Fundamentals Analysis

Benzinga  May 31  Comment 
Last week, we started you off with a list of some of the most important questions you should ask yourself when starting your qualitative analysis research. The list covers the more subjective factors of a company’s business that can tell you a...
Forbes  Apr 6  Comment 
Professional Options Traders use numerous methods to evaluate the worthiness of a prospective trade. A laundry list of tools is evaluated in anticipation of establishing a trade which will provide an excellent rate of return on investment. The...
Forbes  Jan 2  Comment 
Most stock investors spend a large amount of time using technical or fundamental analysis to pick the best stock, ETF or fund to buy. Less time is spent on doing equally rigorous analysis of the market’s trend and too often their stock market...
Forbes  Nov 17  Comment 
In today's global economy, the fundamental process is being washed away by macro-economic policy.


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Fundamental analysis of a business involves analyzing its financial statements and health, its management and competitive advantages, and its competitors and markets. When applied to futures and forex, it focuses on the overall state of the economy, interest rates, production, earnings, and management. When analyzing a stock, futures contract, or currency using fundamental analysis there are two basic approaches one can use; bottom up analysis and top down analysis.

The term "fundamental analysis" is used to distinguish such analysis from other types of investment analysis, such as quantitative analysis and technical analysis.

Fundamental analysis is performed on historical and present data, but with the goal of making financial forecasts. There are several possible objectives:

  • to conduct a company stock valuation and predict its probable price evolution,
  • to make a projection on its business performance,
  • to evaluate its management and make internal business decisions,
  • to calculate its credit risk.
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