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A stockbroker offering investment advice and other services not usually offered by discount brokers.

The specific security, commodity, index or financial instrument that an option or futures contract is traded.

Number of shares outstanding including options granted but not yet exercised.

A stock trading below its fair value.

A security not listed on a stock exchange, but traded on the over-the-counter market.

Analyzing stocks by looking at earnings, sales, profit margins, etc. 

This occurs when a stock has consolidated, formed a base, or has been in a trading range, and then breaks above that level, surpassing resistance at the top of the range or base. Breakouts are suspect if they do not occur on high volume (compared to average daily volume). When playing a stock to buy on the upside breakout, we like to use a “buy stop” which calls for purchase when a stock rises above a certain price.

Used instead of earnings to evaluate real estate investment trusts (REITs). Depreciation of real estate that was deducted from earnings is added back in to calculate FFO. Any gains or losses from the sale of real estate is also removed. 

This policy requires all listed companies to publicly disclose material information in a timely manner.

A dividend/distribution paid in addition to the regularly established dividend/distribution of the issuer. Like all dividends/distributions, it may be paid in securities or cash and the amount, payable date, and record date are established by the issuer. The exchange that the issue is listed on sets the ex-dividend/distribution (ex-d) date for entitlement. Extra dividends/distributions are sometimes referred to as special dividends/distributions.