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
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:      
  610  Online Trading 101:  Trading Online Yourself vs. Using A Broker                        Share

Reading more, beyond the bottom line...
The major online stock sites are secure, so you can trade confidently:  

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...

 

The addition of electronic trading, combined with a faster, more reliable internet experience, has made trading online yourself a much more attractive option.

Also, the cost of online stock trading has gone down from the $20-40 range in the late 90s and early 00s, to under $10 (and, in some cases under $5) today.  When you compare that to the "cost" you incur when using a human stock broker to place your trades over the phone, at $50-$150 today, there is no comparison... especially if you are planning to trade frequently.

What you may gain from a personal stockbroker (over the phone) is his or her firm's current position and recommendation on the particular stock that you wish to trade.  However, it's been our experience that we can form our own opinions (and do it better) by doing our own homework on a stock, and avoid what could be biased recommendations from these personal brokers.
                                                 Continued below...

 

 

 

There are several benefits to trading online for yourself.  These online broker sites have improved dramatically recently to offer you amazing tools to evaluate stocks:

back to top

back to top

If you have not done so already, check MadMoneyRecap.com (link below) to learn more from Jim Cramer on stocks.  We think it should also be your last check on your stock before buying or selling...

 
 

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