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Due Diligence
#3
I am pretty similar to Kerim in my due diligence.

First check is FAST Graphs to see how the PE compares with historical norms. I also like to look at the last 10-15 years to see how consistent the company is during a business cycle. I like to have a steady increase in dividends and earnings and analyst estimates predicting similar growth in the future.

I like companies with good balance sheets, good cash flow, low debt, good credit ratings. I don't dig into SEC filings or anything, but general look at Morningstar and Yahoo Finance to see the cash/debt and trends.

If both of these look good I generally check out the company website to see if any investor presentations are available and then read the last couple of quarters worth. I will also try to check out a transcript or two from recent conference calls.

If all looks good I make my purchase.
My website: DGI For The DIY
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Messages In This Thread
Due Diligence - by Robandcindy2 - 08-23-2014, 10:57 AM
RE: Due Diligence - by Kerim - 08-23-2014, 12:47 PM
RE: Due Diligence - by EricL - 08-23-2014, 10:59 PM
RE: Due Diligence - by Dividend Watcher - 08-24-2014, 08:14 AM
RE: Due Diligence - by earthtodan - 08-24-2014, 10:44 AM
RE: Due Diligence - by Robandcindy2 - 08-24-2014, 10:45 AM
RE: Due Diligence - by KenBob - 08-24-2014, 11:20 AM
RE: Due Diligence - by Kerim - 08-24-2014, 12:03 PM



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