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  • Trading Log: Investing Ideas - July 2011
    Outline generated from MyndBook note map 2011.07 Investing Ideas - July 2011

    Sell Put Options

    Sell put options on high quality stocks that are out of favor:

    • Large cap stocks with proven earnings (preferably from S&P500 index)
    • Low debt relative to cash and earnings
    • Not with potentially obsolete product or service
    • Low P/E
    • Stock under-performed due to a temporary negative event or news

    News Corp (NASDAQ:NWSA)

    Recent negative news about company related to its tabloid in UK.

    Gold Miners Index (NYSEARCA:GDX)

    Hedge against currency devaluation risk?

    QCOM

    High quality earnings (license fees)

    Bank of America (NYSE:BAC)

    July 2011 Ideas (5 out of 7 profitable; 2 unclosed)

    Brazil ETF (NYSEARCA:EWZ)

    Low PE & High yield

    Junk Bond ETF (NYSEARCA:JNK)

    Corning (NYSE:GLW)

    Growing business & stock selling at < 8 PE?

    More Ideas

    Jim Cramer's favorite stocks with low P/E ratios

    Tags: NWSA, QCOM, GDX
    Aug 22 1:53 PM | Link | Comment!
  • It is time to accumulate stocks!

    Last week I posted a blog asking "Is it time to accumulate stocks?".  Since then, I have been gathering reasons for buying or not buying stocks and I have posted details at:

     Is it time to buy stocks? Mind Map

     Based on the evidence so far, I am inclined to say that it is time to start accumulating stocks!  Here are the reasons:

    - Reasonable P/E ratio (SPX TTM PE around 12)

    - Relative value (SPX is 3-5% below its 200 DMA)

    - Fear in the market (VIX spike)

    - Too much negative news in the media

    - Panic, indiscriminate selling that is going on

     For more details and graphs, see:

    http://www.myndbook.com/p/main.php?Option=Display_MyndPag...... 

    Tags: SPY, DIA, QQQ
    Aug 08 10:50 AM | Link | Comment!
  • Is it time to accumulate stocks? Mind Map

    US stocks plunged more than 2% on the day debt ceiling deal was reached (Aug 2, 2011). The stocks are at or near lows for the year. Is it time to start buying?

    Check out the reasons for buying and not buying at:

    Is it time to accumulate stocks? Mind Map

    Feel free to share your thoughts.

    Aug 03 10:41 AM | Link | Comment!
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