Fundamental Analysis Articles

  1. Investors Need A Good WACC

    Weighted average cost of capital may be hard to calculate, but it's a solid way to measure investment quality.
  2. How's Your Mutual Fund Really Doing?

    Determine how fund managers are doing by sizing them up against their peers.
  3. Look At Me! I Beat The S&P!

    How investment advisors use the wrong benchmarks to make poor performance look good.
  4. How Return On Equity Can Help You Find Profitable Stocks

    It pays to invest in companies that generate profits more efficiently than their rivals. This is where ROE comes in.
  5. Spotting Creative Accounting On The Balance Sheet

    Companies have ways of manipulating their balance sheets that investors should be aware of.
  6. Evaluating Executive Compensation

    Find out how to determine whether a CEO is being overpaid.
  7. Beer Mergers: Are The Micro Brewers Doomed?

    What does the consolidation in the beer industry mean for investors and, more importantly, beer drinkers?
  8. Company Clone Cost Reveals True Value

    Find out how calculating a reproduction cost for a company can beat out the dividend discount model.
  9. 6 Bad Stock Buyback Scenarios

    Buying back shares can be a sensible way for companies to use extra cash. But in many cases, it's just a ploy to boost earnings.
  10. Airline Stocks Look Set To Soar

    This maligned sector is in better shape than most investors believe.
  11. Free Cash Flow: Free, But Not Always Easy

    Free cash flow is a great gauge of corporate health, but it's not immune to accounting trickery.
  12. Can Global Investors Profit From GDP Watching?

    GDP growth is not necessarily a solid indicator of stock market returns in emerging markets. Find out what to watch instead.
  13. Why Dividends Matter

    Seven words that are music to investors' ears? "The dividend check is in the mail."
  14. Creative Accounting: When It's Too Good To Be True

    Accounting practices have matured, but there are still plenty of ways that companies can disguise their financial results.
  15. Analyzing Show Biz Stocks

    The glitz and glam of Hollywood could help put some more glitz in your pocket.
  16. How To Efficiently Read An Annual Report

    Learn how to read between the lines and decipher the actual condition of a company.
  17. 5 Tricks Companies Use During Earnings Season

    Don't be fooled: Companies use all kinds of tactics to make bad earnings look good. Find out how to see through them.
  18. Whom Should Corporations Please?

    Companies balance the interests of owners, customers and employees. Find out who comes out on top.
  19. Earnings Power Drives Stocks

    Internal return on investment helps determine a stock's ability to propel shareholder returns.
  20. Surprising Earnings Results

    Consensus estimates can send stocks spiraling - but are they representing reality?
  21. Forces That Move Stock Prices

    You can't predict exactly how stocks will behave, but knowing what affects prices will put you ahead of the pack.
  22. Your Dividend Payout: Can You Count On It?

    We go over several telling factors that can help you answer this question and avoid losses.
  23. Keep It Simple - Trade With The Trend

    Often, the simple solution is the best one. Find out how easy it can be to trade with the trend.
  24. All About EVA

    Looking for a formula to determine whether a company is creating wealth? Time to learn all about economic value added.
  25. Kairi Relative Index: The Forgotten Oscillator

    Though an older indicator, Kairi can still be a valuable tool for experienced investors.
  26. Financial Institutions: Stretched Too Thin?

    Find out how to evaluate a firm's loan portfolio to determine its financial health.
  27. CEO Savvy And Stock's Success Go Hand In Hand

    A CEO shapes the direction a business will take. We provide four clues to help you determine which ones have the right stuff.
  28. Get Tough On Management Puff

    Company managers are often skilled at fooling investors. Be critical and don't believe the hype.
  29. Momentum Indicates Stock Price Strength

    Momentum can be used with other tools to be an effective buy/sell indicator.
  30. Earnings Sustainability: The Key To Your Investing Future

    Learn how to analyze earnings sustainability - an important part of making sound investments.
  31. Accounting For Differences In Oil And Gas Accounting

    How a company accounts for its expenses affects how its net income and cash flow numbers are reported.
  32. EBITDA: Challenging The Calculation

    This measure has a bad rap, but it's still a valuable tool when used appropriately.
  33. 6 Common Misconceptions About Dividends

    You've almost certainly heard these commonly held beliefs about dividends. Find out why they're wrong.
  34. Getting On The Right Side Of The P/E Ratio Trend

    Buying at the right time is crucial, but how do we know when that is?
  35. Introduction to Types of Trading: Technical Traders

    Learn about the different traders and explore in detail the broader approach that looks to the past to predict the future.
  36. Let Your Intuition Guide Your Investments

    Don't ignore that gut feeling - it might just be leading you in the right direction.
  37. Buying Into Corporate Research & Development (R&D)

    Investors take note: companies that cut research and development are in danger of saving today but losing big tomorrow.
  38. When Insiders Buy, Should Investors Join Them?

    Insider tracking can inform your investment strategy, but it requires research and a level head. Find out what to look for.
  39. Peak-and-Trough Analysis

    Prices never move in straight lines, so it's time to learn about this powerful trend-following technique.
  40. Find Turning Points With Single-Day Patterns

    On their own, single-day patterns can be unreliable, but that doesn't mean they can't be used effectively.
  41. A Baby Buffett Portfolio: His 6 Best Long-Term Picks

    We look at six stocks Warren Buffett stands behind, why he likes them and why they may be a good fit for your portfolio too.
  42. Free Cash Flow Yield: The Best Fundamental Indicator

    Cash in the bank is what every company strives to achieve. Find out how to determine how much a company is generating and keeping.
  43. Improving Your Investing Outlook

    Looking to the past to predict the future is not always effective - for a balanced outlook on investing, all viewpoints must be observed.
  44. Conference Calls: Press 1 For Investment Insight

    These calls can be an investor's most direct line to information about a company's operations.
  45. Fundamentals And Technicals: Together At Last

    It's a big mistake for a fundamental investor to ignore technical analysis. Find out how to become chart smart.
  46. Speed Read SEC Filings For Hot Stock Picks

    SEC forms can be a real headache. Find out how to make your research more efficient - and more effective.
  47. Economic Moats: A Successful Company's Best Defense

    Find out why some companies thrive while others flounder.
  48. Market Cycles: The Key To Maximum Returns

    You need to understand the various phases of the market cycle to avoid bubbles and make the best investments.
  49. Company Survival: Cash Conversion Cycle Is Key

    Find out how to use this figure to analyze a firm's financial condition.
  50. Taking Stock Of Discounted Cash Flow

    Learn how and why investors are using cash flow-based analysis to make judgments about company performance.
  51. 5 Secular Trends Investors Must Know

    Investors can count on secular trends to be just as important today as in the future. Check out some industries for the long-term.
  52. Cash Flow On Steroids: Why Companies Cheat

    Pressure to be the best can sometimes push corporations to cheat. Learn how they do it and how to spot it.
  53. Recession 2009: By The Numbers

    During a recession there are a lot of numbers thrown around. Find out what those economic statistics really mean.
  54. Understanding The Mutual Fund Style Box

    Evaluate your investments with this simple tool.
  55. The ABCs Of Mutual Fund Classes

    Do you understand how the various types of shares differ? We give you the pros and cons of each.
  56. Litigation: Are Your Investments At Risk?

    Don't let company lawsuits hit you unprepared. Learn how to uncover how they might affect you.
  57. Common Clues Of Financial Statement Manipulation

    Search for the "bloody" fingerprints in accounting crimes.
  58. Banking Stress Tests: Would Yours Pass?

    In weaker economic times, banks may be tested by the government to see how safe they are.
  59. Intermarket Analysis: Pinpointing Reversals And Confirming Trends

    Learn how to confirm your analysis based on intermarket trends by watching global markets and particular stocks to pinpoint reversals.
  60. The Best CEOs Listen To The Street

    Studies show that transparency and listening to the market are a winning combination for CEOs and the companies they run.
  61. Financial Physics: "Natural" Market Laws

    Physics uses math to define the laws of the universe; here, we look at what laws explain the financial universe.
  62. Pharma Patent Trolls: Cheap Drugs At A Steep Price

    Though patent trolls can help patients achieve cheaper medication in the short-term, everyone pays for it in the long term.
  63. How To Avoid Falling Prey To The Next Madoff Scam

    Due diligence does work, but the loose reporting standards for hedge funds make extra care and attention necessary.
  64. Warren Buffett's Bear Market Maneuvers

    This esteemed investor rarely changes his long-term investing strategy, no matter what the market does.
  65. Technical Top-Down Investing: Analyzing The Market

    The top-down investment strategy depends on economy and market strength. Find out what you should know before jumping in.
  66. Get Organized With An Investment Analysis Form

    Your research will be easy if you compile all the decision-making information you need.
  67. What Would Full Disclosure Mean For The Market?

    In the wake accounting scandals, more people are calling for full disclosure. But what would that even help?
  68. Assessing Bank Assets: Are Your Savings Safe?

    Learn how to determine if your assets are safe or if your bank has spread itself too thin.
  69. Accretion / Dilution Analysis: A Merger Mystery

    This analysis tool is an effective way to value mergers and acquisitions. The deal's on the table, but should you sign the papers?
  70. Is Your Bank On Its Way Down?

    Find out how the Tier 1 capital ratio can be used to tell if your bank is going under.
  71. On This Day In Finance: June 11 - CFA Day

    On this day in 1947, the association of investment professionals was formed.
  72. What's In Store For GM Stockholders?

    On Tuesday, GM's stock symbol changed to GMGMQ. What can shareholders expect from this bankrupt company?
  73. Stocks For Less Than A Buck?

    These high-risk, in-and-out stocks offer plenty of potential loss.
  74. Equity Valuation In Good Times And Bad

    Learn how to filter out the noise of the market place in order to find a solid way of determing a company's value.
  75. Mark-To-Market: Tool Or Trouble?

    Mark-to-market accounting can be a valuable practice, but all bets are off when the market fluctuates wildly.
  76. Don't Dump On The Dogs

    Just because a stock is in a slump doesn't mean it's time to sell. Some value managers make a living by investing in "dogs."
  77. Municipalities Free Up Cash With Chapter 9

    Find out what happens to municipalities when they need money, but have no other option than bankruptcy.
  78. Value Traps: Bargain Hunters Beware!

    Find out how to avoid getting sucked in by a deceiving bargain stock.
  79. Trader's Corner: Finding The Magic Mix Of Fundamentals And Technicals

    For a record-holding stock trader, CANSLIM is the formula that identifies this magic mix.
  80. The Evolution Of Enterprise Risk Management

    This growing sector can tell you a lot about the companies you are investing in.
  81. Measure Volatility With Average True Range

    Find more profitable entry and exit locations with this standard indicator.
  82. Blending Technical And Fundamental Analysis

    Find out how you can combine the best of both strategies to better understand the markets.
  83. Take Control With Investing Absolutes

    Uncover the three things most good stocks have in common: performance, profitability and value.
  84. Executive Compensation: How Much Is Too Much?

    The proxy statement can help determine whether a CEO is well compensated - or just overpaid.
  85. The Ups And Downs Of Investing In Cyclical Stocks

    This strategy can be profitable but only if you know when to dump these stocks.
  86. Finding Short Candidates With Technical Analysis

    Learn how to distinguish tops and bottoms in the equity market when short selling.
  87. The Rectangle Formation

    Find out how this technical pattern can be useful in your trading arsenal.
  88. Tic-Tac-Toeing Your Way To Better Returns

    Point-and-figure charts eliminate the noise surrounding a stock to help you determine where it's headed.
  89. Value Investing Using The Enterprise Multiple

    This simple measure can help investors determine whether a stock is a good deal.
  90. Profiting From The Bollinger Squeeze

    Learn how Bollinger's "squeeze" can help you determine breakout direction.
  91. Spotting Cash Cows

    We show you why some of these companies stand apart from the herd.
  92. Get Technical With A CMT Certification

    Develop the skills you need to trade on your own or to become a technical analyst.
  93. Market Reversals And How To Spot Them

    The sushi-roll indicator may help lower the risk of trying to pick market tops and bottoms.
  94. Triple Screen Trading System - Part 5

    Stochastics can be very effective as the second screen in this three-part system. Find out how to use this popular oscillator.
  95. Tales From The Trenches: The Rising Wedge Breakdown

    Learn how to short this reversal pattern with a favorable risk/reward ratio.
  96. Mastering Short-Term Trading

    Making money in a pressure-cooker environment is all about minimizing risk on hot picks.
  97. Triple Screen Trading System - Part 6

    Williams %R can confirm the strength of trends and warn of reversals. Find out how to use it as the second screen in this triple-screen system.
  98. Tales From The Trenches: Volume Confirmed Broadening Pattern

    Find out how to make sense of this tricky - but profitable - formation.
  99. A Checklist For Successful Medical Technology Investment

    Find an investment that will give your portfolio a shot in the arm.
  100. Would You Profit As A Day Trader?

    Market timing is surrounded by controversy, but does it work?
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