StockHomework101 Workbook

Stock Symbol:
This worksheet incorporates Steps:

Disclaimer: None of the information provided herein should be considered investment advice. Consult your own financial advisor before making any
investing decisions.

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W O R K B O O K W O R K B O O K W O R K B O O K W O R K B O O K W O R K B O O K
Date: Current Price Date: Current Price Date: Current Price Date: Current Price Date: Current Price : :: ::
- COVER SHEET - - COVER SHEET - - COVER SHEET - - COVER SHEET - - COVER SHEET -
Price (Date): Purchase Notes: Price (Date): Purchase Notes: Price (Date): Purchase Notes: Price (Date): Purchase Notes: Price (Date): Purchase Notes: Buying Strategy: Buying Strategy: Buying Strategy: Buying Strategy: Buying Strategy:
Bought first 50% at this level: $
Bought next 50% at this level: $
T TT TTO OO OOT TT TTAL INVESTMENT AMOUNT AL INVESTMENT AMOUNT AL INVESTMENT AMOUNT AL INVESTMENT AMOUNT AL INVESTMENT AMOUNT: :: :: $ $ $ $ $
Price (Date Sold): Gain (loss) Price (Date Sold): Gain (loss) Price (Date Sold): Gain (loss) Price (Date Sold): Gain (loss) Price (Date Sold): Gain (loss) Selling Strategy: Selling Strategy: Selling Strategy: Selling Strategy: Selling Strategy:
Sell first 25% at this level: $
Sell next 25% at this level: $
Stock: Stock: Stock: Stock: Stock: T TT TTr rr rradi ng adi ng adi ng adi ng adi ng
Symbol : Symbol : Symbol : Symbol : Symbol :
(company name) (company name) (company name) (company name) (company name)
(on this date) (on this date) (on this date) (on this date) (on this date)
T TT TTotal No otal No otal No otal No otal No. .. .. of shar of shar of shar of shar of shares pur es pur es pur es pur es purchased: chased: chased: chased: chased: a a a a at this A t this A t this A t this A t this Avg vg vg vg vg. .. .. P PP PPric ric ric ric rice: e: e: e: e:
I started to do Stock Homework for this company on... I started to do Stock Homework for this company on... I started to do Stock Homework for this company on... I started to do Stock Homework for this company on... I started to do Stock Homework for this company on...
T TT TTr rr rrack ack ack ack acking my t ing my t ing my t ing my t ing my total in otal in otal in otal in otal inv vv vvestment estment estment estment estment... ... ... ... ...
Closed final position: Closed final position: Closed final position: Closed final position: Closed final position: Date to revisit this stock: Date to revisit this stock: Date to revisit this stock: Date to revisit this stock: Date to revisit this stock:
DA DA DA DA DATE: TE: TE: TE: TE: PRICE: PRICE: PRICE: PRICE: PRICE: DA DA DA DA DATE: TE: TE: TE: TE:
D DD DDet et et et etermining my P ermining my P ermining my P ermining my P ermining my Pric ric ric ric rice e e e e T TT TTar ar ar ar arget/Exit Str get/Exit Str get/Exit Str get/Exit Str get/Exit Strat at at at ategy egy egy egy egy... ... ... ... ...
1 1 1 1 1 Yr A Yr A Yr A Yr A Yr Avg vg vg vg vg. .. .. T TT TTar ar ar ar arget Estima get Estima get Estima get Estima get Estimat tt tte P e P e P e P e Pric ric ric ric rice (analysts): e (analysts): e (analysts): e (analysts): e (analysts):
Lock in gains, & start playing Lock in gains, & start playing Lock in gains, & start playing Lock in gains, & start playing Lock in gains, & start playing
with the house with the house with the house with the house with the house s money s money s money s money s money... ... ... ... ...
Never buy all at once... Never buy all at once... Never buy all at once... Never buy all at once... Never buy all at once...
My P My P My P My P My Pric ric ric ric rice e e e e T TT TTar ar ar ar arget: get: get: get: get: $ / + ____ % b $ / + ____ % b $ / + ____ % b $ / + ____ % b $ / + ____ % by this da y this da y this da y this da y this dat tt tte: e: e: e: e:
Tip: Use one workbook
set per stock that you
are tracking
Stock Symbol:

100, 110, 120 100, 110, 120 100, 110, 120 100, 110, 120 100, 110, 120
From Step 100 : From Step 100 : From Step 100 : From Step 100 : From Step 100 :
Company Name : Company Name : Company Name : Company Name : Company Name :
St St St St Stock ock ock ock ock Tick Tick Tick Tick Ticker er er er er: :: ::
Company name and where traded:
Latest Price:
Day's price trading range:
52-week price range:
Opening trade price:
Volume today versus average daily trading volume:
Market capitalization:
P/E:
Dividend amount:
Dividend yield percentage:
EPS:
Shares outstanding:
Beta:
5-year chart (note any seasonal trends):
Date this information was recorded below:
What the company does and how it makes its money:
Stock Symbol:

130-160 130-160 130-160 130-160 130-160
Direct Competitors:
Any Indirect Competitors?
Sector:
Primary Industry:
Any other related crossover industries?:
Notes about Share Price History:
Number of Outstanding Shares:
Outstanding Shares (competitors):
Compare price to competitors:
Compare price/trending to sector and industry:
Compare price to broad indexes like the S&P and the Nasdaq100:
Compare price now to its own 52-week range:
Compare price now to its all-time range:
Stock Symbol:

200-220 200-220 200-220 200-220 200-220
Notes from the Companys Website:
Marketing Information:
Company Structure:
FAQs:
Company Leadership:
Investor Relations Pages:
Notes from the Companys Annual Report and 10-K:
Company's Annual Report (their printed report to shareholders):
Marketing:
Growth Opportunities:
Areas of Focus:
New Technology Areas?:
Topline Financial Results:
Net Revenue:
Earnings Per Share: ______ per share in 20__, compared to _____ in 20__.
Geographic Breakdown of Revenue:
Dividends Per Share Paid: Change In Dividend?:
Capital Additions to Property, Plant & Equipment:
Research & Development Spending:
Letter from the CEO (what were emphasized points?):
Legal Issues?:
Required Reading: You should read Reading Financial Reports For Dummies to go further with your analysis
of your companys financials. (direct link is on StockHomework101.com website, Step 220, at bottom)
Stock Symbol:

Notes from the Companys Quarterly Report - 10-Q:
Report Timing - When Do They Report?:
____ Quarter Earnings Report Findings:
What Are/Were Analyst Expectations?:
CHANGES reported to the SEC:
Revenue:
Gross Margin: ______%
Operating Income:
Net Income:
Earnings Per Share:
Notes from the Companys Conference Call:
Projections for the next quarter:
Key areas of growth or expansion may be extrapolated to lead you to other investing opportunities:
Management tone during the call:
Q&A Session - Notes:
230-240 230-240 230-240 230-240 230-240
Stock Symbol:

Earnings Outlook Statement from Company Website:
250-260 250-260 250-260 250-260 250-260
Further Notes On Company Guidance Provided:
____ Quarter Earnings - Projections:
Was Guidance for the full year restated? If so, to what levels?:
Revenue:
Gross Margin: ______%
Operating Income:
Net Income:
Earnings Per Share:
Company Insiders listed on recent SEC notifications:
Reasons for selling/comments:
Notes on overall vulnerability to family/insider trading by company insiders:
Stock Symbol:

Stock Splits -
How many splits have occurred since IPO, and when?:
Types of stock splits:
In which quarters did most splits occur?:
When was the last stock split? Do you anticipate another stock split in near future?
270-280 270-280 270-280 270-280 270-280
From Step 275: From Step 275: From Step 275: From Step 275: From Step 275:
Secondary Stock Offerings -
When was last secondary offering (and why did company say it was doing it)?:
Is there another secondary offering coming soon (or is it anticipated)?:
Conclusions/notes regarding secondary offerings from this company:
Dividend & Yield -
Current Dividend: ___________________ Current Yield: ___________________
Does the company have a good record of increasing its dividend amount?
Is a dividend increase (or dividend cut) anticipated at this time?:
Stock Symbol:

Avg. Analyst Ratings for this stock:
Price target for this stock:
Mean Price Target (average): $__________ per share.
High Price Target: $
Low Price Target: $
Number of brokers participating:
Analysts Estimates:
Next Quarter's Earnings-Per-Share:
Next Quarter's Total Revenue:
Next Quarter's Gross margin percentage:
The Float: Total # of shares outstanding:
Percentage Breakdown:
% Shares Owned by Insiders and those owning more than: ____%
% Shares Owned by Institutional & Mutual Fund Owners: ____%
% Float Owned by Institutional & Mutual Fund Owners: ____%
Number of Institutions that own Intel shares: ____________
Major Direct Holders: Top Individual Owners:
Top Institutional Stockholders:
Top Mutual Fund Stockholders:
Your Conclusions:
300-310 300-310 300-310 300-310 300-310
Stock Symbol:

Potential Index Membership:
Current Index Membership:
Any risk of being dropped from Current Index Membership?:
320-340 320-340 320-340 320-340 320-340
Short Shares Outstanding:
% of Outstanding Shares that are Short:
% of Outstanding Share Float that are Short:
Short Ratio: _____%
Short Shares (from previous month):
Short Position Conclusions:
Current News Headlines that affect your stock:
Stock News:
Company and Competitor News:
Industry News:
Other News:
Conclusions:
Stock Symbol:

350-430 350-430 350-430 350-430 350-430
Event Dates - Four Key Steps:
1. Go to the Company Site: Identify Upcoming Events and Read through Archived Events - Notes:
2. Google Conference Search:
3. Stock Price Analysis Around These Key Dates:
4. Note all of these annual events/dates for future tracking:
Simple question - applies to all your stocks:
1. Do you have enough time to commit 2 hours per week per stock that you own?
If no, you need to start looking at key mutual funds where a professional manager can do the homework for you
on a regular basis.
Notes about your Age/Risk Tolerance:
1. What is your own assessment from the website?
2. What kind of investor are you? What risks are you willing to take from the tests you took online? (note below)
From Step 420 & 430 : From Step 420 & 430 : From Step 420 & 430 : From Step 420 & 430 : From Step 420 & 430 :
Dont buy all at once - Use the Cover Sheet to note what you buy in stages. And Diversification is very important:
1. Take your top five stock holdings (once you have purchased your desired positions in them), and note their sectors
and industries. Have you compared them to the samples on MadMoneyRecap.com?
Are they diversified from one another?
Stock Symbol:

ONGOING HOMEWORK: ONGOING HOMEWORK: ONGOING HOMEWORK: ONGOING HOMEWORK: ONGOING HOMEWORK:
This is so critical to your success. It is not a perfect list. We will keep adding to it (and improving this workbook overall
with each update) when we send you the free new versions, but its a start:
DAI L DAI L DAI L DAI L DAI LY YY YY: :: ::
1. READ GOOGLE OR YAHOO! NEWS HEADLINES IN THE MORNING WITH YOUR COFFEE OR TEA.
After skimming the general news headlines, then read the specific Business News section about specific company
and market news.
2.. MONITOR BUSINESS NEWS:
If you can, at work (or if you work from home), keep a channel like CNBC on so that you can see events as soon as
possible that may affect your stocks (or may present opportunities to buy more or different stocks). Remember, you
should treat your portfolio as a small business entity that you are protecting. You are the small business owner, and
the CNBC reporters are your direct reports. Their job is to work for you, and to update you on news events, and
upcoming earnings reports, actual earnings beats or misses, etc. that can affect your stock directly or indirectly (for
example, your companys competitors).
3. 4pm CLOSE:
Look at your portfolio and know how your stocks ended the day. Determine (and take notes) on whether you should
take any actions the upcoming day.
WEEKL WEEKL WEEKL WEEKL WEEKLY YY YY: :: ::
1. Take stock (excuse the pun) - Evaluate what happened in the previous week. How did the stock perform? How did
its sector perform - or the market as a whole? Compare it and conclude if it is doing better or worse.
2. Plan the upcoming week. Are there any earnings reports or company or industry events that may affect your
stock, for which you will have to be exceptionally vigilant on that day (or just before or after it)?
3. Opportunities in the coming week?
800 800 800 800 800
Stock Symbol:

NO NO NO NO NOTES FOR TES FOR TES FOR TES FOR TES FOR THIS ST THIS ST THIS ST THIS ST THIS STOCK: OCK: OCK: OCK: OCK:
T TT TTAPE APE APE APE APE THIS THIS THIS THIS THIS T TT TTO O O O O Y YY YYOUR C OUR C OUR C OUR C OUR COMPUTER SCREEN: OMPUTER SCREEN: OMPUTER SCREEN: OMPUTER SCREEN: OMPUTER SCREEN:
Y YY YYour our our our our St St St St Stock ock ock ock ock W WW WWa aa aat tt ttch List ch List ch List ch List ch List Chea Chea Chea Chea Cheat Sheet: t Sheet: t Sheet: t Sheet: t Sheet:
TODAYS
DATE
RECOM.
DATE STOCK (SYMBOL): TODAYS PRICE: TARGET PRICE (RANGE): RATIONALE TO BUY/SELL:
Stock Symbol:

TODAYS
DATE
RECOM.
Stock Symbol:

TODAYS
DATE
RECOM.

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Stock Symbol:

This worksheet incorporates Steps:

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