Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2007 Annual Report
2008 Q1 Earnings Release
2008 Q1 Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
Saturday, August 11, 2007
7/31 - Alliant Techsystems Inc. (ATK)
On July 31st, Alliant Techsystems Inc. (ATK) was one of the in-depth stocks discussed on the show. Here are the links to assist you in with your homework.
7/30 - MDC Holdings (MDC)
On July 30th, MDC Holdings (MDC) was one of the in-depth stocks discussed on the show. Here are the links to assist you in with your homework.
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q2 Earnings Release
2007 Q2 Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
7/27 - Adobe (ADBE)
On July 27th, Adode (ADBE) was one of the in-depth stocks discussed on the show. Here are the links to assist you in with your homework.
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q2 Earnings Release
Analyst Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
Sunday, July 29, 2007
7/26 - Sycamore Networks (SCMR)
On July 26th, Sycamore Networks (SCMR) was one of the in-depth stocks discussed on the show. Here are the links to assist you in with your homework.
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2007 Q3 Earnings Release
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
Saturday, July 28, 2007
7/25 - Dell Computers (DELL)
On July 25th, Dell Computers (DELL) was one of the in-depth stocks discussed on the show. Here are the links to assist you in with your homework.
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2007 Q3 Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Friday, July 27, 2007
7/23 - Star Maritime (SEA)
On July 23rd, Star Maritime Acquisition Corp(SEA) was one of the in-depth stocks discussed on the show. Here are the links to assist you in with your homework.
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
Wednesday, July 25, 2007
7/23 - SanDisk (SNDK)
On July 23rd, SanDisk (SNDK) was one of the in-depth stocks discussed on the show. Here are the links to assist you in with your homework.
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q2 Earnings Release
2007 Q2 Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Tuesday, July 24, 2007
7/20 - Total S.A. (TOT)
On July 20th, Total S.A. (TOT) was one of the in-depth stocks discussed on European stock segment on the show. Here are the links to assist you in with your homework.
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
ROWer Example – Woodword Governer (WGOV)
On the show, you will often hear the term “ROWer” associated with a company that is being discussed. ROW stands for Rest of World and provides us an easy way to diversify in the company with exposure to many parts or the world, not just dependent on the US for business. You will hear Jim say “The US is just not where the action is, the whole world is growing…..and leaving the US behind.”
Some folks have emailed me asking where can they find the info to determine the ROW piece of the business…It is actually pretty easy…Let’s take Woodword Governer as an example:
Step 1: Go to the SEC website to get the latest 10-K (annual report) for the company. Here is the link….
Step 2. Look for the “Segment Information” section in the report, Note 19 or starting on page 52 for WGOV.
Step 3. Find the Net Sales data by geographical region by year and calculate the % to total for each geography listed. Here is what it should look like…
Confirming the message in the show, WGOV is a great ROWer play with over 40% of the sales coming from regions outside the US. WGOV also highlights that the ROW section of the business is growing at a faster clip than the US segment, continuing to support Jim’s arguments.
Some folks have emailed me asking where can they find the info to determine the ROW piece of the business…It is actually pretty easy…Let’s take Woodword Governer as an example:
Step 1: Go to the SEC website to get the latest 10-K (annual report) for the company. Here is the link….
Step 2. Look for the “Segment Information” section in the report, Note 19 or starting on page 52 for WGOV.
Step 3. Find the Net Sales data by geographical region by year and calculate the % to total for each geography listed. Here is what it should look like…
Confirming the message in the show, WGOV is a great ROWer play with over 40% of the sales coming from regions outside the US. WGOV also highlights that the ROW section of the business is growing at a faster clip than the US segment, continuing to support Jim’s arguments.
Please feel free to email me letting me know which other items I should include on the education corner section of the blog.
Saturday, July 21, 2007
7/19 - BASF (BF)
On July 19th, BASF (BF) was one of the in-depth stocks discussed on European stock segment on the show. Here are the links to assist you in with your homework.
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
7/18 - Siemens AG (SI)
On July 18th, Siemens AG (SI) was one of the in-depth stocks discussed on European stock segment on the show. Here are the links to assist you in with your homework.
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q2 Earnings Release
2007 Q2 Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
7/17 - ABB Ltd. (ABB)
On July 17th, ABB Ltd. (ABB) was one of the in-depth stocks discussed on the European stock segment on the show. Here are the links to assist you in with your homework.
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
7/16 - Philips Electronics N.V. (PHG)
On July 16th, Philips Electronincs N.V. (PHG) was one of the in-depth stocks discussed on the European stock tour segment on the show. Here are the links to assist you in with your homework.
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
Tuesday, July 17, 2007
7/16 - Woodword Gov. (WGOV)
On July 16th, Woodword Governor Co. (WGOV) was one of the in-depth stocks discussed on the 80 to 100 to 120 segment on the show. Here are the links to assist you in with your homework.
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2006 Q4 Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
Sunday, July 15, 2007
7/13 - Terex (TEX)
On July 13th, Terex (TEX) was one of the in-depth stocks discussed on the 80 to 100 to 120 segment on the show. Here are the links to assist you in with your homework.
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2006 Q4 Conference Call
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2006 Q4 Conference Call
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Friday, July 13, 2007
7/12 - Apache Corp (APA)
On July 12th, Apache(APA) was one of the in-depth stocks discussed on the 80 to 100 to 120 segment on the show. Here are the links to assist you in with your homework.
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2007 Q1 Conference Call
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2007 Q1 Conference Call
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
7/11 - Air Products (APD)
On July 11th, Air Products (APD) was one of the in-depth stocks for the 80 to 100 to 120 segment discussed on the show. Here are the links to assist you in with your homework.
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Thursday, July 12, 2007
7/10 - ConocoPhillips (COP)
On July 10th, ConocoPhillips (COP) was one of the in-depth stocks discussed on the show. Here are the links to assist you in with your homework.
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2007 Q1 Conference Call
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2007 Q1 Conference Call
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
The perfect example of ARG
As you hear on the show, we are looking for stocks that have accelerating revenue growth, or better known as ARG. As the name implies, the revenue growth rate will continue to improve vs. the prior period resulting in a sales growth chart that looks like a hockey stick.
To illustrate ARG, I would like to introduce you to Nutrisystems Inc. (NTRI)
NutriSystem, Inc. provides weight management and fitness products and services in the United States. Its weight management program consists of a pre-packaged food program and counseling.
To illustrate ARG, I would like to introduce you to Nutrisystems Inc. (NTRI)
NutriSystem, Inc. provides weight management and fitness products and services in the United States. Its weight management program consists of a pre-packaged food program and counseling.
Exhibit 1.
In Exhibit 2, you will find two lines
- Red Line denotes revenue % growth vs. prior year
In Exhibit 2, you will find two lines
- Red Line denotes revenue % growth vs. prior year
- Blue Line denotes stock price
During Q3 2004, NTRI reported a 57% increase vs. PY. In the next quarter, the company followed up with an 88% increase vs. PY starting the acceleration phase lasting for 6 quarters. If you were to purchase the stock when the firm published results on March 30th, 2005 at a price of $10.10 per share, you would be sitting on a stock valued at $71.25 or a 605% increase. To put this into context, an initial $10,000 would have been worth $70,544 today.
Exhibit 2.
Please keep in mind, companies have 90 days to file annual results and 45 days to file quarterly results.
One last note….. Please keep in mind if there is any seasonality to the company’s revenue:
During Q3 2004, NTRI reported a 57% increase vs. PY. In the next quarter, the company followed up with an 88% increase vs. PY starting the acceleration phase lasting for 6 quarters. If you were to purchase the stock when the firm published results on March 30th, 2005 at a price of $10.10 per share, you would be sitting on a stock valued at $71.25 or a 605% increase. To put this into context, an initial $10,000 would have been worth $70,544 today.
Exhibit 2.
Please keep in mind, companies have 90 days to file annual results and 45 days to file quarterly results.
One last note….. Please keep in mind if there is any seasonality to the company’s revenue:
- If seasonality exists calculate revenue growth vs. prior year.
- If no seasonality exists, calculate vs. prior quarter.
In terms of NTRI, weight loss and dieting are centered on New Years resolutions of individuals. If you were to chart the revenue growth rate vs. prior quarter (refer Exhibit 3.) you might have missed this mad money opportunity.
Exhibit 3.
Monday, July 9, 2007
7/9 - Catepillar Inc. (CAT)
On July 9th, Catepillar Inc. (CAT) was one of the in-depth stocks discussed on the show. Here are the links to assist you in with your homework.
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2007 Q1 Conference Call
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2007 Q1 Conference Call
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
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