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:      
  400  Your Available Time to do The Homework                                                             Share

Reading more, beyond the bottom line...
It's been said that you must devote two hours per week per stock to doing the required homework and tracking for each stock's situation, as it changes over time...  

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...

 
Remember the Stock Homework Commitment Formula:
 

 

 

What you should find in this step:

 
Our Key Findings (What should be your key findings) from this step...
From this step, you need to decide if you need to invest in mutual funds, or continue to trade yourself:
 

Knowing yourself... really knowing yourself. You have to acknowledge your current situation, embrace it, and act on it. The next step, working within your Age/Risk Tolerance is, of course, discussed more (as we said) in the next step, but must be considered along with Your Available Time, to know how you should approach your investing strategy.

Okay, getting back to time. If you do not have 2 hours per week, per stock that you own, then you should be considering investing in Mutual Funds, and doing homework on them every three months, instead of every week.

At least then you'll be relying on expert Mutual Fund Managers who can do the homework for you, but you may be missing out on incredible trading opportunities. In any case, it really comes down to the simple question: Do you have the time to be rigorous, and do the homework necessary?

If you conclude that you are committed to spending this much time per week per stock that you own (or plan to own), then the next step is to examine your current situation, specifically your age and your financial condition (or what money you are using to invest), and your resulting risk tolerance...

 
 

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