Archive for May, 2007
Fundamental Analysis: The Three Sheets (Part 2/3)
The second of the three sheets that we’ll look at is the Income Statement. The income statement is the financial statement used by companies to report their earnings, or income, hence the name. For reference, please click here (link will open in a new window) to see an example of an annual income statement available [...]
read more »Fundamental Analysis: The Three Sheets (Part 1/3)
When beginning to analyze a company based on fundamentals, nearly all the information you need is contained in The Three Sheets. The three sheets are the three major financial statements – the balance sheet, income statement, and statement of cash flows. These are must be reported by every publicly traded company as mandated by the [...]
read more »Fundamental Analysis: Reloaded
So, here we go again. Starting over the Fundamental Analysis series. What is fundamental analysis? Fundamental analysis is the act of analyzing a company as a money-making business. The theory that drives this analysis is that, in the long run, a company’s stock price has to be directly related to its fundamental value as a [...]
read more »A Look at Southwest
I realized after posting yesterday that the move to get out of Cosi might seem rather odd without a corresponding move to get out of Southwest Airlines in my other portfolio given that both have performed so poorly. As such, I thought it’d be a good time to get some thoughts down about Southwest Airlines [...]
read more »Cosi out / China Mobile in
Originally Posted May 17, 2007 Well, it seems that waiting for Cosi’s quarterly earnings report was less than a great idea. Maybe, I should have listened to the so called “whisper numbers” in the days leading up to the report when the stock dropped from 6.00 to 5.00. Instead, for one reason or another, I [...]
read more »Trading Too Much – Bought Piper Jaffrays (PJC)
Originally Posted April 17, 2007 It seems that this blog is increasingly becoming a trading journal as opposed to an educational blog on investing and I apologize. For those that are interested, I wrote a post on my thoughts on investing in gold (which us small investors can do very easily through gold ETFs like [...]
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