Stock Research
Homework Steps:
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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:      
Sectors, Industries and Two Example Stocks for Each:

 
Sectors and Industry Categories - continued...

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  Consumer Goods - Non-Cyclical Beverages (Alcoholic)  Anheuser-Busch (BUD) &   
      Molson Coors Brewing Co.
(TAP)
  Beverages (Non-Alcoholic)  Coca-Cola (KO) & Pepsi (PEP*)
  Crops  Landec (LNDC) & Fresh Del Monte (FDP)
  Fish/Livestock  Cal-Maine Foods Inc. (CALM) &
      HQ Sustainable Maritime (HQS)
  Food Processing  Advanced Micro Devices Inc. (AMD) &
      Bunge (BG)
  Office Supplies  Staples (SPLS) & OfficeMax (OMX)
  Personal & Household Prods.  Clorox (CLX) & Procter & Gamble (PG*)
  Tobacco  Philip Morris International (PM) &
      Reynolds American Inc. (RAI)
  Energy Coal  Arch Coal Inc. (ACI) & Patriot Coal (PCX)
  Oil & Gas - Integrated  Exxon Mobil (XOM) & Chevron (CVX*)
  Oil & Gas Operations  XTO Energy (XTO) & Devon Energy (DVN)
  Oil Well Services & Equipment  Schlumberger (SLB) & Halliburton (HAL)

Financial Consumer Financial Services  Visa Inc. (V*) & Mastercard (MA)
  Insurance (Accident & Health)  Aetna Inc. (AET) & CIGNA Corp. (CI)
  Insurance (Life)  Prudential (PRU*) & MFC
  Insurance (Miscellaneous)  MetLife (MET) & Aon Corporation (AOC)
  Insurance (Prop. & Casualty)  Chubb (CB) & MetLife (MET)
  Investment Services  Goldman Sachs (GS*) &
      Morgan Stanley (MS)
  Misc. Financial Services  Russell 2000 Index (IWM) &
      Dow Jones US Real Estate (IYR)
  Money Center Banks  Toronto-Dominion Bank (TD) &
      Royal Bank of Canada (RY)
  Regional Banks  Huntington Bancshares Inc. (HBAN) &
      Fifth Third Bancorp (FITB)
  S&Ls/Savings Banks  Hudson City Bancorp (HCBK) &
      People's United Financial Inc. (PBCT)

Healthcare Biotechnology & Drugs  Gilead Sciences Inc. (GILD*) &
      Celgene Corporation (CELG)
  Healthcare Facilities  Sunrise Senior Living Inc. (SRZ) &
      Brookdale Senior Living Inc. (BKD)
  Major Drugs  Merck (MRK) & Eli Lilly & Co. (LLY)
  Medical Equipment & Supplies  Intuitive Surgical Inc. (ISRG) &
      Covidien, Ltd. (COV)

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  Services Advertising  Omnicom Group (OMC) &      
      Interpublic Group of Companies (IPG)
  Broadcasting & Cable TV  CBS Corp. (CBS) & NEWS CORP (NWSA)
  Business Services  Accenture Ltd. (ACN*) &
      Marsh & Mclennan (MMC)
  Casinos & Gaming  Las Vegas Sands (LVS) &
      Wynn Resorts (WYNN)
  Communications Services  Verizon (VZ) & AT&T (T)
  Hotels & Motels  Starwood Hotels & Resorts (HOT) &
      Marriott International, Inc. (MAR)
  Motion Pictures  DreamWorks Animation (DWA) &
      Lions Gate Entertainment (LGF)
  Personal Services  Service Corp. International (SCI) &
      Invacare Corporation (IVC)
  Printing & Publishing  The New York Times Company (NYT) &
      McClatchy Co. (MNI)
  Printing Services  VistaPrint NV (VPRT) &
      R.R. Donnelley & Sons Company (RRD)
  Real Estate Operations  Boston Properties Inc. (BXP) &
      Vornado Realty Trust (VNO)
  Recreational Activities  Priceline.com Inc. (PCLN) &
      Expedia Inc. (EXPE)
  Rental & Leasing  United Rentals, Inc. (URI) &
      H&E Equipment Services, Inc. (HEES)
  Restaurants  Chipotle Mexican Grill, Inc. (CMG) &
      Yum! Brands (YUM)
  Retail (Apparel)  J. Crew Group (JCG) &  
      Coldwater Creek Inc. (CWTR)
  Retail (Catalog & Mail Order)  eBay Inc. (EBAY) & Hot Topic Inc. (HOTT)
  Retail (Department & Discount)  Wal-Mart (WMT) & Target (TGT)
  Retail (Drugs)  CVS Caremark Corp. (CVS) &  
      Walgreen Co. (WAG)
  Retail (Grocery)  Whole Foods Market Inc. (WFMI) &  
      Safeway Inc. (SWY)
  Retail (Home Improvement)  Home Depot (HD*) & Lowe's (LOW)
  Retail (Specialty)  Borders Group, Inc. (BGP) &  
      Barnes & Noble (BKS)
  Retail (Technology)  Best Buy (BBY) &  
      RadioShack Corp. (RSH)
  Schools  ITT Educational Services Inc. (ESI) &  
      Apollo Group Inc. (APOL)
  Security Systems & Services  ArcSight, Inc. (ARST) &  
      Checkpoint Systems Inc. (CKP)
  Waste Management Services  Waste Management (WM) &  
      Republic Services Inc. (RSG)
  Technology  > N/A
  Transportation  > N/A
  Utilities  > N/A
  Technology Communications Equipment  Cisco (CSCO*) &  
      Juniper (JNPR)
  Computer Hardware  Hewlett-Packard (HPQ) & Dell Inc. (DELL)
  Computer Networks  F5 Networks Inc. (FFIV) &  
      Radiant Systems Inc. (RADS)
  Computer Peripherals  Canon Inc. (CAJ) &  
      Lexmark International Inc. (LXK)
  Computer Services  IBM (IBM) & Unisys Corp. (UIS)
  Computer Storage Devices  Seagate (STX) & EMC (EMC)
  Electronic Instr. & Controls  Agilent Technologies Inc. (A) &  
      Hexcel Corp. (HXL)
  Office Equipment  Xerox Corp. (XRX) &  
      Pitney Bowes Inc. (PBI)
  Scientific & Technical Instr.  Varian Medical Systems Inc. (VAR) &  
      Thermo Fisher Scientific, Inc. (TMO)
  Semiconductors  Intel Corp. (INTC*) &  
      Advanced Micro Devices Inc. (AMD)
  Software & Programming  Microsoft (MSFT) & Oracle Corp. (ORCL)

Transportation Air Courier  FedEx Corporation (FDX) &  
      United Parcel Service, Inc. (UPS*)
  Airline  JetBlue Airways Corporation (JBLU) &  
      Southwest Airlines Co. (LUV)
  Misc. Transportation  Emergency Medical Services (EMS) &  
      Air Methods Corporation (AIRM)
  Railroads  CSX Corp. (CSX) &  
      Norfolk Southern Corp. (NSC)
  Trucking  J.B. Hunt Transport Services (JBHT) &  
      Heartland Express, Inc. (HTLD)
  Water Transportation  DryShips, Inc. (DRYS) &  
      Diana Shipping (DSX)

Utilities Electric Utilities  Consolidated Edison Inc. (ED) &  
      Northeast Utilities (NU)
  Natural Gas Utilities  Clean Energy Fuels Corp. (CLNE) &  
      Kinder Morgan Energy Partners (KMP)
  Water Utilities  Aqua America Inc. (WTR) &  
      American Water Works Co. (AWK) 

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