Investment Analysis

Employee stock options are a type of non-cash compensation offered to employees by a company. The purpose of offering employee stock options is to align the interests of the employees with those of the shareholders. When a company’s stock price rises, the holders of employee stock options can directly benefit financially, especially if the stock … Read more

When analyzing a company’s financial statements, one of the first questions I ask myself is, “How many outstanding shares does this company have?” Followed shortly by, “What does the share structure look like?” By digging into the accompanying notes to the share capital, which can be found in the annual and quarterly financial reports, you … Read more

Monitoring your stock portfolio is crucial for investors as any press release, blog post, or other media release can significantly affect the value of your individual stock holdings. Thus, it is essential to receive news about the companies in your portfolio as soon as possible. One highly effective tool that can help you monitor your … Read more

Assuming that you are able to justify your investments with objective reasoning, every investor knows that there is always a degree of risk involved when investing in a company, which we refer to as the risk of personal stock holdings. There are two types of risks related to personal stock holdings: risks regarding sudden events … Read more

When conducting due diligence to determine if a particular American listed stock is suitable for my portfolio, I always research recent insider trading activity. In this article, I will share two free resources that can assist in monitoring changes in American insider ownership. 1. Insider-Monitor.com For tracking insider trading in the USA, you can visit … Read more

When determining whether a particular Canadian listed stock is suitable for my portfolio, I conduct due diligence by researching recent insider trading activity. In this article, I’ll demonstrate how to track changes in Canadian insider ownership by using a 7-step process on SEDI.ca (System for Electronic Disclosure by Insiders). Step 1: Go to www.sedi.ca and … Read more

Insider trading is legal as long as it is conducted in a manner that does not exploit non-public information. To prevent illegal insider trading, regulators have established rules surrounding insider trading. As an investor, I appreciate the rule that requires corporate officers, key employees, directors, or significant shareholders to report their insider trading to the … Read more

As my focus is primarily on investing in the American and Canadian stock markets, this article will provide information on where to conduct an institutional company ownership search for the stocks listed on these exchanges. For a quick look-up of institutional ownership for a specific company, I prefer to use the websites of MSN.com and … Read more

This article discusses insider stock ownership, and I will categorize the different types of shareholders into three groups: Off-the-radar investors On-the-radar investors Corporate insiders A detailed description of these three groups is provided below. Additionally, I will explain how I use this categorization during my stock analysis due diligence process in the notes section at … Read more

I monitor insider stock trading not only to stay informed about the latest transactions in my portfolio but also to find potential companies to add to my portfolio. It’s important to exercise caution before adding a company to your portfolio if insiders are selling the company’s stock. Conversely, if insiders are buying more stock for … Read more