Stock Research
Homework Steps:
- - - - - - - - - - - - - - - - - - - - - - -
Already know it?...
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:      
  310  Major Holders of Your Company's Stock                                                                 Share

Reading more, beyond the bottom line...
If stock ownership is too concentrated among few groups or individuals, then you should carefully consider the risks and vulnerability that their high percentage of ownership implies.  

Follow along with our Stock Homework   
free convenient workbook to get the most from this site!...   


Totally new to stocks?  Try starting
 with our Beginner Area: Stocks101...



Hover over this text to see enlarged image



Another important point is to understand the difference between total outstanding shares that have been issued, and what's knows as "the float" of shares outstanding.

You'll see that there is a key difference between the two, having to do with the shares withheld from public trading, as "restricted" shares...

The Stock Float - Equals the total number of outstanding shares less the number of restricted shares of that stock.  Restricted shares include holdings by Insiders, usually relating to IPO shares or stock option grants.

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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, we found the following breakdown of major stockholders for Intel stock:

                                                                  [link to this information - here >]

The next area to examine is how many, if any, major stock indexes your stock is a part of, in Major Index Membership...




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Additional Resources

Additional Resources

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