This list below shows the resources I use when researching and valuing companies. These are all free resources. Please note that many of these websites have subscription services paid for on a monthly basis. I do not subscribe to any of these and simply use the free service. I am not paid for these referrals and all my recommendations are honest.
My Tools
| Link | Description |
|---|---|
| Investment Checklist | My checklist covers the basic areas that need to be checked and are frequently overlooked by investors. It isn't exhaustive but it provides a good final check of an investment. |
| PE Ratio Tool | This was developed by myself as a valuation tool and wanted to share with others (it's free). It calculates the present value of future earnings based on input growth rates. The output is in the form of a PE ratio which the user can then use for valuation purposes. |
| How to find Investments | This lists the most common places to check for investment ideas. With such a large universe of potential investments it's important to focus on the areas likely to produce good results. |
External Resources
| Link | Description |
|---|---|
| ADVFN | ADVFN is a great website for financial information on companies. It gives an extensive set of summary statistics as well as detailed financial statements for a number of stock exchanges. |
| Morningstar | Morningstar.co.uk is similar to ADVFN but has more financial statements for UK companies as well as an alerts service which I use mainly to get RNS alerts sent to my inbox. Unlike the LSE alerts, the RNS contents are actually delivered within the email. |
| Screener.co | Offers a great screener with a free trial. I use this for all the stock screens posted on this site. |
| InvestEgate | Provides the latest RNS updates for companies listed on the London Stock Exchange. Is great for searching for companies affected by news throughout the day. |
| ForexFactory | A great one stop shop for global economic data releases. Includes upcoming announcements as well as consensus forecasts. Useful for checking macro economic news. |
| Proactive Investors | I like to check this site for information on director dealings in UK listed companies. |
| Info Mine | The best website for commodities, including price histories and listed companies in the industry. |
| US Earnings Call Transcripts | Get transcripts for earnings calls that you can't attend. Very useful to go through as can contain supplementary information to the 10-Q |
| Yahoo Earnings Calls | If you prefer to listen to US earnings calls rather than read the transcripts, you can find them on Yahoo |
| Analyst Ratings Network | Good place to easily find the analyst ratings of stocks and price targets |
| Yahoo News | My favourite source of stocks news, especially the sub categories: UK Small Cap news US Stocks News |
| Short Interest | Shows the US stocks with the highest short interest |
| Footnote Changes | A great new website that highlights the changes to footnotes in SEC filings from one filing to the next. Saves time reading through them all. |
| Investor PA | Keep track of company announcements listed in Australia and New Zealand. |
| Estimize | Crowd sourced earnings estimates alongside analyst estimates, company estimates and historical results |