Showing posts with label investment. Show all posts
Showing posts with label investment. Show all posts

Sunday, August 24, 2014

My Weekly Stock List (8/24)

I spent my last week in Samara, Russia. You can see Volga river on my picture. This is an old Russian town. It was my first time there and it was an interesting experience. But I am so glad to be back home! Everything feels perfect when I am at home! 


While I was in Russia, there was 9 hours difference, so the stock market was open by the time I was back to my hotel room. 

This week I sold one of my non dividend stocks - BJRI. I bought more shares of MCD and GSK and also added EC to my portfolio. 


Here is my list for upcoming week. It did not change much since last week.


Stock Name, descriptionprice as 8/23Dividend Yield
GSKGlaxoSmithCline$47.684.70%
MATMattel (toys - barbie, fisher price, baby gear, etc)$34.994.30%
MCDMcDonalds$94.453.40%
ESVEnsco$50.015.90%
ECEcopetrol SA$33.136.80%
* If I move stock to this list, it means there was a price drop or current price is somewhere in the middle.
I do not buy stocks at their highest prices. I might miss some good stocks but I prefer to sit and wait.
If I have a stock on my list, it means I like something about this stock. If I buy one of these stocks, it does not mean I plan to keep them forever. I might sell them if their price would go up a lot and I feel it's time to sell.

I love Sales on my regular shopping sprays and I use this strategy for my stock shopping... :)

Check A Frugal Family Journey Collection of Stock Analysis h ere


My complete Watch List of Dividends Stocks here. I update this watch list at least once a month.

My stock picking strategy here

Please share your thoughts and watch lists.


Thanks for stopping by!


Thursday, July 24, 2014

My Stock Picking Strategy

When I describe my stock picking strategy, many people think it's weird.

I wrote about my Stock picking strategy before, you can read it here.

Here is my updated list:

1. The stock should pay dividends. I added it as a rule. I still have stocks from my "before dividends stocks picks", which I am waiting to sell.

2. I have my list of stocks I like, which I update monthly here

In order to put stocks on my list I look through

- all financial data - Ratios, Income Statement, Balance Sheet. I make sure all their numbers are positive and debts make sense.

- 10K, 10Q (not always) - usually if this is unfamiliar stock and I need more info

- company website, especially if I am unfamiliar with industry or stock. The stock should make sense to me - well known brand, love by many, one of necessities, have future, etc.

- Insider transactions ( I do not like when insiders are selling)

- Historical prices and years of dividends

- Current articles and reviews (just to see what's going on)

I watch my list on yahoo finance. I created my customized view, which helps me track my stocks.

It includes

Stock name / stock price / change&%change / 52-wk high/ 52-wk low / Yield / EPS/ PE/ Div Pay date/ Ex Div Date/ 1-yr Trgt price

I like how I can sort by different criteria and I can easily see how each stock is doing.

3. I move stocks to my "Maybe to buy list" if

- stock is already on my watch list (it means I already research stock)

- it is trading close to 52 week low

- 1 Year Target Price is higher then stock trading price

4. I sell stock if it earned >35%, not including dividends, stock is trading at the same price with some ups and downs for 2-3 months and if the current price of stock exceeds 1 year Target price.

I mostly use my IRA accounts for these kinds of transactions.

Some of you asked me why I sell my winners. I have limited capital and by rotating stocks - repeatedly selling winners/buying losers I can increase my capital faster.


5. New stocks. 

- I review % Losers and Most Active on Yahoo Finance daily. I check if any stocks can be added to my list.

- I analyze other bloggers stocks picks

- I read Financial part of local newspaper.

What about you? How do you pick your stocks?