We have compiled a catalog of the best sites that help analyze companies to make decisions about buying or selling shares on stock exchanges
In practice, to make a decision on whether to make a transaction to buy or sell shares, an investor needs to analyze data in the following areas:
All this information in one form or another is provided free of charge, but there are not many truly high-quality, convenient and reliable resources.
1. Exchange quotes
Information about the current price of shares on stock exchanges, i.e. at what price can you buy or sell shares now?
The main criterion is the frequency of updating exchange data and access speed. Here the top three look like this:
Moscow Exchange quotes:
- Finam - selection by instruments + charts
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Video reviews of the best sites for stock analysis
We have prepared video reviews of sites to analyze quotes. These reviews present more sites and discuss the features of each site.
Follow the financial reports of leading companies in a special reporting calendar! You will find out how to make money from this and other details below.
The dates of reports and important events are published in the calendar; all data is official and published on company websites.
This reporting calendar will be useful not only to investors, but also to traders, since important events in companies create strong fluctuations in the market. Increased volatility provides an opportunity to make money in the short term.
- If a financial or quarterly or annual report talks about an increase in profits or production, then this generates positive interest from investors, which creates increased demand, and shares begin to rise in price.
- If a company announces a decrease in profits, revenue, or increase in expenses, then after such news, stocks will fall.
Publication of reports can move quotes in a previously known direction. On the day of publication, you can make money on a new and strong trend.
- Below we will show you with a real example how to make money from reports.
To find out when the report will be released, we use the Yahoo Finance calendar (https://finance.yahoo.com/calendar/earnings). By default, only US companies are reflected in it; to add shares from other countries, you need to add them in the filter:
Click on the button Event Filters and add the required countries. The Yahoo calendar indicates whether the report will be published before the start of trading or after the close:
An example of how to make money from company reports
In the reporting calendar we saw an entry that Alibaba Group will publish an annual financial report. The exact time of publication is usually indicated on the company’s official website in the section Investor Relations- most often this is a separate site that can be easily found via Google using the query “ Company name Investor Relations", in our case - " Alibaba Investor Relations«.
A couple of minutes before the opening of trading, report data appears on the company’s website :
The results are simply amazing!
The report says this is the fastest growing year since IPO, and Alibaba shares have been traded on the NYSE since 2014 and on the Hong Kong Stock Exchange since 2007. Revenue increased by 60% , income from online trading increased by 47% , from cloud technologies - to 103% , from media entertainment - to 234% ! There were other key positive data points further down in the document. The company's accounts have accumulated 10 billion free funds.
Do you think, after such data, will shares rise or fall?
We also think, of course, to grow, and we already know in advance how the market will behave today.
We prefer to make money on, since only here you can get a fixed profit per transaction from 70%.
- All you need to do is indicate the price higher or below at the time of closing the transaction, the time of which you specify yourself.
At 16:30 the NYSE opens trading, we open and select stocks
We indicate the transaction time at 17:30 ( in an hour the deal will close automatically):
We already know that stocks will rise today, therefore, the main condition of the option is the growth forecast - UP and buy the option:
If at 17:30 the price of Alibaba shares is higher than at the time of purchase by at least 1 cent, then we will receive a 75% profit on the investment amount, since the growth condition is met.
Since we learned from the report that Alibaba is doing well, naturally the shares will rise. To avoid walking around for a long time, take a look at the chart a few seconds before the option closes:
The stock rose significantly from $114 to $118 in just the first hour of trading on the exchange. Our profit was $90, although all we did was open the calendar and spend two minutes reading and opening a trade. We did not sit at the monitors all day, but only arrived at the time indicated on the calendar.
By and large, we could open several transactions, for 15 minutes, for an hour, for two... - the shares were growing all this time.
Poll: The reporting calendar is:
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Many traders make money only on the results of quarterly reports.
Trades are opened once every day or two, but they are reliable and do not require much time. During earnings season, up to hundreds of companies are published per day, but it is necessary to choose only the most resonant results that are sure to stir the market.
Use data from company reports and make a stable profit!
If you cannot find a report on the company’s official website or do not understand its results ( this happens to us too), we open Google and indicate the section NEWS, In the tools we indicate the time - in the last 24 hours:
All news from the original source goes to English, but this should not be a barrier for you.
We also don’t always understand English and use a browser Chrome in which you can right-click and select “ Translate into Russian".
Based on the news that has opened, we see the results of the report, with explanations and analytics. As a rule, such data is published first by publications - Bussines Insider, Barron's, Reuters, Wall Street Journal and others.
Glossary
- Q1, Q2, Q3, Q4— Quarterly reports of companies. The year is divided into four quarters, so quarterly reports will be abbreviated below: Q1, Q2, Q3, Q4.
- Fiscal Year (FY)— Accounting report for the year (financial year). In some companies, the financial year begins not on January 1, but on another specific date, but in total it still amounts to 12 months. Here are some examples of FY accounting dates for US companies:
— From February 1 to January 31
— From October 1 to September 30
— From June 1 to May 31
- Full Year - Total report for the whole year
- H1- Half 1, i.e. report for the first half of the year. (Second half trading update, H2- second half of the year).
- Blackout period- a certain period during which operations with securities(shares) of the company for all insiders (they are also the owners and every employee of the company). This period is necessary if some information has appeared within the company that has not yet been declassified to the outside world, but which can greatly change the price of the company’s shares. Then persons who have access (direct or indirect) to such information (for example, directors) can easily take advantage of their position and begin to sell or, conversely, buy shares in any way. This is unfair to the market and also illegal. In this regard, the following restriction is introduced: insiders, for example, the same directors, cannot perform any actions with their own shares (those that they own).
- Bernstein Annual Strategic Decisions Conference— Annual Conference on Strategic Planning
- Sustainability Report— Development report
- Investor Day— Investors Day, a meeting of shareholders at which the company’s activities are discussed and new decisions are made.
- Annual Shareholders Meeting— The annual meeting of shareholders at which the results of the past year are summed up, the annual financial report is approved, the payment of dividends is announced, directors and auditors are elected.
- Announcement of Interim Results— Interim report
- Sustainability Report— Company development report
- Financial report— Financial report
- Earnings Call— Telephone conference or, as is always implied lately, an Internet conference. On them, the company discusses financial statements for a certain period via the Internet, as well as a toll-free number (800). According to the American National Institute of Investor Relations, 92% of all companies hold such conferences dedicated specifically to financial activities, and practically all of them are Internet conferences.
Addition
In addition to quarterly reports (4 times a year: Q1, Q2, Q3, Q4) who have great value both for investors and for the company itself, the share price can be affected by:
- new decisions adopted at annual shareholder meetings;
- new data from various financial reports, such as monthly sales reports;
- conferences or launch of new company products;
- statement about a change in management or changes in the company;
- release of new products.
FOLLOW THE TIME OF SALES OF NEW PRODUCTS!
For example, a corporation is launching a new iPhone, MacBookor Apple Watch... Accordingly, on this day the company will receive huge revenue from the fresh product, which will entail an increase in the share price. We never miss these dates as they bring guaranteed profits. But it is precisely for such cases that we like them more, since here you can earn more than 70% in a short time, for example, in 15-30 minutes.
If you find an error, please highlight a piece of text and click Ctrl+Enter.
What's so exciting about earnings season? The fact that many stocks make strong movements based on the results of the reports. And you can make money from these movements. As long as you control your risk. In this video, I show you how to pick stocks of US publicly traded companies during earnings season. Step by step instructions read under the cut.
The best site for searching for stocks, including during reporting season, is Finviz.com, or rather its screener (I showed how to use this service). To do this:
- We go to the Finviz.com website, select Screener in the horizontal menu and go to the section for searching for stocks.
- On the general settings tab of Descriptive, look for Earnings Date to select company shares by report date.
- In the drop-down list, set the desired parameter to search for stocks. For example, you can withdraw shares of companies that:
- have already reported (yesterday, this week, in the previous 5 days, etc.);
- will report (today before/after the market, this week, in the next 5 days, etc.).
As a result, we can get a list of stocks on several pages. I recommend shortening this list, leaving the most liquid securities on it. (Liquid shares are those that can be quickly sold without a significant loss on the difference between the purchase and sale prices or).
4. We shorten the resulting list. To do this, in the Descriptive settings:
- Find the Average Volume parameter and select Over 500K/750K/1M from the drop-down list. The higher the volume, the more liquid the security and the smaller the list. (I usually look for stocks with trading volume above 750K per day, choosing Over 750K).
- find the Price parameter and select Over $5/$7/$10 from the drop-down list. The cheaper a stock is, the more speculative it is and, as a result, riskier. (I usually look for stocks above $5).
Additionally, you can add other parameters that are important to you, for example, presence in the index or belonging to a certain sector. This also optimizes the list.
5. We are looking for stocks with strong price movement. To do this, click at the top of the Price list and sort the resulting list by price change (Change).
6. We analyze the selected shares in the required context. To do this, select in the menu above the list Valuation (fundamental analysis), Financial ( financial analysis), Technical (technical analysis), Charts (graphical analysis).
7. Save the configured filter so that you can run it in the future to search for papers. To do this, register or log in to the site. Then at the top of the screener we find the option to save the My Presets settings, select Save Screen from the drop-down list, enter a name in the Name field and click the Save Changes button.
Well, that's all. Now you have your own screener for selecting stocks during earnings season (no thanks, no need, just share the post with your friends). Use it as a source to find investment and trading ideas. Read and watch about other sources). If you have questions, suggestions or comments, be sure to write them in the comments below.
The most effective sites during reporting season, in my opinion, are the following sites:
Briefing.com - namely the Calendars section (you can go to it from the horizontal menu). Here you can immediately see a list of companies reporting in the near future and expected performance.
Seeking Alpha – namely the Earnings section (you can go to it from the horizontal menu). Here you can also find a list of companies reporting in the near future, see expected indicators and track the most active movements in the reports.
Despite the fact that both of these sites partially duplicate each other, they complement each other well.
Do you want to be aware of new videos and receive them before they appear on the blog? Subscribe to my channel on Youtube. And of course, like the video to inspire me. More likes - more posts.
Hi all!
Today I will talk about what stock earnings season is, how it affects the market and how to make money from it.
Companies release their earnings reports every 3 months. During reporting periods, volatility in the stock market increases significantly. In this case, an increase may occur even before the release of the report.
Both investors and speculators are watching the release of reports. You can follow the company reporting calendar on my website (). Stocks can react very strongly to reports, while the report may be good, but the stock falls and vice versa. This can be seen very often on the Russian market. The market reaction may not be predictable. Why does this happen and what do you need to know so as not to lose money during this period?
What you need to know about earnings season?
First, follow the release of company reports. At the same time, there is often no relationship between the report and the movement of the stock. For example, the report comes out positive, but the paper falls down. This situation happened in our market a couple of months ago. And this happens not necessarily in our market, but also in any other. Why is this happening? There are a lot of reasons.
Perhaps this information was already known in advance to a certain circle of people and the positive report was acted upon. For this reason, it is very common to see a strong movement of an instrument before the release of important news or a report. Accordingly, when positive news comes out, the paper begins to fall. There is a saying, “buy the rumors, sell the facts.”
It also happens the other way around: the news is negative, but the market begins to grow. Due to the fact that all the negativity has already been played out. It happens that large players push the market where they want it, since they already know the report. Therefore, there is no need to try to guess how the market will react, trade according to the fact. Technical issues also have an impact. For example, levels of support/resistance, company performance compared to competitors, etc.
Therefore, it is impossible to predict what will happen to the market after the report is released. Large investors may also react to the news differently. Some will think that it is impossible to buy, while others will think that the market has played out the negative and now is a good time to buy. It also happens that the majority of analysts and large companies believe that the news will be positive and the market begins to win it back with an increase. After the release of positive news, the market practically does not react at all, since the news has been played out.
How to make money during the reporting period?
Now let’s talk about whether you can make money using reporting and how to trade correctly during this period. I would like to note right away that if you are a speculator, then it is much more important to simply understand that during this period volatility may increase and you need to be a little more careful. What is most important is the overall technical picture. Often we don’t need to know what news or report will come out at all. We trade from what we see. The most important thing is that an input signal must be generated. And then, before the report is released, you can close the position.
But if you are an investor, then the news may be a small clue as to whether you need to buy the paper at the moment or not. In some cases, this may allow you to wait for a more reasonable price to purchase.
After the report is released, the volatility of the instrument may increase. And also, this report can set some dynamics for the further movement of the asset. Even the next day, volatility is usually higher. Therefore, if we have an entry signal, we enter the position. The dynamics of traffic before or after the release of the report can be very good. In this case, you can extend the deal and increase the atr reserve. If you always closed the trade after reaching 100% atr, then in this case, depending on the volatility, you can stretch it to 110-120%.
Note
I would also like to note that the report is not always published on the scheduled date. The company can simply move it. And this happens quite often. Most importantly, always respect the risks. Especially if you postpone the transaction beyond the release date of the report.
Separately, I would like to note that in some cases, while waiting for a report, you can buy paper for your long-term portfolio. But this is only if you generally like the company, have analyzed its fundamentals, and are looking for a good time to buy. In this case, you can look for the key levels from which you are buying and analyze what kind of report is possible. Thanks to this, you will be able to purchase paper at a slightly lower price.
I will end here. Happy trading everyone. Subscribe to site news (subscription form on the right side).
Sincerely, Stanislav Stanishevsky.
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