Other Recommended Resources:
Researching a company's Average Annual Return over a long period such as one decade, is good practice for investors. It is also important to factor in dividends, because a stock's average annual return is more than just the change in stock price, if that company pays a dividend. The website aims to empower investors by performing the average annual return calculation with dividends reinvested.
Since 1998, Bank Investor has served as the premier online investment club for investors with a focus on mutual savings bank conversions and after-market bank investing opportunities. New members must apply and be voted in by the existing membership base.
BDC Investor aims to provide news and information about publicly traded Business Development Companies (BDCs), an important income sector due to the structural requirement to distribute 90% of taxable income to shareholders. With a requirement to invest primarily in private companies in the United States, BDCs were created in 1980 by Congress to encourage the flow of public equity capital to private US businesses.
The Canada Stock Channel stock research website is aimed at financial advisors and retail investors trying to maximize the opportunities in Canadian traded companies.
The site features pages profiling each Canadian stock in its coverage universe, as well as a screener to help investors find dividend-paying stocks traded in Canada.
An invaluable resource for preferred stock investors, the CDx3 Notification Service computes a "CDx3 Compliance Score" for each new preferred stock IPO (and each new exchange traded debt offering). Notifications are sent to subscribers for each new offering, detailing the temporary trading symbol (if applicable), the permanent trading symbol, and the CDx3 Compliance Score information. "Par cross alerts" are also offered, for highly rated securities that later trade below par, and call alerts are also available. The service offers weekly and monthly newsletters, an active subscriber-exclusive Discussion Group, and access to the Preferred Stock List database system.
Closed End Funds (CEFs) are an interesting category of investment funds because for any given CEF, a fixed amount of capital is raised and then the shares of the fund are traded just like any other stock. This means the pricing of the fund's shares in the market will react to fluctuating supply and demand forces, creating situations where shares of the fund may trade above or below the per-share net asset value. Investors must therefore consider not just the investment objectives of the fund, not just the quality of the fund's management, not just the performance of a fund's underlying portfolio, but also consider when shares of the fund are trading at attractive entry/exit points.
The Chart Zero stock market game presents users with a random chart from within the S&P 500 components at a random point in time in history, without axis labels and without displaying any data or labeling that would reveal which stock is being shown. Simply based upon the information shown in the chart, users are then asked to predict whether that stock was higher or lower two weeks later. After the user makes their prediction, the answer is shown, with the last two weeks of the same chart now filled in with the actual historical data. The game helps users to discover whether historical trading history alone can help predict where a stock is headed.
Cheap Stocks Channel has a low PE ranking algorithm based on their own formula, which ranks the stock market looking for cheap stocks relative to their earnings. Various screener options are presented such as sector-by-sector lists, smallcaps, midcaps, and stocks in different dollar price ranges.
Contrarian Outlook is home to The Contrarian Income Report, employing second level thinking to hunt down safe, stable, meaningful yields through a calculated contrarian investing strategy. The site's Hidden Yields service taps into the incredible profit potential of income loopholes that are "invisible" to 99% of investors.
Dividend Channel is a dividend stock research website aimed at financial advisors and retail investors looking to maximize the investment opportunities in dividend paying stocks. The site includes a number of ground-breaking features that allow investors to dig deeper into interesting dividend stocks, including the site's DividendRank system. Investors can also sign up to receive Dividend Alerts by email, for new dividend declarations and upcoming ex-dividend and payment dates.
Energy Stock Channel is an energy stock research website and sister site to Dividend Channel, taking the DividendRank system and applying it to the energy sector, with the goal of helping financial advisors and retail investors maximize their investment opportunities in the energy sector. The site features pages profiling each energy stock, as well as a screener to help investors find energy stocks.
ETF Channel is an exchange traded fund (ETF) research website, aimed at financial advisors and retail investors trying to maximize the opportunities in ETFs. The site includes a number of ground-breaking features that allow investors to dig deeper into ETFs than ever before, such as their ETF Finder tool. Upon entering a list of stock symbols, the ETF Finder will list those ETFs containing those symbols, sorted by highest weight among the entered symbols.
Historical earnings are crucial for self directed investors to pore over, because in order to understand where a stock is going, one must first know where the underlying company came from, from a historical earnings perpsective. This website is a convenient way to research historical earnings dates and results for a given company. The site presents historical earnings per share charts and historical revenue charts and tables.
Equally important to a stock's earnings level is that stock's valuation, and a popular way to measure valuation is the ratio comparing the stock's trading price against its earnings. Hence the term "PE Ratio" which stands for price to earnings ratio. Knowing a stock's current PE ratio is important, but it is even better to have the expanded context of also knowing that stock's historical PE ratio. In this way, investors can compare today's PE against the past.
Historical Stock Price is a tool for looking up the past trading prices and volume of a given stock traded on the US markets. The most recent trading prices are given from the recently completed sessions, including the opening price, day's high, day's low, closing price, and trading volume. Choosing a date from a drop-down list enables users to look up this same information for historical sessions.
Holdings Channel is a research website focused on 13F filers, aimed at financial advisors and retail investors seeking to know what various 13F filers are holding, as well as researching holdings changes between periods (what each 13F filer has been buying and selling), and any new positions being added. The site includes a ground-breaking feature that allow investors to see aggregately what 13F filers are buying and selling within sectors and niche investment areas, such as Real Estate Investment Trusts (REITs), Business Development Companies (BDCs), and Master Limited Partnerships (MLPs).
Researching a public company's stock price history is one thing, but it is also extremely useful to study market cap history. Over the course of time, via movement of a company's stock price, but also the issuance of new shares or the repurchase of existing shares, a company's market cap can fluctuate meaningfully. This site charts the market cap history of stocks over time.
Market News Video is a news organization whose mission is to produce and distribute quality online videos about the stock markets and publicly traded companies. Regular segments include the "Insider Buying Report" and "Market Movers." The "Stock Market Definitions" glossary library features educational videos defining important stock market terms.
Metals Channel is a stock research website focused on the gold, metals, and mining sectors, and is a sister site to Dividend Channel. Metals Channel takes the DividendRank system and applies it it to the metals sector. The site features pages profiling each metals stock, as well as a screener to help investors find stocks in the gold, metals, and mining sectors.
Monthly dividend paying stocks are typically of great interest to investors seeking a stream of income paid to them each and every month. Although the majority of dividend paying stocks do so quarterly, there are still quite a lot of companies, preferred stocks, funds, and ETFs that follow a monthly dividend schedule. The Monthly Dividend Paying Stocks website focuses solely on those monthly dividend paying stocks and other securities that can be purchased on a stock exchange.
My Morning Joe Stock Watch is a news portal focused on the stock markets, with emphasis on the performance of individual stocks as long-term investments. Coverage includes the Nasdaq and New York Stock Exchange, including NYSE American. The home page features summaries of most recently posted stories, with search engine where users can search by company name and ticker symbol.
Next earnings dates are critical for investors to pay attention to, but it isn't always easy to keep track of upcoming next earnings dates for stocks of interest. The Next Earnings Date website makes it easy to find out the next earnings date for any ticker symbol or company name covered. The site also present earnings history information for each stock covered, including EPS history charts and revenue history charts.
Past earnings are critical for investors to study, because to understand where a company is going, one must first know where it came from. And the most powerful insights into that question that we as investors have, is an examination of a company's earnings. The aim of the Past Earnings website is to make it simple for investors to research past earnings dates and results, complete with past earnings per share charts and past revenue charts.
According to author Ramit Sethi, less than 15% of mutual funds beat the market. According to Investopedia, the average mutual fund charges a 1.5% annual management fee. That means that on a $100K portfolio, investors on average are paying mutual fund managers $1,500 per year to under-perform the market. Self directed investors can therefore save a bundle by taking over control of their investments. But taking over investment control requires knowledge and data, so to help in this task, Portfolio Channel offers data-driven subscription tools designed for self directed investors.
Preferred Stock Channel is a stock research website aimed at financial advisors and retail investors trying to maximize the opportunities in preferred stocks. The site features pages profiling each preferred stock, as well as a screener to help investors find preferred stocks. Each week Preferred Stock Channel sends a newsletter containing the week's preferred stock offerings, and highlighting the week's highest yielding preferred stocks overall and by category, including premium/discount to liquidation preference.
Preferred Stock Investing is the home of the eBook Preferred Stock Investing, Fifth Edition
, by Doug K. Le Du. This standard-setting book teaches investors how to use the highest quality preferred stocks to earn above average dividend income while simultaneously creating multiple downstream capital gain opportunities, with next-to-no effort. One of the highest reader-rated books in the U.S., Preferred Stock Investing
pioneered the "CDx3 Compliance Score" method, ranking preferred stocks by ten important investment criteria. A free eBook download is available on the site, along with information on the Preferred Stock List database system, the CDx3 Notification Service, and several free resources for preferred stock investors including a "preferred stock Q&A" and a free weekly newsletter.
Redi News is a stock market news portal providing fresh stock market articles with top stock picks from leading financial writers. Articles are geared to self directed investors and investment advisors looking for stock market investment ideas that warrant further research. The home page contains a curated batch of the most recent articles, with a search bar at the top allowing users to search for articles by ticker symbol.
Researching a public company's stock price history is one thing, but it is also extremely useful to study shares outstanding history. Over the course of time, through the issuance of new shares or the repurchase of existing shares, a company's share count can change meaningfully. This site charts the shares outstanding history of stocks over time.
When researching a public company's historical stock prices, it is important to take into account that companies may split their shares. For example a common split that increases share count is a two for one split (this doubles the share count), or, a reverse split is also possible where for every X number of shares owned, a shareholder receives just 1 share, thereby reducing the total share count. This website is a resource for researching the split history information for publicly traded US stocks.
For traders and investors who incorporate Technical Analysis into their strategies, one of the popular tools is to calculate a Simple Moving Average (SMA), with a look-back of either a shorter or longer term period. At the Stock DMA website, they look at the 50 day moving average ("50 DMA") for the shorter period, and the 200 day moving average ("200 DMA") for the longer period. Investors looking to use the DMA Technical Analysis indicator can benefit from looking up their stocks of interest.
One popular Technical Analysis indicator is to compare a short term moving average against a long term moving average, to can see how they converge or diverge. Hence the term Moving Average Convergence Divergence ("MACD"). This site look at the MACD indicator comparing the 50 day moving average against the 200 day moving average for US stocks of interest.
The Relative Strength Index (RSI) is one of the more popular Technical Analysis indicators, originally developed in the 1970's by J. Welles Wilder. This indicator looks at a 14-day moving average of a stock's gains on its up days, versus its losses on its down days. The result is an indicator that measures momentum, oscillating between "oversold" and "overbought" on a scale of zero to 100. A reading below 30 is viewed to be oversold, which a bullish investor could look to as a sign that the selling is in the process of exhausting itself, and look for entry point opportunities. A reading above 70 is viewed to be overbought, which could indicate that a rally in progress is starting to get crowded with buyers. If the rally has been a long one, that could be a sign that a pullback is overdue.
It is important to take stock split history into consideration whenever researching a public company's historical stock prices, because companies may split their shares over time. Splits can work in both directions, either increasing share count or reducing it. For instance, a common split that increases share count is a two for one split (thus doubling the share count). Meanwhile, a reverse split is also possible where for every X number of shares owned, a shareholder receives just 1 new share, thereby reducing the total share count accordingly.
Stock Options Channel is a stock options research website with a proprietary formula called YieldBoost, which was designed with the dual strategies of selling out of the money calls, and selling out of the money puts. The YieldBoost rankings are designed to express the top most "interesting" options identified by the formula, which are intended as a research tool for users to generate ideas that merit further research in the world of stock options. Users can also explore option chains by ticker symbol, for US traded stocks.
Even investors who focus on Fundamental Analysis to inform their investing decisions about which stocks to buy and sell for their portfolios, can benefit from incorporating Technical Analysis into their strategies when it comes to examining entry and exit timing/opportunities. Technical Analysis Channel is a research website focused on presenting some of the basic and most popular Technical Analysis strategies, in simple presentation, with charts for each member of the S&P 500, to help investors and traders alike to better perform stock research.
The Online Investor website, launched in 1997, is a recognized leader for unique and comprehensive coverage of large caps, mergers, stock buybacks and stock splits. Over the years, the site, mentioned in Barron's, on CNBC, SmartMoney Interactive and CBS Marketwatch, has built a significant presence, with thousands of free newsletter subscribers, and dedicated site visitors. Investors can also sign up to receive SEC Filing Alerts by email for their stocks of interest, to be alerted when new SEC filings are made by those stocks.
Home of the Top Dividend Stock of the Day, the Top Dividends website is a collection of resources for investors researching top dividend stocks. Namely, the site aims to serve investors looking for top dividend stock ideas. Features include the top dividend stocks year to date, an overall top 10 list, and a curated selection of other toplists sure to interest dividend-focused investors.
It is one thing to look at a historical stock price chart, but dividend-focused investors are also interested in seeing how the dividend yield itself has fluctuated over time. The Yield Charts site aims to fill that need, presenting historical dividend yield charts for a large coverage universe of dividend paying stocks. Studying the past yield of a dividend stock can be an important tool when considering if the current yield on offer is appealing when compared to the past.
Year To Date (YTD) Return is a commonly used metric to compare how a given stock is performing for its investors relative to peers and relative to the overall stock market. When calculating YTD return is also important to factor in dividends, not just stock price change, because any dividends collected can also be reinvested into additional shares, changing the YTD return perspective. The YTD Return website aims to empower investors by performing the YTD return calculation with dividends reinvested.
Value Forum is an open discussion forum community that any serious investor is welcome to join to discuss undervalued stocks and investing strategies. Launched in 2003, the site's motto is to be the community for value and income investors who don't swim with the crowd. Affectionately known as ''VF,'' Value Forum is home to hundreds of investors who collaborate to research, discuss, and perform due diligence on value stocks and strategies, using the site's unique tools and features including over 100 message board discussion topics, a stock ratings system with over 1000 rated stocks, quarterly and year-long stock picking contests, group polls, shared portfolios, a group calendar system, and other online collaboration tools.