I will be taking the remainder of the year off for the holiday's. Today was exciting though! The market exploded to the upside! I can disclose that I did make some money.
The next time you hear from me I will have the final 1 year performance results for my Monster Portfolio 2011. Hopefully, it will be a positive one. LOL!
Merry Christmas! I'm looking forward to donating some money to my charity of choice. Now the question is how much.... Only 8 more days of trading until the close of 2011.
Clay-
Tuesday, December 20, 2011
Tuesday, December 13, 2011
Highly Focused
I've come to realize that my strategy with the Monster Portfolio 2011 hasn't bared much fruit for this year and I'm very disappointed in my performance. Very boring year! So I thought to myself "What could I do to up the ante? Make more money that is! I reflected on my past investments and I had a total of 18 buys and 15 sells for a total of 33 Trades that cost $231.00 which equates to 11.60% of the starting portfolio balance of $1990.97. Hmm... that $231 could have came in handy.
What this tells me is that I was buying and selling to much. Most importantly this tells me that I need to allow more time in between my trades to allow stock prices to come down even lower. It appears that I had a tendency to sell and then jump right back into the market to soon! I guess in a way I don't like to miss a single moment of an opportunity to make money. This will definitely change leading into next year.
So for 2012 I plan to make a few changes.
1. My goal is to cut my transaction fees by about 40% to 20 trades, which will add about $90.00 to my performance.
2. Spend more time researching stocks to increase my opportunity for higher gains.
3. Allow myself more time in between investments.
4. Concentrate my funds in a maximum of 2 stocks at one time. Transaction fees will eat me alive if I diversify to much. (At least until the portfolio reaches $10,000 in value)
5. Use technical analysis to my advantage and sell out when the charts determine a negative change in the trend.
Now you may wonder why I named the blog post highly focused. Here is why. I've come to the conclusion that many stocks move 10-15% a few times a year and a majority of stocks move 5% consistently throughout the year. If I focus on the charts and buy only when the stock is in oversold status I'm extremely confident I can drastically increase my portfolio's performance. This is exactly how successful traders make money. They come up with a set of rules and they stick to them. If the math is right I would only have to catch a stock move of 5% twice for the year to finish up 10%. 10% was my goal and currently I haven't reached that goal. That is why my new strategy is to put extreme focus into 1-2 investments at a time.
This will be something new for me as I like to hold onto my investments past a 5-10% gain, but 2012 will be a learning experience! I'm very excited to test out my new strategy and look forward to seeing a better outcome for 2012.
Clay-
What this tells me is that I was buying and selling to much. Most importantly this tells me that I need to allow more time in between my trades to allow stock prices to come down even lower. It appears that I had a tendency to sell and then jump right back into the market to soon! I guess in a way I don't like to miss a single moment of an opportunity to make money. This will definitely change leading into next year.
So for 2012 I plan to make a few changes.
1. My goal is to cut my transaction fees by about 40% to 20 trades, which will add about $90.00 to my performance.
2. Spend more time researching stocks to increase my opportunity for higher gains.
3. Allow myself more time in between investments.
4. Concentrate my funds in a maximum of 2 stocks at one time. Transaction fees will eat me alive if I diversify to much. (At least until the portfolio reaches $10,000 in value)
5. Use technical analysis to my advantage and sell out when the charts determine a negative change in the trend.
Now you may wonder why I named the blog post highly focused. Here is why. I've come to the conclusion that many stocks move 10-15% a few times a year and a majority of stocks move 5% consistently throughout the year. If I focus on the charts and buy only when the stock is in oversold status I'm extremely confident I can drastically increase my portfolio's performance. This is exactly how successful traders make money. They come up with a set of rules and they stick to them. If the math is right I would only have to catch a stock move of 5% twice for the year to finish up 10%. 10% was my goal and currently I haven't reached that goal. That is why my new strategy is to put extreme focus into 1-2 investments at a time.
This will be something new for me as I like to hold onto my investments past a 5-10% gain, but 2012 will be a learning experience! I'm very excited to test out my new strategy and look forward to seeing a better outcome for 2012.
Clay-
Tuesday, December 6, 2011
Investing In Individual Stocks
If any of my followers are wondering my Monster Portfolio 2011 has improved since my last post and I'm on track towards my aggressive goal of finishing up 10% on the year. Also, on top of that I will be donating 10% of my earnings towards my charity of choice.
Today I would like to discuss investing in individual stocks and what I have learned over the past 9 yrs of investing. I can honestly say that investing in individual stocks can be difficult. You can make a lot of money and you can lose of lot of money. The difference between winning and losing comes down to the amount of time and energy you put into researching a potential investment. During my first couple of years of investing in individual stocks my success was hit or miss. Maybe I was lucky that my first investment of Sirius Satellite Radio (SIRI) had a positive outcome! Frankly the only reason I invested in the company was I thought it was a cool product and the price of the stock was cheap to my standards. At a $1.82 a share being a broke college student this stock was right up my ally.
This strategy didn't work for long as I chose other cheap stocks that didn't work out very well. My performance was rather negative. My biggest investing mistake I have ever made was a company called Gamez n Flix (GZFX) The company had a great concept similar to Net Flix. They rented video games and movies through the mail. Unfortunately, this company wasn't well capitalized and the management was sub par. The outcome was I invested my money and I never received it back. LOL! They went bankrupt! This stock was cheap for a reason. If I would have done my research I would have saved myself a lot of money.
Over the years I learned from my mistakes and my performance has improved with my stock picking abilities. I contribute my success to extensive research, patience, and constantly looking for my next investment. I have learned that if you over stay your welcome in a fast moving stock that eventually you give all of your gains back and then some. My time horizon is situational. I primarily invest in growth companies and as many of you have seen investing in individual stocks can be quite volatile. The best resolution to reduce volatility is to diversify your portfolio. Another strategy that I use is to always have another investment opportunity on the back burner. If you believe your investment has increased in value and isn't sustainable you have 3 choices
1. Sit tight and ride out the volatility
2. Sell into strength and wait for the price of your investment to come back down to cheaper prices
3. Sell into strength and invest in other companies that have a better potential for return
I like choice number 2 and 3. Option 3 works well! No it's not fool proof, but if you can sell into strength and cycle your money into a better investment opportunity the potential for success is increased drastically! Constantly keeping your money moving allows you to educate yourself on other companies, make money, and reduce risk all at the same time. Plus its extremely fun and it forces you to pay attention to your money. A majority of the time I sell a stock is because I have a better opportunity elsewhere. This allows my original investment to come back down to buyable prices and I cycle in and out of my favorites. On the other hand if you buy and hold your stocks through high volatility you could make money, but now your up against buyer's remorse, emotional attachment, and the possibility of missing other great investments. I have experienced this first hand.
I'm not saying buy and hold is bad, but this strategy doesn't work particularly well with high growth stocks. If you are going to buy and hold you are better off investing in well established dividend paying companies with consistent growth. This strategy didn't work for me because I became bored and sold the stock at the wrong time.
In conclusion find a strategy that works for you! Constantly challenge yourself to learn each and everyday of how to become a better investor. You can't always make money and at times you will want to give up. In the end if you come out on the other side with more money you shouldn't be complaining. My recommendation is to do your research, be patient and constantly keep your money moving. Those 3 key factors have helped me develop a winning strategy.
Clay-
Today I would like to discuss investing in individual stocks and what I have learned over the past 9 yrs of investing. I can honestly say that investing in individual stocks can be difficult. You can make a lot of money and you can lose of lot of money. The difference between winning and losing comes down to the amount of time and energy you put into researching a potential investment. During my first couple of years of investing in individual stocks my success was hit or miss. Maybe I was lucky that my first investment of Sirius Satellite Radio (SIRI) had a positive outcome! Frankly the only reason I invested in the company was I thought it was a cool product and the price of the stock was cheap to my standards. At a $1.82 a share being a broke college student this stock was right up my ally.
This strategy didn't work for long as I chose other cheap stocks that didn't work out very well. My performance was rather negative. My biggest investing mistake I have ever made was a company called Gamez n Flix (GZFX) The company had a great concept similar to Net Flix. They rented video games and movies through the mail. Unfortunately, this company wasn't well capitalized and the management was sub par. The outcome was I invested my money and I never received it back. LOL! They went bankrupt! This stock was cheap for a reason. If I would have done my research I would have saved myself a lot of money.
Over the years I learned from my mistakes and my performance has improved with my stock picking abilities. I contribute my success to extensive research, patience, and constantly looking for my next investment. I have learned that if you over stay your welcome in a fast moving stock that eventually you give all of your gains back and then some. My time horizon is situational. I primarily invest in growth companies and as many of you have seen investing in individual stocks can be quite volatile. The best resolution to reduce volatility is to diversify your portfolio. Another strategy that I use is to always have another investment opportunity on the back burner. If you believe your investment has increased in value and isn't sustainable you have 3 choices
1. Sit tight and ride out the volatility
2. Sell into strength and wait for the price of your investment to come back down to cheaper prices
3. Sell into strength and invest in other companies that have a better potential for return
I like choice number 2 and 3. Option 3 works well! No it's not fool proof, but if you can sell into strength and cycle your money into a better investment opportunity the potential for success is increased drastically! Constantly keeping your money moving allows you to educate yourself on other companies, make money, and reduce risk all at the same time. Plus its extremely fun and it forces you to pay attention to your money. A majority of the time I sell a stock is because I have a better opportunity elsewhere. This allows my original investment to come back down to buyable prices and I cycle in and out of my favorites. On the other hand if you buy and hold your stocks through high volatility you could make money, but now your up against buyer's remorse, emotional attachment, and the possibility of missing other great investments. I have experienced this first hand.
I'm not saying buy and hold is bad, but this strategy doesn't work particularly well with high growth stocks. If you are going to buy and hold you are better off investing in well established dividend paying companies with consistent growth. This strategy didn't work for me because I became bored and sold the stock at the wrong time.
In conclusion find a strategy that works for you! Constantly challenge yourself to learn each and everyday of how to become a better investor. You can't always make money and at times you will want to give up. In the end if you come out on the other side with more money you shouldn't be complaining. My recommendation is to do your research, be patient and constantly keep your money moving. Those 3 key factors have helped me develop a winning strategy.
Clay-
Monday, November 28, 2011
1 month to go! Time to take some risk.
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 45 11/25/11
$2,257.32$4.95 Cash
Total $2,262.27
Since Inception: -16.79%
Back out cash inflow and we have a balance of $1,656.77
I think I can honestly say that the past 2 weeks in the stock market has been detrimental to my Monster Portfolio. I managed to lose 12.5% of my portfolio. Ugh! This market hasn’t been to kind to my high growth stock picks. With a month left for 2011 I’m downgrading my outcome to finish in the black for the year compared to my original goal of a 10% gain on the year. Europe destroyed my chances. Even though today we had a major market rally the volatility is still on the table. Stocks are extremely unstable unless you invested in solid dividend paying companies.
Now I’m not saying my picks won’t work, but to come back 26.79% with roughly a month to go is next to impossible! My only shot would be to choose one of my picks and let it ride for the next 30 days. Hmm… LOL! That actually sounds pretty enticing. Here is what I’m up against to pull off this highly not recommended strategy.
Including the big move today the end of year goal is set at +21.15% ($421.08 to be exact) now let’s compare the options
After transaction fees of $21.00 I will have a purchasing power $2353.49 to work with today’s closing prices
Current price purchasing power
WFT-168 shares at $13.96
WPRT-86 shares at $27.21
AAPL-6 shares at $376.12
To obtain my goal
WFT must close at $16.59 a share
WPRT must close at $32.36 a share
AAPL must close at $449.80 a share
All of my options have to move fast!
Now the hard part...
Should I choose the turnaround story, much approved, higher oil price beneficiary known as Weatherford International (WFT)
Or-
The high price energy alternative, double digit growth, and more than enough business for years to come also referred to as Westport Innovations (WPRT)
And lastly-
Apple (AAPL) The company that brings the greatest gifts for the holiday, the highest profit margins per cell phone, and a stock that has yet to see the true potential sales of its iPhone 4S
As of today my decision will be a mystery if I choose to go all in. For the next month my portfolio results will be offline until the end of the year. I have some choices to make and a lot of work to reach a 21.15% return by year end. Wish me luck!
Have a great night!
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Westport Innovations (WPRT)
Tuesday, November 22, 2011
Monster Portfolio Week 45 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 44 11/18/11
$2,458.08$4.95 Cash
Total $2,463.03
Since Inception: -6.70%
Back out cash inflow and we have a balance of $1,857.53
Well I tried! I recommended buying Westport Innovations (WPRT) 2 weeks ago and the gains have been totally wiped out. On a positive note at least you can buy the stock cheaper. I’m beyond upset of the stock market action over the past 5 days. It seems nothing is working. Yes there are some stocks that didn’t go down as much as others, but who wants to play that game? I want to make money! Not stand still spinning my wheels.
I thought last week was a turning point for a lot of the growth stocks. Most of the earnings have been reported and the numbers were actually quite good. Then Europe hit the headlines and the fear of a global slowdown was back on the table. Europe is the major reason stocks are unable to go higher. The lack of European leadership has made investors very apprehensive. On top of that the Super Committee couldn’t come up with a concrete plan to reduce the United States debt load. $16+ trillion in debt is absurd. I’m beginning to think Politicians are just a bunch of goons! When you mess with my stock market your popularity points decrease rapidly. I’m not a happy camper! My recommendation is to ride out your current holdings until the macro economic problems are resolved. There is no use to try to time the market as the reversal in momentum will pass you by. I can’t afford to miss any big upside moves for the rest of the year. I’m aggressive and will be fully invested and active until the end of 2011. My goal to have a 10% gain on the year is quickly approaching.
-I still really like Westport and I plan on picking up more in my other accounts.
-Apple (AAPL) stock is at ridiculous prices. They are best in show and the Christmas season is here. Nothing competes with the iPad. I don’t care what anyone says! Buy this stock.
- Weatherford (WFT) was taken back down 16.65% over the past 10 trading days. I believe this is short lived as I bought last Wednesday in the high 15’s. I didn’t get the best price, but at least I’m in. Remember I’m confident in all of my stock picks as I invest my own hard earned money. If you make money so do I and vise versa.
-If your worried about the volatility stick to dividend paying companies.
Have a great night!
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Westport Innovations (WPRT)
Tuesday, November 15, 2011
Monster Portfolio Week 44 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 43 11/11/11
$2,495.64 Stock$19.92 Cash
Total $2,510.56
Since Inception: -4.29%
Back out cash inflow and we have a balance of $1,905.06
Well I hope some of you read my piece on Westport Innovations (WPRT) last week! In the last 5 days the stock has surged +10.79%. Most of the gains came from today, but who’s counting. LOL! Money is money. It’s definitely exciting to see a stock move rather quickly, but as many of you may know I always tend to sell into a big move like today. Westport closed up +8.59% just a few minutes ago as I had the day off. This means I was able to watch this stock blow up today. Very exciting!
I was very busy today as I purchased more Apple (AAPL) as I believe the stock price is currently undervalued. I also picked up some Westport in my other accounts. Then as the day went on I ended up selling a portion of my Westport holdings in my Monster Portfolio. The main reason is that I won’t be able to watch my accounts over the next few days due to limited internet access. I would hate to come back on Sunday to see my portfolio lower because I failed to sell some of my stock.
I just found out the recent surge in Westport may have something to do with a tax credit plan. See for yourself. http://finance.yahoo.com/news/Clean-Energy-Supports-bw-4144486892.html?x=0&l=1
It appears the tax credit for natural gas vehicles has been put back into play, which adds tremendous value to Westport. Although, Westport moved rather dramatically I can almost bet that this trend will continue for another few days. My recommendation is to watch the volume and if you see the stock waiver at all I would sell into strength.
P.S. For those of you who are looking for a great dividend yield I also picked up some Kinder Morgan Energy Partners (KMP) last week in my IRA. Currently the dividend yield is at 6.20%. This stock is great for people who like to sleep well at night. LOL!
(All research was done at yahoo finance)
Have a great night!
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT) (Sit tight with WFT it will go up eventually)
Westport Innovations (WPRT)
Tuesday, November 8, 2011
Positive Westport Research-Week 43 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 42 11/04/11
$1,506.28 Stock
$1,059.87 Cash
Total $2,566.15
Since Inception: -1.52%
Back out cash inflow and we have a balance of $1,960.65
Stocks are extremely resilient over the past few days! I’ve seen a lot of strength in the energy sector with oil reaching $96.87 a barrel. This is the strength I have been looking for. The overwhelming need for energy brings Westport Innovations (WPRT) back into mind.
I know I haven’t covered WPRT in quite some time, but you can’t deny the fact that Westport has been performing extremely well announcing big name deals with Caterpillar, Shell, GM, and Ford. WPRT has also made some strategic acquisitions and Chesapeake/Clean Energy announced it plans on investing $300 million into LNG refueling infrastructure. That being said a small $1.33 Billion company like Westport has plenty of room for growth.
Westport’s recent earnings announcement had a lot of good information indicating that Westport sees strong growth continuing on into 2012. The CEO David Demers sees 2011 as a tipping point for Westport. Other positive remarks are as followed
-record revenue for the quarter of $80.2 million
-80% Growth year over year in revenue
-raised guidance on the year to generate $240-$250 million in revenue
-record revenues for the CWI business unit with $49.2 million in sales
-shipments of 85 Westport HD units up from 19
-expectation of more HD units to ship in the 4th qtr
The list above is just a glimpse of what I researched from Westport’s earnings. I wish I had the opportunity to ride this big move since I have been out of WPRT since July 6th when the stock closed at $24.55, but once it took off I never saw a chance to get back in. Now is the time as the stock is well of its 52 week high of $34.23. 17.67% off the high to be exact! I will be looking for another chance to buy even more WPRT very soon.
My last piece of evidence that Westport is going higher is what the CEO David Demers had to say about the investment of LNG infrastructure in regards to Chesapeake, Clean Energy and Shell. Here is what he had to say “That’s a lot of infrastructure, a lot of fuel and there’s going to have to be a lot of trucks to use up that much fuel.” That is all I needed to hear.
Have a great night!
Clay-
“When in doubt buy more!”
(All research was derived from Yahoo Finance and Westport.com)
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Westport Innovations (WPRT)
Monday, November 7, 2011
Portfolio Trade Action! WPRT
I bought some Westport Innovations (WPRT) today! I tried to pick some up on Friday, but my order came in a little low and I missed about a 6% price move. I listened to Westport's conference call last week and I really liked what they had to say. I'll explain a few details tomorrow.
Weatheford (WFT) up 3.03% today. Keep the money flowing! Although I decreased my stake in WFT I'm still very happy with the outcome.
Clay-
Weatheford (WFT) up 3.03% today. Keep the money flowing! Although I decreased my stake in WFT I'm still very happy with the outcome.
Clay-
Monday, October 31, 2011
Monster Portfolio Week 42 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
$1,506.05 Stock
$1,059.87 Cash
Total $2,565.92
Since Inception: -1.53%
Back out cash inflow and we have a balance of $1,960.42.
Welcome back everyone! So I was able to dig into Weatherford’s (WFT) 3rd qtr. earnings transcript last week and I’m here to say that WFT appears to be doing all of the right things. (All of the right things that are within their control.) The positives outweigh the negatives. First I will cover the negatives to get them out of the way. These are the issues that negatively impacted their earnings.
Negatives
1.
An increase in the effective tax rate reduced the
earnings by $0.01
2.
Foreign exchange book losses accounted for a $0.03 hit
against earnings
3.
Middle East, North Africa, and Asia Pacific revenue
declined $45 million due to increased start up costs in Saudi Arabia, Kuwait
and Iraq, contracts in Algeria lapsed and WFT was forced to demobilize and relocate
outside of the country, and lastly higher incurred costs in Iraq due to shut down
costs, idling costs, and problems with recent started operations
4.
Net debt increased roughly $301 million for a grand total
of $7.3 billion in debt
1.
Quarterly revenue reached a record high of $3.4 billion
2.
Year on year revenue growth of 33%
3.
Sequential quarterly growth of 11% (Always a positive to
see revs higher on back to back quarters.)
4.
Continued positive outlook for North America
(Conservatively)
5.
Positive outlook for Canada which has lagged for years
6.
Increasing margins and volume in certain product lines
including artificial lift, production optimization, formation evaluation, and
open hole completion for North America in 2012
7.
Positive outlook in Latin America, Russian, and
European operations
8.
Increased activity in North Africa (Libya and Algeria)
9.
Margin improvements internationally for the 4th qtr. and
strengthening into 2012
10. 15-20%
of North America earnings is from fracking, which means more room for growth
I would also like to disclose that I sold a large stake in WFT on Thursday and Friday as selling into strength is what I do. This was mostly because I had to much invested in WFT and I had to reduce my risk. Since October 4th Weatherford has increased in value by 35.97% as of Friday’s close. A run like that deserves a little profit taking. You have to lock in your profits while the gettin is good! Remember I try to think like the big fund managers. And currently they are selling as we saw some profit taking today. My objective is to make as much money as I can while reducing my risk along the way!
Westport Innovations (WPRT) reports tomorrow. Depending on the outlook I may try to sneak back into the speculative alternative energy play for the remainder of the year. I still have a goal to finish up 10% on the year and I have to pick my stocks wisely as I’m running out of time. LOL!
All research was derived from Weatherford’s website and can be viewed by clicking on WFT (hyperlinked)
Have a great night!
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Tuesday, October 25, 2011
Monster Portfolio Week 41 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 40 10/21/11
$2,444.80 Stock$12.05 Cash
Total $2,456.85
Since Inception: -7.01%
Back out cash inflow and we have a balance of $1,851.35.
I thought I would have some good things to say today, but the negative day in the market has overshadowed my enthusiasm. Yesterday on the other hand was very exciting and I contribute the market rally to the Peoria Powerhouse! That's right! Good ole Caterpillar (CAT). CAT reported an all time record with revenue coming in at $15.7 Billion and earnings of a $1.71 per share. They also raised their 2011 outlook slightly with higher revenue of $58 Billion and a profit of $6.75 a share. For 2012 they gave a pretty decent guidance with revenues roughly 10-20% higher than 2011. That being said Caterpillar should be bought as its currently cheap, trading at a P/E of 14.87. On top of that CAT pays a dividend that has a yield of 2.10%
Now let’s move onto my portfolio holdings, which consist of Apple (AAPL) and Weatherford International (WFT). Apple missed earnings and Weatherford was in line with the analysts earnings expectations, but did manage to exceed on the revenue side. I’m not going to talk much about WFT as I haven’t listened to the conference call. Earnings seemed to reflect what the other oil service companies have reported, but it appears the outlook is uncertain. On top of that WFT never really gave me an opportunity to sell a portion of my shares. I’m not too happy about that one! Plain and simple WFT traded terribly this past week and I have yet to see this stock trade at its potential. I will continue to hold onto WFT until I come up with a better reason to sell it. LOL!
As for Apple I have no worries. I blame their earnings miss to a product hold out. Everyone was patiently waiting for the new iPhone to come out and sales were negatively impacted. Today the stock market continued to trade in fear as the concern over the outlook of Europe looms. Europe has yet to release a plan to resolve their debt issues. What a drag!
Have a great night!
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Monday, October 17, 2011
Monster Portfolio Week 40 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 39 10/14/11
$2,485.66 Stock$12.05 Cash
Total $2,497.71
Since Inception: -4.96%
Back out cash inflow and we have a balance of $1,892.21.
It was a very productive week for the stock market last week. My portfolio performed amazingly! With the strong movement in Apple (AAPL) and Weatherford (WFT) I was able to gain +14.19% vs. last week. Yes that is a big run, but I believe my portfolio still has great upward potential. Apple reports tomorrow and I expect nothing less than another strong quarter. I’m interested to see if they have anything up and coming in the pipeline. The iPhone 4S was a big hit as they reported selling more than 4 million phones in 3 days. That is ridiculous! That is all the information I need to confirm that this stock should be a solid investment for many quarters to come.
As for Weatherford I base my assumptions on the other oil service companies and their financial results. Halliburton (HAL) reported strong earnings topping analyst estimates earnings with a 2 cent beat (0.94 vs. 0.92) Though the stock sold off today I believe the energy bull market is here to stay. The company to pay attention to is Schlumberger (SLB) as they are largest and most influential oil Service Company. They set the trend. SLB reports on Friday. I believe HAL and SLB will help Weatherford have a short term pop to the upside over the next few days leading into earnings. If this happens I will be selling a portion of my holdings into strength. If I’m wrong I expect WFT to trade basically flat line/slightly lower and then pop on the day of earnings. WFT reports on Tuesday 10/25 so there are 6 more trading days to go! I will be selling one way or another as my portfolio is highly leveraged with WFT. I have to protect my portfolio in the short term.
P.S. another great indicator that energy is here to stay is the recent announcement of Kinder Morgan Energy Partners (KMP) to acquire EL Paso Corp (EP) for $38 Billion to create the largest natural gas pipeline system in North America. KMP popped +5.08% Energy=$$$
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Tuesday, October 11, 2011
Monster Portfolio Week 39 Results
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 38 10/07/11
$2,203.18 Stock$12.05 Cash
Total $2,215.13
Since Inception: -19.15%
Up +3.29% vs last week
Back out cash inflow and we have a balance of $1,609.73.
It has been a rough couple of months, but the last few days of seeing strong buying in stocks has regained my confidence that the market has found some footing. With earnings kicking off today I expect a strong earnings season and stock prices to move much higher. Prices to where they should be! (Even though Alcoa (AA) reported lackluster numbers today) I have been waiting patiently for institutional investors to finally come to their senses and start buying great company stock.
I have seen the momentum change since last Tuesday. Apple (AAPL) and Weatherford (WFT) are great examples of money flowing back into great companies. Apple has moved +7.46% since last Tuesday and Weatherford is up +15.60%. Both companies are ready to explode higher! Every week I have something to say about Apple and Weatherford, but that is because that is where my money is at. I only invest my money in what I believe is the best opportunity for capital appreciation! Oil Service and Technology is where it’s at.
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Tuesday, October 4, 2011
Monster Portfolio Week 38 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 36 09/30/11
$2,137.62 Stock$12.05 Cash
Total $2,149.67
Since Inception: -22.44%
Back out cash inflow and we have a balance of $1,544.17.
It appears the stock market has tricked my logic once again! When I can’t imagine stocks going lower, another brutal week occurs. I apologize for anyone that has lost money with my advice, but frankly this market is out of control. The looming issues in Europe have pored over into the U.S. equity market. No stock was left untouched. Investing has become a loser’s game in the short term. I’m at the point where I have to stick to my stock picks and grind it out.
I almost unloaded Apple (AAPL) today to bet the farm on Weatherford (WFT), but decided against that. My bet would have worked out, but to sell Apple well off its high just didn’t feel right. And I was a little upset that Apple didn’t release the iPhone 5. LOL! They did however introduce the new iPhone 4S, which looks identical to the iPhone 4, but with added features including a faster processer, new 8MP camera, IOS 5, iCloud, and the new intelligent phone assistant Siri. Even though the iPhone 5 didn’t release today the new and improved iPhone 4S should help drive even higher sales for the iPhone. My wife recently purchased an iPhone 4 and I have to say the phone is pretty sweet!
In closing please don’t lose faith in the stock market. The last minute rally today in the market gave me hope that the trend will soon change. Stocks are currently hostage to Europe, but I believe this issue will be addressed sooner than later.
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Monday, September 26, 2011
Monster Portfolio Week 37 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 36 09/23/11
$2,246.80 Stock$12.05 Cash
Total $2,258.85
Since Inception: -16.96%
Back out cash inflow and we have a balance of $1,653.35.
What a roller coaster! I’m glad last week is now over. My portfolio was brutally beat up. Weatherford (WFT) was destroyed beyond belief! The whole commodity market sold off in fears of a global slowdown and all stocks related to commodities were not spared from significant losses.
The last time I mentioned Weatherford the stock was
at $15.56 a share. I thought that price
was extremely cheap, but the market took WFT down to $12.90 a share. That’s a 17.09% decline. Goodness!
I however made a big bet and purchased even more of WFT on Wednesday at
$15.06 a share and Friday at $13.21 a share.
I’m all in. Of course I still
have the captain of the portfolio Apple for stability, but I believe my all in
bet on WFT will pay off. This is how
confident I am about the long term upward trend in energy over the next few
years. Remember gas/fuel isn’t a want,
but a need!
Today there was definitely some positive buying
action for stocks! I’m betting this
trend will continue as the European debt crisis eventually will become irrelevant
and earnings season will propel stocks higher into the end of the year. So in the short term please sit tight and have
confidence in your investment positions.
I know I will!
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Tuesday, September 20, 2011
Monster Portfolio Week 36 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 35 09/16/11
$2,413.95 Stock$100.38 Cash
Total $2,514.33
Since Inception: -4.13%
Back out cash inflow and we have a balance of $1,908.83.
Last week was great for my portfolio as I cut my losses from being down -9.52% to close Friday down slightly at -4.13%. That’s a +5.39% to the upside. Yesterday seemed as if I would continue to make money, but my excitement was tempered by the last few hours of trading today. With the Fed talking to tomorrow sell offs late in the day are normal.
I did however enjoy Apple (AAPL) continuing on hitting another 52 week high closing at $413.45 a share. Even though Apple has been on a phenomenal run I believe this stock will continue higher. Weatherford (WFT) on the other hand is driving me crazy! My confidence is extremely high with WFT, but yet this stock doesn’t want to budge. I’m not sure what is holding up the oil service stocks, but the selling cannot last. It won’t! The demand for oil is still strong. Oil service is a long term trend and I’m not backing down from WFT. If anyone has money to put to work, that is where I would go. WFT! WFT! At $15.56 a share this stock is a steal. I liked it at $20.00 a share. So if you buy it now you will have a solid gain in excess of 25% by the time it reaches $20. That’s right you have a huge advantage on me!
P.S. Westport (WPRT) is slightly up from when I advised to sell on Thursday and today was the first sign of weakness. Please stay away.
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Thursday, September 15, 2011
Monster Portfolio Week 35 Results-Westport
Just keeping the ball rolling! Looks like a little optimism is coming back into the market. I'm feeling good about the next couple of months for Apple and Weatherford. I should be back in positive territory for my portfolio very soon. I'm looking for a breakout in Weatherford (WFT)! It has been trading slightly higher over the past few days. If WFT can break above $17.50 a share I believe this stock will be off to the races. North of $20.00 a share.
Apple (AAPL) on the other hand should be moving higher as the iPhone 5 release approaches. I'm excited for this one! Mainly because I plan on buying a couple of iPhones for my wife and I. Also, Apple tends to do very well gearing up for the holiday season. On the conservative side Apple should be trading above $425.00 a share by year end.
Lastly, I would like to congratulate everyone who owned Westport Innovations (WPRT) over the past few months! What a monster move. Since the low of $20.38 a share back on August 08, Westport has been on a 52.64% run to close today at a 52 week high of $31.11 a share. Boom! Now don't get to excited unless you have sold over the past few days. If you take any of my advise I would sell a large portion of Westport tomorrow morning. That's right 9:30am! If you can sell it in pre market trading at a good price that would perfect! This stock is way overbought and it will be coming down hard in the near future. I've seen this many times with Westport and I don't want anyone to get caught at the top. Take a look at a chart and you will realize the buying volume is drying up.(Click on the highlighted Westport Innovations above and you can see what I'm talking about.) The stock started to collapse around 2:00pm today. Sell some tomorrow! Don't get me wrong I still like WPRT, but not at these prices.
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 34 09/09/11
$2,306.62 Stock
$100.38 Cash
Total $2,407.00
Since Inception: -9.52%
Back out cash inflow and we have a balance of $1,801.50.
Clay-
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
“When in doubt buy more!”
Apple (AAPL) on the other hand should be moving higher as the iPhone 5 release approaches. I'm excited for this one! Mainly because I plan on buying a couple of iPhones for my wife and I. Also, Apple tends to do very well gearing up for the holiday season. On the conservative side Apple should be trading above $425.00 a share by year end.
Lastly, I would like to congratulate everyone who owned Westport Innovations (WPRT) over the past few months! What a monster move. Since the low of $20.38 a share back on August 08, Westport has been on a 52.64% run to close today at a 52 week high of $31.11 a share. Boom! Now don't get to excited unless you have sold over the past few days. If you take any of my advise I would sell a large portion of Westport tomorrow morning. That's right 9:30am! If you can sell it in pre market trading at a good price that would perfect! This stock is way overbought and it will be coming down hard in the near future. I've seen this many times with Westport and I don't want anyone to get caught at the top. Take a look at a chart and you will realize the buying volume is drying up.(Click on the highlighted Westport Innovations above and you can see what I'm talking about.) The stock started to collapse around 2:00pm today. Sell some tomorrow! Don't get me wrong I still like WPRT, but not at these prices.
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 34 09/09/11
$2,306.62 Stock
$100.38 Cash
Total $2,407.00
Since Inception: -9.52%
Back out cash inflow and we have a balance of $1,801.50.
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
“When in doubt buy more!”
Monday, September 12, 2011
Dividend Stocks
Hello Everyone,
Today I’m going to cover dividend paying companies. Over the past few months the stock market has been extremely volatile. It has been a very frustrating time period for many investors. Wouldn’t you like to ease your frustration? Of course you would! That is why during times of uncertainty dividend stocks tend to not move in such an erratic manor.
I mentioned dividends in one of my posts last year, but it’s always good to revisit great investment strategies. First many may ask, what is a dividend?
A dividend is a portion of the earnings a company generates to give back to the shareholders of the stock. A large portion of companies pay out a dividend on a quarterly basis to their shareholders, meaning every 3 months.
There are many advantages for investing in dividend paying companies
1.
Dividends serve as a source of income at retirement
2.
They can be reinvested to buy more shares of stock
3.
They add value to companies that have slowed in growth
4.
They are taxable at 15%, which is much lower than
ordinary income
5.
Companies can raise the dividend payout as earnings
increase
6.
Dividend paying stocks have a higher yield than a
savings account
7.
Potential for stock to appreciate in value, while
paying a dividend
I’m sure I can think of a few more, but you get the idea. The one thing I like to point out to everyone is during stock market uncertainty the amount of the dividend payout doesn’t change. Unless of course the company is in financial trouble. That’s why many institutions and fund managers pour money into dividend paying companies. Dividends allow for stability and income. This is also how many investors make their millions.
Take for example Warren Buffet’s company Berkshire Hathaway. Berkshire has an 8.71% stake in Coca Cola (KO) owning 200,000,000 shares. I always use this example when I speak about dividends since Warren Buffett is by far the greatest investor during my lifetime. Currently Coca Cola pays a 2.70% yield. That is equal to $1.88 a share a year or $0.47 a quarter. That means Buffett’s company gets paid $94,000,000 a quarter ($376,000,000 a year) to own Coca Cola stock. That right there is the secret to amassing wealth. Dividends! On top of that the dividends can be reinvested to buy more stock. In Buffett’s case Berkshire Hathaway could potentially reinvest all of its dividends. If the stock price stayed stagnant at today’s closing price of $69.38 all year an additional 5,419,429 shares could be bought. And with the power of compounding the additional shares reinvested over time would continually increase in size. It’s essentially an ATM machine!
That said each and every person has an opportunity to take advantage of companies that pay a dividend. This allows investors to share in the company’s profits. It drives me crazy when people talk bad about Wall Street and how they never do anything good for people. I say dividends!!! Ding! Ding! Ding!
Using a company’s money to reinvest in that company to build wealth overtime is a no brainer. Quit wasting time and go buy yourself some dividend paying companies! Here are a few stocks along with their current yields. This should help you get your research rolling!
AT&T (T) 6.20%
Verizon Communications (VZ) 5.70%
Merck (MRK) 4.80%
Pfizer (PFE) 4.40%
Intel (INTC) 4.30%
General Electric (GE) 4.00%
Johnson & Johnson (JNJ) 3.60%
JP Morgan Chase (JPM) 3.10%
DuPont (DD) 3.60%
Travelers (TRV) 3.40%
Proctor & Gamble (PG) 3.40%
Chevron (CVX) 3.30%
Home Depot (HD) 3.10%
McDonalds (MCD) 2.90%
Wal-Mart (WMT) 2.80%
Clay-
“When in doubt buy more!”
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Wednesday, September 7, 2011
Westport Innovations Up 19.37%!!!
Westport Innovations (WPRT) was on fire today. Up 19.37%. I love seeing days like this. Congrats to all that currently own Westport!
Clay-
Clay-
Tuesday, September 6, 2011
Monster Portfolio 2011 Week 34 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 33 09/02/11
$2,341.13 Stock$100.38 Cash
Total $2,441.51
Since Inception: -7.78%
Back out cash inflow and we have a balance of $1,836.01.
It was a pretty quiet week for stocks last week. Smooth sailing until Friday. Today the market started deep into the red, but made its way to close well above the lows. Weatherford International (WFT) took a big hit today earlier in the morning and closed down on the day. One thing that caught my eye was WFT opened near the low of the day at $15.21 a share and paired its losses to close near the high of the day at $15.94. That is a 4.79% move to the upside throughout the day. Pay close attention tomorrow to the oil service companies. (Hint SLB, HAL, BHI, and WFT) I’ve seen this chart many times and the buying action on the dip today increases the likelihood that increased buying is yet to come. If I was a gambling man I would put my money on a positive day for the oil service companies tomorrow.
Until next time “when in doubt buy more”
Buy List
Westport Innovations (WPRT) Stock is to cheap vs. the potential. Chart shows increased buying action near the end of the day. Remember energy isn't a want, but a need!
Kinder Morgan Energy Partners (KMP) Currently pays out a 6.60% or $4.60 a share. I don't know about you, but your savings account pays less than 1.00% If your looking for some income this is the perfect stock for you. If the stock didn't go anywhere you would double your money in 10.9 yrs (Rule of 72 72/6.60=10.90) This a great stock to have for retirement.
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Clay-
“When in doubt buy more!”
Tuesday, August 30, 2011
Monster Portfolio 2011 Week 33 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 32 08/26/11
$2,333.12 Stock$82.88 Cash
Total $2,416.00
Since Inception: -8.19%
Back out cash inflow and we have a balance of $1,828.00.
My portfolio gained +6.38% vs. last week results. Not a bad bounce off the low’s! I wish I could smooth out the volatility, but it doesn’t appear I can do that with a couple of grand. For many of you that follow my blog my portfolio is wild. I own 3 individual companies of course it’s going to be volatile.
For those of you who are long term investors this portfolio isn’t for you. It's for those who would like to turn a little bit of money into something potentially larger in a short period of time. Long term investors should be investing completely different. Investing in index funds is a perfect way to come accustom to the stock market. The last month or so has been out of control, but I don’t want that to deter anyone from investing. If you are a person that can think long term, this short term volatility shouldn’t bother you one bit. I constantly hear people say I’m going to have to work another 20 years in order to retire. I lost a lot of money in the stock market and I can’t see the end in sight. Folks there is no evidence that this is true! The market will snap back! Human nature is to get down on yourself when things aren’t going your way. I have the same problem, but a few months later I’m back on the saddle looking for a way to make my money back sooner than later.
If anything I’m a great example of a person that can manage to weather the storm. I don’t know too many people that can withstand losing 20% in less than a month and still feel good about the stock market. I take the market downturn as a learning experience, but also as an opportunity to exploit the best situations for potential financial gain. You have to be active. When you’re losing money it’s easy to stick your head in the sand. You are not doing yourself any favors. Address the situation. Determine if your investments are still worth owning. If you come to the conclusion that there are better opportunities to make money elsewhere sell your investment immediately. If you continue to like your current investments, it’s a perfect time to buy more. Remember you are investing for your future.
My philosophy is when in doubt buy more. LOL! I have always made most of my money when stocks are out of favor and have lost a lot at the top. When I feel great about the stock market that is when I should be selling. Invest when others are scared and a majority of the time you will come out ahead. Even though my portfolio has fell back into the red I still believe investing in stocks is by far the best vehicle to create wealth over time.
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Wednesday, August 24, 2011
Weatherford International (WFT) 08-24-11 Chart
Positive late day buying for Weatherford. This is what I like to see! Click on chart to zoom in for a better look
Tuesday, August 23, 2011
Monster Portfolio 2011 Week 32 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
$65.38 Cash
Total $2,271.42
Since Inception: -14.57%
My portfolio has dropped down to a balance of $1,700.92 excluding cash.
All I can say is the market is volatile. Roughly a month ago I was up over 7.0% and now I’m back in a black hole, down -14.57%. That’s a 21.0% hit. Most people would freak out, but I’ve been in this situation a few times in my investing career. One thing I have learned from my 8+ yrs of investing is to not panic. I have sold at the bottom numerous times and I end up regretting it. Stay the course. I have and I suggest you do the same. Apple and Weatherford will prevail! I may be down at the moment, but things could change rather quickly. I still have until December 31st to make a turnaround.
If we get another strong day tomorrow it will be one step closer to indicating the pain has come to an end. I’m optimistic.
Have a great night!
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 31 08/19/11
$2,206.04 Stock$65.38 Cash
Total $2,271.42
Since Inception: -14.57%
My portfolio has dropped down to a balance of $1,700.92 excluding cash.
All I can say is the market is volatile. Roughly a month ago I was up over 7.0% and now I’m back in a black hole, down -14.57%. That’s a 21.0% hit. Most people would freak out, but I’ve been in this situation a few times in my investing career. One thing I have learned from my 8+ yrs of investing is to not panic. I have sold at the bottom numerous times and I end up regretting it. Stay the course. I have and I suggest you do the same. Apple and Weatherford will prevail! I may be down at the moment, but things could change rather quickly. I still have until December 31st to make a turnaround.
If we get another strong day tomorrow it will be one step closer to indicating the pain has come to an end. I’m optimistic.
Have a great night!
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Clay-
Monday, August 15, 2011
Monster Portfolio 2011 Week 31 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 30 08/12/11
$2,418.54 Stock$47.88 Cash
Total $2,466.42
Since Inception: -3.89%
Excluding cash inflow of $553.00 we have a balance of $1,913.42.
I’m glad last week is over! I took a big hit in my portfolio, but I’m confident investors will steadily come back into stocks. I remain cautious at the current moment after seeing the wild swings from last week. It’s time to sit back and relax and let your current positions work in your favor. If you’re currently on the side lines it wouldn’t be a bad idea to go shopping for stocks as they are currently on sale. I’m still extremely bullish on oil! If I had some money to put to work that is where I would look first… hint… Energy
P.S. Westport Innovations (WPRT) sure bounced back fast. If only I had more money. LOL!
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Clay-
Monday, August 8, 2011
Goodness!/Monster Portfolio 2011 Week 30 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 29 08/05/11
$2,466.26 Stock$30.38 Cash
Total $2,496.64
Since Inception: -1.49%
Excluding cash inflow of $535.50 we have a balance of $1,961.14.
All I can say is wow! I started to buy a little early and I was caught with major losses last week. The recent credit rating downgrade over the weekend was definitely a surprise. I can say I haven’t loss this much money since my gambling days at the casino playing blackjack. Sell offs like today are uncontrollable and they do happen from time to time. Panic selling, hedge funds deleveraging, and fund manager trying to move their money to some safe haven stock. I’m here to tell you to sit tight and don’t panic. You can’t beat the volatility at this current moment. If you go straight to cash after taking huge losses from last week and today, I promise you that a major move to the upside will be missed. I can’t predict when this will occur, but to sell now would be outright foolish!
I felt like selling today, but what’s the point? I was already down huge at 9:30 this morning and I’m fully confident my stocks will outperform and shine in the coming months. Yes, I reinvested my money back into Weatherford International (WFT) last week. The story is too good to pass up. When the top oil service company (SLB) states they don’t have enough equipment to supply the demand for the oil drillers, that’s a great problem to have. And Apple (AAPL) is a no brainer. I lost a ton of money today. I know you did as well. Stay the course and stocks will prevail! Think about it! Stocks had great earnings this quarter and yet they received no love. Now that the market as a whole is much cheaper the value buyers will step in shortly and create a floor.
Have a great night!
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Weatherford International (WFT)
Clay-
Tuesday, August 2, 2011
Monster Portfolio 2011 Week 29 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
$1,358.71 Cash
Total $2,654.35
Since Inception: +7.30%
Excluding cash inflow of $518.00 we have a balance of $2,136.35. Thanks to a major move in (WFT) Weatherford International last week I was able to increase my return on the week up +3.80% from last week’s results. As you can see I have a majority of my portfolio in cash. The main reason was I had a strong move in WFT and I knew it wouldn’t last. I was able to make a return on my investment north of 16.0% in roughly 2 weeks. I would be crazy not to take some off the table.
Also, with the ongoing news about the debt ceiling and the negative press gave me another reason to sell. Political issues truly do matter whether people like it not. Many times stocks move down because people are worried and they panic, which creates a huge sell off like today. I believe this sell off is way overdone and I will be looking to get back into the market very soon! Today’s selling action offers a perfect opportunity to get back into the market at much lower prices.
Have a great night!
Clay-
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 28 07/29/11
$1,295.64 Stock$1,358.71 Cash
Total $2,654.35
Since Inception: +7.30%
Excluding cash inflow of $518.00 we have a balance of $2,136.35. Thanks to a major move in (WFT) Weatherford International last week I was able to increase my return on the week up +3.80% from last week’s results. As you can see I have a majority of my portfolio in cash. The main reason was I had a strong move in WFT and I knew it wouldn’t last. I was able to make a return on my investment north of 16.0% in roughly 2 weeks. I would be crazy not to take some off the table.
Also, with the ongoing news about the debt ceiling and the negative press gave me another reason to sell. Political issues truly do matter whether people like it not. Many times stocks move down because people are worried and they panic, which creates a huge sell off like today. I believe this sell off is way overdone and I will be looking to get back into the market very soon! Today’s selling action offers a perfect opportunity to get back into the market at much lower prices.
Have a great night!
Clay-
Current Holdings:
Apple (AAPL)
Cosi Inc. (COSI)
Monday, July 25, 2011
Apple Insight/Monster Portfolio 2011 Week 28 Results
MONSTER PORTFOLIO 2011
Balance: Inception 01/07/11
$1977.32 Stock
$13.65 Cash
Total $1990.97
Balance: End of Week 27 07/22/11
$2,525.70 Stock$32.85 Cash
Total $2,558.55
-Highest quarterly revenue in Apple’s history
-$28.57 billion in sales yoy growth of 82% (yoy stands for year over year growth)
-Net Profit $7.31 Billion EPS of $7.79 a share
Units sold per product
-9.25 million iPads sold in June quarter. A 183% unit increase over a year ago qtr
-20.34 million iPhones sold vs. 8.4 million sold. A 142% yoy growth
-3.95 million Macs sold. A 14% yoy growth vs. the market growth of 2.6%
-7.54 million iPods sold vs. 9.4 million. A decrease of 1.06 million iPods sold
As you can see from the numbers the iPad and iPhone sales are on fire. Triple digit growth is unheard of and Apple continues to deliver! Other positive points include
 |
(WFT) Weatherford International 3 month Candle Stick Chart. Strong momentum to the upside
Cosi Inc. (COSI)
Weatherford International (WFT)
(All Apple data was provided by the companies conference call)
Clay-
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