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How Many Stocks Should Be in Your Portfolio?
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research April 2, 2008 For investors planning to manage a stock portfolio, a basic question is, 'How many should I hold?' The answer may surprise you. Schwab Equity Ratings® Foundations: Traits of Winners and Losers
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research April 2, 2008 How to find stocks that are likely to exceed or fall short of investor expectations. How to Bottom-Fish
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research March 6, 2008 Cast your line wisely. Find out what hooks may work best. The Power of Preferreds
by the Schwab Center for Financial Research February 28, 2008 Think comparatively high yields, often low tax rates and diversification benefits. Order Types: What They Mean and How They're Handled
by the Schwab Center for Financial Research February 27, 2008 Whether you're buying or selling, the type of order that you place can have a significant effect on the price you receive. Investment Lessons From the World of Baseball
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research February 13, 2008 What the Oakland A's learned about picking ball players and what Schwab learned about stock selection are that rigorous statistical analysis of game and investment outcomes can improve the odds of success. Selling Is Hard to Do
by Jeffrey P. Ryan, CFA, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Financial Research January 3, 2008 Learn how we can help you make this devilishly difficult decision, using Schwab Equity Ratings and more. Using Schwab Equity Ratings®: 10 Frequently Asked Questions
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research November 26, 2007 Doing your own stock research? Learn how Schwab Equity Ratings can help you manage your stock portfolio. How We Pick Stocks
by Jeffrey P. Ryan, CFA, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Financial Research November 26, 2007 Learn our nine-step process to find stocks for your portfolio. How Schwab Equity Ratings® Are Computed: 10 Frequently Asked Questions
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research October 29, 2007 As part of Greg's popular Schwab Equity Ratings Foundations series, he answers common client questions. How to Use Our Power Tool
by Jeffrey P. Ryan, CFA, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Financial Research October 25, 2007 Start learning how to harness the power of Schwab Equity Ratings® in this first installment of a three-part series. Great Companies vs. Great Stocks
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research October 11, 2007 Are the best companies of today the best stocks of tomorrow? More often than not, the answer is no. Read why. Schwab Equity Ratings® Foundations: Risk
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research October 8, 2007 How can you identify stocks with the potential to outperform the broad market? Cash Is King
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research October 2, 2007 Learn why some investors are attracted to the stocks of cash-rich firms. Plus, stocks we consider worthy of further research. Following the "Smart Money"
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research September 28, 2007 The collective opinions of smart money investors are free and publicly available. Learn how to track their strategies. Schwab Equity Ratings® Foundations: Momentum
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research September 10, 2007 A powerful way to anticipate future stock surprises is to bet on systematic underreaction to newly reported information. Learn how to exploit the underreaction effect. Do You Have a Reason to Sell?
by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Financial Research August 27, 2007 Buy, sell or hold? These are the eternal questions investors everywhere face. Here are three reasons to consider selling. Invigorate Your Stock Picks
by Amit Dugar, CFA, Director, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Financial Research August 22, 2007 Schwab Industry Ratings™ can help winnow your equity buys and refine your holds. Schwab Equity Ratings® Foundations: Value
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research August 14, 2007 How can you tell if a stock is currently cheap or expensive? Learn how price ratios and valuation sentiment can help you gauge value. The Right Way to Pick Growth Stocks
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research July 25, 2007 Growth expectations, valuations and sustainability are key. And because most growth stocks don't stay that way for long, you should also learn when to sell. Schwab Equity Ratings® Foundations: Fundamentals
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research July 23, 2007 Our research indicates that corporate cash flow—and how it's used—can be powerful predictors of future performance. The Financing Factor
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Financial Research June 26, 2007 What's the best way to finance a company? Learn why this concept has proved to be valuable—and how to use it in building your portfolio. High Returns From Low Risk?
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® June 1, 2007 Learn about the correlation between lower risk and higher returns. Schwab Equity Ratings® Foundations: Surprise Anticipation
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® May 29, 2007 Many investors focus on forecasted earnings per share and other popular (though generally useless) research. The key is anticipating surprises—what the market doesn't know. Considerations for Deciding When to Sell a Stock
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® May 10, 2007 Successful stock investing requires a sell discipline to prevent hold/sell decisions from being driven by subjective criteria or emotions, rather than facts. Tax Considerations for Selling a Stock
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® May 10, 2007 How should capital gains taxes be factored into your decision to hold or sell a stock? Here are six aspects to consider. Don't Overpay Today for Growth Tomorrow
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® March 30, 2007 Why it's such a common and costly investor mistake. How to avoid it. Warren Buffett Misunderstood
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® February 27, 2007 Beware of oversimplified 'Buffettologies.' How to use his investing wisdom properly. Invest Like a Buyout King
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® February 14, 2007 How to use a sophisticated valuation measure favored by the pros. Know When to Sell
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® December 28, 2006 No one likes a losing stock. So why do we cling to them for far too long? Beyond "Power Rankings"
by Brian L. Burda, CFA, Vice President, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Investment Research® November 14, 2006 Why many beat-the-market schemes fall short. Plus, a better way to pick stocks. Beware of Target Prices
by Jeffrey P. Ryan, CFA, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Investment Research® September 28, 2006 Sell targets are wrong more than half the time. Buy targets can be pointless. Cash Flow vs. Earnings: Which Is More Meaningful?
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® September 18, 2006 Analysts and money managers argue that cash flow is a more useful metric of investment attractiveness than earnings. Is it? Inside Earnings: Quality Is Key
by Brian L. Burda, CFA, Vice President, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Investment Research® September 12, 2006 What's earnings quality? Some say it's impossible to define, but they know it when they see it. Schwab Equity Ratings takes a more disciplined approach. Avoiding the Value Trap
by Amit Dugar, CFA, Director, Senior Equity Researcher, Schwab Equity Ratings®, Schwab Center for Investment Research® August 25, 2006 Looking for value stocks? Beware. What's cheap might be bad. Here's how to avoid the value trap and find inexpensive stocks with upside potential. Using Sentiment to Gauge Valuation
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® August 8, 2006 If you believe the market is not perfectly efficient, how can you systematically determine whether a stock might be mispriced? Are Stop-Loss Orders a Good Idea?
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® July 27, 2006 Many investors find stop-loss orders intuitively appealing. But there's no free lunch in investing—these price-triggered sell orders may not measure up to expectations. The Myth of Insider Trading
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® July 25, 2006 Intrigued by insider trading? Our research shows there's a better way to gauge how top executives view their stock. Are Stocks With High Earnings Growth Good Investments?
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® June 14, 2006 A stock's price generally reflects expectations of future fundamentals. Here's how to look for those positive surprises that can propel a stock's price higher. The Surprise Factor
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® June 6, 2006 A stock's price generally reflects expectations of future fundamentals. Here's how to look for those positive surprises that can propel a stock's price higher. Good and Bad Uses of Corporate Cash
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® May 31, 2006 You can tell a lot about a company by what it does with its money. Here's what to look for. Breaking Even: Short-Term vs. Long-Term Capital Gains
by Rande Spiegelman, CPA, CFP®, Vice President of Financial Planning, Schwab Center for Investment Research® May 11, 2006 Let us say you have a healthy short-term gain on paper. Should you sell now and pay short-term capital gains, or wait for the 15% long-term rate to kick in? Buy High and Sell Higher
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® December 20, 2005 The closer a stock's current price is to its 52-week high, the stronger that stock's performance in the subsequent year. Whose Advice to Follow
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® June 24, 2004 Few people are able to consistently pick stocks that beat the market. But there are groups of 'informed investors' who can help spot stocks undervalued or overvalued by the markets. Why Earnings Forecasts Are Bunk
by Greg Forsythe, CFA, Senior Vice President, Schwab Equity Ratings®, Schwab Center for Investment Research® April 13, 2004 For investors, earnings-per-share forecasts are so common that they are often taken for granted. Investors assume EPS forecasts are an integral part of securities analysis—but wise investors always question assumptions. Busting Market Myths
by Bryan Olson, CFA, Vice President, Head of Portfolio Consulting, Charles Schwab & Co., Inc. March 9, 2004 Investors are often bombarded with market myths, from the September effect to the Super Bowl theory. The truth is, you shouldn’t incorporate them into your investment planning process. Finance 101: An Earnings Season Primer
Experts are always advising you to read companies’ financial statements. But why? What are they, and how can they make you a more informed investor? Order Conditions: How They Can Affect Your Trade
Fill-or-kill? Good-til-canceled? Huh? Understanding trade order conditions can help you have more control over the time and execution of your trades. What is the Statement of Cash Flows?
Like an up-to-date checkbook, a statement of cash flows shows where the money went and how much is left. Here’s how to decipher it. (0608-4120) |
Schwab Center for Financial Research Reports
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