Stock Research
Homework Steps:
- - - - - - - - - - - - - - - - - - - - - - -
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
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

 

 

 

 

 

 
 
 

Let's Get Started!
Simple homework steps to help you research your stock...                                     Last updated:      
About this site...
Welcome!...This site is a continuous experiment in perfecting the human condition... that is, your financial condition!  We are a team of regular Joes... individual investors... who have pledged to constantly improve this site, and its stock research steps, and hopefully help you to help yourself become a better investor. Please see all Disclaimers and Terms of Use. Also, please help us with your great suggestions and comments here >.

It's a cooperative effort, and we are committed to keeping this site a free tool for your benefit.  Thanks!

 
About how this site is structured...
(Read this first, or go to first step, Step 100, below)...
Hey, we're glad you're here.  This site has Six Key Areas (see left sidebar) that should help you
better understand your stock, and then be able to make more informed decisions whether to buy or sell... 
Some may be too basic for you (so you're allowed to skip ahead!).  They are:
 
 

Finally, follow along with our Free Workbook here...

We hope you like what we've started (and strive to constantly improve).  Get started now...  Below!
Good luck trading and investing!

  100  Stock Ticker & Company Profile                                                                            Share
 

 

Hover over this text to see enlarged image

 

 

Example stock we're using:  

back to top


Intel Corporation (INTC)

In this example, and throughout all of these stock homework steps, we are using Intel Corporation as our example company and stock.  Its stock symbol is "INTC".

We are big fans of using the Yahoo! Finance site as a stock research tool... so we start off going to that site (see link below), and entering the company name, "Intel", which then auto-fills the form field to show you that Intel is symbol "INTC.".  We see the "BUSINESS SUMMARY"  by going to the bottom of the page, where you can read about what the company does, and the primary way it makes its money.

What you should find in this step:

 
Our Key Findings from this step (using the Intel - INTC - example)...
From this step, the conclusions you should find about Intel are in the following key points:
 
 
 

Share


 

      

Now get Jim Cramer's email alerts before he buys or sells for his Charitable Trust... Read more here >>

   

   

   

Additional Resources

Additional Resources


Copyright 2010. StockHomework101.com About Us  Feedback/Suggestions  *Important Disclaimers  Privacy Policy  Terms of Service