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    Home Unlabelled MUST KNOW!: ESSENTIAL TIPS on how to Research, Analyze & Perform Due Diligence on Stocks [What to look at] Investment Club

    MUST KNOW!: ESSENTIAL TIPS on how to Research, Analyze & Perform Due Diligence on Stocks [What to look at] Investment Club

    February 28, 2021

    MUST KNOW!: ESSENTIAL TIPS on how to Research, Analyze & Perform Due Diligence on Stocks [What to look at] Investment Club

    MUST KNOW!: ESSENTIAL TIPS on how to Research, Analyze & Perform Due Diligence on Stocks [What to look at]

    Posted: 27 Feb 2021 03:09 PM PST

    I felt this post was necessary due to all the people asking about due diligence, also due to the question I've been getting. These are things to look at.

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    Some of you may know me from my Due Diligence posts at r/FluentInFinance, but below is my Guide on HOW TO ANALYZE & RESEARCH A STOCK, and what you should look at when evaluating a stock (This is my checklist just build from years of wins & losses, things I learned from Pace University and Goldman Sachs). If I am investing large amounts of cash, I want to research thoroughly, so if the stock drops I can stick to my convictions, and forget about emotion.

    Before I use my time to research a stock, read up about it into detail, and dig into the financials, news, and 10-K, I check these two things first, to decide if I should use my time to dig further:

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    1. I quickly look at price upside. I look to see what the analysts covering it, have to say about the price targets. (Money is a tool, and you want it to work for you). MarketBeat.com can show you this: https://www.marketbeat.com/stocks/NASDAQ/AAPL/price-target/
    2. ​
    3. I look quickly at the charts and the technicals. I try to read and interpret the charts to see what previous trading patterns can predict. What are the short-term, mid-term and long-term predictions? A site you can use to interpret the charts for you is BarChart.com and TradingView.com

    https://www.barchart.com/stocks/quotes/AAPL/opinion

    https://www.tradingview.com/symbols/NASDAQ-AAPL/technicals/

    ​

    If it passes these two quick tests, then I start to dig deeper. Other things I look at:

    1. Sentiment & News. I Google the company. I search the ticket on Twitter. What are people saying? How do they feel?
    2. Earnings & revenue history. Is there growth? Is there potential? I look at the financials and the projections. Are the making money? Will they make money?
    3. Growth. I look into the financials to look at past growth. I look into news, 10Q's, 10Ks, investor presentations, and statements to look for future growth. Is there potential?
    4. Financial health. Are the financials strong? (Quick ratio, Profit margin, EPS, Income Statement Trend, Cashflow). Can this company survived? Is it managed well?
    5. I dig deeper into technical analysis and the charts. I look at RSI, moving averages, MACD, Stochastic Oscillator, etc. What is the Long term trend? What is the short term trend?
    6. Valuations. How is this valuated? (PEG ratio, P/E ratio). Is it over-valued? Is it undervalued?
    7. Short selling. How much of this stock is sold short? Are people betting against it?
    8. What is the put/call ratio? Are people betting against this stock to go down?
    9. Peers & competition. How does this company stack up against its competitors and peers? How do the financials compare? How to the products compare? Is there a moat?
    10. Institutional Sponsorship. Are big banks and wall street holding this? How much or this company's stock do they hold?
    11. Insider Trading. Is the CEO buying or selling shares?
    12. The amount of ETFs that hold this stock. Will they continue to buy it up and drive price over time?
    13. Average volume traded. Is this stock liquid? Would I be able to get my money back? How easy can I trade it? (The higher the volume, the thinner the bid/ ask spreads)
    14. Social sentiment. I check what people are saying on twitter, reddit, and google search trends. Is it trending?
    15. News moves a stock. So I also use google to find out as much as a company as possible. Are there potential catalysts that may move the stock?
    16. Management & CEO: I check Glassdoor and Indeed to learn about the management of the company, and google their CEO.
    17. For more tips or strategies check: https://www.flowcode.com/page/fluentinfinance

    ​

    There are many sites, tools, or resources you can use to dig into a stock such as (1) Yahoo Finance, (2) MarketBeat.com, (3) MacroTrends.com, (4) MarketWatch.com, (5) CNNMoney.com, (6) CNBC.com,

    I use an excel spreadsheet to organize my research: https://www.flowcode.com/page/fluentinfinance

    Check my prior/ past reddit posts for other analysis/ tips

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    Disclaimer: do your own research, make your own decisions because nothing is guaranteed, and I am not a financial advisor

    submitted by /u/TonyLiberty
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    In Warren Buffett’s annual letter he admits making this ‘big’ mistake (Precision Castparts)

    Posted: 28 Feb 2021 07:19 AM PST

    Annual forecast for eBay (2021)

    Posted: 28 Feb 2021 06:30 AM PST

    EBay shares (NASDAQ:EBAY) have been plummeting in this month, thus erasing the recent bullish gains that were made, especially from November 2020 to January 2021. Further short selling is anticipated this year: https://uk.advfn.com/newspaper/azeez-mustapha/58847/annual-forecast-for-ebay-2021

    submitted by /u/Ituglobal
    [link] [comments]

    MICHAEL KLEIN CCIV CEO INTERVIEW WITH IPO EDGE || TALKING ABOUT SPACS ||...

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