Investing 101: Search For Stocks To Buy | Ope Thomas | Skillshare

Investing 101: Search For Stocks To Buy

Ope Thomas, Making complex ideas simple

Investing 101: Search For Stocks To Buy

Ope Thomas, Making complex ideas simple

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4 Lessons (13m)
    • 1. Class Introduction

      2:25
    • 2. Know Your Risk Tolerance

      1:44
    • 3. Find Stocks To Buy

      6:22
    • 4. Set Alerts And Triggers

      2:20
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About This Class

About This Class

Class Description

Are you someone that doesn't have time to constantly research companies and watch your investments daily?

Today is the easiest time to equip yourself with the tools and knowledge to begin investing your money confidently for the long term. This means to approach investing as a vehicle to support and help you achieve your financial goals of things like, buying a home, starting a family, sending your kids to college.

While I was working in finance as I gained in depth experience with financial market and also with the needs of the common household.

I want to teach you what I learned from wall street and managing investments for clients.

Investing rewards the long term investor. In this course you'll learn how to:

Asses your risk profile

Make an investment plan to match your profile

Tactics for continuously finding good opportunities

How to do company research

Set up alerts and notifications to monitor your investments

Investing is about making a return on your investment.

Understanding the company information will help you understand what makes the company you are interested successful. Then you can make your decision as to if you think the value of the company will increase once you know the price and the company information.

Meet Your Teacher

Teacher Profile Image

Ope Thomas

Making complex ideas simple

Teacher

I'm Ope Thomas and at 19 I taught myself how to invest in the stock market. I then worked on Wall Street as a Registered Financial Advisor.

 

I have over 10 years investing in the stock market and I've seen thousands of investment portfolios and have spent many hours learning about finance and economics.

 

After 2 years on Wallstreet, I retired from the business of investment management and I returned to school and got a degree in finance and entrepreneurship because I wanted to share all the knowledge I gained with as many people as I can.

 

See my full business resume on Linkedin: Linkedin.com/in/opethomas

Connect with me on twitter and IG

See full profile

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Transcripts

1. Class Introduction: I'm sure we can all agree that investing in stocks can be overwhelming even when you've learned some of the basics. A big misunderstanding is that you can't be successful in the stock market if you work a full-time job or have another business, that's simply not true. Today, it's easier than ever to invest in the stocks and also manage your money the same way a financial advisor working with many resources, online apps, investing communities, you can make yourself a portfolio and a plan for long-term investment success. Stay to the end of this video for more tools and resources that will help you. And if you find this useful, please share and start following. For more information. My name is OP Thomas and I have over ten years of experience invested in the stock market and research and investment opportunities. Build my own businesses as well as researching, managing different portfolio strategies. I've taught myself how to invest at 19, so I know the possibilities and how easy it is to learn and manage your own investments. I learned by using paper trading accounts such as investopedia.com. And these accounts were you to help you use fake money to manage investments with real stock market information. I immediately began working at Bank of America, Merrill Lynch, helping to top financial advisors and the country manage accounts for multimillion dollar clients. And later I began my own investment practice on Wall Street where I researched and market opportunities for the best investment opportunities for clients. In this course, I'm going to teach you buy things. One is how to assess your risk profile and develop a matching investment strategy to show you how to consistently spot opportunities in the market. And three, how to perform company research for tracking systems that can easily manage your strategy. And five, set up alerts, notifications for monitoring your investments. And you'll find that once you have this foundation and only take a few adjustments over time to make it your own. Let's move on to the next video where we talk about your risk profile. 2. Know Your Risk Tolerance: Let's talk about your risk profile and this video. Your risk profile is a combination of two factors, your risk tolerance and your time horizon. And with your risk profile, you can begin to develop an investment strategy to match that risk profile. In this video, we're going to talk about these two factors, your risk tolerance and your time horizon. There are guidelines set by the regulatory bodies, FINRA and SEC, that help you to review your risk profile. Also in the project resources, there's a link to test your risk profile with Charles Schwab for your time horizon, you want to consider when you plan to begin withdrawing the money from your account and what you plan to do with the money after you withdraw it. Are you buying a house, a car saved for education? So these are the things you want to consider. If you're in a time her rise in his short-term, you might want to look into more conservative investments. If it's longer-term, you may be able to afford some more risks. And volatile volatility in the market. For your risk tolerance, your asking questions such as your level of knowledge of investments, what you are most concerned about when you invest in, are you concerned about losing money or are you concerned about gaining money or equally? Both. And that's it with these two factors and an understanding of how they relate to you. Time horizon, then you risk tolerance can help you understand your risk profile and start to develop investment strategy. Again, that's it. And in the next video, we're going to talk about how to scan and the up-to-date with market opportunities. Thank you for joining this course and I look forward to seeing you at the next video. 3. Find Stocks To Buy: So we're going to talk about how to spot market opportunities and find stocks to buy. And a very consistent way where going into talk. But we've already talked about knowing your risk profile. And now we're going to talk about knowing your sources and the numbers that matter to your investment strategy and setting up the correct tools to help you easily find and be notified of opportunities in the market that fit your investment strategy. Those categories are industry news, opinion blogs, and investor relations. I'm going to show you an example of each of these. For industry news, you can look at places such as Bloomberg, where they show you a very general overview of what's relevant in the market currently. So it's a great source for getting current news on what investors care about and can start to inform you about how investors might make decisions. And that can help you to also make your decisions of where to put your money and invest. Opinion blogs are great because they are places where investors can share ideas and communicate about what they think about different companies. And that can give you an insight into the sentiment in the marketplace for any particular investment. And, uh, one of the greatest sources is investor relations. This can be either looking at the SEC filings of the financial standing of the ten K and other documents on the SEC.gov website and also sit in on earnings calls. So they have every quarter they will, many companies will report on their earnings and actually the management team will come on that call and talk about their numbers. Also, things that they've done recently in their business and what they plan to do moving forward in their outlook on the marketplace. This is a great way to get the information that you need to make an investment decision in any particular company. So let's look at a couple of these examples. So we have bloomberg here, you can see right now that what's important in the market is the discussions about the vaccine and the different medicines that will be going out and also retailers. So you can see there's about Starbucks and, and you can really get a good idea of what's being talked about in the marketplace and start to think about which industries. And businesses will be impacted by this information. Then also you can look at opinion blogs. So I've pulled up here one called Seek and alpha. This is a great blog where many people, you can get a good idea of their background also at times and you can see analysts on here given their ideas of companies. So Tesla, they gave very straightforward information as well as opinions and outlooks as well. So you can get a good idea of not only what companies are being talked about, but also what industries are, are active at the moment because activity is where there is opportunity for growth. The next we look at is pulled up here, Tesla's website up their investor relations. So you can actually go in here and download a PDF of the call, as well as even listen in on their financial earnings call. So here you've got an outline of what's being reported on and their their investor documentation. And it's a great resource to get the information directly from the company and get an idea of their outlook on their business as well. So let's listen to a bit of the earnings call. Ok, there you get a good idea of what the format is for these calls. And last category, we're going to look at our screeners AND scanners for the market. So once you understand your numbers and the companies that you're looking for, you can set tickers and time and notifications that can alert you of price movements or right times to buy that are set by your parameters in the company. So you can, this is an example of fin biz.com, but you can use many different platforms as well. That's also really quick search to help you find that. And they give you many tools to, This is a little more advanced, but it gives you many tools to calculate and projections and notifications for price movements and went to buy the stock. So it's a great resource to look into. All right, so now next video we're going to talk about alerts and triggers. So ways to set node if further notifications on watch lists and scanners as well. And look a little further. And to setting up your tool set so that you can always be current on market opportunities and easily find opportunities that match your investment strategy based on your risk profile. 4. Set Alerts And Triggers: Alright, this video is going to be a brief one. We're gonna talk about setting up the proper alerts and triggers for your investments so that you can monitor them easily over time. Now alerts are simple as setting up watch lists on your, your trusted sources. They could be setting up a favorites list or bookmarks list of your favorite companies or recent companies that you've seen that you want to look further into. And then set up reminders and maybe even put it on your calendar to go back into a company and assert and research it. And at certain times a day in the week, you can also set aside to for, to review stocks for about 30 minutes to an hour and plan out your investments before you make them. This is a very key part and invest in successfully over time is to plan out your investments in your investment strategy before you make your trays and setting up alerts and watch, this is a great way to do that. Now once you've bought the stock, when we talk about triggers where you can set what's called Limits and stops on your investments. These are control systems, systems that automatically control the price at which you buy or sell a stock without having to manually make a trade. This has many benefits. The primary one is it reduces the emotional based investing decisions that we can make in the moment when we see Stokes flawed stocks, stocks flash fluctuating, and also help us get the best price. And for stock based on our strategy and our expectations. And there you have it in other videos we talk about how to set these triggers more in depth and these alerts. But here is a really great overview of how to consistently find stocks to buy in the market and do the research to make the decision about if it's the right investment for you. So that's all. Thank you for joining this video. Remember to submit your projects on reviewing your risk profile in the projects side. Have a great rest of your day.