Investment

Investment Resources
Here is a list of my favorite resources when researching stocks

Guide to the Very Best Equity Investment Research
Selecting high quality stocks requires sound research beforehand. The following four components should be analyzed prior to making any investment decision:
Economy – What is the overall health of the global economy?
Key Economic Indicators
GDP, GNP, Inflation, Interest Rates, Unemployment, Housing Starts, PPI, CPI
Key economic events: Fed meetings, Fed actions
Key resources
Economist Intelligence Unit (EIU) (global news and data on 200+ countries)
Conference Board Analysis (http://www.conference-board.org/; insight and commentary on key economic indicators)
Federal reserve (http://www.federalreserve.gov/default.htm; updates on latest Fed actions)
Global Economic Calendar (www.dailyfx.com/calendar/; calendar of the latest economic events and indicators)
Factiva (global news research)
Markets – What is the overall market direction?
Key resources
Bloomberg.com (www.bloomberg.com)
Quote.com (www.quote.com)
Yahoo.finance.com (http://finance.yahoo.com/)
Marketwatch.com (www.marketwatch.com/)
Sector & Industry Research – What’s hot and what’s not?
Identify industry leaders and the current political, economic, social, and technological changes.
Key Resources:
S&P NetAdvantage (industry surveys; guidelines for analyzing a company)
IBIS World (industry overviews organized by NAICS code)
Morningstar (detailed information on sector/industry performance)
Mergent Horizon (detailed information on sector/industry performance)
Company Research – Who’s hot and who’s not? Understand how a company is performing fundamentally (financials) and technically (stock price)
Fundamental Analysis – tells you what to buy Analyze financial statements – income, balance sheet, and cash flow Analyze key ratios and bechmarks – EPS and sales growth, cash flow, management, products and services
Technical Analysis – tells you when to buy Price, volume, support, resistance, owership, etc.
Key Resources: * S&P NetAdvantage (industry surveys; guidelines for analyzing a company) *Morningstar (professional-level investment research tools) *Mergent Horizon (professional-level investment research tools) *Thomson One (professional-level investment research tools) *Investext (investment analyst reports) Big Charts (www.bigcharts.marketwatch.com; interactive charts for technical analysis)
News Research – what is the latest company news?
Earnings announcements, stock splits, mergers, acquisitions, analyst reports, upgrades, downgrades, etc.
Key Resources:
Factiva (global news research)
Thomson One (professional-level investment research tools)
Investext (investment analyst reports)
The Whisper Report (www.earningswhispers.com/, provides estimated earnings)
Whisper Number.com (http://whispernumber.com/wn_home.jsp, provides estimated earnings)