Stock Research
Homework Steps:
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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







Brand new to stocks?...                                                                             Last updated:      
  800  Ongoing Weekly Homework Routine                                                                   Share

Daily Homework:  
1. Read Google News or Yahoo News headlines and business stories with your coffee or tea.
After skimming the general news headlines, then read the specific Business News section about specific
company and market news.

2.. Monitor Business TV News
If you can, at work (or if you work from home), keep a channel like CNBC on so that you can see events as
soon as possible that may affect your stocks (or may present opportunities to buy more or different stocks).
Remember, you should treat your portfolio as a small business entity that you are protecting. You are the
small business owner, and the CNBC reporters are your “direct reports.” Their job is to work for you, and
to update you on news events, and upcoming earnings reports, actual earnings beats or misses, etc. that can
affect your stock directly or indirectly (for example, your company’s competitors).

3. Always know the 4pm Market Closing Status.
How did the market perform?  How did your stocks' sectors and industries act that day?  Look at your portfolio and know how your stocks ended the day. Determine (and take notes) on whether you should take any actions the upcoming day.

Weekly Homework:  
1. Take stock (excuse the pun) - Evaluate what happened in the previous week.
How did the stock perform? How did its sector perform - or the market as a whole? Compare it and conclude if it is doing better or worse.

2. Plan the upcoming week.
Are there any earnings reports or company or industry events that may affect your stock, for which you will have to be exceptionally vigilant on that day (or just before or after it).

2. Plan the upcoming week.
Opportunities in the coming week?  Make a list of what to watch in the next week... Competitor's earnings report that may affect your stock?  An industry event?  Simply plan out your week, the days of the events, and your evaluation of the impact - positive or negative - that they may have to create buying or selling opportunities that you might anticipate to move quickly on.

More to come...   
We know that there is much more that we can suggest in this step, and we are rapidly moving to improve this routine by interviewing market experts, but also appealing to you for your routine - please tell us what you do weekly, here >...





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