Blog posts

News and Articles
  • Risk And Investing
    Aug. 18, 2017, 8:32 a.m. by

    Investors know that buying and selling securities is risky. The simple logic of the market – buy low, sell high – isn’t often easy to achieve. Modern Portfolio Theory (MPT) attempts to assess the maximum expected return of a portfolio given a specific amount of risk.

  • The Basics Of Short-Selling
    Aug. 18, 2017, 8:29 a.m. by

    Short selling involves selling shares of stock you do not own (that you have “borrowed”) in hopes you can later buy the shares for less than the sale price, replace the shares you borrowed and turn a profit at the same time.

  • Shorts Against The Tech World
    Aug. 16, 2017, 11:37 a.m. by

    Short sellers have recently been taking on tech – and not just any tech – big tech. Specifically, they have targeted Apple Inc. (NSDQ:AAPL C), Inc. (NSDQ:AMZN C)and Alphabet Inc. (NSDQ:GOOG CB).

  • Understanding Alternatives
    Aug. 16, 2017, 11:33 a.m. by

    Alternatives, also known as alternative investments, are assets that are not stocks, bonds or cash – in other words they are not traditional investment vehicles. The majority of alternative investments are made and held by institutional investors or accredited, high-net-worth individuals.

  • Widget Spotlight #12: Company Ratio Analysis
    Aug. 14, 2017, 4:49 a.m. by ernesto

    The Financial Ratios analysis is the next step in understanding the company's historic performance and assess if the company fits your fundamental financial benchmarks.

  • Investing In Health Care
    Aug. 11, 2017, 9:44 a.m. by

    If you are interested in investing in health care, you should know it’s a complicated sector with lots of moving parts, lots of potential and not a small amount of risk.

  • Rebalancing Your Portfolio
    Aug. 10, 2017, 9:31 a.m. by

    If you are new to investing – or even if you’ve been at it for a while – the idea of rebalancing your portfolio probably isn’t a high priority.

  • The price-earnings ratio (P/E ratio) of a stock is arrived at by dividing the market value of a single share by the current (or expected future) earnings per share. Importantly, P/E ratio is one of the most used metrics for valuing a company (and its stock).

  • The Dumbing Down Of Smartphones
    Aug. 9, 2017, 12:04 a.m. by

    Thanks to low-cost, low-end electronic devices, inexpensive data plans and simplistic apps that make McDonald’s Corp. (NYSE:MCD D) picture-bearing cash registers look downright complicated, newcomers to technology – those the industry calls the “next billion” will not send text messages.

  • Social Media And Investing
    Aug. 7, 2017, 9:36 a.m. by

    The role of social media in investing has gone from “interesting additional info” to “critical data.” Investors can take a cue from several hedge funds that are using Twitter to glean information that can help them make money.

  • Inside The Balance Sheet
    Aug. 4, 2017, 9:49 a.m. by

    Serious stock investors know they need at least a basic understanding of how to read a company’s financial statement including the balance sheet.

  • Earnings or “after-tax net income” are an important, some say ‘critical’ factor when it comes to share price. That’s because earnings are a barometer of whether a company is and will be successful, i.e., profitable.

  • Things that get the attention of investors include merger talks, especially when confirmed by the CEO, and earnings announcements that include the first quarterly profit in 3 years.

  • Should You Pawn Your Portfolio?
    Aug. 3, 2017, 9:54 a.m. by

    Loans backed by stocks and bonds are growing and Wall Street couldn’t be happier. As a potential borrower, should you be? As with almost all things financial, portfolio backed loans have both pros and cons for the investor seeking a loan.

  • Why Have Stocks In An IRA?
    July 28, 2017, 9:52 a.m. by

    The main reason for holding stocks in an IRA has to do with the tax benefits. Understanding what those benefits are and how they apply to both the traditional and Roth IRA is important if you want to maximize your advantage on the way to your investing goals.

  • The Basics Of Options Trading
    July 28, 2017, 9:48 a.m. by

    Most people know something about how investments like stocks, mutual funds and bonds work. Each is a type of security or tradable financial asset. Another type of security is options. Options represent an asset class that requires a certain amount of investor sophistication.

  • Having immediate access to a company’s historic financials brings a wealth of great key indicators of the financial health of the company you are researching or have invested in.

  • Stocks, Mutual Funds Or ETFs?
    July 26, 2017, 10:06 a.m. by

    If you’re an investor (or would-be investor), you may know of the 3 main ways to invest in the stock market – individual stocks, mutual funds and exchange-traded funds (ETFs). Each has its pros and cons and none is perfect for everyone.

  • Cord-Cutting Takes Center Stage
    July 25, 2017, 9:54 a.m. by

    Subscriber losses will overshadow broadband growth as a topic of interest as pay TV companies report Q2 earnings over the next couple of weeks.

  • Widget Spotlight #10: Model Screeners
    July 23, 2017, 2:56 p.m. by ernesto

    With FinanceBoards' web-based platform (no downloads needed), you can configure your investing dashboard with any of our 500+ financial widgets. In the “Widget Spotlight” series, we pick one of these widgets, explain how it works, and go over why it’s a widget you should consider adding to your dashboard(s).

  • The easier social and mobile platforms can make the process of creating ads, the better. Snap Inc. (NYSE: SNAP) just released Snap Publisher, a tool designed to do just that.

  • China And Military Drone Sales
    July 19, 2017, 9:49 a.m. by

    Investors looking to jump into the drone space are well-advised to keep up on what’s happening in the military drone sales space. According to The Wall Street Journal, public companies that sell military drones or components face a new and growing problem – Chinese competition.

  • Will Apple Kill Off The iPhone?
    July 18, 2017, 10:10 a.m. by

    With attention focused on the upcoming 10th anniversary of the iPhone and a new model, currently expected to be released this coming fall, some analysts and observers are suggesting that Apple Inc.’s (NSDQ:AAPL C) signature smartphone may soon go the way of the Dodo bird.

  • Today’s widget is the Buying Performance History widget.