Ideas Post

When Researching A Company

Never invest in something you do not understand

    1. Listen to the latest earnings call

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    You get to hear from the business leaders and the vision of the business and get some background information.

    2. Understand the basic products of the business

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    What problem are they solving?

    3. Research the history and the leaders

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    Who is running this thing?

    4. Look at the stock stats

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    Market cap

    Stock price

    Shares outstanding

    Ownership

    5. Look at the Revenue

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    Is it growing quarter after quarter?

    6. Look at the Net Income

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    Are they profitable or spending too much?

    7. Look at the Debt

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    Not too much please.

    8. Does the investment fit in with your investing strategy?

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    What are you going after?

    9. Is the overall industry growing?

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    If the industry is growing that may benefit the business. If the industry is shrinking it may hurt the biz.

    10. Buy, watch or sell

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    You must decide

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