Poll: Where Do You Go for Stock/Fund Research?
By Jeremy Vohwinkle with 9 Comments
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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Filed Under: Personal Finance
About the Author: Jeremy Vohwinkle is a Chartered Retirement Planning Counselor® and spent a few years working as a financial planner. Today, he helps people make the most of their money by writing about personal finance here and About.com. Jeremy is also Coach at Adaptu and a regular contributor for other publications such as Intuit, and American Express. Be sure to follow Jeremy on Twitter or
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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.
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.
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.
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! :)
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.
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.
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.
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Like most here, I use Yahoo Finance. I like their interface and they provide all the vital information.
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