Helmbeam Research
Blog
Browse Helmbeam articles tagged Research Guides.
6 questions to carry into an earnings call
Before an earnings call, write down the issue the results release left unanswered. The six questions below help you listen for explanations of customer demand, margins, cash and guidance, and identify what you can verify in the next report.
6 checks before trusting an old winning stock call
To assess an old winning stock call, find the original statement, check how performance was measured and look for the rest of the record. Then compare the old reasoning with the company today. These six checks separate the historical evidence from the current research case.
6 checks before interpreting insider buying
An insider can receive shares through an award or an option exercise as well as a purchase. Before interpreting a headline about insider buying, read the transaction code, dates, ownership details and footnotes. These six checks explain how.
5 things a Form 13F cannot tell you
Form 13F reports certain institutional holdings at a past reporting date. It can introduce you to companies to research, but cannot tell you exactly when the manager bought, why they bought or whether they still hold the shares. These five limits explain what is missing.
7 stock-watchlist alerts and what to investigate next
Results, guidance, financing, contracts, leadership changes, formal decisions and price moves can all warrant a company review. The seven alert types below have different follow-up checks; choose them around the questions you are tracking.
7 ways to find stock ideas beyond trending tickers
Products you use, suppliers, competitors, Helmbeam's Discover feed, company announcements, disclosed fund holdings and an old watchlist can all lead to companies worth investigating. Each of these seven starting points gives you a different first question to research.
9 checks for a stock tip you found on social media
Before acting on a social-media stock tip, find the original source and check its date. Then compare the claim with the company's current accounts and risk disclosures. These nine checks cover the source, the security and the financial significance of what was announced.
7 checks behind a company's revenue growth
Revenue can grow because customers bought more, prices rose or an acquisition added another business. Check those drivers before attributing the increase to stronger demand. Then compare sales with cash collection and profit.
How much debt is too much? 7 checks for a company's financial strength
To assess company debt, find out when it must be repaid and where the money will come from. These seven checks cover available cash, repayment dates, interest costs, loan conditions and the cash the business generates.
Stock dilution explained: 6 checks for share counts and funding risk
Cash that keeps shrinking, debt coming due and expensive equipment plans can give you reasons to investigate dilution before an offering is announced. Check how the company plans to pay its bills, whether it has arranged the funding and what securities could become shares.
6 checks when a company's profit and cash flow disagree
Profit measures earnings over a period. Cash flow shows money coming in and going out. Customer payments, inventory, equipment spending and debt can move cash at different times from the related income or expense. These six checks explain why the two figures diverge.
Why is my stock falling? 7 checks before assuming it will recover
After a stock-price drop, verify the quote and chart settings, then look for company disclosures that could explain the move. These seven checks help you compare new information with the previous results without assuming a lower price means either a bargain or a deteriorating business.