Tools
Know Who’s Whispering What before Earning Release
Before a company releases its earning, financial research firms such as Thomson/FirstCall and Reuters survey fund managers and stock analysts to predict what the earning will look like. Stock prices usually move after the earning release, with magnitude depending on the outlook and how far away the true earning is different from consensus estimates. However, [...]
Morningstar’s ETF Selection Tool
When I was researching at Morningstar.com for small-cap investment (both mutual funds and ETFs) yesterday, I found their ETF selection tool quite convenient.
Simply place the cursor over the investment style you are interested in and click, then a list of ETFs in that category will appear with information such as style, returns, and trading volume.
I Like The New Yahoo Finance Chart
I only discovered the new Yahoo Finance Chart yesterday and really like it. I used to go to place like BigChart.com for detailed, interactive charts, but now it seems I can get all I want from Yahoo.
What I like the most is the way I can change the time range. At the bottom of [...]
Upgrade To Quicken 2007
I have been using Quicken to track my investments for a while. After started with Microsoft Money, I switched to Quicken in 2003. Ever since, Quicken has been my favorite (though I also use Excel spreadsheet). Currently, I use Quicken to track investments, bank accounts, credit cards, and loans.
For the 2007 version, the most noticeable [...]
