Stock Reports on Existing Investments

Scott Haglund on

Does anyone have a template they've used for monthly stock reports (on stocks already owned) they'd be willing to share? We are working on a standard format so our partners have similar items to research on a regular basis.

Laurie Frederiksen on

Hi Scott,

I think a good ongoing stock report should briefly cover how well a company is meeting the expectations you had when you purchased it.

In my club, we select companies and project future return using judgements about 3 parameters, sales growth, net margin and P/E.

When a company releases an earning report, the stock watcher reports on how the company has done compared to our judgements. They also make recommendations on whether they feel any of our judgements should be revised.

I've attached a copy of the simple report everyone uses to do their report.

Laurie Frederiksen
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On Mon, Oct 5, 2015 at 10:59 AM, Scott Haglund <scotthaglund@charter.net> wrote:

Does anyone have a template they've used for monthly stock reports (on stocks already owned) they'd be willing to share? We are working on a standard format so our partners have similar items to research on a regular basis.

Attachment:Stock-Watcher-Template.pdf

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