6
votes
Accepted
Do online repositories of publicly traded companies' financial statements exist?
You can use the Securities Exchange Commission's EDGAR search engine to search all available SEC related filings.
https://www.sec.gov/edgar/searchedgar/companysearch.html
Top tip: use the fast ...
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5
votes
Accepted
How to find index funds that contain specific stock?
Many of the online tools will allow you to look at the financial details of the company. They typically have a section/tab that list the largest investors. This includes people, investment companies ...
- 145k
5
votes
Accepted
Obtaining Private Prospectuses
How can I get quarterly information about private companies?
Ask the owner(s). Unelss you have a relationship and they're interested in helping you, they will likely tell you no as there's no ...
- 142k
5
votes
Accepted
What are the key facts to research before buying shares of a company?
I have my "safe" money in index funds but like to dabble in individual stocks. My criteria and thought process are usually like this, let's use SBUX as an example:
Understand what the company does. ...
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4
votes
Accepted
How can I find stocks with very active options chains?
Just as a matter of research, apparently there is a way to find high option volumes such as a site here: https://www.barchart.com/options/volume-leaders/stocks
However, that information is going to ...
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3
votes
How to find index funds that contain specific stock?
Copied from the comment by @BobBaerker, so some poor sap wouldn't have to experience my last few days...
There is an online system that allows doing just that
One can look for overlaps in funds and ...
3
votes
Is equity research from large banks reliable?
If by "can we trust the analyst recommendations" you mean "are they right 100% of the time" the answer is absolutely no. Analysts are human and make mistakes, some more than others. There are many ...
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2
votes
How can I lookup the business associated with a FEIN?
If the organization is a non-profit. You can search by EIN on Charity Navigator's website FOR FREE. https://www.charitynavigator.org/
2
votes
How can I find stocks with very active options chains?
If you're willing to shell out some cash, vendors will be quite happy to sell you everything you need.
Picking one out of thin air, and no idea if this is a good price or not, the CBOE will sell you ...
- 456
2
votes
Accepted
Donation to scientific institution that I own or belong to and its tax deduction
If your non-profit scientific institution is a 501(c)(3) organization, then yes, you can make tax deductible donations to it.
The caution, of course, is to make sure, as the administrator of a non-...
- 116k
2
votes
Where do people get earnings information directly when it's released?
To get the news 'directly and immediately', you need real time streaming news. The premier service is an expensive Bloomberg terminal.
Many years ago, I used to trade earnings announcements. I ...
- 77k
2
votes
Research and Development Costs Not Shown on SEC Income Statements
The links you are providing are not SEC-provided financial statements, but extracts from a portal. If you are learning to read and interpret financial statements it would be best to go through the ...
- 377
2
votes
How can I check if Warren Buffett or Berkshire Hathaway is parking cash more than usual?
As @DumbCoder coder suggested, filed annual reports is the only real public information you have, but this is at a point in time, and may be arbitrarily abnormal; for tax reasons.
You also have public ...
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2
votes
Where can I obtain research reports
If you're not interested in paying a research firm, you're left with public sources of data. Depending on the specific factors you care about, that could come from one of a number of sources:
The ...
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1
vote
Are there classifications for analysts?
Every analyst has his own criterion, depending on the theories he has studied and depending on his experience. Analyst are trusted depending on the veracity of their statments.
However, supposing you ...
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1
vote
How to Calculate Average Growth over a 5-year period?
You can calculate the annualised time-weighted return ar like so:
r17 = 16.5/14 - 1
r18 = 18/16.5 - 1
r19 = 23/18 - 1
r20 = 19/23 - 1
r = (1 + r17)*(1 + r18)*(1 + r19)*(1 + r20) - 1
ar = (1 + r)^(1/...
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1
vote
How to Calculate Average Growth over a 5-year period?
Most financial math is more basic than you'd think and it's really focused on comparing periods to each other more than it's about averaging or consolidating information. 5-year averaged or otherwise ...
- 49.1k
1
vote
Is there a study on profitability of broadly diversified indexed portfolios using dollar-cost averaging?
Since RonJohn asked, and I find this topic to be very interesting, I took to excel to plot out some scenarios. The issue is, the market tends to increase. There are scenarios where delaying market ...
- 49.1k
1
vote
How can I check if Warren Buffett or Berkshire Hathaway is parking cash more than usual?
according to a poll by UBS Global Wealth Management.
Hello, I'm Warren Buffett and some UBS GWM asked ME, in poll, if I think that it's good time to invest or to wait. Because I want to make money I ...
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1
vote
Obtaining company data from brokers
For the most part, discounters just execute trades and tend provide to varying amounts of research (sometimes none) and no investment advice. They're preferable for active traders because of low ...
- 77k
1
vote
Where do people get earnings information directly when it's released?
Many companies have an investor website where filings will be published and the timing of the announcement will appear there prior to publishing. Here are the investor relations pages for Apple and ...
- 49.1k
1
vote
How can I find stocks with very active options chains?
Agree with some of the posts above - Barchart is a good source for finding unusual options activity and also open interest -https://www.barchart.com/options/open-interest-change
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1
vote
Accepted
How do you find a fund to match a much higher fee fund in one's 401(k)?
First, figure out what you are doing. If you are looking for alternatives with lower fees, you first have to have an idea of the purpose of your existing funds. An alternative should address the same ...
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1
vote
Is equity research from large banks reliable?
They aren't necessarily trustworthy. Many institutions claim to have a "Chinese Wall" between their investment banking arms and analysis arms. In practice, these walls have sometimes turned out to be ...
- 14k
1
vote
What are the key facts to research before buying shares of a company?
I'd say the following are the most important things to consider:
Debt. If you see a company with P/E of 5, but debt is 10x its enterprise value, the actual "debtless" P/E is 55 (to be more ...
- 6,753
1
vote
What are the key facts to research before buying shares of a company?
This is probably my top 5:
Company history
Current financial situation
Future prospects
Industry conditions
Competitors
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Only top scored, non community-wiki answers of a minimum length are eligible