June Purchase

For the entire month of June I only had one purchase. I added to my CNK position with a BTO under $40. This trade executed on June 29th of 2015.

I chose to purchase CNK because $40 is a recent support level. It is already one of my existing positions. This stocks dividend payout is in line with my long term income strategy. And summer being a movie going season should see a value increase meaning $40 is closer to the lows.

That's my opinion. What's yours? Disclaimer: See bottom of page.
http://investorsopinion.blogspot.com

BTO - Bought/Buy To Open
CNK - Cinemark Holdings Inc

Portfolio Update

Since my last update where I purchased shares in ZNGA, it has tragically declined. However, as one of my few speculation plays, I intend on adding to my position if there next earnings report, indicates improvements I can believe as reasonable expectations.

Also, since my last update I purchased shares of YUM, as it finally came down enough to trigger my limit order. Now I only have one more stock to buy that rounds out my dividend strategy. It, however, seems to be resisting the market pressures better than I expected.

In the mean time I have taken advantage of the opening of FB on the option market to buy put options against it. I am extremely disappointed in its extreme over-valuation. I am expecting continued declines into the low 20s, if not further. That is my opinion, you can take it, or leave it. Disclaimer: See bottom of page. http://investorsopinion.blogspot.com

FB - Facebook Inc
YUM -YUM Brands Inc
ZNGA - Zynga Inc