When investing in, trading, and investigating
stocks a combination of fundamental and technical
analysis and certain basic processes should be followed.
The following list is not all inclusive. It should serve
as a basic guide representing the minimum tools and
efforts necessary to be a successful stock trader and\or
investor.
1. First play in the right ballgame to accomplish your
financial goals:
a. Stock Investment is the most sophisticated
game for big business development and financial
rewards.
b. Stocks form the base of most major investment
opportunities and as such are generally superior to
other securities.
c. Utilize stocks and stock managed accounts as the
base of your investment activity. Mutual funds,
derivatives, bonds etc., should be secondary.
2. Develop and constantly reevaluate your own unique
plan for investments.
3. Take the "Business Approach", conduct your
investments as, and like a business.
4. Be prepared to spend a certain amount of time
regularly devoted to research, based on your investment
objectives.
5. Get the tools necessary for research and
investment.
a. A
computer.
b. Internet
Access.
c. A discount
brokerage.
d. A Margin
& Options account.
e. Time to
follow the stocks and markets.
f. An investment
radio station on your car radio.
g. $2000 to open
an account, or less if you combine with other
partners.
6. Concentrate on major securities exchanges.
7. Research Company Fundamentals.
8. Research Industry Fundamentals.
9. Research and understand Market Fundamentals &
States.
10. Follow closely and carefully Market movements.
11. Watch institutional purchases & support.
12. Follow company, industry & market news.
13. Invest in companies with sound fundamentals.
14. Invest in companies with strong and experienced
management.
15. Invest in companies with a strong intellectual
property base.
16. Invest in highly liquid securities.
17. Follow the news on a company in its local
geographical setting.
18. Study and keep updated on legal cases and S.E.C
sanctions on improper or illegal market
manipulations.
19. Understand trading in derivatives.
20. Seek companies with small stock prices and large
market capitalization.
21. Use a personal check list when evaluating
stock.
22. Consider starting or becoming a member of an
investment club that has your investment objectives.
23. If you do not have the time, resources or aptitude
to personally research your stock investments then:
1. Use a Managed
Account run by a reputable, track record proven Money
Manager.
2. If you can't find or qualify for such a Managed
Account, invest in Stock Mutual Funds.
3. If you invest in Stock Mutual Funds, consider
placing those investments through use of a Variable
Annuity.
24. Remember Risk Brings Rewards.
25. Remember Knowledge and Expertise bring
Success.
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Research Tools Page ...Find all the tools
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