Stock
Club Report, by Kaye Shinker -January
19, 2007
Stock clubs seem to develop a character all their own.
One I belong to previously had a penchant for buying stocks
that split. One I belong to now has a tendency to purchase
stocks that spin off another stock.
Here is their story: Barnes
and Noble was the first stock the club purchased for
about $23. GME
was valued at about $20 per share when it was spun off.
Dec 13 BKS
is 41 and GME
is $56.
Barnes
and Noble,(BKS), had a great spin. They had acquired
a smaller store named Game
Spot, (GME). They spun off the store at one share
for every 2 share of BKS.
BKS data INC. 11/19/1986 9:00 am est Delaware
BKS data IPO 9/28/1993 10:19 am edt NYNY
GME data INC 8/10 2001 9:01 am edt Del
GME data IPO 2/13/2002 9:37 am est NYNY
BKS INC had tJupiter conjunct the Moon when GME issued
its IPO
BKS IPO had tUranus conj Saturn and also the Sun and Moon
We don't know about Alberto
Culver (ACV) yet but I'm thinking the Sally Stores
will go up in value since they will appeal to a younger
generation that doesn't go to beauty shops as frequently
as their parents.
ACV data Inc 1/30/1961 10:00 am Del
ACV data IPO 1/23/2004 9:34 am NYNY
ACV Inc had tSaturn conjunct Uranus when the spin off
happened.
ACV IPO had tUranus exactly conjunct Venus on the date
of the spin off
The real test then is to find something that we didn't
buy since our energy might precipitate the spins.
1986 Incs Fox
News - News corp (NWS) six months older than BKS Viacom
split into two publicly traded companies in 2005. CBS
corp and VIAcom
was one week older than BKS.
1965 PGR
Progressive Insurance (who knows what might happen) APD
Air Products I'll bet this one spins by years end
OK girls we are so talented. Last week we purchase Duke
Energy DUK
data INC 11/27/1963 12:00pm Del
DUK data IPO 7/12/1961 10:00 am NYNY
In Dec. '06 tNeptune is conjunct Saturn and tPluto will
conjunct Venus in Jan. and tUranus will oppose nPluto
in Feb.
CHARLOTTE, N.C. - Executives from Charlotte-based Duke
Energy Corp. talk about the company's planned spin-off
of its natural gas business into a new, stand-alone
company, Spectra Energy, 8:30 a.mCHARLOTTE, N.C. - Executives
from Charlotte-based Duke Energy Corp.
Talk about the
company's planned spin-off of its natural gas business into
a new, stand-alone company, Spectra
Energy, (SE), 8:30 a.m!
***
Notes
to My Stock Club, by Kaye Shinker
- Oct 21, 2006
Dear Stock Club;
While researching these past few weeks to reedit my Financial
Astrology Textbook, I found that there was a surprising
increase in the price of a stock when Jupiter came to
a conjunction with Pluto. We would not have noticed this
previous to 2003. Jupiter has recently transited Libra,
and Scorpio and a large number of stocks were incorporated
or issued IPO's during the '70's, '80's and '90's. One
caveats, it isn't always true that the price goes up dramatically
since other factors such as Neptune transits square something
else in the chart can destroy any gains, however, it did
catch my attention.
I've done a bit
of research. The following stocks will have Jupiter transiting
their Pluto in early Sag. I have rated them 1st and 2nd
choice for various reasons.
DD means the company was incorporated in Delaware, NYNY
means the New York City for the stock exchange. Prices
Oct 20.2006 (click
for company Data)
***
Starting A Stock Club, by Kaye Shinker
Before I
sell you on the concept, I need to reassure you
about two points.
First there is a National Association of Investment Clubs,
www.betterinvesting.org.
The organization provides an insurance program that
bonds the treasurer of your club.
Second You will learn a lot. This is a fun way to educate
yourself on financial concepts, and the person who has
given you financial advise in the past will loose their
authority. You will become smart. You will learn stuff
about money and finance that you never expected to learn.
For example one of our members explained to her mom how
the spin off of the various assets of AT&T benefited
her mother’s portfolio. Mom had relied on the knowledge
of Dad, but when he passed away her source of information
disappeared.
This maybe
the first time in your life where you will earn money
while acquiring an education.
The optimum
size for a club is 6-10 members.
Each member signs the by-laws and agrees to the rules
of the club. Each member should be prepared to take responsibility
for each elected position as well as reporting on stocks
to buy sell and hold. Each member must also be prepared
to forgive their fellow members for mistakes and praise
them for correct analysis.
OK here we
go. What I have noticed is that first time stock
club members worry about when will we actually buy stocks.
The answer: When we have collected enough
money to buy something.
I recommend dues of $50 per month and that meetings will
be held on the same day each month. I also suggest
that an annual membership fee of $30 will be collected
to pay for such things as postage, membership in NAIC,
treasures surety bond, and an independent auditor if required.
You may also have a club subscription to Value
Line and/or Investors
Business Daily. Both offer on line sites and
those interested in research can log onto the site with
password commands.
Meeting #2
give research assignments for 3 possible stocks to purchase,
discuss E Trade,
TD
Ameritrade (or a chosen on-line broker) and elect
officers. E
Trade has a specific method and sets of documents
for investment clubs. When you apply for a club
account they will send all of the documents required.
E Trade
requires two officers signatures for club accounts.
Meeting #3
listen to research reports and treasurers report concerning
E trade. Deposit funds in Etrade account. Assign an
additional 3 possible stocks to purchase.
Meeting #4
Treasury should be $1500 to $2000. There should be 6
reports. Members need to take the plunge and vote to
purchase one.
Meeting #5
Discuss philosophy of club concerning the purchasing
of stocks.
Example: Clubs by the nature of the beast must be investors
and not traders. What will be the minimum and maximum
your club will pay for one share?
Example: $10 may be to
low and $80 to high. Is there a sector that club
members disapprove?
Example: Restaurants.
Is there a sector that club members prefer?
Example: Oil Will the
club strive for a balanced portfolio? What happens when
the club has too many stocks in one sector? Will the
club limit the number of shares of each stock they buy.
For example 20 shares
is the minimum and 100 shares is the maximum. What is
the minimum amount of time you will hold a stock. Assign
research for 3 more stocks.
Meeting #6
Your club has now collected an additional $1500 so you
have enough to buy another stock. Listen to the reports
and review the previous 5 that you did not purchase.
Very often a member will put a great deal of time into
the research of a particular stock, and the club passes
on that stock. Sometimes a member will do the minimum
researching a stock, but all of a sudden the stock makes
the news and the member collects all sorts of clippings
and info on that stock. Therefore if the members know
they will have several chances to review the stock they
research, they will do a better job. Usually the collective
intelligence of a club will pick a winning stock.
For example the club
I belong to purchased Barnes and Noble because it had
a good chart, a good report in Value
Line, and everyone in the club shopped at the store.
Meeting #7
Odds and Ends. Someday you will sell something and make
a profit, therefore your treasurer will have IRS forms
to give members. You might accidentally pass away and
the treasurer will need to give your assets to someone.
The treasurer has some forms for you to sign. Assign
3 more stocks to research. Your club has now developed
its own personality and you have met all the requirements
of the National organization, you are on your own.
A member
joined our group because her previous stock club had just
dissolved.The group met for almost 20 years. We of course
asked her lots of questions and she was pleased to share
her experience. She said her club had a policy of declaring
a dividend every few years and then described the ways
she spent the money she said she would never have had
the self discipline to save. She gave herself a special
vacation, helped her daughters with college tuition, and
remodeled her kitchen.
The Astrology
of choosing a stock can be done several ways.
If you asked me for a list of stocks to study, I would
look through my charts and send you all the ones with
the same Sun sign as the current Jupiter transit. I acquired
this list from Mike
Munkasey and he will sell you his latest version.
If you need more stocks to study then I would then list
companies with Jupiter in the sign of the current Jupiter
transit. Not all of these companies would do well in the
year ahead, but most would out perform the market.
As I write
Jupiter is transiting Scorpio. The six companies I suggested
to my club last July before Jupiter began its transit
of Scorpio were ALL
Allstate,(Inc Nov 5 1992 and IPO June 3 1993) BHI
Baker Hughes (Inc Nov 3 1986, IPO April 6 1987) MERK
Chicago Mercantile Exchange (IPO Nov 13 2000) CWE Consolidated
Edison (Inc Nov 10 1884, IPO Nov 5 1952) COST
Costco (Inc. June 4 1993 IPO Oct 22 1993) DIS
Walt Disney Co. (Re-incorporation July 28 1995, IPO
Nov 12 1957) Inc means Incorporation date and IPO
means the date that stock was first offered to the public.
My criteria was that soon Jupiter would transit either
the Sun sign of the date of Incorporation or the Initial
Public offering. Each stock listed above has increased
in value since July 2005. However my club didn't
want to take a chance on Allstate because it was hurricane
season, Baker Hughes price was already too high as was
MERK. Consolidated Edison seemed boring, so they checked
carefully the charts of Costco and Disney.
What did they check for
in those two charts?
Eclipses
to any planets in the chart
A stellium
in Scorpio
The sign
where Jupiter appeared in each chart
The
current transit of Saturn and where it would appear
in each chart.
The current
transit of Neptune and where it would appear in each
chart.
There were
quite a few stocks in the list I made for my club. I chose
the names you might recognize. Our club has two other
astrologers who look at these charts. We also have three
non astrologers who read the analysis of Value
Line and IBD.
We check the charts when we buy the stock and determine
a sell date. We do have a few regrets concerning
not selling a stock on the predetermined date.
One day they might be out shopping, find a great new product
and when you find the astrology agrees, you often have
a very excellent stock. This method also requires a sell
date.
You can do
this the other way around. Ask members to make a list
of stocks they would like to own, research the stock and
then check the astrology. Either way works. You should
always leave room for club members suggestions.
Kaye Shinker
***
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