These are our TRADING stocks, but as we have noted each time we post this list our strike prices make for excellent entry points for long term buys. Maybe even a couple of dollars more on some picks since we reach very low valuations reducing risk for trading purposes.
HFC..Our pick for the undervalued refinery business. The refinery business in the US is doing very well. Low priced Canadian and North Dakota oil to sell at higher world gas prices. Low priced US natural gas to run refineries on makes for lower expenses. Growing overseas demand for our refined products. Low PE stocks. All this makes for a value priced stock. Strike price is $35
AAPL..We have one final holding here and will exit the position in August.
CTL..This is our only holding now trading below strike price. We still like CTL but will tread cautiously here until we see further news. The dividend well covered is most attractive. Strike price is $33
SHLD..Good trading premiums and a undervalued real estate portfolio. Strike price is $37
T...Trading at a near time low with solid financials and good dividend. Safe safe and safe. Strike price is $33.
BP..This stock has found a bottom here just over $40. We believe ALL the bad news is known so the risk remains muted. Strike price is $40
BCE.. The decision of Verizon not to enter the Canadian market makes life better for BCE. Strike price of $40.
NOV...Providing lots of hardware for natural gas boom in US. Huge list of back orders in the billions of dollars. Strike price is $62.50
O...Solid and maybe safest real estate trust out there and selling at a bargain price now. Strike price of $35.
JPM..Best big bank in the US and only big banks have a chance of surviving under Obama policies. Strike price of $45
JCP.. High risk, high reward pick. But we believe it will survive and at $13 we might be at the bottom. Strike price has yet to be set but it will be $10 or below which makes for plenty of comfort.
AFL..Safe and undervalued insurer. Strike price of $52.50
LO...Solid tobacco stock with good dividend. The overhang of menthol regulation makes for interesting option premiums. Strike price of $37.50.
SO...Best run utility in the US and due to the rising interest rate environment is undervalued. Strike price of $39.
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