Here is a great tool to give you all of the historical data on your stock at your fingertips – quarterly summary of key stock stats (pricing, volume and PE Ratio). Although much of this is available through free or fee-based products, a comprehensive look is hard to find. This gives you everything you need by quarter since your IPO.
TAB – Data – this is what drives everything in this workbook.
- Date, Open, High, Low, Close, Volume and Adj. Close – can all be downloaded from yahoo! finance or via paid-for data (i.e. Bloomberg).
- Event/News – include a quick reference to anything that may have driven the stock on a given day. Try to take notes often as it is hard to remember news and information more than 4 weeks out.
- Common examples =
- IPO or Secondary
- Earnings Release
- Press Release – News Announcement
- Industry News
- 8-K Filing
- Investor Conference
- NDR or Other Marketing event
- Change in management
- Product release
- Litigation
- World events or total market events
- Common examples =
- TTM EPS and Forward-Looking EPS = plug-in the appropriate quarterly EPS info to be able to track your P/E over time.