Stock Analysis and Research

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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
The Basics of Fundamental Analysis

Looking to invest in stocks but don't know where to start? Analyzing a business can become complicated unless you have a basic road map. Here are some guidelines that can get you started. ...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Employee Stock Option Basics

If you have employee stock options, consider yourself lucky. If those stock options are "in the money," consider yourself even luckier. Being "in the money" means having a positive spread between the exercise price of the...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Taking a Closer Look at Dividend-Paying Stocks

During the 1990s, there was an intense focus on capital appreciation as companies sought to foster growth and keep up with an unprecedented bull market. Profits were often reinvested at the expense of dividends, which fell...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
How to Relax During the "Summertime Blues"

Summer is here and many investors turn their thoughts away from investing money and toward investing time into rest and relaxation. After all, why make a killing in the stock market if you can't enjoy the fruits of your...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Spotting Companies that may be Headed for Trouble

I want to deviate just a bit from our normal technical education and take a look at a bigger concern for today's investor. Most investors truly ignore the warnings signs thrown off by a company in distress. How many of you...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Creating Free Options

?We must dare to think `unthinkable? thoughts. We must learn to explore all the options and possibilities that confront us in a complex and rapidly changing world. We must learn to welcome and not fear the voices of...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Understanding Stop Orders

First, let's discuss the use of stop orders. They are meant to be "NO-BRAINERS," a way to get out without having to think about it when you are in a state of confusion. These stop orders are normally placed at prices that...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Covered Call Options

The use of "covered call" writing is an investment strategy that offers the INVESTOR (as opposed to the speculator) several advantages of stock ownership. First, the use of a covered call strategy offers downside protection...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Six Powerful Ways to Fail With Stocks

Get excited about the next "new thing", and then load up on companies who are the early entrants for that theme. This is a trap because it appeals to the common sense of most people. Yet there is little evidence that it...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Separating the Decision vs. Outcome in Investing

When you make a decision to buy a stock, you have to realize that the outcome is independent of the decision. That is, you won't always achieve the outcome you would like - that of making money. But over time, if you use...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Technical Analysis: A Potential Lifeline?

Among people who trade the stock market, the concept of technical analysis produces a wide range of reactions. Attitudes range from "emotional voodoo" to "only fools trade without it" and plenty of ambivalence in between. As...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Growth versus Value: Is the Tide Turning

Let's start off by giving you a few definitions: Value Stocks: Most stock market experts would define a value stock as one that is priced too low when you compare its earnings and book value, per share, to other companies...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Considering Your Options

To attract and keep top employees, more companies are offering them employee stock options. If you receive employee stock options as part of your compensation package, careful planning can help you make the most of them...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Maximize Your Employee Stock Purchase Plan (ESPP)

Participating in your ESPP can make a substantial difference in the amount of money you are able to accumulate over your working years. Your ESPP gives you the right to purchase company stock at a discounted price. This...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Dividends: Cash in Your Pocket

After a recent ill-fated spin in the fast lane, many investors are rediscovering the value of a more conservative approach toward increasing wealth: the cash dividend. For most of the 20th century, dividends were an...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Evaluating Potential Stock Investments

With thousands of stocks to choose from, developing a systematic approach to evaluating stocks can make it easier to make your selections. The first step is to narrow the options from the thousands of possible choices to...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Coming to Terms with Stocks

With all of the volatility in the stock market over the past several years, it can be difficult to determine how to devise an investment strategy to help achieve your financial goals. To help you determine a reasonable rate...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
A Return to Dividends?

During the bull market of the 1990s, dividends fell out of favor. With stock prices rising so dramatically, dividends didn't seem to matter. Historically, however, dividends have been a significant component of...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Value & Growth?

In the world of finance the most difficult part is just understanding the definitions. Unfortunately, all definitions aren't consistent ? some pacts have various twists on the definitions of terms. For this conversation...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Stock Options: Bailout and Perhaps Abandonment

The premise of stock options is to tie the long-term financial performance of a corporation to its employees. This provides an "upside" where employees can make substantial profits if they all work in harmony and cause the...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Changes in Market Orders

When trading securities people don't think much about the order that they've placed. Today many people place orders through an advisor while some prefer to place their orders online. Either way, the order is being routed...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Measuring a Stock's Risk

Basically, stocks are subject to two types of risk - market risk and nonmarket risk. Nonmarket risk, also called specific risk, is the risk that events specific to a company or its industry will adversely affect the stock's...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Income Growth with Dividends

Investors looking for income are increasingly hard pressed to find an inflation-beating yield matched with reasonable levels of risk. However, according to Forbes Magazine and a report cited from Ibbotson Associates in...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Watch for Slowing Growth

Reports of slowing growth or earnings declines can severely punish a stock's price. So you aren't surprised by this type of news for your stocks, look out for these three warning signs when you review financial...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
The World of Stock Market Indexes

Historically, stock market indexes have been closely watched as an indicator of the market's overall performance. While that role is still important, the number of stock market indexes has grown explosively as mutual funds...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Signs It's Time to Sell a Stock

It's always difficult to determine the proper time to sell a stock. What if you sell and the stock price increases dramatically? Or what if you hold on to the stock and its price goes nowhere or declines? To help you decide...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
A Look at P E Ratios

Price/earnings (P/E) ratios are a common measure of stock value, both for individual stocks and the overall market. Calculating a P/E ratio is straightforward - it is simply the price of a single share of stock divided by...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Exit Stage Left: Stock Exit Strategies

Selling is probably the most important thing you do in your trading life, yet it is the hardest thing to do. I don't know if it is an ego thing with traders or if they simply get too emotionally attached to their positions...
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Portfolio Management | Stock Analysis and Research | Wiseradvisor.com
Hot Stock Tips - What to be Wary About

Call it an occupational hazard but at some point at any social engagement I am asked "So what are the hot stocks"? I don't give hot stock tips because, as a practicing financial professional committed to long-term...
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