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Checklist and Recommended Tools for Researching a Company

  • Understand the company's core business model, products, and services.
  • Look through company's website.
  • Analyze the metrics important to you and the company (cash, debt, revenue, gross margins, etc).
  • Marketwatch, StockAnalysis, TIKR, Yahoo Finance (or others).
  • Use TIKR or SeekingAlpha
  • Re-read transcripts more than once.
  • Read through last few 10-Qs or 8-Ks via SEC Edgar or SeekingAlpha.
  • Don't know how? Learn how via Youtube or online financial courses.
  • Yahoo Finance and Benzinga are great for news.
  • Analysis from Tipranks, SeekingAlpha, and/or IBD are worth reading.
  • Be sure to check into author credibility and history.
  • Understand recent price activity and establish rules for entry.