Experts+Only

//** This page is only for expert investors **//

Stock Scans
There are thousands of stocks and that makes it challenging to research new stocks. Fortunately, with computers it is easy to identify stocks that warrant more attention. These computer programs are called screens, because they sift through lists of stocks and find the most promising stocks. Some people use several screens and see which stocks appear on multiple screens.


 * ===[|Candlestick screen] (candlestick patterns)===
 * ===[|Google Stock Screener] (sector, market capitalization, valuation, fundamentals, technical, etc.)===
 * ===[|Fidelity Stock Screener] (fundamental, technical, earning-related, etc.)===
 * ===[|ClearStation] (Provides technical chart alerts and can display lots of stock charts at once)===
 * ===[|Zacks Stock Screener] (sector, market capitalization, valuation, fundamentals, technical, etc.)===
 * ===[|Zacks eBook on Successful Screens] (Ten screens that have been successful finding profitable stocks)===
 * ===[|Stock Screener] (comprehensive and easy to use screener with ability to download data to Excel)===
 * ===[|Stock Screener] (sector, market capitalization, valuation, fundamentals, technical, etc.)===
 * ===[|BarCharts Top 100 Stocks]===
 * ===[|BarCharts Bottom 100 Stocks]===
 * ===[|Technical Stock Screener] (new highs/lows, crossing moving average, gap up/down, candlestick patterns, etc.)===
 * ===[|Predefined Stock Searches] (growth expectations, changes in institutional ownership, valuation, etc.)===
 * ===BarChart Signals===
 * ===[|BarChart Top Up Moves] (measured by standard dviation)===
 * ===[|BarChart Top Down Moves] (measured by standard dviation)===
 * ===[|BarChart Top 1% Bullish]===
 * ===[|BarChart Bullish]===
 * ===[|BarChart Bearish]===
 * ===[|BarChart Top Signals]===
 * ===[|BarChart Upgrades]===
 * ===[|BarChart Downgrades]===
 * ===Old School Value (Investment blog with about a dozen good stock screens)===
 * ===[|$AAII] (collection of 50 successful screens; $29 per year)===
 * ===[|$AAII] (historical performance of stock scans)===
 * ===[|$AAII] (collection of 3 model portfolios to see the stocks "veteran" investors hold)===
 * ===[|$Advanced Stock Screener] (very powerful screener with lots of data; it runs on Windows and costs $69.95)===
 * ===[|$Technical Stock Screener] (uses English-like sentences to screen and costs $8.95 per month)===
 * ===[|Value Screens]===

Sector Rotation
A major influence of a stock's performance is how well it's industry is performing.


 * ===[|Sector Performance]===
 * ===[|Industry Performance]===
 * ===[|Style Performance]===
 * ===[|Industry Information] (best/worst performing stocks, industry news and events, leading analysts)===

Exchange-Traded Funds
You can trade the stock of individual companies or you can trade mutual funds that invest in multiple stocks. There is a third type of investment called Exchange-Traded Funds. These are baskets of stocks that enable you to invest in certain industries or countries. Similar to a mutual fund, the value of the ETF is based on the value of the underlying stocks or assets. The different is that the value of an ETF changes throughout the day, so it is attractive to active traders. Mutual funds are only valued once - at the end of the day.
 * ===[|Exchange-Traded Funds] (overview)===
 * ===[|Exchange-Traded Funds] (list of all ETFs)===
 * ===ETF Performance===
 * ===[|Market Cap]===
 * ===[|Growth & Value]===
 * ===[|Sector]===
 * ===[|Regions], [|Countries] and [|Emerging Markets]===
 * ===[|Commodity]===
 * ===[|Bonds]===
 * ===[|Strategies] & [|Themes]===

[|Yield Curve]
The yield curve shows the interest rates on a range of Government bonds from 3 months to 30 years. Interest rates have a two-fold impact on stocks. Low interest rates __help__ stocks because some investors borrow money to invest. This "additional" capital increases demand for stocks. High interest rates __hurt__ stocks because investors may opt to invest in bonds instead of stocks. This "shifting" of capital decreases the demand for stocks. Some people use the yield curve as a proxy for uncertainty. Long-term rates //should// be higher than short-term rates because you are lending your money for a longer period of time. The longer someone else has your money, the more chance there is that they may not be able to repay or that inflation erodes the spending power of interest payments and principle. When short-term rates are about the same as long-term rates, it means that people are afraid of the future and the demand for short-term bonds has risen, while the demand for long-term bonds has fallen. Alternate [|website] for yield curve.