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

 

 

 

 

 
 
 

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Stock Industry Subcategories - with example companies provided:
 

While not perfect in every case, this method to categorize your company stock into both a sector and an industry subcategory helps you to narrow down your stock search and comparison with competitors.

For instance, with Verizon, our stock example, you would find that it belongs in the SERVICES sector, and further it is in the COMMUNICATIONS SERVICES industry subcategory.  You can then look in the same industry subcategory to find that AT&T - symbol T - is a key competitor to Verizon. 

This is when using Google Finance, which we think is a better, more updated service.  Interesting to note that, in Yahoo Finance, it lists Verizon and AT&T under the Technology Sector, in the industry subcategory, Telecom Services - Domestic.  Given that both Verizon and AT&T are now heavily involved in wireless and TV services, it is more appropriate to list them in the Communications Services area which describes them (and fits) more broadly. 

Sectors, Industries and Two Example Stocks for Each:
 
We did the work for you to list below all sectors and industry subcategories...           back to top
We also provided helpful examples of two stocks from each industry.
  Basic Materials Chemical Manufacturing  Monsanto (MON) & DuPont (DD)
  Chemicals - Plastics & Rubber  Zoltek (ZOLT) & Polyone (POL)
  Containers & Packaging  Owens-Illinois (OI) & Temple-Inland (TIN)
  Fabricated Plastic & Rubber  Carlisle (CSL) & Spartech Corp. (SEH)
  Forestry & Wood Products  LA-Pacific (LPX) & Weyerhaeuser (WY)
  Gold & Silver  Agnico-Eagle (AEM) Eldorado Gold (EGO)
  Iron & Steel  U.S. Steel Corp. (X) & Nucor (NUE)
  Metal Mining  BHP Billiton (BHP) & Cameco (CCJ)
  Misc. Fabricated Products  Parker Hannifin (PH) & Allegheny (ATI)
  Non-Metallic Mining  HWinston Diam. (HWD) & Compass (CMP)
  Paper & Paper Products  Intl. Paper (IP) & MeadWestvaco (MWV)
Capital (Industrial) Goods Aerospace & Defense  Northrop Grumman (NOC) &
      Lockheed Martin (LMT)
  Constr. & Agric. Machinery  Deere & Co. (DE) & Caterpillar Inc. (CAT)
  Constr. - Supplies & Fixtures  Precision Castparts (PCP) &
      Armstrong World Industries, Inc. (AWI)
  Construction - Raw Materials  Vulcan Materials Company (VMC) &
      Martin Marietta Materials Inc. (MLM)
  Construction Services  Toll Brothers (TOL) & Pulte Homes (PHM)
  Misc. Capital Goods  Terex (TEX) & IL Tool Works Inc. (ITW)
  Mobile Homes & RVs  Winnebago Industries Inc. (WGO) &
      Thor Industries, Inc. (THO)
Conglomerates Conglomerates  General Electric (GE) & Textron (TXT)
Consumer Goods - Cyclical Apparel/Accessories  Under Armour, Inc. (UA) &
      Columbia Sportswear Co. (COLM)
  Appliance & Tool  Whirlpool Corp. (WHR) &
      Jarden Corp. (JAH)
  Audio & Video Equipment  Sony (SNE) &
      Panasonic Corporation ADR (PC)
  Auto & Truck Manufacturers  Ford (F) & Toyota Motor (TM)
  Auto & Truck Parts  Genuine Parts (GPC) & Lear Corp. (LEA)
  Footwear  Nike Inc. (NKE) & CROCS (CROX)
  Furniture & Fixtures  Ethan Allen (ETH) & La-Z-Boy Inc. (LZB)
  Jewelry & Silverware  Movado Group (MOV) & Fossil (FOSL)
  Photography  Eastman Kodak (EK) & Shutterfly (SFLY)
  Recreational Products  Brunswick (BC) & Marine Products (MPX)
  Textiles - Non Apparel  Interface, Inc. (IFSIA) &
      Mohawk Industries Inc. (MHK)
  Tires  Goodyear Tire & Rubber Co. (GT) &
      Cooper Tire & Rubber Co. (CTB)

Sectors - cont'd

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Sectors and Industries - complete list - continued...                                            back to top
  Next Page >>   Sectors - cont'd
 
 

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