An order with a volume that combines any number of board lots and an odd lot.
Archives
Model
A strategy for selecting stocks using screening criteria that have been found to work in the past.
Momentum Analysis
Usually involves looking for stocks in a strong uptrend (high relative strength), strong earnings growth, and increasing earnings forecasts. In today’s market, may include relative strength only.
Momentum Stocks
Companies currently in favor by investors (price/sales greater than 10, price/earnings greater than 35 or so).
Inventory
Raw materials, work in process, and finished goods that haven’t been shipped to customers.
Investment Advisor
A person employed by an investment dealer who provides investment advice to clients and executes trades on their behalf in securities and other investment products.
Investment Bank
An organization, usually a stock brokerage firm, involved in taking a new company public (IPO), consulting on mergers and acquisitions, handling corporate borrowing, etc.
Investment Capital
Initial investment capital necessary for starting a business. Investment capital usually consists of inventory, equipment, pre-opening expenses and leaseholds.
Investment Counsellor
A specialist in the investment industry paid by fee to provide advice and research to investors with large accounts.
Investment Dealer
Securities firms that employ investment advisors to work with retail and institutional clients. Investment dealers have underwriting, trading and research departments.