Web Sites: | |
BestCalls.com. "The Internet's Investor Conference Call Directory" keeps you informed of conference calls for your companies of interest. In most cases, you can listen to these calls over an Internet connection once you have the appropriate software installed. [NOTE: Some features require a paid subscription.] | |
BigCharts. This is an excellent site for generating stock charts. Chart a stock's performance relative to the competition and/or the market indices over any time period of interest. |
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bivio. bivio is a web-based application that provides the services all investment clubs need: accounting, general administration, tax preparation, internal discussions, etc. Club information is easily shared between members, and your club NAV (or unit value) is calculated daily using prices from the US stock markets. | |
Google News Alerts. Have news about your favorite companies/industries delivered directly to your e-mail. Here's a great way to capture potentially relevant news items the major financial sites may not carry. | |
Motley Fool. No list of stock sites would be complete without The Fool. In addition to its great commentary and community atmosphere, this site features an area specifically devoted to investment clubs. [NOTE: Some features require a paid subscription.] | |
MSN Money Investing. This is a great all-around site featuring editorial content, stock data, a portfolio tracker, and one of the best free stock screeners around. | |
National Association of Investors Corporation (NAIC). The NAIC has provided Investment education for individual investors and investment clubs since 1951. | |
Reuters Investor. This well-rounded site offers news, commentary and a stock screener, but one of its key strengths is the wealth of company financial ratios useful in evaluating a given stock relative to its competition and its industry. |
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SECFilings.com. Free access to real-time SEC filings, with the ability to set up custom alerts (received via e-mail or RSS) for the companies of your choice. | |
Virtual Stock Exchange. Set up your own private investing competition among club members and/or friends or participate in your choice of public competitions. | |
Yahoo! Finance. Here's another great site for researching and tracking stocks. | |
Books: | |
Investment Clubs for Dummies (Douglas Gerlach and Angele McQuade; Hungry Minds; 2001). Don't be deceived by its title. This book is an excellent resource for those considering starting/joining an investment club as well as clubs that are already operational. Learn about the different types of clubs and what it takes to get started. Get useful advice on various topics, including how to hold successful club meetings, define an effective education program, find and study stocks, etc. | |
Starting and Running a Profitable Investment Club: The Official Guide from The National Association of Investors Corporation Revised and Updated (Thomas E. O'Hara and Kenneth S. Janke; Times Books; 1998). The NAIC's "Official Guide", this book describes NAIC's complete stock study program and provides instructions for use of each of NAIC's forms and tools. This book also offers detailed information on how to start investing for the individual or investment club. Successful clubs use this guide as a reference tool to enhance club performance and operation. | |