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Started By
Message
Investing question for the board from a position of complete ignorance.
Posted on 5/2/26 at 7:51 am
Posted on 5/2/26 at 7:51 am
I'll start by saying that I read this board with some regularity and have always enjoyed the content and news about up and coming companies to keep an eye on.
That being said, I have never until this year put a lot of thought into actively swing trading or position trading. In fact, embarrassingly, all I've ever done is sock away money in my 401k and let my money guy at Edward Jones keep me diversified and on track for retirement.
Because I've never really pursued educating myself about investing until this year, and because none of my immediate family or close friends actively trade, I am finding that I'm floundering in my self education journey. So I have the following questions that I would really appreciate the MT boards help with.
1) What is a good resource (book/s, podcast, business journal, etc) for understanding a companies fundamentals and whether their stock price is under or over valued.
2)Where do you guys find out about up and coming companies to keep an eye on (any sector)
3) Once you find a company of interest, do you have a quick "formula" you use to assess if you want to get involved ( Revenue, earnings, assests vs liabilities, solid CEO etc) ?
Basically I'm trying to learn how to fish and not asking to be given a fish for free. Just a push in the right direction.
That being said, I have never until this year put a lot of thought into actively swing trading or position trading. In fact, embarrassingly, all I've ever done is sock away money in my 401k and let my money guy at Edward Jones keep me diversified and on track for retirement.
Because I've never really pursued educating myself about investing until this year, and because none of my immediate family or close friends actively trade, I am finding that I'm floundering in my self education journey. So I have the following questions that I would really appreciate the MT boards help with.
1) What is a good resource (book/s, podcast, business journal, etc) for understanding a companies fundamentals and whether their stock price is under or over valued.
2)Where do you guys find out about up and coming companies to keep an eye on (any sector)
3) Once you find a company of interest, do you have a quick "formula" you use to assess if you want to get involved ( Revenue, earnings, assests vs liabilities, solid CEO etc) ?
Basically I'm trying to learn how to fish and not asking to be given a fish for free. Just a push in the right direction.
21
Posted on 5/2/26 at 7:57 am to SuperFanDan
You don’t need to invest in individual stocks. Just buy a total market fund and be done with it. You are over complicating this.
Posted on 5/2/26 at 8:12 am to SuperFanDan
I’m too stupid to figure this shite out. Once I hit all my goals, max 401k company match, backdoor Roth and put some money into VGT or something similar in my brokerage account, I will throw some extra money into stuff on this board 
I’m a long hold on most of the stuff I have bought on this board but I have sold a few for losses or break even to jump into the next hottest thing.
I’m a long hold on most of the stuff I have bought on this board but I have sold a few for losses or break even to jump into the next hottest thing.
Posted on 5/2/26 at 8:33 am to SuperFanDan
quote:
embarrassingly, all I've ever done is sock away money in my 401k and let my money guy at Edward Jones keep me diversified and on track for retirement.
That's not embarrassing at all. You're doing more than a lot of people
Posted on 5/2/26 at 8:49 am to SuperFanDan
quote:
1) What is a good resource (book/s, podcast, business journal, etc) for understanding a companies fundamentals and whether their stock price is under or over valued.
I like analyzing stocks and ETFs using a combination of Fidelity's stock research, Seeking Alpha and Morning star. It gives me good info on a stocks value, growth, etc.
Posted on 5/2/26 at 9:03 am to SuperFanDan
quote:I'd start with learning how to self manage your accounts using low expense ratio index funds and cut the EJ advisor loose. That will save you management fees and likely lower expense ratios/load fees significantly. Your chances of consistently beating the pros at stock picking and timing as an amateur are extremely low.
let my money guy at Edward Jones keep me
This post was edited on 5/2/26 at 9:05 am
Posted on 5/2/26 at 9:19 am to SuperFanDan
I made the majority of my wealth with index stocks and being a bandwagon individual sock investor. I believe in keeping the majority of my money in indexes. The s&p500 is a good choice. My individual stocks that have done best for me are the known winners that keep on winning. Focusing on being a consistent investor and spending less than you make so that you have money to invest is a path to success.
I am not discouraging you to learn to pick good stocks. Anything that keeps you interested and learning about investing is a good thing. Just sharing that there are paths to wealth the do not require one to be an expert stock picker.
I am not discouraging you to learn to pick good stocks. Anything that keeps you interested and learning about investing is a good thing. Just sharing that there are paths to wealth the do not require one to be an expert stock picker.
Posted on 5/2/26 at 9:25 am to SuperFanDan
Posted on 5/2/26 at 9:25 am to SuperFanDan
I used to actually do the research myself, but now I just ask Gemini in Think mode to do the research and then ask it follow up questions. Make sure it’s Think mode and not Fast mode, makes a huge difference. Use fast mode for follow up questions since you’re limited on how many questions you can ask in Think mode.
Over the long term fundamentals are more important, but over short term technicals and news cycle driven momentum are way more important. I’m mostly using the latter, though I did put a lot into MSFT and CRM recently based on a combo of fundamentals and technicals
Tons of resources on YouTube
Over the long term fundamentals are more important, but over short term technicals and news cycle driven momentum are way more important. I’m mostly using the latter, though I did put a lot into MSFT and CRM recently based on a combo of fundamentals and technicals
Tons of resources on YouTube
Posted on 5/2/26 at 10:05 am to SuperFanDan
quote:
1) What is a good resource (book/s, podcast, business journal, etc) for understanding a companies fundamentals and whether their stock price is under or over valued.
You want to look at their PE ratio. Between 10 and 20 is optimal, although you also want to compare their PE to their competitors - sometimes a higher PE is ok if the company has very good growth prospects.
You also want to check their financials. If they have a low debt load that's a positive sign. Too much debt and they might have trouble surviving a recession or a black swan event.
Check their last few years to see if their revenue and profits are trending in the right direction.
If you're looking to swing trade, check the top ten losers on the S&P around 8:45-9:00 AM. See if any of those are a good buy at the lower price - sometimes the drop is the results of stupidity in large numbers. Make sure it's a stock you wouldn't mind getting stuck with for a short to medium time. As soon as you buy, put in a limit order to sell when it rebounds to a certain price. I've had 5% turnarounds on the same day, and others within a week. I've also gotten stuck with a few that aren't bad ones to hold. If it's a dividend stonk with the Ex-Dividend 3-4 weeks from now, it might get a short term boost during that time from dividend snipers.
Posted on 5/2/26 at 1:17 pm to SuperFanDan
More information than you can imagine at Bogleheads.org
There are links to different sites and a forum index. Very basic explanations. Very actionable.
Basically, the idea is low cost, broad index funds. There are pro and con discussions regarding single stock investing and active vs. passive investing.
That should get you started.
There are links to different sites and a forum index. Very basic explanations. Very actionable.
Basically, the idea is low cost, broad index funds. There are pro and con discussions regarding single stock investing and active vs. passive investing.
That should get you started.
Posted on 5/2/26 at 1:23 pm to SuperFanDan
quote:
all I've ever done is sock away money in my 401k and let my money guy at Edward Jones keep me diversified and on track for retirement.
This is not a bad thing. All I would do is find the funds yourself and cut the fees.
This post was edited on 5/2/26 at 1:24 pm
Posted on 5/2/26 at 1:24 pm to lynxcat
quote:
You don’t need to invest in individual stocks. Just buy a total market fund and be done with it. You are over complicating this.
Every day millionaire advice right here
Posted on 5/2/26 at 3:26 pm to RedlandsTiger
quote:
Seeking Alpha
I love this website. Know most of the comments on stocks/etfs are crap but usually spend about 2 hours a day doing research from the suggestion,comments and tools they provide .
This post was edited on 5/2/26 at 3:27 pm
Posted on 5/2/26 at 5:39 pm to Bestbank Tiger
Quick followup specific to swing trading. Here are a few recent scores.
B - Bought Feb 23 at $48.75, sold Mar 2 at $51.20. 5% gain in one week.
CF - Bought $127.28 on 3/13 and sold 3/27 at $135 even. 6% gain in 2 weeks. This one was falling whenever it looked like Iran was over and going up when it looked like Iran was back on.
KDP - Bought 2/23 at 29.54, sold 2/24 at 31.02. 5% profit literally the next day.
MKC - Bought 12/9 at $63.53, sold 12/10 at 68.75. 8% in one day.
I got stuck with AFL for now
Those are my biggest Ws. The majority of flips took 2-4 weeks to pay off. That's still good. If you gain 6% a month for a year you double your money. And in the case of dividend stocks you score that as a consolation prize if the limit order doesn't hit quickly.
Flips are peripheral to my investment strategy. I usually look for good stocks for the long term and buy when they're on sale.
Those are some of my quickest.
B - Bought Feb 23 at $48.75, sold Mar 2 at $51.20. 5% gain in one week.
CF - Bought $127.28 on 3/13 and sold 3/27 at $135 even. 6% gain in 2 weeks. This one was falling whenever it looked like Iran was over and going up when it looked like Iran was back on.
KDP - Bought 2/23 at 29.54, sold 2/24 at 31.02. 5% profit literally the next day.
MKC - Bought 12/9 at $63.53, sold 12/10 at 68.75. 8% in one day.
I got stuck with AFL for now
Those are my biggest Ws. The majority of flips took 2-4 weeks to pay off. That's still good. If you gain 6% a month for a year you double your money. And in the case of dividend stocks you score that as a consolation prize if the limit order doesn't hit quickly.
Flips are peripheral to my investment strategy. I usually look for good stocks for the long term and buy when they're on sale.
Those are some of my quickest.
Posted on 5/2/26 at 11:49 pm to SuperFanDan
quote:
and let my money guy at Edward Jones
Posted on 5/3/26 at 12:22 am to Fat Bastard
quote:
fat bastard
It's that bad that I have a money manager at Edward Jones? Care to elaborate?
Is it that you don't like Edward Jones or you think I'm a sucker for paying his fees and not investing it myself?
Posted on 5/3/26 at 12:32 am to Bestbank Tiger
I really appreciate all of the helpful responses, guys.
I would like to clarify that I have about 3k of "play money" that I was planning to use to see how I can do researching and investing that small amount on my own. Whether it's swing trading or taking a position in a company for several months or longer I guess I figured I'd learn a lot and maybe even figure out how to make some return on the 3 grand.
Also, what are everyone's thoughts on the best way to go about firing my money manager and venturing out on my own? Again, I plead ignorance on this sort of thing.
I would like to clarify that I have about 3k of "play money" that I was planning to use to see how I can do researching and investing that small amount on my own. Whether it's swing trading or taking a position in a company for several months or longer I guess I figured I'd learn a lot and maybe even figure out how to make some return on the 3 grand.
Also, what are everyone's thoughts on the best way to go about firing my money manager and venturing out on my own? Again, I plead ignorance on this sort of thing.
Posted on 5/3/26 at 12:36 am to FLObserver
quote:
Know most of the comments on stocks/etfs are crap but
i made money on ASTS, RKLB, OKLO, and many other so called "meme" stocks here. This board is priceless. sure i did many on my own but this board has made me lots of money on stock picks alone!
This post was edited on 5/3/26 at 7:56 am
Posted on 5/3/26 at 1:34 am to SuperFanDan
quote:
1) What is a good resource (book/s, podcast, business journal, etc) for understanding a companies fundamentals and whether their stock price is under or over valued.
2)Where do you guys find out about up and coming companies to keep an eye on (any sector)
These days, X is a great place for information.
However, it will take some deciphering.
Start listening to Stocks on Spaces or Amit on YouTube and go from there…
Google/AI whatever you don’t understand.
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