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Stock Market Analysis and Personal Finance

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  1. Stock Market Analysis and Personal Finance Mr. Bernstein Pursuing an Investment Idea: An Example April 23, 2014

  2. Stock Market Analysis & Personal Finance Mr. Bernstein Sources of ideas Research reports Blogs / Websites Radio, TV or internet videos

  3. Stock Market Analysis & Personal Finance Mr. Bernstein Example: American Tower (ticker AMT) Discussed on Bloomberg radio interview: http://www.bloomberg/radio/podcast/taking-stock/ ; “Hennessy's Macauley a `Student of Excellent Businesses”, April 25, 2013 Checked Hennessy website to check that investment style and type of stock are a match - examples: Fundamental, Technical or Quantitative Investors? Small Cap or Large Cap? Income Stock or Cyclical Stock? US or International markets? Visited Company website to confirm business basics

  4. Stock Market Analysis & Personal Finance Mr. Bernstein Example: American Tower (ticker AMT) Technical Analysis examples Trend lines 50, 200 day Moving Averages Fibanocci numbers RSI (Relative Strength Index) Performance vs. benchmark May guide timing

  5. Stock Market Analysis & Personal Finance Mr. Bernstein Example: American Tower (ticker AMT) Blog/research search for reasons not to invest Confirmed growth potential of business franchise Confirmed “moat” strength Is there a catalyst to ignite stock performance REIT in nontraditional REIT businesses such as apartments, offices or shopping malls are not always recognized quickly by Mr. Market Recent earnings report – negative surprises linger in stock price

  6. Stock Market Analysis & Personal Finance Mr. Bernstein Example: American Tower (ticker AMT) If the idea has survived this far: Will it reduce portfolio risk? Is it similar to other holdings? Do they have securities other than common stock that may fit portfolio better? Determines size of position or aggressiveness about acquiring position