Category: Back To School

27 Nov
service_single10

Learn to Read the Balance Sheet

A company’s balance sheet, also known as a “statement of financial position,” reveals the firm’s assets, liabilities and owners’ equity (net worth). The balance sheet, together with the income statement and cash flow statement, make up the cornerstone of any company’s financial statements. If you are a shareholder of a company or a potential investor, it is important that you understand […]

Cash Settlement

What is a ‘Cash Settlement’ A cash settlement is a settlement method used in certain futures and options contracts where, upon expiration or exercise, the seller of the financial instrument does not deliver the actual (physical) underlying asset but instead transfers the associated cash position. For sellers not wishing to take actual possession of the […]

Options Strategies

Traders often jump into trading options with little understanding of options strategies. There are many strategies available that limit risk and maximize return. With a little effort, traders can learn how to take advantage of the flexibility and power options offer. We’ve put together this short tutorial, which should shorten the learning curve and point […]

Share Buyback

What is a ‘Share Buyback’ A Share buyback, also known as a share repurchase, is when a company buys its own outstanding shares to reduce the number of shares available on the open market. Companies buy back shares for a number of reasons, such as to increase the value of remaining shares available by reducing the supply or to prevent other shareholders from taking a controlling […]

Macroeconomic Factor

What is a ‘Macroeconomic Factor’? A macroeconomic factor is one that is related to the broad economy at the regional or national level and affects a large population rather than a few select individuals. Examples of macroeconomic factors are economic output, unemployment, inflation, savings, and investments, and they are key indicators of economic performance that are closely […]

Tactical Trading

What is ‘Tactical Trading’ Tactical trading is a style of investing for the relatively short term based on anticipated market trends. Tactical trading involves taking long or short positions in a range of markets, from equities and fixed income to commodities and currencies. Diversified long-term portfolios will often include a tactical trading overlay, which involves allocating part […]

Gap Analysis

What is ‘Gap Analysis’ Gap analysis refers to the process through which a company compares its actual performance with its expected performance to determine whether it is meeting expectations and using its resources effectively. Gap analysis seeks to define the current state of a company or organization and the target state of the same company […]

Earnings Season

What is ‘Earnings Season’ Earnings season refers to the months of the year during which most quarterly corporate earnings are released to the public. Earnings season generally occurs in the months immediately following the end of each fiscal quarter. This means that earnings seasons fall in January, April, July and October. These lagging dates are […]

Capital Growth Strategy

What is a ‘Capital Growth Strategy’ A capital growth strategy seeks to maximize capital appreciation of an investment portfolio over the long term through an asset allocation geared to securities with high expected returns. BREAKING DOWN ‘Capital Growth Strategy’ Portfolios with a capital growth strategy consist mainly of equities, also known as stocks. The exact […]

Technical Analysis

What is ‘Technical Analysis’ Technical analysis is a trading discipline employed to evaluate investments and identify trading opportunities by analyzing statistical trends gathered from trading activity, such as price movement and volume. Unlike fundamental analysts, who attempt to evaluate a security’s intrinsic value, technical analysts focus on patterns of price movements, trading signals and various other analytical charting tools to evaluate […]