Stock Study Guide Software

The Stock Study Guide helps investors earn a superior rate of return in the stock market. It delivers that service by enabling investors to make better buying and selling decisions.

Better decisions are available because the Guide makes a company's set of seven growth, financial and operating fundamentals very transparent for "Main Street" investors. The Guide processes the financial data file for a company and creates easy-to-to understand visual trends for each of its a company's three growth fundamental, two financial fundamentals and two operating fundamentals.
Adapted from the Stock Study Guide
EPS = Earnings Per Share

The accompanying image is adapted from the Guide's Summary Screen for one of the world's largest manufacturers of orthopedic products (e.g. artificial hips, knees, shoulders, spines, and more). The image shows you that the company has a long history of growing its revenues and earnings a high rates (i.e. steep trends) and growth in the stock's annual price range has kept pace. Growth fundamentals like these can make the company a strong candidate for a long-term portfolio.

Note , put a ledgend on the chart for EPS = earnings per share

The next image shows the growth fundamentals that occurred for one of Canada's leading financial services holding companies. You can easily see the company's long history of relatively weak revenue growth and unusually erratic earnings growth.

Furthermore, the stock's annual price range is also unusually volatile and has yet to regain its earlier high of $610. As well, you can easily see that the price range has generally drifted sideways throughout the study period.
Adapted from the Stock Study Guide
EPS = Earnings Per Share
 

With the Guide's visual trends, busy investors quickly recognize stocks with promising growth fundamentals and those to avoid.

Other screens available in the Guide help you assess the company's capacity to continue growing are attractive candidates. As well, the Guide's screens helps you to project the stock's "buy" and "sell" zones and its rate of return over the next five years.

You use these projections to decide whether the stock's future rate of return is sufficiently attractive to include it in your portfolio.

The Database

Busy, self-directed investors enjoy access to up-to-date company data with ShareOwner's data files for more than 6,000 Canadian and U.S. companies. The files contain standardized reporting and ShareOwner's proprietary calculations of each company's key fundamentals.

Data files are updated daily and available electronically.