Tools for assessing stocks
| HelpRegister |
Tools for assessing stocks I've enjoyed the current thread about how many stocks to hold. The comments about which guidelines are important to track resonates. My club is full of newbies (including me), so I love to learn what other people think is important. Based on Pat Dorsey's book "The Five Rules of Successful Stock Investing", I made this basic stock screener and it's helped our group have some good conversations. (Thanks Laurie for that book recommendation.) Anyone else have tools they like? Thanks for attachment. This is an excellent tool. Mark Mechenbier Sent from my iPhone > On Mar 29, 2016, at 10:27 AM, Heidi Marie McNamee <heidimcnamee@gmail.com> wrote: > > I've enjoyed the current thread about how many stocks to hold. The comments about which guidelines are important to track resonates. My club is full of newbies (including me), so I love to learn what other people think is important. Based on Pat Dorsey's book "The Five Rules of Successful Stock Investing", I made this basic stock screener and it's helped our group have some good conversations. (Thanks Laurie for that book recommendation.) > > Anyone else have tools they like? > <Stock Screener.pdf> That's a good one-page summary. My only suggestion is that net profit margins be viewed quarterly, not just year to year. We started reviewing net profit margin over the previous 4 quarters and on two occasions we noticed that net profit margins had dropped for three consecutive quarters when compared to the prior year (negative percentage change over prior year). We focused our attention on the companies and a fourth quarter of decline led us to sell both companies. We were pleased to have acted when both went south in the following quarter. Mike Jones Wall$treet Wannabees From: Heidi Marie McNamee <heidimcnamee@gmail.com> To: club_cafe@bivio.com Sent: Tuesday, March 29, 2016 11:27 AM Subject: [club_cafe] Tools for assessing stocks I've enjoyed the current thread about how many stocks to hold. The comments about which guidelines are important to track resonates. My club is full of newbies (including me), so I love to learn what other people think is important. Based on Pat Dorsey's book "The Five Rules of Successful Stock Investing", I made this basic stock screener and it's helped our group have some good conversations. (Thanks Laurie for that book recommendation.) Anyone else have tools they like? |
|
||||||