Fundamental Analysis Articles

  1. How To Calculate A Z-Score

    Investors need to know how to detect signs of looming bankruptcy. The Z-score can help.
  2. How To Analyze Restaurant Stocks

    Don't put your money on the table before getting a taste for analyzing this sector.
  3. Mergers And Acquisitions: Understanding Takeovers

    In the dramatic world of M&As, battleground terms meld with bizarre metaphors to form the language of the game.
  4. Tales From The Trenches: Location Is Everything

    When a candle pattern re-occurs near a moving average, it may indicate future support or resistance.
  5. Get Organized With An Investment Analysis Form

    Your research will be easy if you compile all the decision-making information you need.
  6. Would You Profit As A Day Trader?

    Market timing is surrounded by controversy, but does it work?
  7. Burn Rate Key Factor In Company's Sustainability

    Be careful around companies with high cash burn rates. These investments can turn to ashes.
  8. Simple Moving Averages Make Trends Stand Out

    The moving average is easy to calculate and, once plotted on a chart, is a powerful visual trend-spotting tool.
  9. 12 Things You Need To Know About Financial Statements

    Discover how to keep score of companies to increase your chances of choosing a winner.
  10. Texas Ratio Rounds Up Bank Failures

    This measure can help investors spot potential trouble in a bank's financials. Find out how.
  11. Valuing Firms Using Present Value Of Free Cash Flows

    When trying to evaluate a company, it always comes down to determining the value of the free cash flows and discounting them to today.
  12. Analyze Investments Quickly With Ratios

    Make informed decisions about your investments with these easy equations.
  13. How to Value Companies With Negative Earnings

    For some investors, the possibility of stumbling upon a small biotech with a potential blockbuster drug, or a junior miner with a giant mineral discovery, makes the risk of investing in companies with negative earnings well worth taking.
  14. Decoding DuPont Analysis

    Get a deeper understanding of ROE with these three-step and five-step calculations.
  15. 10 Timeless Rules For Investors

    Find out what most investors are doing wrong, and how you can do it right.
  16. The Leap-Year Phenomenon

    Find out if you can build a strategy around the behavior of the market in the presidential cycle.
  17. What Investors Can Learn From Insider Trading

    Some insider trading is actually legal - and can be extremely telling for investors.
  18. Top Websites For Checking Your Credit Scores

    You've probably seen spammy ads offering the opportunity to check your credit score for "free." Well, not all credit score services are created equal!
  19. Top SEC EDGAR Tools For New Investors

    Navigating the plethora of data available to investors can be overwhelming. The SEC has made it a bit easier with its EDGAR system.
  20. Reading The Balance Sheet

    Learn about the components of the statement of financial position and how they relate to each other.
  21. Balance Sheet: Analyzing Owners' Equity

    Analyzing owners’ equity is an important analytics tool, but it should be done in the context of other tools such as analyzing the assets and liabilities on the balance sheet.
  22. What Is Opportunity Cost And Why Does It Matter?

    Economists suggest that the "opportunity cost" of any decision, the value of the next-best alternative, is crucial to making sound choices.
  23. How to Use Yahoo! Finance

    Yahoo! Finance provides an extremely competent and comprehensive offering for the everyday investor wanting to track a portfolio or stay abreast of news.
  24. Analyzing A Bank's Financial Statements

    A careful review of a bank's financial statements can help you identify key factors in a potential investment.
  25. Countries With The Highest Fracking Potential

    Is fracking a "necessary evil," as some believe? Here are some countries with huge fracking potential--and what they stand to lose or gain from fracking.
  26. A Checklist For Successful Medical Technology Investment

    Find an investment that will give your portfolio a shot in the arm.
  27. FYI On ROI: A Guide To Calculating Return On Investment

    Return on investment is a simple equation that can give you an edge when fine-tuning your portfolio - here's how to use it.
  28. How To Efficiently Read An Annual Report

    Learn how to read between the lines and decipher the actual condition of a company.
  29. Some Good News Is Bad News For Investors

    Some companies excel at announcing news that is bad for shareholders, but spinning it as good news.
  30. Digging Into The Dividend Discount Model

    The DDM is one of the most foundational of financial theories, but it's only as good as its assumptions.
  31. 3 Penny Stocks That Are Worth Your Attention

    These penny stocks have been white-hot so far this year. Here's what you need to know about trading them.
  32. Using Enterprise Value To Compare Companies

    Learn how enterprise value can help investors compare companies with different capital structures.
  33. Investing In Health Insurance Companies

    Health insurance companies work a little differently than most companies. Here's what you need to know as an investor.
  34. Pinpoint Winning Trade Entries With Filters And Triggers

    These tools will help you enter at high-probability points and ensure you trade within your set strategy.
  35. Using Compound Indicators To Predict Market Fluctuations

    Learn how to combine average true range, simple moving average and Bollinger band indicators to gauge market volatility.
  36. ROA And ROE Give Clear Picture Of Corporate Health

    Both measure performance, but sometimes they tell a very different story. This is why they’re best used together.
  37. A Clear Look At EBITDA

    This measure has its benefits, but it can also present earnings through rose-colored glasses.
  38. Beware False Signals From The P/E Ratio

    The P/E ratio is a simple tool for evaluating a company, but no one ratio can tell the whole story.
  39. Measuring Company Efficiency

    Three useful indicators for measuring a retail company's efficiency are its inventory turnaround times, its receivables and its collection period.
  40. Analyzing Investments With Solvency Ratios

    Solvency ratios are extremely useful in helping analyze a firm’s ability to meet its long-term obligations; but like most financial ratios, they must be used in the context of an overall company analysis.
  41. Western Line Vs. Candlestick Charting

    These methods both have their merits, but they may be strongest when combined.
  42. Tales From The Trenches: Hindsight Is 20/20

    Follow along with one of ChartAdvisor's failed trades and learn from our mistakes.
  43. Is Growth Always A Good Thing?

    Getting big quickly looks good, but companies can get into trouble when they do it too fast. Find out how to spot this trouble.
  44. Analyst Recommendations: Do Sell Ratings Exist?

    Analyst reports can be an investor's best friend - but without knowing how to read them, you won't be able to fully utilize them.
  45. How To Value An Internet Stock

    An academic study, published several years after the peak of the dot-com bubble in March 2000, accurately described just how whacky internet valuations grew until the bubble burst. The study's first sentence basically stated that valuations lost touch with reality.
  46. Sector Rotation: The Essentials

    We look at how the market signals impending economic cycles and sector performance during each stage.
  47. The Pioneers Of Technical Analysis

    Every time an investor talks about getting in low or picking entry and exit points, they are paying homage to these men.
  48. Trailing-Stop Techniques

    The important decision to exit a position must be based on more than emotion if you want to be a disciplined trader.
  49. How To Invest In Penny Stocks

    Do you find the lure of finding a diamond in the rough too much to ignore? Then consider penny stocks. Just be aware of the risks.
  50. Triangles: A Short Study In Continuation Patterns

    Learn how to read these formations of horizontal trading patterns.
  51. Relative Valuation Of Stocks Can Be A Trap

    This method of valuing a company can make it look like a bargain when it is not.
  52. How To Do Qualitative Analysis On Biotech Companies

    These analytical methods will help you size up a biotech company and make a winning investment.
  53. 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.
  54. EDGAR: Investors' One-Stop-Shop For Company Filings

    You can learn a lot about any listed company through this system - if you know how to use it.
  55. The Ups And Downs Of Investing In Cyclical Stocks

    This strategy can be profitable but only if you know when to dump these stocks.
  56. Warning Signs Of A Company In Trouble

    Don't let your clients go down with ship! Learn how to escape sinking with these tips.
  57. What Is The New 'FICO Score 9' And Its Benefits?

    A change in how some credit scores are calculated might soon make it easier for some homebuyers and homeowners to get a mortgage.
  58. Take On Risk With A Margin of Safety

    More common risk theories can lead to missed opportunities. Find out how margin of safety can propel your portfolio.
  59. How the Acid Test Helps You

    The acid test measures a company’s short-term liquidity.
  60. Using Trading Indicators Effectively

    Select multiple indicators, avoid information overload and optimize indicators to effectively use technical analysis tools.
  61. The 5 Types Of Earnings Per Share

    A look at the five varieties of EPS and what each represents can help an investor determine whether a company is a good value, or not.
  62. The Working Capital Position

    Learn how to correctly analyze a company's liquidity and beat the average investor.
  63. A Look At Corporate Profit Margins

    Take a deeper look at a company's profitability with the help of profit margin ratios.
  64. Challenges Faced When Analyzing Green Chip Stocks

    The fact that a green chip is not yet a blue chip should not alarm investors, but they need to be aware of the differences and challenges that can arise from assuming these are durable companies with sustainable competitive advantages.
  65. 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.
  66. So You Wanna Buy A Franchise?

    Franchises are growing more popular with entrepreneurs. Here's why and what to expect from them.
  67. The Federal Reserve System Affects You More Than You Might Think

    How does the Federal Reserve System affect ordinary citizens? In more ways than you might realize.
  68. The 4 Basic Elements Of Stock Value

    Investors use these four measures to determine a stock's worth. Find out how to use them.
  69. 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.
  70. Investing In Natural Gas? Eye ETFs, Seasonality

    When considering natural gas extraction companies and the commodity itself, what options do investors have?
  71. Fracking ETFs Or Drilling Services Stocks?

    Hydraulic fracturing — otherwise known as fracking — is a hot topic. But how to invest in this trend?
  72. How To Use The Top Yahoo! Finance Tools

    Yahoo has a set of tools that rival the professional ones so individuals are not at a disadvantage. Here is a guide for investors to find the top tools.
  73. 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?
  74. What The Dow Means And Why We Calculate It The Way We Do

    Investors worldwide refer to the Dow every single day, but do you know why we use that formula?
  75. Great Company Or Growing Industry?

    Look at the big picture when choosing a company - what you see may really be a stage in its industry's growth.
  76. Understanding Leveraged Buyouts

    LBOs are often presented as predatory by the media, but it really depends on which side of the deal you're on.
  77. Warren Buffett's Bear Market Maneuvers

    This esteemed investor rarely changes his long-term investing strategy, no matter what the market does.
  78. 7 Ways To Consolidate Debt

    Different loan sources to use when you consolidate debt.
  79. 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.
  80. Fracking Can't Happen Without These Companies

    With all the attention paid to fracking, what is are the good investment opportunities? Are the companies that extract oil and natural gas a good bet?
  81. How Fracking Affects Natural Gas Prices

    Whatever you think of fracking, it has done one thing: kept the price of natural gas from increasing any more than it has.
  82. Using Home Equity Loans For Debt Consolidation

    A home equity loan or line of credit is a convenient way to consolidate debts, cut your interest rate and gain a tax deduction. But there are big risks.
  83. Why You Should Invest In This Vibrant Asian Nation

    Other than tourism and a recent military coup, what's there for investors to know about Thailand? Plenty.
  84. 4 Leverage Ratios Used In Evaluating Energy Firms

    These four leverage ratios can help investors understand how oil and gas firms are managing their debt.
  85. Apple? Google? Tesla? Which Will Be The First To Reach A $1 Trillion Market Cap?

    What would it take for a company to be the first to grab the coveted $1 trillion market-cap crown?
  86. Day Trading: Impoverishing Dilettantes Since 1990

    Operating a day-trading account is like owning thoroughbreds or an America’s Cup team. You can't just enter the arena with no money.
  87. Fundamental Investment Metrics For Buying Stocks And Bonds

    Don't let the name fool you. Even a "fundamental" investor has to pay attention to certain metrics.
  88. For Individual Investors, These May Be The Best Of Times

    The raging debate on high frequency trading may lead the average retail investor to think that he/she continues to get a raw deal in the stock market. The reality is that these are probably the best of times for them.
  89. The Most Accurate Way To Gauge Returns: The Compound Annual Growth Rate

    The compound annual growth rate, or CAGR for short, represents one of the most accurate ways to calculate and determine returns for individual assets, investment portfolios and anything that can rise or fall in value over time.
  90. The 4 R's Of Investing In Retail

    In retail, successfully managing return on investment (ROI) and other financial indicators is the key to a healthy business.
  91. Assess Shareholder Wealth With EPS

    Find out if management is doing its job of creating profit for investors.
  92. Understanding The Cash Conversion Cycle

    Find out how a simple calculation can help you uncover the most efficient companies.
  93. Financial Markets: Random, Cyclical Or Both?

    Are the markets random or cyclical? It depends on who you ask. Here, we go over both sides of the argument.
  94. Cash Flow Statement: Analyzing Cash Flow From Financing Activities

    The financing activity in the cash flow statement measures the flow of cash between a firm and its owners and creditors.
  95. Comparing The P/E, EPS And Earnings Yield

    P/E may be the established standard for valuation purposes, but the earnings yield is especially useful for comparing potential returns across different instruments.
  96. Cash Flow Statement: Analyzing Cash Flow From Investing Activities

    Reviewing investment activity is one of the most important exercises an individual can do to see how efficiently a company's management is using shareholder capital to run is operations.
  97. The Optimal Use Of Financial Leverage In A Corporate Capital Structure

    The amount of debt and equity that makes up a company's capital structure has many risk and return implications.
  98. Can Investors Trust The P/E Ratio?

    The P/E ratio is one of the most popular stock market ratios, but it has some serious flaws that investors should know about.
  99. The Common-Size Analysis Of Financial Statements

    Using common-size financial statements helps investors spot trends that a raw financial statement may not uncover.
  100. How To Trade The News

    Regardless of your investing horizon, learning to trade the news is an essential skill for astute portfolio management and long-term performance.
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