Useful Resources/Sites
A list of sites I use for researching companies and their financials:
General Financial/Company Information
- Investopedia – Financial terminology
- Macrotrends – Company data (10+ years) and graphs
- MarketBeat – General market and company news
- Morningstar – Analysis and news from Morningstar’s analysts
- Roic.ai – Historical data (up to 30 years) Best free site outside of actual company 10-Ks
- SeekingAlpha – Company news and community analysis
- Yahoo Finance – General market and company news
Company Financials
- SEC.gov – Search by company for all SEC filings
- S&P Credit Ratings – Company credit ratings from Standard & Poor’s
- Company’s Investor Relations website – search for “Investor Relations” on the company’s home page
Other Resources
- The Buffett Score – a checklist to help find high-quality stocks worthy of further research
- DATAROMA – Invest Alongside Superinvestors – View their portfolios and activity
- Digrin – Dividend Champions, Contenders and Challengers lists
- ETF.com – ETF Holdings and Related Data
- ETF Research Center – ETF Fund Overlap
- FAST Graphs – Fundamentals Analyzer Software Tool
- Finviz – Stock Screening
- Open Insider – SEC Form 4 Insider Trading Screener
- Total Return Calculator – Stocks
- Total Return Calculator – ETFs
- Trading View – Stock charts/charting tools