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| l0ck |
Posted: Wed May 02, 2007 11:29 am Post subject: Company Research |
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Investing Associate

Joined: 01 Dec 2006
  Posts: 17 This Month: 0
179.73 e$
Net worth: 12,290.63 Portfolio Value: 12,110.90 Monthly Return: 15.58% Trades this month: 0 Churn Rate: 0.00%Items
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Hey,
I'm wondering what sites you guys use to research a company; I mean really delve into everything that has to do with this particular company.
I've been looking, but either the information is unreliable, or not that detailed.
Thanks in advance. |
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| Im Not Warren Buffett |
Posted: Wed May 02, 2007 3:30 pm Post subject: Re: Company Research |
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 CFO

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| l0ck wrote: | I'm wondering what sites you guys use to research a company; I mean really delve into everything that has to do with this particular company.
I've been looking, but either the information is unreliable, or not that detailed. |
Alot of it depends on the company. Typically, I'll read their last two annual reports, look at the 10 year financials on Morningstar, import the data into Excel so my model can process it and tell me some other things... then I go from there.
Right now I'm working on Freeport, so I'm reading alot about the uses of copper to get an idea of future demand - same with moly, and that brings me to learn about nuclear power... this has been quite a project and taken alot of time; hence the lack of updates on my site.
For Aspreva (a pharmaceutical company) I had to do alot of reading into the diseases they are coming up with treatments for; with Builders FirstSource it was mostly a matter of looking at housing.
As for online sources of content, I like Seeking Alpha... if you go there and put in a ticker, you'll find whatever has been tagged as relevant to that company. Industry/trade sites are also good. Recently I've warmed over to brokerage publications on industries, which come out from time to time - the general releases on a particular stock are rarely helpful, but the thorough industry analysis can be helpful. |
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