Basics by Brochstein - Fourth Edition 05/11/14 (Public Video)

This is the fourth edition of a weekly effort to help with novice education. You can access the first one here second one here and the third one here. Each video will be about 5-10 minutes (this was 13), with the intention of explaining key concepts in plain English, all with the goal of making you a more informed investor. Going forward, send me a note and say "Basics Question" so that I can answer it in the next video. Remember, we have some info posted here too:

http://www.marketfy.com/product/420investor/blog/8...

Today's topics:

  • What is a "Gap"
  • Smart Investing Tip: Watchlists

    Look Before You Leap
    Technical and Fundamental
    Limit Yourself
    Primary and Secondary
  • Due Diligence 101- Part 1

DD is basic fundamental analysis

Important sources:

oOTCMarkets.com or SEC.gov
oCompany website
oConference Calls (archived, Seeking Alpha transcripts)
oWeb
oIndustry information sources
oGoogle News Alerts

Types of filings/disclosures

oAnnual (10-K, proxy)
oQuarterly (10-Q)
oPeriodic (8-K)
oInsider Activity (Form 4, Form 144)
oInstitutional Activity (13D or 13F)
oCapital Raises (D, S-1, S-3)
oMore info: http://www.sec.gov/info/edgar/forms/edgform.pdf

Part 2 - What to look for

Please let me know if I wasn't "basic" enough and also shoot me a message for topics next week. Also, note that this is a PUBLIC VIDEO

Posted to 420 Investor on May 11, 2014 — 4:05 PM
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