For questions related to the analysis of stock prices, stock markets, etc.

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1answer
73 views

Where can one graph portfolio performance over time?

I'm used to my employer provided 401k website, which allows me to see a "personal rate of return" over a specified time period, plotted on a line chart. It also allows me to see individual stocks and ...
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0answers
96 views

How to setup a financial dashboard like Nassim N Taleb?

Quoted from his book, fooled by randomness: I have a trick to know if something real in the world is taking place. I have set up my Bloomberg monitor to display the price and percentage change of ...
2
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3answers
174 views

Who Bought A Large Number Of Shares?

In general, I'm trying to find some information that I think might be reported in SEC filings or is otherwise in the public domain, but I do not know where to look. The scenario is best illustrated ...
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2answers
36 views

Do any publically available documents from IR or SEC include all patents the company holds?

What documents contain information about the specific patents a company holds for the sake of investors? For example, Apple Inc. 10k, states among other things: The Company currently holds rights ...
4
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2answers
121 views

Is there a way to set a stop for a stock before you own it?

Here's the situation: I like to place buy orders when the market is closed. However, I do not like to wake up at 630 (pacific time) to set a stop order to sell the stock. Is it possible on merrill ...
4
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2answers
221 views

Is there a way to monitor when executives or leaders in a company sell off large holdings?

Often a stock price change can be related to when an executive, board director, or president quickly sell off their current company holdings. Is there a way of monitoring a company's insiders ...
0
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1answer
48 views

Quantiative Easing fuels stock markets, but why? [closed]

I was recently told that stock markets in the US and EU has boomed as a result of quantitative easing, where the central banks has bought bonds with longer maturity to push the prices higher and ...
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0answers
152 views

What happened to GOOG-stock? Why isn't it 1.000 USD?

I just try to understand what happened to the Google stock. In October 2013 many newspapers wrote that the GOOG stock reached 1.000 USD. When I now look at the charts for this share and scroll back ...
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1answer
106 views

Chart mutual fund vs. stock with dividends reinvested?

Using common charting software, how can I best compare total returns of a mutual fund vs. total return of a stock, with dividend reinvestment (DRIP) in each case? Frequently the easy to get charts ...
2
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2answers
155 views

Do marketmakers always quote a bid and ask simultaneously

I am trying to understand some MM (Market Maker) data that I have. As a follow up to a question I read about MM: How does a dealer (or market maker) earn the bid-ask spread on a stock? And to ...
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1answer
100 views

How do stock analysts estimate the earnings for a publicly traded company? What about costs?

I assume that if one was a careful study of a company, you could determine revenue by surveying consumers and determining how much inventory is being sold, but I don't see how an analyst could gain ...
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1answer
127 views

What happened to Houston American Energy Corp. (HUSA) that made their stock crash?

I noticed this HUSA stock. And seen that they were steadily over the $10 line for most of 2010-2011 and at the beginning of 2012 they started going down. Yahoo Finance shows that they were upgraded ...
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0answers
54 views

Historical NCAV/financials?

I've been looking at stock screens based around the net current asset value (NCAV), such as this one. I found some blogs where people tested these strategies by "buying" stocks with fake money and ...
0
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1answer
49 views

Can I calculate stock value with Williams%R if I know the last set?

I've got a random stock. Yesterday the value was $76.25, where as the Williams %R was -72.72. Is it possible by only knowing this, to calculate the value if the Williams %R rises to -20?
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3answers
317 views

Equation to determine if a stock is oversold and by how much?

Given a stock, is there any mathematical equation than can determine if that stock is oversold? I will use the equation against all stocks in the market to generate a sorted list of oversold stocks.
1
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1answer
117 views

Why do P/E ratios for a particular industry tend to cluster around particular values?

The answer I've read on this topic is that a new industry with a lot of growth potential (software, biotech, etc.) tends to have the stock priced at a premium in order to reflect the growth ...
3
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1answer
81 views

Do individual investors use Google to obtain stock quotes?

In relation to my empirical research I am interested in the following questions (regarding the US). 1) How widespread is the use of Google when invidual/private investors wants to find information on ...
2
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1answer
299 views

Online stock screener to find stocks that are negatively correlated to another stock/index?

Is there a free online resource that I can use to find pairs of stocks that are always negatively correlated? For example, I want to find stocks that are negatively correlated w.r.t SPY. On Google ...
3
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2answers
2k views

Will a company's stock price be affected when warrants are issued, or exercised?

A company has 500 million outstanding shares, and it issued 100 million warrants 10 years ago. Assume that none of the warrants has been exercised yet. If tomorrow all the holders exercised their ...
2
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3answers
1k views

If a company's assets are worth more than it's market cap, can one say the shares must be undervalued?

Imagine a company sold a 10% stake in one of its assets to a 3rd party for $100 million. It would be fair to assume that the asset is worth $1 billion. If that company had 200 million shares issued, ...
3
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1answer
88 views

Can I get a dumbed down explanation of risk measures used for evaluating stocks?

Hoping this will be a good reference question for the site. Can someone explain in a way that doesn't require a lot of math/statistics background what the following terms mean when analyzing the ...
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2answers
70 views

Would long-term treasury bonds (e.g. TLT) generally rise when stocks (e.g. SPX) fall?

Is this a correct analysis of TLT (iShares 20+ Year Treasury Bond): It was hammered by QE talk in May. It will continue to generally drift lower while QE is in effect or even being tapered and the ...
2
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1answer
85 views

Is Investments by Bodie just an expanded version of Essentials of Investments?

I'm looking to start learning about hardcore securities analysis and I see a couple MBA courses that use Essentials of Investments or Investments both by Bodie, Kane, and Marcus. Investments is about ...
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2answers
73 views

How can I estimate the standard deviation

How can I estimate the standard deviation from stock graph without calculates, just from the graph
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0answers
59 views

Forward Contract Extension

I was reading this article Below is a small snippet from the article. I'm wondering how Barrick gold could extend the hedge at its own option. How would this be executed and how do they have this ...
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1answer
2k views

Calculating a stock's price target

In the book 'Insider Buy Superstocks', he seems to be calculating price targets like this: [last quarter EPS] x 4 x PE = price target Does that look correct? Is he basing PE off the current stock ...
6
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2answers
416 views

What does “/” and “^” mean in ticker symbols? How to translate these symbols into yahoo?

I have downloaded a complete list of all NYSE stock symbols from the NASDAQ website here. As it turns out, many of these symbols are not recognized by the yahoo finance page. In particular, there ...
2
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1answer
93 views

Periodicity in stock charts

Not sure if this is the right forum for this kind of question, but here goes: I have been looking at a 3.5 year time series of several hundred DJIA stocks and notice that for many (but not all) ...
2
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1answer
85 views

Bids and asks in case of market order

Suppose that person A places buy market order with quantity 1000 of firm XYZ. Now in the market there only are various asks of quantity: quantity 100, quantity 2000, quantity 1000. Each ask has ...
3
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2answers
207 views

Rate of change of beta

While viewing data for an individual stock, I always want to see how much the beta has changed. I see this useful for three reasons: Trends (up, down, or stable) in the beta The 60-month beta hides ...
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1answer
4k views

Is there a difference between a company's profit vs earnings?

I am reading through a company's annual report trying to do research on whether I should invest in them. I'm new at all this and it's got a lot of complicated terms which I'm unsure about. One thing ...
4
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1answer
929 views

Calculating historic S&P 500 returns

I'm using the S&P 500 data provided by Robert Shiller which goes back to 1871. I've then calculated the percent return for each month, the simple arithmetic average is 0.43%. Calculating the ...
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1answer
123 views

Why does heavy volume indicate the strength of a trend?

When a reversal occurs on a chart on a heavy volume, it is supposed to signal the beginning of a strong reverse trend. For example, if a security was trending upwards and then it moves down on heavy ...
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1answer
209 views

Gauge the strength of the resistance level of a stock just using EMA

Say I calculate the 200-day EMA of a stock to be $25. The stock currently trades at $22. I see from the historical price action that it has touched $25 and failed to break it two times in the past 4 ...
4
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3answers
392 views

Why would analysts recommend buying companies with negative net income?

Can anyone explain why some analysts recommend companies in the biopharmacy sector as a "buy" even though they have high R&D costs and no real profit? I followed three companies and I see the ...
4
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3answers
163 views

Benjamin Graham: Minimum Size of the company

In the book "Intelligent Investor", Graham recommends a minimum annual sales figure of 100 Million $ as one of the criteria. How do we adjust this figure for Inflation and a country other than the ...
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2answers
145 views

Why don't institutions share stock recommendations like Wall Street analysts?

The article Track Institutional Buying, Not Analysts states that: Mutual funds, insurance companies, pension funds and other institutional investors rely on their own research. Contrary to ...
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4answers
688 views

Does doing your “research”/“homework” on stocks make any sense?

One thing about investing has always bothered me. You constantly hear people saying you need to "do your research" or "do your homework" on a company before buying their stock. I rarely watch Mad ...
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2answers
387 views

In a quote-driven market, how do market makers figure out bid/ask prices and bid/ask sizes?

I understand that bid/ask prices and bid/ask sizes are ultimately determined by the market maker. I am curious about some general principles that the market maker follows when determining the above ...
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1answer
404 views

Why bid and ask do not match the price at which the stock is being traded [duplicate]

For a particular stock, the stats look something like this: Price: 54.55 $ Bid: 54.54 $ Ask: 54.55 $ Now if I place a market order, will it get executed at the Price (54.55 $)? My guess is yes. Now ...
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3answers
292 views

Why liquidity implies tight spread and low slippage

At this link: http://www.investopedia.com/articles/trading/06/daytradingretail.asp they mention: Liquidity allows you to enter and exit a stock at a good price (i.e. tight spreads and low ...
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1answer
4k views

What time period is used by yahoo finance to calculate beta

On the stock page in yahoo finance, there is specified a beta value for the stock. Now is there a way to know what time period was used to calculate the beta? Is it the trailing 12 months? Does yahoo ...
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3answers
480 views

Why do moving average acts as support and resistance?

What is the reason that a particular moving average can act as a good indicator of support and resistance for a particular stock? Moving average is just an avg of closing prices over 30 days or 50 ...
3
votes
2answers
890 views

Calculating Profit Ratio (Gross Margin)

When looking at a company's income statement to calculate the Profit Ratio (Gross Margin) PM = Net Profit / Sales Do you include "other" revenue in the equation? Example: XYZ Ltd Income Statement ...
2
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1answer
176 views

Is there a step-by-step procedure to find a security's intrinsic value?

Recently I was reading about different fundamental analysis approaches, and specifically about Value Investing, as proposed by Ben Graham and David Dodd. This approach describes a strategy which based ...
2
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2answers
1k views

Should I use regular or adjusted close for backtesting?

In an attempt to try and perform few backtesting tasks, I have obtained some historical data. I have noticed that there are 2 closing prices; regular close and adjusted close. After some reading, I ...
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2answers
572 views

Does money made by a company on selling its shares show up in Balance sheet

When we purchase shares of a company for a certain sum of money (e.g: 1000 dollars), is this money immediately available to the company as a cash flow? In the balance sheet, will this money show up ...
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5answers
5k views

Which Benjamin Graham book should I read first: Security Analysis or Intelligent Investor?

I recently graduated from engineering and I want to know more about investing. I'm particularly interested in Benjamin Graham's ideas. I want to read all of his books, but I couldn't decide which one ...
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1answer
33 views

Analyst estimates for an insurance company

At this link: http://ca.finance.yahoo.com/q/ae?s=MFC.TO under Analyst Estimates, under Growth Est,they have these numbers: Current Qtr: MFC:18.50% Industry: 146.70% Sector: 36.90% Also how come ...
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1answer
81 views

What securities is Return of Capital applicable to?

I am trying to understand to which securities Return of Capital is applicable; I'm especially interested in stocks. From Wikipedia: Return of capital (ROC) refers to payments back to "capital ...