Stock Research
Homework Steps:
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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:      
  420  Don't Buy All At Once                                                                                        Share

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Here's the benefit of not buying all at once...
Here's a helpful example and comparison between buying all at once, and the profit you can possibly capture, by waiting, and patiently buying in a staggered fashion:

Assumption:  You want to buy a stock that you know can go up and down in price dramatically day-to-day, say Google (GOOG).  You determine that, given the funds in your retirement account, and the diversification of your overall portfolio, you want to buy a total "position" in GOOG (i.e., the total number of shares owned) of 40 shares. The current price is $550.00 per share:
 

 

 
What you should find in this step:

 
Our Key Findings from this step (and where we found the information)...
These are just our suggestions, as guidelines, and should not be taken as investment advice, but below we have presented a method of approaching the "Don't Buy All At Once" philosophy and strategy when deciding to build a position in a given stock:
 
 
 

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