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:      
  300  Analyst Ratings & Expectations For Your Stock                                                     Share

Reading more, beyond the bottom line...
What the heck is a "Market Outperform" analyst rating anyway?...   

It is so confusing to individual investors that the egos of different investment firms have gotten in the way of simple stock ratings if they just used a uniform system. 

They do not.  Therefore, we have tried to interpret all of the possible terms you may come across to see the similarities, positive, neutral or negative, in their recommendations for a stock.

And we just have to say...  "This is so ridiculous!"...


These are POSITIVE ratings for a stock:


These are NEUTRAL ratings for a stock:

                                                Continued below...

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Hover over this text to see enlarged image

 

 


These are NEGATIVE ratings for a stock:

In addition to these ratings, you have to know how their average combined estimates stack up for each stock, which can be found on the same link.  Below is what we found for Intel.  You simply need to substitute your stock to find the same analyst-related ratings and estimates.

Note: The above link provided does not provide these ratings, however, the image at right indicates where you can find this information, and you can see these ratings by clicking this image, or by using this link here >

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What you should find in this step:

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

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