https://github.com/austinsonger/trading-research
https://github.com/austinsonger/trading-research
Last synced: 4 months ago
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- Host: GitHub
- URL: https://github.com/austinsonger/trading-research
- Owner: austinsonger
- Created: 2024-06-22T14:58:51.000Z (over 1 year ago)
- Default Branch: main
- Last Pushed: 2024-06-22T18:35:55.000Z (over 1 year ago)
- Last Synced: 2025-06-17T23:49:44.086Z (4 months ago)
- Language: Python
- Size: 103 KB
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
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Metadata Files:
- Readme: README.md
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README
# Stocks
## **Triage Checklist for Evaluating a Company**
### **General Information:**
- **Company Name**:
- **Ticker Symbol**:
- **Industry/Sector**:
- **Market Capitalization**:
- **Current Price**:
- **Average Daily Volume**:
### **Day Trading Criteria:**
**Intraday Volatility**:
- Is the stock experiencing significant price movement today?
- Does it have a high intraday volatility (price swings)?
**Volume**:
- Is the stock trading at higher-than-average volume today?
- Is there strong liquidity (tight bid-ask spread)?
**News and Catalysts**:
- Are there any significant news, earnings reports, or events impacting the stock today?
**Technical Indicators**:
- Are key technical indicators (e.g., RSI, MACD, moving averages) signaling a potential trade setup?
**Level II Data**:
- Is there notable activity in the order book (large orders, unusual patterns)?
### **Swing Trading Criteria:**
**Trend Analysis**:
- Is the stock in a clear uptrend or downtrend over the past few weeks to months?
- Are there consistent higher highs and higher lows (uptrend) or lower highs and lower lows (downtrend)?
**Support and Resistance Levels**:
- Are there well-defined support and resistance levels?
- Is the stock approaching these levels?
**Technical Indicators**:
- Are daily/weekly indicators (e.g., moving averages, RSI, MACD) showing bullish or bearish signals?
**Recent Earnings**:
- Has the company recently reported earnings? Were they positive?
**Sector Performance**:
- Is the stock’s sector performing well?
### **Long-Term Investing Criteria:**
**Financial Health**:
- Does the company have strong financial statements (healthy income statement, balance sheet, and cash flow)?
**Valuation Metrics**:
- Are valuation ratios (e.g., P/E, PEG, P/B) reasonable compared to industry peers?
**Growth Prospects**:
- Does the company have a history of revenue and earnings growth?
- Are future growth prospects favorable?
**Dividend**:
- Does the company pay a dividend? Is it consistent and growing?
**Management and Strategy**:
- Is the company led by a competent management team with a clear strategic vision?
**Competitive Advantage**:
- Does the company have a sustainable competitive advantage (e.g., strong brand, patents, market share)?
**Industry Trends**:
- Is the industry expected to grow in the long term?
## Further Research
### **For Day Trading:**
- **Current Market Conditions**: Intraday price action, volume, volatility, and market sentiment.
- **Technical Indicators**: Moving averages (MA), Relative Strength Index (RSI), Moving Average Convergence Divergence (MACD), Bollinger Bands, etc.
- **Price Patterns**: Identification of patterns such as flags, pennants, head and shoulders, and breakouts.
- **News and Events**: Real-time news, earnings reports, and significant announcements.
- **Level II Data**: Order book depth and real-time bid-ask spreads.
### **For Swing Trading:**
- **Trend Analysis**: Identifying the stock’s short to medium-term trend.
- **Technical Indicators**: Similar to day trading but with a focus on daily or weekly charts. Includes MAs, RSI, MACD, Fibonacci retracement levels, etc.
- **Support and Resistance Levels**: Key price levels where the stock historically finds support or encounters resistance.
- **Earnings Reports and Guidance**: Quarterly earnings performance and forward guidance.
- **Market Sentiment and Sector Analysis**: Overall market and sector performance trends.
### **For Long-Term Investing:**
**Fundamental Analysis**:
- **Financial Health**: Income statement, balance sheet, and cash flow analysis.
- **Valuation Metrics**: P/E ratio, PEG ratio, Price to Book (P/B) ratio, and others.
- **Growth Prospects**: Revenue and earnings growth rates, market share, and industry position.
- **Dividend Yield and History**: For dividend-paying stocks, consistency and growth of dividend payments.
- **Company Management and Strategy**: Leadership quality, strategic initiatives, and competitive advantages.
- **Economic Indicators**: Macro-economic conditions affecting the industry and the stock.
- **Industry and Sector Trends**: Long-term growth prospects and challenges within the industry.
**Additional Considerations:**
- **Risk Tolerance**: Your willingness to take risks and potential for loss.
- **Investment Goals**: Short-term gains vs. long-term wealth accumulation.
- **Time Horizon**: The length of time you plan to hold the stock.
- **Portfolio Diversification**: The role of the stock within your overall portfolio strategy.