Taxes Due to Club

June 22, 2014 by Linda Bates

Sorry you have no rights to view this post!

Stock Presentation for the June 15 Meeting

January 21, 2021June 13, 2014 by Roger Kobel

Disclaimer

I do not know this industry or company well. All I know is what of have acquired in researching this company from their web site, annual reports, Schwab and Merrill Lynch (Bank of America).

Selection Background

In looking for stocks to potential recommend to the club, stocks in the automotive industry are coming highly recommended. Various companies were considered such as: read more

OnTheMark Investment Club meeting – Monday June 16 2014

June 16, 2014June 13, 2014 by Mark Bates

Sorry you have no rights to view this post!

OnTheMark Watchlist – First call for securities

June 9, 2014 by Mark Bates

Sorry you have no rights to view this post!

June 6 2014 – Just like last week. Only longer in the tooth.

June 6, 2014 by Mark Bates

All four ETF technicals (SPY for the S&P500, VEU for International, BSV for short term bonds, and TLT for long term bonds) are in the BUY range for all intervals. But there are some cracks developing, and deterioration particularly in the short term aspect of the models. Maybe we’ll sell in June and go away after all…stay tuned. read more

June 1 2014 – SPY VEU TLT BSV are all Buy

July 23, 2014June 1, 2014 by Mark Bates

Sorry you have no rights to view this post!

You need to read this. Life lessons that go beyond investing.

August 23, 2014May 30, 2014 by Mark Bates

Life Lessons From Navy SEAL Training

By William H. McRaven May 23, 2014 6:40 p.m. ET

The following is adapted from the commencement address by Adm. William H. McRaven, ninth commander of U.S. Special Operations Command, at the University of Texas at Austin on May 17.

The University of Texas slogan is “What starts here changes the world.” read more

Miley Growth Fund

[stock_market_widget type=”table-portfolio” template=”basic” assets=”ANET,KLAC,LRCX,FTNT,AMAT,NVDA,KKR,KLIC,NFLX,NXST,LULU,ADBE,FB,FIVE,INTU,FND,AMZN,ARES,PYPL,PAYC” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”true” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘ALGN’:{‘qty’:3.48,’p_price’:525.38},’FTNT’:{‘qty’:12.62,’p_price’:144.75},’ADBE’:{‘qty’:3.98,’p_price’:458.77},’SLM’:{‘qty’:131.65,’p_price’:13.88},’LULU’:{‘qty’:5.56,’p_price’:328.68},’NVDA’:{‘qty’:3.52,’p_price’:519.59},’NFLX’:{‘qty’:3.43,’p_price’:532.39},’ASML’:{‘qty’:3.42,’p_price’:534.16},’FB’:{‘qty’:7.07,’p_price’:258.33},’BLDR’:{‘qty’:47.77,’p_price’:38.25},’LAD’:{‘qty’:5.73,’p_price’:318.68},’VIPS’:{‘qty’:66.64,’p_price’:27.42},’FND’:{‘qty’:19.85,’p_price’:92.07},’OLLI’:{‘qty’:19.29,’p_price’:94.73},’MPWR’:{‘qty’:5.14,’p_price’:355.29},’EPAM’:{‘qty’:5.31,’p_price’:344.43},’BABA’:{‘qty’:7.2,’p_price’:253.83},’PYPL’:{‘qty’:7.8,’p_price’:234.31},’GOOGL’:{‘qty’:1,’p_price’:1827.36},’MKSI’:{‘qty’:11.56,’p_price’:158.07}}” ]

Miley Income Fund

[stock_market_widget type=”table-portfolio” template=”basic” assets=”XOM,PM,IRM,NNN,ABBV,FE,FHN,MRK,PDCO,AMGN,EOG,VTRS,RF,MET,PRU,CFG,OGE,DOW,LMT,JEPI” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”false” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘PM’:{‘qty’:4.08,’p_price’:79.65},’PRU’:{‘qty’:4.15,’p_price’:78.28},’DOW’:{‘qty’:6.26,’p_price’:51.9},’OGE’:{‘qty’:10.64,’p_price’:30.52},’PFE’:{‘qty’:9.05,’p_price’:35.9},’CFG’:{‘qty’:8.92,’p_price’:36.44},’WU’:{‘qty’:14.59,’p_price’:22.27},’MET’:{‘qty’:6.75,’p_price’:48.15},’CC’:{‘qty’:12.33,’p_price’:26.34},’FITB’:{‘qty’:11.23,’p_price’:28.93},’DTE’:{‘qty’:2.73,’p_price’:118.86},’RF’:{‘qty’:19.1,’p_price’:17.01},’CAH’:{‘qty’:6.05,’p_price’:53.73},’SNV’:{‘qty’:8.73,’p_price’:37.2},’JEF’:{‘qty’:13.91,’p_price’:23.35},’MRK’:{‘qty’:4.22,’p_price’:77.07},’GPC’:{‘qty’:3.46,’p_price’:93.88},’MMM’:{‘qty’:1.85,’p_price’:175.66},’LMT’:{‘qty’:1,’p_price’:324.88},’JEPI’:{‘qty’:5.89,’p_price’:55.2}}” ]