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Questions tagged [stock-analysis]

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

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2 answers
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Why are ETFs so bad at tracking Japanese indices?

ETFs that track American indices are generally very succesful at doing so. An example is Spy5, which has followed S&P 500 very closely since its inception in 2012. However, any ETF I have found ...
Manó's user avatar
  • 263
1 vote
1 answer
93 views

How to calculate a mixed interest rate?

I would like to calculate the realized interest rate of my stocks. How can I do that? Example: I buy stock A for 1000$ in year 1. After 3 years it is worth 1158$ (+5%/a, 158$ profit) I buy stock B for ...
00koeffers's user avatar
1 vote
1 answer
75 views

A company's annual report states that stock-based compensation is bigger than new revenue gained for the year, but revenue per share increased

I'm having trouble making sense of the accounting in this SEC filing for the annual report of Asana. Specifically, they spent much more on stock-based compensation expenses (202m) than they gained in ...
HC_'s user avatar
  • 123
-1 votes
2 answers
155 views

Taking a broad look at stock price

When you look at the maximum timespan of a stock chart, from the year it was issued up to now, some stocks, in fact many of them are at or near their maximums right now. But many people keep buying it....
upstream's user avatar
  • 273
1 vote
0 answers
49 views

Dukascopy historical data per-tick, bid and ask volume?

I am using Dukascopy's historical data. I am using a candlestick of 1 tick, volume units of "units," and chose TSLA data. Here is an example of the data: As you can see, the bid and ask ...
efwefwefwefwefw wefwefwefwef's user avatar
0 votes
0 answers
49 views

price earning ratio and expected future profit

The P/E or price to earning ratio is a common tool to judge the relative price of shares. The trouble is that a high P/E ratio could be a sign of an overvalued stock but it could also just mean that ...
quarague's user avatar
  • 1,216
1 vote
0 answers
40 views

How to find conversions between GICS and ICB classifications?

not sure if this is the right place to ask but for a personal stock portfolio I'm doing some analysis, and as I am considering stocks from different regions I have a dataset that partially uses GICS ...
user619755's user avatar
0 votes
0 answers
34 views

What values should I use for Bond Yield in Grahams Valuation outside the US

Total newbie here, please be gentle. I'm an Australian, going through the various intrinsic valuation models trying to wrap my head around what they mean and currently looking at Graham's Valuation: ...
demented hedgehog's user avatar
0 votes
1 answer
136 views

How do I find a list of stockholders of a public company listed in Canada?

How do i find all stockholders by holding percentage of a publicly listed company in Canada. Including minority stakeholders.
kanduken's user avatar
0 votes
1 answer
196 views

How do you calculate the proportion of shares required to formulate a minimum risk portfolio?

An investor has decided to invest 1 million in the shares of two companies, company E and company B. the projections of returns from the shares of the two companies along with their probabilities is ...
symon 's user avatar
  • 11
0 votes
1 answer
379 views

Where can I look up total returns of stocks, ETFs, and mutual funds? [closed]

I'm looking for a free way to look up total returns of various stocks, ETFs, and mutual funds. FinanceCharts.com lets me save lists of stocks and ETFs and view total returns for various time periods, ...
KnowItAllWannabe's user avatar
0 votes
1 answer
123 views

I want to reinvest in a stock after 2 years of not investing

I currently hold a stock (X) in which I have a 200% profit (invested about 2 years ago). I want to invest on the stock again. However, if I invest money in the stock now, the profit reduces as the ...
Spell Blade's user avatar
1 vote
1 answer
862 views

How often do ETF's change holdings?

I realize all ETF's are probably on different schedules depending on who's managing them. My question is: is there a way to learn the schedule for when they modify their holdings? Let's take Invesco's ...
Jacksonkr's user avatar
  • 943
0 votes
2 answers
135 views

Evaluating whether a company is trading below cash...?

I'm trying to evaluate the stock $GEO...specifically if their trading below cash at the moment. *All figures sourced from Yahoo Finance Their total cash is 48.72 M and Total Debt is 1.99 Bn while ...
user125671's user avatar
0 votes
0 answers
22 views

What is it called when both price action and RSI are achieving lower lows?

I've been analyzing $NVTS and I'm confused on the RSI/Price Action. The price is going down and so is the RSI so their going in the same direction downward...What is it called when both price action ...
user125671's user avatar
0 votes
1 answer
180 views

What will be the effects on the stocks of a mining company if they find a new deposit of metals and minerals

I recently heard of a large mining company called The Metals Company about to mine the Clarion-Clipperton Zone,its larger than all the mineral deposits on land put together .Will this have a ...
j jose's user avatar
  • 39
-1 votes
2 answers
191 views

How is a seasonality chart calculated for a specific stock?

I have seen several websites offer a Seasonality chart for stocks, and I tried to recreate it, but my results have the general line pattern, but its not the same as what I see on other sites. My ...
KingsInnerSoul's user avatar
1 vote
1 answer
615 views

How to check for short term supply and demand on the stock market

Assume you're trying to buy at the bid and sell at the ask. The bid has a price and a volume on it, and so does the ask (volume of shares to buy/sell). If you want to buy at the bid and then ...
David's user avatar
  • 123
1 vote
2 answers
350 views

Can CAGR be calculated for a time periods less than 1 year?

I am using the CAGR formula to calculate CAGR of my full portfolio. But there are some stocks which were bought 6 months ago. cagr = ((end_value / buy_value) ** (1 / n)) - 1 for eg if a stock was $50 ...
Avinash's user avatar
  • 13
1 vote
3 answers
139 views

Why should I use ROIC instead of P/E given that that is the price I'm paying to buy stock?

What are the advantages of using ROIC (Return on Invested Capital) as a key financial metric for analyzing stocks compared to P/E (Price-to-Earnings ratio)? I'm particularly interested in ...
metdos's user avatar
  • 11
1 vote
1 answer
55 views

How can a quarter's net income loss can cause a positive diluted adjusted EPS for that quarter

Can someone please let me know how a net income loss lead to a positive diluted adjusted EPS. Recently a stock with ticker symbol UPST has announced Q2 2023 results in which there was a net income ...
Sasidhar's user avatar
1 vote
1 answer
196 views

How to compute TTM of fundamentals? (trailing twelve months) yahoo finance uses secret sauce?

Anyone knows how the TTM column is computed on yahoo finance? I would have thought that the TTM column would be the sum of the four last available quarterly reports, based on the definition, but it ...
pf_init_js's user avatar
0 votes
1 answer
52 views

Interest rates effect on bank jobs and junk funds from the book intelligent investor

On chapter 6 of the intelligent investor with commentary by jason zweig Pg:147 is discussing about junk bonds. I ran through the text however I have some curiosity that I want to get addressed. Here ...
CREATIVITY Unleashed's user avatar
0 votes
6 answers
3k views

Why call options are more profitable compared to stock trading?

I am having a hard time trying to understand why buying call options are more profitable (if you predict the market right), compared to selling & buying stocks right away. Let me explain my ...
Frenk Frenk's user avatar
0 votes
1 answer
90 views

Red candlestick and volume bar on trading view

On trading view, I get the idea that if closing price is less than the opening price, then we will get a red candlestick on the price chart, and if closing price is greater than opening price, then we ...
stats_geek's user avatar
0 votes
1 answer
71 views

TD Ameritrade Phone App Giving Inconsistent Candle Charts

Just checking the stock BYND over 1 and 3 month periods I noticed that the same day was given a green or red candle depending on the length of the chart chosen. Am I missing something that is causing ...
N1KL_N_D1MD's user avatar
0 votes
2 answers
172 views

How does the stock market graph updates?

Context: I am not an economist. I am a programmer. Currently, I am developing a program to simulate the stock market by creating an analogous stock market for a group of people. One of the main ...
user121993's user avatar
0 votes
1 answer
74 views

Dividends compared to stock prices [duplicate]

I'm new to stock market, and I'm wondering, if final idea behind stocks is that someday you will be paid back your investment in dividends and start making profit, how long does it usually take for a ...
Alebado's user avatar
1 vote
0 answers
95 views

Judge the amount of money to trade

I have been day trading for about a year. I got some statistics on a stock market pattern. The latter gives me an 82% probability of occurring and an expected gain of 13% per trade. I'm having trouble ...
David's user avatar
  • 13
0 votes
2 answers
116 views

How can a company be losing money from year to year but have the same/increased cash and cash equivalents?

I am looking at a company (Uber) which to my knowlgede has no new investors. So how is it’s cash and cash equivalents slightly higher yoy. When it’s been losing money (yoy?
Jack 's user avatar
  • 161
1 vote
1 answer
98 views

What are Insurance Reserves on The Balance Sheet

Are insurance reserves JUST the amount the company expects (the max) amount it may have to pay in the future for claims. Or (B) is it the cash or cash equivalent the company set aside for possible ...
Jack 's user avatar
  • 161
0 votes
0 answers
90 views

Why is EPS looked at much more than FCF/S (Free Cash Flow Per Share)

I understand that eps is an important metric to look at when analyzing a company. (And I wont go into all the details of eps) But at the end of the day, the amount "you" have in "your&...
Jack 's user avatar
  • 161
0 votes
1 answer
42 views

Total Cash Flow unequal to Difference in Cash

I am currently look at the financials of Apple. Basic financial accounting implies that the following relation has to hold: Cash & Cash Equivalents in 2022 - Cash & Cash Equivalents in 2021 = ...
shenflow's user avatar
  • 103
0 votes
1 answer
52 views

Number of outstanding shares from Financial Statement

I'm trying to self calculate P/E Ratio. From this I need to calculate EPS. For this I need number of shares outstanding. Googling shares outstanding for Tesla in 2021 I see numbers like ~3.16 Billion. ...
Hidden's user avatar
  • 179
0 votes
2 answers
268 views

Why Stock dividend yield (TTM) is different from Yield (FWD)

Here is what confuses me.Example: CTRA stock (Coterra Energy Inc.) I read about it in Seeking Alpha and checking "Dividend Yield" chart I see this: While at the "Summary" page I ...
Michael IV's user avatar
1 vote
3 answers
80 views

(DCF valuation) Will the cashflows (per share) of company XYZ, every year in the future (2023...) be added up and go into its shares price every yr

In a DCF valuation, all the cash flows for "x" period of time are added up and discounted back. So let's say this companies share price is $1 and the streets expectations is that the ...
Jack 's user avatar
  • 161
-2 votes
3 answers
157 views

How much time should I spend while researching stock? [closed]

Is it true that it will take 2 to 4 hrs for researching stock
Good Will's user avatar
0 votes
2 answers
84 views

Why does a companies value not reflect all the revenue over the last couple of years (intrinsic value/DCF question)

Take a company like Ford , if you would go 10 years back and create a DCF with the earnings that ford has IN FACT made over the last 10 years your numbers would be quite over its current share price! ...
Jack 's user avatar
  • 161
1 vote
0 answers
59 views

What the author meant by first test of a new high should fail and first test of new low should succeed?

The author says the first test of a new high should fail. The first test of a new low should succeed. Watch for a breakout or breakdown the next time around. I did not understand what he meant by fail ...
Danish Ahmed's user avatar
1 vote
1 answer
439 views

Importance of a number of hedge funds holders during stock analysis

I am new to stock market investments and reading this review of the top semiconductor stocks I wonder about the line under each stock's header that says: Number of Hedge Fund Holders: 55 (or a ...
Michael IV's user avatar
0 votes
1 answer
76 views

How does tax on stocks/crypto work? How are they calculated?

I am wondering how tax is calculated on stocks or cryptos esp if you buy them in batches or sell them in batches. Here is my example Jan - I spend 3000$ to buy CRO coin for 0.6$ each (buying 5000 ...
TheTechGuy's user avatar
4 votes
1 answer
320 views

How do I calculate the performance of a stock investment in the presence of dividends, additional investment and partial sales?

What is a single metric I can use to calculate the performance of a stock investment in the presence of dividends, additional investment, and partial sales? Such a metric should be comparable across ...
Flux's user avatar
  • 17.1k
4 votes
0 answers
104 views

What resources exist to measure a company's integrity?

I have been on a search for companies with integrity. I have seen the (MSCI) ESG rating which is good, but I'm looking for indicators of integrity in a company separate from environmental factors. I ...
Ashitakalax's user avatar
1 vote
1 answer
256 views

Adjusted Debt-To-Equity Ratio

I have read Warren Buffet and the interpretation of financial statement. They explained that an important ratio is the Debt-To-Equity Ratio (Total Liabilities / Total Equity). Sometimes this ratio can ...
J.Doe's user avatar
  • 41
1 vote
2 answers
136 views

Is the price-to-book ratio too arbitrary to be useful to investors?

Many financial portal websites show the price-to-book (P/B) ratio of companies. For example, Yahoo Finance shows this P/B ratio for TotalEnergies SE: Under IFRS (IAS 16 — Property, Plant and ...
Flux's user avatar
  • 17.1k
1 vote
1 answer
92 views

Where can I find Industry Standard Stock Prices? [closed]

I'm taking up Business Finance and part of my research project is to compare my assigned company's yearly stock prices to the industry standard. However, I do not know where to find this nor am I ...
Aurora A's user avatar
  • 141
-1 votes
1 answer
101 views

amount of an annuity

having a compound capitalization scheme with a capitalization time of one year and interest rate= r, considering V_8 the amount of an 8 years periodical annuity (perido=1 year), immediate postponed ...
eaz's user avatar
  • 11
-1 votes
1 answer
84 views

The listing price of a stock

I was creating python model of hypothetical stock with market cap MC having S outstanding shares whose current price is CP. the intention was to create a chart for technical analysis and understand ...
Nikola Markovic's user avatar
1 vote
1 answer
75 views

Mismatch in SAMSUNG PER

I'm new to the stocks world, and I'm trying to calculate Samsung Electronics PER by myself to get used to this calculations. To calculate the PER first I'm calculating the EPS from Samsung taking the ...
finance student's user avatar
0 votes
1 answer
36 views

Combining DCF and P/B

If you have two companies with the same value according to DCF, but they differ in their equity. Let's assume company A has 1M USD in equity while company B has 0M USD equity. This means that company ...
Ludvig W's user avatar
  • 103

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