March 2019 Rumors about an imminent agreement with China on tariffs once again pushed markets higher last week. Or maybe it was simply a bounce off of the 200 dma. Either way it shows there's support among investors for owning stock rather than staying in cash. And it's an opinion that the pullback in markets in the 4th quarter was simply an anomaly without lasting effects. But before throwing all care and reason to the wind, it might be prudent to take a look at those momentum indicators. They're pointing toward a market that wants to move sideways rather than up or down. It's the kind of market that makes me cautiously bullish and ultimately more excited about the possibility of selling options than buying equity. Tuesday Summary: Up Monday, Down Tuesday and the net result is up all of 38 points. Not much to speak about for two days effort on the Big Board. Rumor now is that the Chinese are reconsidering their just what they want to compromise on in the trade tariffs. This market is becoming more and more difficult to predict it.
NIO 17 March 2019 Nio (the Chinese electric car company) was pushed higher in late February in anticipation of their quarterly earnings report. In hindsight that was a grave mistake. Guidance was terrible and the stock was severely punished. That too was a mistake. As a consequence I'm going long in the options market. That may end up being my mistake.
Digital Turbine 12 February 2019 APPS provides media and mobile communication solutions for mobile operators, application developers, device OEMs and other third parties worldwide. The company offers Ignite, a mobile application management software to control, manage, and monetize applications. It also provides Discover software, which provides application installation and management, as well as detailed reporting to advertisers and carriers.
Streamline Health Solutions 20 January 2019 STRM provides software-based solutions and auditing services, which captures, aggregates, and translates structured and unstructured data to deliver predictive insights to its clients. The company offers health information management, coding, and clinical documentation improvement (CDI) solutions, which include cloud-based software solutions. The company sells its solutions and services through direct sales force and reseller partnerships. Streamline Health Solutions, Inc. was founded in 1989 and is based in Atlanta, Georgia.
Three Rising on Increased Volume 15 January 2019 These three companies (Inseego Corp, Liquidity Services, and SMTC Corp) are interesting because they're all started moving higher on increased volumes. That's something that always grabs my attention. It tells me other traders and investors are also becoming increasingly interested in these shares. Therefore, they're now on my watch list of potential future buys. Companies like these that jump higher are best bought on their first pullback and bounce. It make for a higher probability trade.
Three Hitting New Highs 13 January 2019 Companies with great forward estimates that suddenly move above previous Highs are usually moving for a reason and traders should take notice of these events. These three companies (BioDelivery Sciences Intl, Denny's Corporation, and Marchex) are doing that right now. Each company is worthy of further analysis and looks to move higher in the weeks and months ahead.
China Is On Its Way Back 12 January 2019 Word is slipping out of Washington that progress is being made toward an agreement with China on trade tariffs. While great news for the US, it's also great news for re-energizing the Chinese economy. That should propel Chinese shares and that's why I'm once again interested in investing in Chinese companies.
A December to Remember 3 January 2019 Last month was the worst month for the DJIA since 1931. For those who don't remember, that was the Great Depression. And for almost a century no one thought it could ever get that bad again. But fundamentals are a lot better these days so let's hope history doesn't repeat.
Mercury General 3 December 2018 Mercury General writes automobile, homeowners, commercial automobile and property, mechanical protection, fire, and umbrella insurance through a network of independent agents and direct channels. Mercury General was founded in 1960 and is headquartered in Los Angeles, California.
Century Aluminum Co. 1 December 2018 Century Aluminum Company, together with its subsidiaries, produces standard-grade and value-added primary aluminum in the United States and Iceland. The company was founded in 1995 and is headquartered in Chicago, Illinois.
Voya Financial 2 December 2018 Voya operates through Retirement, Investment Management, Individual Life, and Employee Benefits segments. The company was formerly known as ING U.S., Inc. and changed its name to Voya Financial, Inc. in April 2014.
Harmonic Inc 4 November 2018 Harmonic Inc. designs, manufactures, and sells video infrastructure products and system solutions worldwide. Its products enable customers to create, prepare, and deliver a range of video and broadband services to consumer devices, including televisions, personal computers, laptops, tablets, and smart phones. The company operates in two segments, Video and Cable Edge.
Great Ideas About Investing
Using the Past to Predict the Future Finding great companies whose stock has done well in the past is a relatively easy exercise. Just find an easy and friendly screener, pick out the parameters you're interested in, and hit the sort button. It's that easy. I do it all the time, and most serious investors do too. It's how we find candidates for accumulation. (Full Article)
Share Buybacks Don't Benefit Investors Great companies generate more money that they currently need to execute their business. When that occurs companies need to make the decision as to what they will do with those excess profits. When the decision is made to buy back its own stock on the open market it signals that the company has no better productive use for that money. (Full Article)
Using Puts to Go Long I get a lot of questions on how the use of Puts fits into my strategy of "Buy, Write, Collect" so here's a little information on just one aspect of my multifaceted approach to investing. The overall approach is fairly simple, but the corollary offshoots can, at times, often become a little more complicated. Hopefully this explanation will help those interested in one more way I approach investing. (Full Article)
Learning to Read the Market Learning to be a good investor is learning how to read the market. It’s learning how to look at a chart and understand what the chart is trying to show you. A good investor doesn’t predict where the market is headed, he simply learns to visually read the chart and react to its movements. (Full Article)
The Fallacy of the B-School Degree Stock charts are historical records of human behavior and are beautiful works of art to someone who has studied human behavior (I have my Master’s Degree in Social Psychology from NC State University). Those charts are the visual end result of the human decision making process. If we can discover the reasoning behind those decisions and act upon that knowledge in a timely fashion, the American Dream is within our grasp. (Full Article)
Always Have an Exit Strategy 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)
The Spoils of Investing 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!
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In 2018 the DJIA ended at 23,327
In 2017 the DJIA ended at 24,719
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
In 2012 the DJIA ended at 13,104
In 2011 the DJIA ended at 12,217
In 2010 the DJIA ended at 11,578
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.