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rukawa

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Everything posted by rukawa

  1. Are these regulatory filings? What is the filing number?
  2. The most I am willing to pay for any source of information is free. Mergent and ValueLine are free online at the wonderful Toronto Public library. http://www.torontopubliclibrary.ca/databases/ The trade publications you can get them at the library and for the WSJ I get retrieve from my employer. OID is wonderful and fantastic. I know about it but I still haven't figured out how to get it for free
  3. You can get deluged by information. But the obvious next question is...what is your method? I guess part of what I am trying to do right now is figure out what's out there and what a useful set of habits would be to be a great investor. Right now my game plan is: 1) Read the WSJ everyday 2) Go through ValueLine or Mergent everyday 3) On an Adhoc basis perform stock screens or read the 13F of good investors Beyond this I would like to read 10-K for stocks I am very interested in or look promising. My view is that reading the 10-K is a fairly in depth analysis which only makes sense if the stock is really interesting. As for the WSJ being valueless. Perhaps this is correct. Certainly I haven't made a cent from it but then I only just started getting serious about this a few weeks ago. The WSJ is however something Buffett claims he is unable to live without and Greenblatt stated is the single best source for special situation ideas. Maybe there is a better way to do this...what are your suggestions?
  4. Any value investor has to do research. Lately I have been trying to determine comprehensively what all the sources of information are for research. A few that I think are pretty important: 1) ValueLine - get this free at the library 2) Mergent Online - there modern version of Buffett's Moody's manuals - get free from library 3) Annual statements and other assorted mandated financial filings - free online 4) Wall Street Journal, Financial Post and other newspapers 5) Business Biographies and stories 6) Trade publications 7) Scuttlebut - basically investigation of employees and others 8) First hand knowledge - think Peter Lynch's One Up On WallStreet idea of investing in what you know What else?
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