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investment screening 2.0

Investors frequently ask me what tools I use to research stocks, ETFs or mutual funds online.  My typical response is to point them to Yahoo Finance and Google Finance and then to drill down to both sites’ screening tools.  They are good tools, frequently robust enough for most individual investors.  Screening 2.0, an important placeholder [...]

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This post appeared recently on IRWebReport as part of a guest contributor series I’ve been working on.  I thought it was a good overview and appropriate here for NewRules. Dominic Jones is really a thought leader in his field and is really ramming it home on his analysis of how social media is impacting investor [...]

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Institutional investors have powerful tools at their disposal to screen through reams of data.  Part of the institutional investment process entails screening through thousands of securities looking for a needle in a haystack — stocks that fit certain investment criteria.  From thousands of stocks, analysts can filter through a couple of hundred that fit these [...]

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