How To Find Good Investment Ideas
Apr01

How To Find Good Investment Ideas

For many beginners, the process of finding investment ideas can be confusing and overwhelming, especially in the stock market.  Everyone wants to pick stocks of successful companies, or companies that will become successful.  But there are just so many choices and a lot of information out there.  Many investors don’t know where to start looking, or how to sort through the vast amount of companies listed on the exchanges.  There...

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Sell or Hold A Depressed Investment?

A situation that many investors find themselves in is they purchase shares in a company, and then see the market value of the shares plummet.  During hard economic times they may also see the company lose money, operate poorly, or their financial condition deteriorate.  They hope that the company will get better, profit, and along with it the market value increase. . The truth is that some companies never return to profitability.  And...

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Investing In Preferred Shares/Stock And Corporate Debt

In this article I discuss items to consider when purchasing preferred shares/stock or other similar debt instruments of a company. This is a followup to the questions from  investors who were considering purchasing preferred shares/stock of Wells Fargo (WFC) and US Bancorp (USB). . What Are Preferred Shares? In general, preferred shares are a form of corporate debt that has some qualities of common shares as well as that of bonds. The...

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Bank Valuation VIII

We have finally reached the end of the info packed Bank Valuation series.  Congratulations to all that have made it, I hope you were able to take away something useful. In this last article I will discuss calculating the intrinsic value of a bank. So far we covered the following:: – Net Interest Margin (NIM) – Return On Assets (ROA) – Loan Loss Reserve, and losses related to the loan portfolio – Return On...

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Bank Valuation VII

I apologize for the slightly longer than usual time between posts these last two weeks.  Its been a busy 2 weeks.  Up to this point in this series, I have discussed only quantitative/numeric metrics.  However, in this article I will discuss some qualitative metrics related to bank itself. The final article in the series will be posted the following week.  So far we covered the following metrics: – Net Interest Margin (NIM)...

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Bank Valuation VI

In this article I will discuss a second metric related to the price of a bank stock. So far in this series we covered the following metrics: – Net Interest Margin (NIM) – Return On Assets (ROA) – Loan Loss Reserve, and losses related to the loan portfolio – Return On Equity (ROE) – Profit Margin – Dividends – Earnings – Stock Price & Price/Earnings To review them see Bank Valuation...

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Bank Valuation V

In this article I will discuss metrics related to the price of a bank stock. So far in this series we covered the following metrics: – Net Interest Margin (NIM) – Return On Assets (ROA) – Loan Loss Reserve, and losses related to the loan portfolio – Return On Equity (ROE) – Profit Margin – Dividends – Earnings To review them see Bank Valuation I, II, III, & IV. What I present here are...

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Bank Valuation IV

In this article I will discuss what to look for in some earnings metrics. So far in this series we covered the following metrics: – Net Interest Margin (NIM) – Return On Assets (ROA) – Loan Loss Reserve, and losses related to the loan portfolio – Return On Equity (ROE) – Profit Margin – Dividends To review them see Bank Valuation I, II, & III. Again, what I present here are just techniques...

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Bank Valuation III

In this article I will continue to discuss metrics related to the dividend.  If you are just joining us, review Bank Valuation I, & Bank Valuation II first. In the last two articles, we covered the following financial condition metrics: - Net Interest Margin (NIM) – Return On Assets (ROA) – Loan Loss Reserve, and losses related to the loan portfolio – Return On Equity (ROE) – Profit Margin We also covered...

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Bank Valuation II

In this article I will continue to discuss other financial condition metrics.  If you are just joining us now, its a good idea to review Bank Valuation I first. Again, what I present here are just the techniques (qualitative & quantitative) that I use & have found useful.  There are many other techniques and methods.  In the last article Bank Valuation I, we covered the following: – Net Interest Margin (NIM) –...

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