Equity research tools purchased | Updated on July 26 2024 | Stock research

#EquityTools #StockResearch #PaidStockResearch #PaidTools

The following are the websites I paid for my equity research. 

1. Morningstar.com  
2. SeekingAlpha.com
3. Tipranks.com
4. Investing.com pro   
5. IBD digital    
6. MarketWatch.com    
7. Barron.com  
8. CNBC investing club - By Jim Cramer 

1. Morningstar.com   $240 US dollars/ year, renew on May 29, 2024 / Renewed on June 11 2024
2. Tipranks.com - $360 US dollars annual fee | renew in July 2024/ Renewed on June 11 2024 
3. IBD Digital    $49/ month USD, renew in July 2023, IBD digital including Barron's, market watch - Stopped monthly subscription
4. IBD digital -> Switch to annual subscription $329/ annual, starting from August 24, 2024
5. MarketWatch.com   $2 - 5/ month
6. Barron.com  $2 - 5/ month
7. Investing.com pro  $140/ annual CAD, renew on Nov. 13, 2024
8. CNBC investing club by Jim Cramer - $249/ annual us. dollars -> $399/ annual cost, renew on Nov. 24, 2024
9. SeekingAlpha.com - $239 annual cost | Renewed on Dec. 14, 2023
10. Motley fool stock advisor, US version, Jan. 2023, $99 US dollars | Renewed $199 in Jan. 2024
11. TradingView.com Essential version | one year | $108/ first year, 40% discount | Renew on July 13, 2024 $155.40

Work on research to see if I should pay for subscription called LuxAlgo

July 26, 2024

Switch IBD digital to annual subscription $329/annual, starting from August 24, 2024. 

August 8 2024 

Microsoft office - Annual subscription

If you had bought 100 shares of Microsoft 25 years ago ...

Here is the article written on March 10, 2011, 8:52 AM PST

I like to write down some notes.

1. Thursday, March 13, 1986, Microsoft, $61 million - initial public offering, 30 years old Bill Gates

2. A story to tell, if 100 share with $21 offer price was purchased in 1986. After 25 years, it worths 0.75 million dollars.

100 share
 $21 offer price
25 years

After 25 years
2011,
28,800 shares
nine stock splits,
0.75 million dollars

Nine stock splits - Here is the page to look up

Microsoft is 2% of S & P 500 index

Oct. 26, 2019

Introduction

It is my job to work on individual stock research. I like to put 20 stock on my watch list or wish list. I purchased MSFT stock back in 2001, and I like to put MSFT stock in my watch. When should  invest MSFT stock?

Microsoft stock research

I did purchase MSFT stock in 2011, but I sold it in less than a few years. I learned a few weeks ago, in 2010 $1000 dollar in MSFT stock, the value will be $8,000 dollars. I purchased 10 shares in 2001 December, at that time, I was a home maker and then I worked on my 401 K with Scottrade.com.

Here is the link.

Case study: MSFT stock purchase December 2001

Oct. 12, 2019

Introduction

It is time for me to do a short case study on MSFT stock.

Case study

I bought Microsoft stock back in 2001, and I paid price around $60.00 dollars; and then I sold as a loss after a year or two. 

Here is my personal finance log related to stock purchase. 

If you invested $1,000 in Microsoft and Apple at IPO, this one would have made you 4 times as rich

A $1,000 investment in Apple on the day of its IPO on December 12, 1980, would be worth more than $425,000 today, according to CNBC calculations. However, a $1,000 investment in Microsoft on the day of its IPO on March 13, 1986, would be worth more than $1.7 million, or around four times more.

Those figures include price appreciation and dividends. Returns also account for stock splits and other corporate events.

Microsoft 

Microsoft’s popularity began to wane in the early 2000s as it released a string of unpopular products and failed to keep up with modern trends but, when Satya Nadella took over as CEO in 2014, he oversaw a major turnaround.

Since Nadella took over, Microsoft’s share price has nearly tripled. In November, it dethroned Apple as the most valuable public company in the world, with a market cap of more than $850 billion. If Microsoft holds onto the spot through the end of the year, it will mark the first time since 2002 that the company closes out in the top position.

From 2014 to 2019, the stock of Microsoft tripled. 

Since Nadella took over, Microsoft’s share price has nearly tripled. In November, it dethroned Apple as the most valuable public company in the world, with a market cap of more than $850 billion. If Microsoft holds onto the spot through the end of the year, it will mark the first time since 2002 that the company closes out in the top position.

Microsoft stock

August 11, 2018

Introduction

It is one of the biggest software company called Microsoft. I like to write down the stock prices and my personal story with Microsoft.

Here is the stock price of Microsoft.

Year 2008

In Sept. 2018, I went to Seattle for my first onsite interview with Microsoft. I stayed in south Florida at that time.

Year 2009

I sold Microsoft stock 20 shares around 20 dollars in 2009. I sold all my technology stocks and mutual funds since I decided to take the loss, 15 years low, I had to move on immigration project. I was enrolled in Florida Atlantic University and worked on my computer science Ph.D. program.

Year 2018

Stock price is 109.00 USD closed Aug. 10, 2018