Welcome to Scribd, the world's digital library. Read, publish, and share books and documents. See more ➡
Download
Standard view
Full view
of .
Add note
Save to My Library
Sync to mobile
Look up keyword
Like this
9Activity
×
0 of .
Results for:
No results containing your search query
P. 1
Investing Stock Checklist

Investing Stock Checklist

Ratings: (0)|Views: 1,964|Likes:
Published by Jae Jun
A great detailed checklist by the Motley Fool
A great detailed checklist by the Motley Fool

More info:

Published by: Jae Jun on May 02, 2011
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See More
See less

07/21/2013

pdf

text

original

 
Tom Gardner’s Great Business Checklist
Flaps:
Check.
 Fluids:
Check.
 Instruments:
Check.
Good airplane pilots don’t take to the skies without consulting their trusty checklist rst. We eel the sameabout investing, so we’ve created a stock checklist to help you get your portolio o the ground.Fools should keep this checklist in hand during the research process to ensure that no big stones are letuncovered.This particular checklist won’t help you decide how much to pay or a stock, but it will take you a long wayin understanding whether or not you have a good business on your hands.There’s no score to beat here, just use your best judgment. I you nd a company that merits a yes to all thequestions below, chances are you might just be looking at the NEXT Great Business.
Company Name:CEO Name:
 
Yes No Unsure
People
Would I want to report to this CEO?
Is this CEO likeable?
•
Is this CEO admired by employees and customers?
•
Would I want this CEO babysitting my kids?
Is this CEO responsible?
•
Is this CEO trustworthy?
•
Does this CEO demonstrate passion?
Has this CEO pursued mastery in the eld over the long term (10 years +)?
•
Is this CEO invested in the company’s uture, both nancially and emotionally?
•
Does this CEO have a long term vision?
Is this leader on board or the long haul?
•
Does this CEO measure success with longer-term metrics?
•
Does this CEO strive to understand the customers and the market?
Is this CEO eager to learn?
•
Is this CEO an eective motivator?Would I want the executive team at this company managing my money?
 Are they honest?
•
 Are they competent?
•
Does management disclose signicant matters in clear, unambiguous language?
Could my mother understand this company’s public lings?
•
Is management upront about mistakes?Is tenure within the company important?
Is upper management promoted rom within?
•
 Are employees and management sticking around or the long term?
•
 
Yes No Unsure
Proft
Is this business solid?
Does the business have access to a signicant amount o cash relative to its size?
•
Does the business carry more cash than debt?
•
I the business carries more debt than cash, are payments on that debt sustainable over the long term?
•
I the business carries more debt than cash, has the management team demonstrated an ability to manage debt
•
properly over the long term?Is the business built to survive prolonged periods o diculty?
•
Can this company pursue its goals without additional debt or equity nancing?
•
Is this business growing?
Is this business operating in a growth industry?
•
 Are consumers moving toward this company and its products?
•
Is the company able to consistently grow revenues?
•
Does this company benet rom organic growth and/or same-store growth?
•
Is the company becoming increasingly more protable?
•
 Are margins expanding (gross, operating, net)?
•
Is the rate o growth accelerating (both in sales and protability)?
•
Is this company eectively investing in itsel?
Does the company generate returns on equity in excess o 10%?
•
Does the company generate returns on assets in excess o 7%?
•
Does management have realistic expectations or the return on investment rom uture endeavors?
•
Is this company real?
Does this company recognize revenue in an ethically responsible manner?
•
Does this company generate positive cash fow?
•
Does this company regularly generate cash fow at, near, or in excess o stated prot?
•
Does this company collect cash beore it delivers its services?
•
I not, is the company a competent collector o its credit sales?
•
Does the company eectively manage inventory?
•

Activity (9)

You've already reviewed this. Edit your review.
1 thousand reads
1 hundred reads
GraemeCracker liked this
BP liked this
Ralph Buchholzer liked this
alphathesis liked this
brettpeven liked this
maxwelton9938 liked this
maxwelton9938 liked this

You're Reading a Free Preview

Download
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->