Where do you get your financial information

roadtoharvard · 08-09-2007, 02:08 PM

I'm curious to see where people get their financial information (mainly about stocks, bonds, mutual funds etc). Do you get research provided through a brokerage account, go visit websites or a combination thereof? Are the services free or do they require payment?

ladelfina · 08-09-2007, 02:20 PM

Great question.. I'd like to expand it, if I may..

I use just the free tools (Schwab/Yahoo or Google finance/Morningstar/ETFforgetthesitenamerightnow).

IF anyone uses a paid service or newspaper/newsletter, could they indicate what that is, and whether they feel they are getting value for that money? Particulars?
Thanks!

lazygood4nothinbum · 08-09-2007, 02:22 PM

i get all i need right here. sure hope you guys know what yer doing.

LOL! · 08-09-2007, 02:55 PM

There really is no information to get. It takes awhile for one to realize that. If I need a chart to see recent or long term performance I use the deluxe charting at moneycentral.msn.com

Other than that, I like to read the free stuff at the online NYTimes and WSJ. I do use the free Morningstar tools at troweprice.com because they are free. I do not use any research at TDAmeritrade nor at WellsFargo where I have brokerage accounts. Why waste my time?

clifp · 08-09-2007, 03:24 PM

Watch Cramer every day that is all you need.

J/K, almost never watch the guy.

kcowan · 08-09-2007, 04:02 PM

Quote:

Originally Posted by roadtoharvard

I'm curious to see where people get their financial information (mainly about stocks, bonds, mutual funds etc). Do you get research provided through a brokerage account, go visit websites or a combination thereof? Are the services free or do they require payment?

You can get all you need at Edgar and Sedar. Then Google the company with words like "stock performance reviews" to get a feeling for the lunatic fringe. No fees required unless you aspire to be a day trader.

I use Yahoo. For funds, Webbroker Select and M*.

Nords · 08-09-2007, 04:15 PM

Quote:

Originally Posted by kcowan

You can get all you need at Edgar and Sedar. Then Google the company with words like "stock performance reviews" to get a feeling for the lunatic fringe. No fees required unless you aspire to be a day trader.

Fidelity's news feeds on their website, their daily news summary e-mail, and their price alerts when our shares dip below long-term averages or prices (indicating it might be time to buy more or rebalance).

Google Alerts for stock & fund tickers.

Prophet.net Java charts (with a free watch list) for tracking cost basis and all the "what if" analysis.

Berkshire Hathaway's website on the first Friday of every Aug, Nov, Feb, & May...

Goonie · 08-09-2007, 07:48 PM

I get everything that I need to know from Cramer and Suze Orman!!

(j/k)

But, seriously, I mostly use Yahoo, Google, and T. Rowe-Price's website.

terminator · 08-09-2007, 09:12 PM

In order of importance/usefulness:

1. Edgar SEC filings. Free.
2. Value Line Investment Survey. I've been using that for 20+ years. These days I use it at the library for free. It has the best and longest (17 years) one page data summary that I've seen and I just like the format.
3. Yahoo Finance for tracking and news. Free.
4. Fidelity free research. I basically only use the S&P reports to get the 10 years of financial data. I don't bother with the analyst reports/comments.

Helena · 08-09-2007, 09:49 PM

News and commentary

Forum Topics In Breaking - MarketTicker Forums

CyclingInvestor · 08-09-2007, 11:38 PM

1) Edgar
2) Yahoo, passed thru a common sense filter to catch their numerous mistakes

clifp · 08-10-2007, 06:31 AM

Morningstar (nice portfolio tools star system is reasonably useful and good overall organization)
Schwab
Wall St. Journal: Not sure why I continue to subscribe to the online version, but it is a lot cheaper than the paper version.

JohnP · 08-10-2007, 12:24 PM

diehards.org, M*, Instant X-Ray
RetireEarly
Vanguard with Financial Engines for "Risk-weighting" my portfolio (my way)
Dan Wiener VG-based Newsletter for tuning out the noise
Bob's Mutual Fund Page for daily trending
Quicken.com for weekly portfolio tracking

JohnP

bigla · 08-12-2007, 06:47 AM

Both Vanguard Diehards sites,
Bob Brinker Free Forum Discussion at Suite101.com
Vanguard
Fund Alarm
The CoffeHouseInvestor

Larry

DblDoc · 08-12-2007, 11:12 PM

Ditto on T.Rowe Price free M* tools
Motley Fool - for the sensible, basic information - I just ignore all the other financial porn they try to sell

Both Diehard Sites
Here

DD

saluki9 · 08-13-2007, 09:13 AM

My desktop crack dispenser = Bloomberg

shadowclone · 01-17-2008, 12:01 PM

Hi All:

A new member here. I stumbled into this forum & found its topics very interesting.

On this particular topic about tools, I have used Value Line for a few years already, and am just wondering if anyone out there has followed their model portfolios exactly in their investments. I have tried to follow them, but always got mixed up with my own picks and other recommendations. Now that we are in a defensive mode entering 2008, I am very interested in test-driving their Portfolio#2 (for income).

Just wondering about others experience? Or how else do you use the Value Line? Stock by stock analysis, or more for technical guidance (e.g., keep buying the timely stocks,etc.)

Thanks,

**CuppaJoe** · 01-17-2008, 12:14 PM

It comes from a great variety of places but ultimately I go with my gut, past experience with how the stock/bond markets interact, and a sense of which way the wind is blowing.

jIMOh · 01-17-2008, 12:20 PM

experience is a better teacher than reading anything.

T Rowe Price web site and newsletters
Smart Money magazine has been a HUGE influence (read this when I started investing and just re-started the subscription last month).
forums don't teach much, but help with deciphering what is real and what is noise.

Fund Alarm forum by far has some of greatest ideas for picking funds- finding the new small cap and mid cap funds, for example.
this forum is good for withdraw rates and investing technique
saving advice.com has great info on budgeting and getting started
misc.financial-planning is good for overall sound advice like combining taxes with investing and budgeting, plus legal and tax issues.

shadowclone · 01-17-2008, 12:38 PM

Quote:

Originally Posted by shadowclone

Hi All:

A new member here. I stumbled into this forum & found its topics very interesting.

On this particular topic about tools, I have used Value Line for a few years already, and am just wondering if anyone out there has followed their model portfolios exactly in their investments. I have tried to follow them, but always got mixed up with my own picks and other recommendations. Now that we are in a defensive mode entering 2008, I am very interested in test-driving their Portfolio#2 (for income).

Just wondering about others experience? Or how else do you use the Value Line? Stock by stock analysis, or more for technical guidance (e.g., keep buying the timely stocks,etc.)

Thanks,

The reason I asked is that according to Value Line, their returns are off the charts if you follow their recommendations in the Portfolios.

08-09-2007, 02:08 PM	#1
roadtoharvard Dryer sheet aficionado Join Date: Jun 2007 Posts: 26	Where do you get your financial information I'm curious to see where people get their financial information (mainly about stocks, bonds, mutual funds etc). Do you get research provided through a brokerage account, go visit websites or a combination thereof? Are the services free or do they require payment? __________________ Money, Dreams and the Harvard MBA

08-09-2007, 02:22 PM	#3
lazygood4nothinbum Thinks s/he gets paid by the post Join Date: Feb 2006 Posts: 3,783	i get all i need right here. sure hope you guys know what yer doing. __________________ "off with their heads"~~dr. joseph-ignace guillotin "life should begin with age and its privileges and accumulations, and end with youth and its capacity to splendidly enjoy such advantages."~~mark twain - letter to edward kimmitt 1901

08-09-2007, 07:48 PM	#8
Goonie Thinks s/he gets paid by the post Join Date: Oct 2006 Location: North Central Illinois Posts: 2,104	I get everything that I need to know from Cramer and Suze Orman!! (j/k) But, seriously, I mostly use Yahoo, Google, and T. Rowe-Price's website. __________________ "Be who you are and say what you feel, because those who mind don't matter and those who matter don't mind." - Dr. Seuss - Retired April 2007 @ 50 with COLA'd DB Pension plus Lifetime Medical & Dental Insurance.

08-09-2007, 11:38 PM	#11
CyclingInvestor Full time employment: Posting here. Join Date: Jul 2005 Location: Los Angeles area Posts: 795	1) Edgar 2) Yahoo, passed thru a common sense filter to catch their numerous mistakes __________________ learn, work, save, invest, fire

08-10-2007, 12:24 PM	#13
JohnP Recycles dryer sheets Join Date: Nov 2004 Posts: 263	I use... diehards.org, M*, Instant X-Ray RetireEarly Vanguard with Financial Engines for "Risk-weighting" my portfolio (my way) Dan Wiener VG-based Newsletter for tuning out the noise Bob's Mutual Fund Page for daily trending Quicken.com for weekly portfolio tracking JohnP __________________ Dad's Dream; to have enough money someday to live the kind of life my wife and kids do... Life is what happens while you are making other plans... John Lennon... the more you look, the more you see...

08-09-2007, 02:20 PM	#2
ladelfina Thinks s/he gets paid by the post Join Date: Oct 2005 Posts: 2,652	Great question.. I'd like to expand it, if I may.. I use just the free tools (Schwab/Yahoo or Google finance/Morningstar/ETFforgetthesitenamerightnow). IF anyone uses a paid service or newspaper/newsletter, could they indicate what that is, and whether they feel they are getting value for that money? Particulars? Thanks!

08-09-2007, 02:55 PM	#4
LOL! Thinks s/he gets paid by the post Join Date: Jun 2005 Posts: 2,298	There really is no information to get. It takes awhile for one to realize that. If I need a chart to see recent or long term performance I use the deluxe charting at moneycentral.msn.com Other than that, I like to read the free stuff at the online NYTimes and WSJ. I do use the free Morningstar tools at troweprice.com because they are free. I do not use any research at TDAmeritrade nor at WellsFargo where I have brokerage accounts. Why waste my time?

08-09-2007, 03:24 PM	#5
clifp Thinks s/he gets paid by the post Join Date: Oct 2006 Posts: 2,164	Watch Cramer every day that is all you need. J/K, almost never watch the guy.

08-09-2007, 09:12 PM	#9
terminator Recycles dryer sheets Join Date: May 2006 Posts: 219	In order of importance/usefulness: 1. Edgar SEC filings. Free. 2. Value Line Investment Survey. I've been using that for 20+ years. These days I use it at the library for free. It has the best and longest (17 years) one page data summary that I've seen and I just like the format. 3. Yahoo Finance for tracking and news. Free. 4. Fidelity free research. I basically only use the S&P reports to get the 10 years of financial data. I don't bother with the analyst reports/comments.

08-09-2007, 09:49 PM	#10
Helena Recycles dryer sheets Join Date: Aug 2006 Posts: 407	News and commentary Forum Topics In Breaking - MarketTicker Forums

08-10-2007, 06:31 AM	#12
clifp Thinks s/he gets paid by the post Join Date: Oct 2006 Posts: 2,164	Morningstar (nice portfolio tools star system is reasonably useful and good overall organization) Schwab Wall St. Journal: Not sure why I continue to subscribe to the online version, but it is a lot cheaper than the paper version.

08-12-2007, 06:47 AM	#14
bigla Recycles dryer sheets Join Date: Aug 2007 Location: Mt. Pleasant Posts: 87	I use Both Vanguard Diehards sites, Bob Brinker Free Forum Discussion at Suite101.com Vanguard Fund Alarm The CoffeHouseInvestor Larry

08-12-2007, 11:12 PM	#15
DblDoc Recycles dryer sheets Join Date: Aug 2007 Posts: 464	Ditto on T.Rowe Price free M* tools Motley Fool - for the sensible, basic information - I just ignore all the other financial porn they try to sell Both Diehard Sites Here DD

08-13-2007, 09:13 AM	#16
saluki9 Thinks s/he gets paid by the post Join Date: Feb 2005 Posts: 1,768	My desktop crack dispenser = Bloomberg

01-17-2008, 12:01 PM	#17
shadowclone Confused about dryer sheets Join Date: Jan 2008 Posts: 3	Value Line Model Portfolio & Other Usage Hi All: A new member here. I stumbled into this forum & found its topics very interesting. On this particular topic about tools, I have used Value Line for a few years already, and am just wondering if anyone out there has followed their model portfolios exactly in their investments. I have tried to follow them, but always got mixed up with my own picks and other recommendations. Now that we are in a defensive mode entering 2008, I am very interested in test-driving their Portfolio#2 (for income). Just wondering about others experience? Or how else do you use the Value Line? Stock by stock analysis, or more for technical guidance (e.g., keep buying the timely stocks,etc.) Thanks,

01-17-2008, 12:14 PM	#18
CuppaJoe Moderator Join Date: Jun 2007 Location: Where "the Water is Fine" Posts: 2,011	It comes from a great variety of places but ultimately I go with my gut, past experience with how the stock/bond markets interact, and a sense of which way the wind is blowing. __________________ It's not about timing, it's about time.

01-17-2008, 12:20 PM	#19
jIMOh Thinks s/he gets paid by the post Join Date: Apr 2007 Location: Milford, OH Posts: 1,204	experience is a better teacher than reading anything. T Rowe Price web site and newsletters Smart Money magazine has been a HUGE influence (read this when I started investing and just re-started the subscription last month). forums don't teach much, but help with deciphering what is real and what is noise. Fund Alarm forum by far has some of greatest ideas for picking funds- finding the new small cap and mid cap funds, for example. this forum is good for withdraw rates and investing technique saving advice.com has great info on budgeting and getting started misc.financial-planning is good for overall sound advice like combining taxes with investing and budgeting, plus legal and tax issues. __________________ Light travels faster than sound. That is why some people appear bright until you hear them speak. One person's stupidity is another person's job security.

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