Fundamental Analysis

Fund Expense Ratios: A Slice to Cover Operating Costs August 6, 2019 10:15 AM   |  

Mutual funds and exchange-traded funds incur expenses, which can be passed on to the fund’s investors. The expense ratio, expressed as a percentage, represents the annual fee a fund charges its investors or shareholders.

5 min read  |  ETFs & Mutual Funds
Slice and Serve: What Is A Stock Split & Why Do Stocks Split? July 29, 2019 10:15 AM   |  

Stock splits have increased as the U.S. market extended its bull run, but the actual benefits for investors are questionable.

6 min read  |  Fundamental Analysis
Required Investor Reading: What to Look for in a Prospectus July 26, 2019 10:15 AM   |  

When your broker or financial advisor recommends that you read an investment or fund prospectus, it’s for a good reason. A prospectus can offer clues to help you assess an investment’s risks.

5 min read  |  Fundamental Analysis
Should You Refinance Your Mortgage? Key Considerations July 24, 2019 10:00 AM   |  

How might falling interest rates affect mortgage rates, and what does it all mean for homeowners looking at refinancing?

5 min read  |  Savings Goals
Housing Market as an Investment Indicator: Keeping an Eye on the Foundation July 19, 2019 10:15 AM   |  

The housing market has historically been a bellwether of the stock market and of the economy in general. Learn about housing starts, building permits, and other indicators that can help investors assess the state of the housing market.

5 min read  |  Fundamental Analysis
Price-to-Earnings Ratio: The Price Is Right ... Right? July 18, 2019 8:00 PM   |  

The price-to-earnings ratio has its critics, yet it remains a metric worth watching for valuing stocks and making investment decisions.

5 min read  |  Investing Basics
Connecting the Dots: An Investor Guide to Tracking Fed Policy Projections with the Dot Plot July 17, 2019 10:15 AM   |  

Every quarter, the Fed provides a “dot plot” that shows its monetary policy projections for the next several years. Investors can glean the Fed’s thinking by “connecting the dots.”

5 min read  |  Federal Reserve
In Search of the Next FAANGs: How to Evaluate an Up-and-Coming Tech Stock July 12, 2019 10:15 AM   |  

FAANG stocks and other big-name flyers were, not too long ago, start-ups with no clear path to sustained profitability. If you’re looking for the next potential disruptors, how might you go about assessing candidates? You might want to go beyond traditional fundamental analysis.

5 min read  |  Fundamental Analysis
Earnings Have Your Head Spinning? Here’s How to Find Helpful Tools July 9, 2019 10:15 AM   |  

TD Ameritrade offers a full menu of tools, previews, and third-party analysis around earnings season. Here’s how you can find and make best use of them.

5 min read  |  Web Platform
Looking for a Potential Edge? Options Stats, Pre-Sliced and Diced on thinkorswim May 29, 2019 4:00 AM   |  

Explore options statistics on thinkorswim—implied & historical vol and percentiles, the Sizzle Index, and the put/call ratio. Learn how options stats can help traders and investors make more informed decisions.

5 min read  |  Options Trading Basics
Seeking Short Term Opportunities with a Swing Trading Strategy May 22, 2019 4:00 AM   |  

Swing trading strategies attempt to capitalize on price fluctuation over the short term—a period of days or weeks—but not intraday movement. Learn how swing trading is used by traders and decide whether it may be right for you.

5 min read  |  Trading Basics
Trading Earnings? Get Earnings Analysis on thinkorswim in a Single Snapshot May 9, 2019 4:00 AM   |  

thinkorswim has developed an interface dedicated to researching the effects that earnings announcements have on the prices of stocks and options.

4 min read  |  thinkorswim Platform
Listen In: Corporate Conference Calls After Quarterly Earnings May 2, 2019 4:00 AM   |  

Quarterly earnings calls, a routine practice for most U.S. corporations, can be a rich source of insight and ideas for investors.

5 min read  |  Fundamental Analysis
Leveraged Loan Market: An Emerging Risk in 2019? February 8, 2019 4:00 AM   |  

Structural changes in the loan market over the last decade have shifted many loans from the balance sheets of big banks to those of institutional and retail investors. What risks might these loans pose to investors?

5 min read  |  Market Insights
Under One Roof: Making Sense of Housing Market Trends & Data Analysis February 6, 2019 4:00 AM   |  

Housing data can be a leading indicator of broader economic trends. Learn about the most widely followed reports.

5 min read  |  Fundamental Analysis
Value Stock Investments: Building a Durable Portfolio January 14, 2019 4:00 AM   |  

Explore the importance of value investing in a volatile market and learn how to build a durable portfolio to help you weather the storm.

5 min read  |  Portfolio Strategy
Playing Opposites: Why and How Some Pros Go Short on Stocks November 28, 2018 4:00 AM   |  

Learn how following short interest and other short-selling metrics can help investors can gain valuable insights on companies and markets.

6 min read  |  Margin
What Is Gross Domestic Product (GDP)? An Economic Health Snapshot September 11, 2018 4:00 AM   |  

Gross domestic product (GDP) data is key to understanding the health of the U.S. economy, but may not be so critical for stock market traders and investors.

3 min read  |  Fundamental Analysis
Cyclical Stocks: Investing in What Goes Around and Comes Around March 26, 2018 2:00 AM   |  

Learn the fundamentals of cyclical stocks.TD Ameritrade shares some strategies and signals, from traders and investors, to better understand the cyclical investing concept.

4 min read  |  Stocks & Stock Sectors
Earnings Calendar Tool to Help Investors Navigate Earnings Season October 30, 2017 12:00 AM   |  

With the earnings calendar tools available on the TD Ameritrade thinkorswim Platform, you can be in the know when it comes to the earnings season.

4 min read  |  Web Platform
Managing Portfolio Growth by Hedging Uncertain Markets October 16, 2017 12:00 AM   |  

There are many ways to hedge your portfolio, but should you?

3 min read  |  Portfolio Strategy
Trade Confidently with thinkorswim Fundamentals September 29, 2017 12:00 AM   |  

Fundamentals research is a core strategy for many traders and the thinkorswim platform makes it easy for traders to browse research in a time-efficient manner

2 min read  |  thinkorswim Platform
Stock Profile: A Trader’s Source for In-Depth Research September 28, 2017 12:00 AM   |  

Use the stocks profile page to read a company’s profile and see charts, earnings, fundamentals, valuations, and more to help you research securities.

2 min read  |  Web Platform
Find Your Next Trade Idea with the Sectors & Industries Tool September 27, 2017 12:00 AM   |  

Search for investment ideas by using the TD Ameritrade Sectors & Industries tool to pinpoint a trade idea or a stock for your portfolio.

2 min read  |  Web Platform
Company Profile Tool Provides Insight Into a Stock's Value May 19, 2017 12:00 AM   |  

The Company Profile tool uncovers what drives a company's value, tests different scenarios, and helps make trading decisions.

1 min read  |  thinkorswim Platform
Caution Ahead? Five Warning Signs a Stock Might Not Be a Good Buy May 11, 2017 12:00 AM   |  

When considering investments, many investors concentrate on the things that make a stock a good candidate. But what about the potential danger signs?

5 min read  |  Portfolio Strategy
Fine-Print Focus: A Deeper Earnings Dive for Long-Term Investors April 3, 2017 12:00 AM   |  

Long-term investors may be tempted to gloss over the minutiae, but the small print can often tell a company’s story. Learn some of the terms to know and why.

5 min read  |  Fundamental Analysis
Earnings Report: What Metrics Should You Be Checking? August 16, 2016 1:50 PM   |  

Feeling confused by pages of tiny numbers in a company’s earnings report? Here are three metrics investors can easily find in quarterly data.

3 min read  |  Fundamental Analysis
Beyond P/E Ratio: Tools that Can Help Measure the Value of a Stock May 9, 2016 12:00 AM   |  

The price-to-earnings ratio (P/E) is one popular way to measure a stock’s value, but there are other tools that can be more helpful and sometimes more reveali

4 min read  |  Stocks & Stock Sectors
Trading Around a Core Position: Methods and Mechanics March 7, 2016 11:00 PM   |  

Explore the methodology and mechanics of trades anchored around a core position. This approach allows a short-term and long-term view of the same stock.

2 min read  |  Trading Basics
Ignore the In-Crowd? Explaining the Popularity Premium in Stocks November 11, 2015 7:01 PM   |  

Investors might rethink risk and consider picking less popular stocks for better long-run historical performance.

4 min read  |  Portfolio Strategy
Cash Is King: Follow the Money Flow to Begin Your Stock Analysis June 3, 2015 8:01 PM   |  

Use easy-to-find company cash flow data as you survey stock investments. It’s a basic, fundamental measure of potential earnings and dividend growth.

3 min read  |  Fundamental Analysis
Fundamentals Even a Trader Could Love February 28, 2014 7:00 PM   |  

Fundamental analysis for momentum traders is easier with the new Fundamentals page for thinkorswim®.

5 min read  |  thinkorswim Platform
Move Like Jagger and Buy Like Buffett: Stock Screener July 12, 2013 7:25 PM   |  

Investors looking for well-priced, quality stocks might borrow a page from Warren Buffett and Benjamin Graham, but only with the help of a stock screener.

4 min read  |  Web Platform
Finally, Numbers That Matter: Fundamental Analysis for Traders March 1, 2013 4:02 PM   |  

Traders don't look at balance sheets and income statements, right? Not so fast, There is a tool that can tell you something your charts can't.

7 min read  |  Fundamental Analysis
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