Stock Research
Homework Steps:
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Already know it?...
Just skip to any step:
THE KEY FACTS:
(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
     
INTERNAL FACTORS:
(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
     
EXTERNAL FACTORS:
(what others control)
300   Analyst Ratings & Expectations
310   Major Holders
320   Major Index Membership
330   Short Position
340   News Headlines
350   Industry Events
     
KNOWING YOURSELF:
(what you can control)

400   Your Available Time
410   Age/Risk Tolerance
420   Don't Buy All At Once
430   Diversification
     
CHECK THE EXPERTS:
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 MadMoneyRecap.com
     
TRADING RESOURCES:
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
     
ADVANCED TOPICS:
(coming soon)

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

 

 

 

 

 

 
 

Next Step:                                                                                                         Last updated:      
  220  Your Stock's Annual Report (10K)                                                                           Share

Reading more, beyond the bottom line...
A company's "Annual Report" is a glossy, beautiful marketing document that presents some information with wonderful photos and graphics.  The SEC's required 10-K document is an ugly, text-only presentation of facts.  Here's the key difference...  

If you've ever heard the term, "lying by omission" or due to what is not told to you, then you could be skeptical and think of a company's slick and colorful "Annual Report" as a document that could "spin" its facts, through omission, or simply by presenting the brightest points of its current situation.

The required SEC 10-K does not present any fancy graphics or colorful photos.  It does, however, present ALL of the key financial facts regarding the company.  There is a checklist of information that the SEC requires each publicly-traded company to provide in this document... without exception. 

Note: We are by no means implying that Intel or any other company misleads its shareholders through omission or in any other manner.
                                                          Read more below...

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So read and learn what you can about a company from its attractive Annual Report document, but maybe be a little skeptical.  Then brace yourself for the boredom, and drudge through the unattractive text-only 10-K facts to learn all the facts about the company and its financial results.  Your sacrifice to get through the information can pay huge dividends to your success in the long run.  You may find that you decide not to buy a stock, based on this homework, or it may in fact bolster your enthusiasm to buy. 

Again, take the company's Annual Report at face value, for basic information, but trust the 10-K to be "skin-deep," complete information that you can rely on (if you can get through it without falling asleep!)

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What you should find in this step:

 
Our Key Findings from this step (and where we found the information)...
This Step requires an entire book to instruct you on how to read and interpret both the Annual Report and the 10-K, and we show you the book we bought below for our own better understanding, but we have provided some initial areas to examine in the following key points, and our free workbook provides a more complete outline and checklist of what else to look for and learn from:
 
 
 

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