5 Simple Steps to Research Stocks [with Examples]

Investing in stocks doesn't have to be complicated! I'm revealing a simple five-step process to research stocks that anyone can use to make more money. Whether you're a beginner or just want to pick good stocks, don't miss this video!

Do not depend on someone else to pick stocks for you to buy. Nobody cares more about your money than you...so why are you handing over control to a complete stranger? You need to learn how to research stocks and how to pick the best for your portfolio.

I've spent my professional career analyzing stocks to buy, first as a venture capital analyst and then for private wealth clients. Finding good stocks doesn't have to be complicated. In this video, I'll give you a simple five-step system on how to research stocks and how to invest.

0:10 Why You Need to Research Your Own Stocks to Buy
1:06 The Investing Website I Use to Research Stocks
2:15 Finding Stock Targets and Potential Stocks to Buy
3:50 How to Analyze a Company's Operations
5:20 How to Research a Stocks Cash and Debt
6:39 How to Analyze a Company's Management
7:37 Using Stock Multiples for Valuation

Join the conversation in our private Facebook Group!

Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand their financial lives through debt payoff strategies, investing and ways to save more money. He has appeared on Bloomberg and on sites like CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps.

[urbusinessbud]

Wow this is awesome strategies and yes very simple. You made it easier for us to make calculated risk. Thank you so much! More power!

[programmingjo]

That was enlightening! Thank you so much. I'll be researching the contents of this episode deeper.

[TedGetsBread]

Researching into the company fundamentals are so... fundamental! 😂 Great info here!

[DandyFinance]

It is interesting how sometimes investing is done by checking the ticker symbol and deciding if you like it or not haha! Thanks for sharing!

[WeiSein]

Thank you for doing these vids and the clear inductions

[georgeholloway]

I've had this video saved on my phone for over a week, and I've finally found time to watch it. Brilliant! Joseph I've got a question, presumably the debt to EBITDA ratio is actually the EBITDA to debt ratio? Otherwise a number above one would be worrying, rather than reassuring?

[madstarr]

Very good gems shared in this video! I've watched it 3 times to make sure I picked up all the good info shared.

[YoungTang]

I watch a lot of youtube video, sir, you are definitely the best!

[SanketShahidar]

Thans for the informative content every time. Also can you please make a video on MPLX stock ? Thank you

[TheIcelandicInvestor]

Really good steps you have their Joseph. I personally love to do deep research into different companies and learn everything I can about the company 😎

[sams]

Thank you Joe! You motivate me to research and learn

[RB-khfo]

Where do you find this information about a company?

[mikedok]

LOL! Oh, you are absolutely no Yahoo in a bowtie Joey. I have a question. Can this platform be used for Penny Stocks and OTC micro cap penny stocks?

[LuigiFan]

My top 5 best stocks :
JNJ, PG, CLX, WALMART, SYY

[ronniecaguiat]

Hi Joe, can you comment on TROW's new ETF TGRW?

[janshuster]

Can you do a video on how to screen for these attributes in FINVIZ

[okaygio]

Your videos are just so informative, and I've been doing my work. I wanted to ask you, would you share your opinion double or triple leverage etfs that follow the Nasdaq or S&P? I haven't investing in those categories but would like to start. Thanks

[JazminBautista]

Finding the Gaps in your portfolio is one of most difficult steps to start but will lead to great results.

[briansnead]

If you want to be the godfather of my future children, this video made me come to this conclusion. I never wanted my children wearing a bow tie until now, like their Uncle Joe.

[rockystaatz]

You missed little but remind me to remember a 1 can be -1 or 5