Stock Research
Homework Steps:
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Just skip to any step:
(quick snapshot... understanding your stock)
100   Stock ticker & Company Profile
110   Anatomy of a Stock - company snapshot
120   What the company does and how it makes its money
130   What Sector & Which Industry?
140   What Competitors?
150   Knowing The Share Price History
160   Knowing Number of Shares Outstanding
(what the company controls)
200   Company Website
220   Annual Report (10K)
230   Latest Quarterly Report (10Q) & Other SEC Filings
240   Conference Calls
250   Earnings Guidance Provided
260   Insider Buying & Selling
270   Stock Splits
275   Secondary Offerings
280   Dividend & Yield
(what others control)
300   Analyst Ratings & Expectations
310   Major Holders
320   Major Index Membership
330   Short Position
340   News Headlines
350   Industry Events
(what you can control)

400   Your Available Time
410   Age/Risk Tolerance
420   Don't Buy All At Once
430   Diversification
500   Jim Cramer's 25 Rules for Investing
510   Warren Buffett's Stock Portfolio
520   Business News - TV & Newspapers
530   Business News - Websites
540   Last check: Cramer's latest comments on
600   Stocks 101: The Basics
610   Online Trading 101 (vs. paying a broker)
620   Anatomy Of A Stock:  The Parts
630   Mad Money Recap
640   Setting up your own free Yahoo! Finance Portfolio
650   Stock/Investing Glossary
(coming soon)

700   Open Step
750   Open Step
790   Open Step
800   Ongoing Weekly Homework for each of your stocks
WB   Free Stock Homework Workbook - PDF Download







Next Step:                                                                                                         Last updated:      
  120  What the company does and how it makes its money                                               Share

Reading more, beyond the bottom line...
The importance of this step cannot be overstated.

You must fully understand what your target company does and, most importantly,
how it makes its money. If you don't know where the money is coming from and why, then you may not realize that the money flow is about to decrease (or increase dramatically) until it is too late (that is, to either buy more of the stock or to sell it to profit from that projection).  

So we go back to the Business Summary, and other sources (shown below) to focus more on understanding what makes the company work (or what doesn't) and if they are vulnerable to market trends, competitors, etc. because, if their revenues can get affected significantly, then their earnings will surely follow... and earnings drive stock prices both up and down.   You need to know which way the stock price will likely move, given a thorough understanding of where you think the earnings will be headed based on the company's revenue streams.

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Hover over this text to see enlarged image



Intel Corporation (INTC)

Now you need dig deeper to learn much more about your target company.  So, we see the sidebar links" to the left, and click on "Profile" where we see the main company address and phone numbers and their main website, along with a Business Summary for Intel.  The key tool to obtain from the company site is the last Annual Report (the "10-K"), which is the company's report to shareholders which indicates... you guessed it... how they made their money!

What you should find in this step:

Our Key Findings from this step (and where we found the information)...
From this step, the conclusions you should find about Intel are in the following key points:



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Additional Resources

Additional Resources

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