Poll: Where Do You Go for Stock/Fund Research?

There is no shortage of investment information available, so with that I thought it would be interesting to see where most people go when researching stocks, mutual funds, or ETFs. I have to admit, I am a Morningstar fan when it comes to getting detailed information, but for just getting a quick quote or something I usually just hop over to Yahoo! Finance and punch in the ticker.

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Author: Jeremy Vohwinkle

My name is Jeremy Vohwinkle, and I’ve spent a number of years working in the finance industry providing financial advice to regular investors and those participating in employer-sponsored retirement plans.

9 comments
Credit Servicer
Credit Servicer

Like most here, I use Yahoo Finance. I like their interface and they provide all the vital information.

Tony Leach
Tony Leach

I use some of the new social investing sites like zecco (www.zecco.com), predict wall street, etc. All the other information (quotes/charts/research reports, etc.) is basically the same and comes from the same data sources anyways.

rstlne
rstlne

I use Yahoo Finance to get an overview of stock fundamentals. I also check EDGAR for SEC filings. I read articles at websites like 321gold and financialsense.com to get ideas for further research.

Honest Dollar
Honest Dollar

I'm lucky - I work for an investment bank, so I get free access to in-house research. I'm not convinced that the research is always good. I like Morningstar and Google Finance. Also, it never hurts (if you have time) to track down company filings and calculate the fundamentals on your own so you know exactly what goes into the equation.

MoneyNing
MoneyNing

I mainly go to Yahoo Finance for all my stock research needs. I'd like to see what others use since I never mind more information! :)

David
David

I use several of those listed as well as IBD.

Frugal pursuit
Frugal pursuit

Since I have 401k and Roth IRA accounts with Fidelity and T. Rowe Price respectively, I generally look at the fund summaries listed on their sites for my research. I look at the lifetime return, the Morningstar rating and the fees as the main criteria to figure out if I want to invest in a mutual fund.

Jeremy
Jeremy

I haven't used stock scouter too much, so I can't really comment on its target, but I do agree that Morningstar is certainly geared towards the longer term outlook.

Stock scouter does tend to favor more companies that are more trendy, or have been "in-play" though, so your assertion may be correct. Of course that probably has a lot to do with the fact that their scouter system has various different criteria you can filter through, from technical to fundamental.

Millionaire Money Habits
Millionaire Money Habits

Hi Jeremy,

I'm the same . . . I use Morningstar for doing all my research, but use yahoo for a quick quote. I've started to use google too - just by punching the ticker into the serch field.

I like to compare my hunches on morningstar and MSN's Stock Scouter, even though that doesn't really make much sense since I believe they have entirely different outlooks. Morningstar is more for the buy-and-hold investor with a 5 year time horizon. I believe Stock Scouter is more about the short-term, 6-month trader.

Am I right about that? Please correct me if I'm wrong.