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2014 November Update


The selection lists were generated before the November 20 market opening. Price histories, adjusted for splits and dividends, were downloaded from Yahoo.


The FinViz screener no longer offers free export. I paid $299.50 for a one year subscription.

Comprehensive Strategy, call options

Selection list

The merits are for 2017 LEAPs. Where information was unavailable I left the merit blank and assigned the same position as last month.

            Stock                   Merit   Price    Group and End Market  
----------------------------------  -----  -------  -----------------------
PII    Polaris Industries                   156.17  Recreation      US/intl
HD     Home Depot, The              323      96.70  Home Furnish         US
AZO    AutoZone Inc                         568.51  Auto Parts           US
ACT    Activis plc                  289     266.04  Drugs              intl
MCK    McKesson Corp                        206.27  Drugs           US/intl
CMCSA  Comcast Corp                 258      54.38  Util, Telecom      intl
CI     Cigna Corp                   239     102.63  HC Plans        US/intl
DFS    Discover Financial           234      64.40  Credit Servs         US
STZ    Constellation Brands         206      94.30  Beverage, Hard  US/intl
BIIB   Biogen Idec                  204     303.61  Biotechnology   US/intl
TSM    Taiwan Semiconductor         200      22.53  Semiconductors     intl
GCI    Gannett Co                   189      31.36  Publishing      US/intl
ASML   ASML Holding                 173     105.54  Semiconductors     intl
LUV    Southwest Airlines           163      39.27  Airlines             US
GILD   Gilead Sciences              158     102.34  Biotechnology      intl
MU     Micron Technology            157      32.96  Semiconductors     intl
ALK    Alaska Air Group             151      54.80  Airlines             US
YHOO   Yahoo! Inc                   147      50.58  Info Servs         intl
HCA    HCA Holdings                 142      67.04  HC Providers      US/UK
PPC    Pilgrim's Pride                       31.91  Meat Prods      US/intl

Portfolio

I chose YHOO for the purchase. Every stock above YHOO was disqualified because it was already an investment or was in the same group and end market as an investment:

Option       Group and End Market     Qty       Start        End of Month  
----------  -----------------------  ----  ---------------  ---------------
ACT15C95    Drugs              intl    2   03/27/13  1,910  11/30/14 34,800
CI15C60     HC Plans        US/intl    3   01/25/13  2,317  11/30/14 12,765
CMCSK15C37  Util, Telecom      intl    5   12/14/12  2,047  11/30/14  8,900
DFS16C60    Credit Services      US    3   03/27/14  1,918  11/30/14  2,640
GCI16C32    Publishing      US/intl   10   10/27/14  3,056  11/30/14  3,000
HD15C77.5   Home Furnish         US    3   09/27/13  2,089  11/30/14  6,060
HD16C92.5   Home Furnish         US    3   08/27/14  1,984  11/30/14  3,450
LUV16C35    Airlines             US   10   09/26/14  3,826  11/30/14  9,230
LYB15C70    Chemicals          intl    3   07/26/13  2,200  11/30/14  3,600
PII15C87.5  Recreation      US/intl    2   02/27/13  2,750  11/30/14 13,600
PII16C130   Recreation      US/intl    2   06/27/14  3,426  11/30/14  6,700
PKG16C72.5  Packaging        NAm/EU    3   02/27/14  2,452  11/30/14  2,010
PPC16C22.5  Meat Prods      US/intl   10   04/25/14  4,756  11/30/14 10,700
ROST15C65   Apparel              US    3   06/27/13  2,488  11/30/14  7,410
STZ15C65    Beverage, Hard  US/intl    3   10/25/13  2,284  11/30/14  8,760
UNP16C87.5  Railroads            US    2   01/27/14  1,639  11/30/14  6,580
UNP16C105   Railroads            US    3   07/25/14  2,335  11/30/14  5,070
YHOO17C55   Info Servs         intl    5   11/20/14  4,517  11/30/14  4,440

Capital gains

 Feb    Mar    Apr    May    Jun    Jul    Aug    Sep    Oct    Nov  Option
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
    0      0   8128   1900   2040  -1460   2060   3520   -540   5600    ACT
 1589   2821   2660   2450   1540  -1750   8260  -9170    476           CAR
-2712    888   -720   2835    735    -45    735   -765   2145   1065     CI
    0      0   3850    450    750    750    -50    -50    100    200  CMCSK
               -238    261    348    -36     57    321   -243    252    DFS
    0      0  -1149     90   1200    750     71                         FDO
                                                          -56      0    GCI
    0   3135  -1300  -3050     75  -1475  -1062                        GNRC
  630   -540    -45    -30    135    -60   3060   -240   1617    -72     HD
                                            251    -90   1125    180     HD
                                                   -26    700   4730    LUV
 1623   1143    540   1920   -360   2970   1422   -702  -5910  -2580    LYB
   36    435   -351   -915    -23                                      PETM
    0      0   5660   -540   -260   3780   -340    640   -280   1360    PII
                              -10   2484   -200    100   -160   1060    PII
         368  -1110    -90    150   -390   -270     30    720    150    PKG
                      1544   1400    900   1200    300  -1800   2400    PPC
    0      0  -1404   -180   -477   -363   2220      0   1440   2790   ROST
  942    300   -750   1020   1200   -900    570   -180   1080   1020    STZ
  311    689   -149    480    300   -190    900    630   1380    590    UNP
                                    -460    753    642   1530    270    UNP
                                                                 -77   YHOO
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 2419   9239  13622   8145   8743   4505  19637  -5040   3324  18938  Total

Comprehensive Strategy, stocks

Selection list

            Stock                   Trend   Price    Group and End Market  
----------------------------------  -----  -------  -----------------------
MPAA   Motorcar Parts               214      33.67  Auto Parts       US/Can
TLF    Tandy Leather                206       9.39  Apparel         US/intl
GILD   Gilead Sciences              197     102.34  Biotechnology      intl
FUJHY  Fuji Heavy Ind               194      73.04  Conglomerate   Jpn/intl
MU     Micron Technology            190      32.96  Semiconductors     intl
FOE    Ferro Corp                   180      13.26  Chemicals       US/intl
GMK    Gruma SAB de CV              173      43.56  Packaged Goods  US/intl
LUV    Southwest Airlines           171      39.27  Airlines             US
AER    AerCap Holdings              168      43.38  Rental Servs     US/Rus
HII    Huntington Ingalls           158     109.08  Aerosp & Def         US
TSM    Taiwan Semiconductor         158      22.53  Semiconductors     intl
BZLFY  Bunzl plc                    157      27.41  Packaging          intl
ALK    Alaska Air                   149      54.80  Airlines             US
URI    United Rentals               147     114.30  Rental Servs     US/Can
RDN    Radian Group                 147      16.73  Insurance            US
MIC    Macquarie Infrastructure     143      70.95  Air Servs            US
GPK    Graphic Packaging            141      11.95  Packaging          intl
FBRC   FBR & Co                     140 X    24.87  Asset Mgmt           US
GLP    Global Partners              135      44.00  Oil & Gas            US
MAS    Masco Corp                   132      23.41  Building Matls NAm/intl

Portfolio

I chose AER for the purchase. Every stock above AER was disqualified because it was already an investment, was in the same group and end market as an investment, or is a conglomerate.

Stock        Group and End Market     Qty       Start        End of Month  
----------  -----------------------  ----  ---------------  ---------------
AER         Rental Servs     US/Rus   700  11/20/14 30,276  11/30/14 31,017
AWH         Insurance            US   600  03/27/14 20,356  11/30/14 22,620
GILD        Biotechnology      intl   300  04/25/14 22,206  11/30/14 30,096
GMK         Packaged Goods  US/intl   500  05/27/14 20,416  11/30/14 22,020
GMK         Packaged Goods  US/intl   700  09/26/14 29,505  11/30/14 30,828
HII         Aerosp & Def         US   300  10/27/14 29,408  11/30/14 32,691
MPAA        Auto Parts       US/Can   700  02/27/14 17,135  11/30/14 23,625
MPAA        Auto Parts       US/Can  1000  08/27/14 30,055  11/30/14 33,750
MU          Semiconductors     intl  1000  09/27/13 17,935  11/30/14 35,950
MWE         Oil & Gas            US   300  12/15/11 16,044  11/30/14 21,318

Capital gains

 Feb    Mar    Apr    May    Jun    Jul    Aug    Sep    Oct    Nov   Stock
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                                                 741    AER
               1182    962    312  -1206    588    -90    696   -180    AWH
-3607                                                                  BBSI
-3161                                                                  BCOR
 7569                                                                  BITA
 7013  -3120  -1889                                                    BITA
 3840  -6255  -4661                                                    CAMP
 -106  -2040                                                            CHL
  714   1459  -1486   1148    -54   1394  -4333  -2353    348           CPA
 1430  -1708   4570 -10910     55                                      DXPE
  590   -320   -900    860  -1180  -2370    990     17                EADSY
                      2167    510   2592   4803   -333   1665  -3504   GILD
                       559   2950  -1985    890  -1425    585     30    GMK
                                                   462    819     42    GMK
                              183  -1010   3990  -8795  -3080          HCLP
                                                         2338    945    HII
   71  -3316  -3122                                                    JAZZ
                                   -3032   1000  -2770   2230            KS
 -596                                                                   LAD
        1464    609  -2534    371  -1463   5642  -2177   1281   3297   MPAA
                                            265  -3110   1830   4710   MPAA
 1150   -530   2460   2470   4360  -2400   2050   1660  -1170   2860     MU
-1902    441   -594   -417   2889   -534   2979   -873  -2031    303    MWE
 -547                                                                   OCN
 1820   -160  -3120  -2680    -28                                      PGTI
-2580                                                                  SLCA
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
11697 -14085  -6951  -8385  10368 -10014  18864 -19787   5511   9244  Total

Comprehensive Strategy, hedges

Portfolio

This portfolio is empty.

Capital gains

 Feb    Mar    Apr    May    Jun    Jul    Aug    Sep    Oct    Nov  Option
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
              -1322 -19916 -14468   1541  -3303  28221  16843         Total

Real Estate Fund Strategy

Portfolio

Option            Description         Qty       Start             End      
----------  -----------------------  ----  ---------------  ---------------
IYR15C64       US Real Estate ETF      3   11/27/12  1,825                 
IYR15C64       US Real Estate ETF      3   12/14/12  1,490                 
IYR15C69       US Real Estate ETF      3   01/25/13  1,225                 
IYR15C68       US Real Estate ETF      3   02/27/13  1,369                 
IYR15C70       US Real Estate ETF      3   03/27/13  1,180                 
IYR15C73       US Real Estate ETF      3   04/26/13  1,195                 
IYR15C73       US Real Estate ETF      3   05/24/13  1,264                 
IYR15C67       US Real Estate ETF      3   06/27/13  1,465                 
IYR15C68       US Real Estate ETF      3   07/26/13  1,450                 
IYR15C63       US Real Estate ETF      3   08/27/13  1,462                 
IYR15C65       US Real Estate ETF      3   09/27/13  1,336                 
IYR15C68       US Real Estate ETF      3   10/25/13  1,330                 
IYR16C65       US Real Estate ETF      3   11/20/13  1,495                 
IYR16C63       US Real Estate ETF      3   12/13/13  1,450                 
IYR16C65       US Real Estate ETF      3   01/27/14  1,294                 
IYR16C69       US Real Estate ETF      3   02/27/14  1,270                 
IYR16C67       US Real Estate ETF      3   03/27/14  1,288                 
IYR16C70       US Real Estate ETF      3   04/25/14  1,180                 
IYR16C72       US Real Estate ETF      3   05/27/14  1,060                 
IYR16C72       US Real Estate ETF      5   06/27/14  1,882                 
IYR16C73       US Real Estate ETF      5   07/25/14  1,912                 
IYR16C74       US Real Estate ETF      5   08/27/14  1,897                 
IYR16C70       US Real Estate ETF      5   09/26/14  1,887                 
IYR16C74       US Real Estate ETF      5   10/27/14  1,902                 
IYR17C75       US Real Estate ETF      5   11/20/14  2,417                 

Capital gains

 Feb    Mar    Apr    May    Jun    Jul    Aug    Sep    Oct    Nov  Option
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 4487   -778   3215   3885   1785   2935   7015 -20148  25019  11859    IYR

Easy Strategy

Portfolio

Option            Description         Qty       Start             End      
----------  -----------------------  ----  ---------------  ---------------
SPY16C200      S&P 500 Index ETF       31  10/27/14 33,853                 
SPY17C210      S&P 500 Index ETF        2  11/20/14  3,248                 

Capital gains

 Feb    Mar    Apr    May    Jun    Jul    Aug    Sep    Oct    Nov  Option
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 5971    674    -89      0      0      0      0      0   8617   9215    SPY

Irregular Strategy

Selection list

The merits are for 2017 LEAPs. Where information was unavailable I left the merit blank and assigned the same position as last month.

                 Fund                         Merit   Price    Asset Class
-------------------------------------------  ------  -------  ------------
JNK   SPDR Barclays High Yield Bond          1141      39.67          Bond
HYG   iShares iBoxx High Yield Bond           947      91.24          Bond
FXA   CurrencyShares Australian Dollar            X    86.21      Currency
IEF   iShares 7-10 Yr Treasury bond           384     104.82          Bond
TLT   iShares 20+ Yr Treasury bond            171     118.76          Bond
YCS   ProShares UltraShort Yen                         87.09      Currency
ZSL   ProShares UltraShort Silver                     116.25      Precious
SCO   ProShares UltraShort Bloomberg Crude             43.73     Commodity
NUGT  Direxion 3xBull Gold Miners              15 X    14.02      Precious

Portfolio

There was no purchase. HYG and IEF were already investments, JNK is too similar to HYG, FXA was more than halfway towards a trend reversal, and the others did not have merits higher than any in the Comprehensive Strategy call option selection list.

Option            Asset Class         Qty       Start        End of Month  
----------  -----------------------  ----  ---------------  ---------------
HYG16C92              Bonds           100  08/07/14 16,386  11/30/14  9,000
IEF16C105             Bonds           100  08/07/14 15,461  11/30/14 23,000

Capital gains

 Feb    Mar    Apr    May    Jun    Jul    Aug    Sep    Oct    Nov  Option
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                           4114 -11000   3500  -4000    HYG
                                            539  -4500   9000   2500    IEF
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                           4653 -15500  12500  -1500  Total