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Similar to value investor. Looks for stocks with prices beaten down out of proportion to fundamentals. 

A bond that can be exchanged for shares of stock. 

A security of an issuer (for example – bonds, debentures, or preferred shares) that may be converted into other securities of that issuer, in accordance with the terms of the conversion feature. The conversion usually occurs at the option of the holder of the securities, but it may occur at the option of the issuer.

A form of business organization created under provincial or federal laws that has a legal identity separate from its owners. The shareholders are the corporation’s owners and are liable for the debts of the corporation only up to the amount of their investment. This is known as limited liability.

This occurs when an average falls 10% or more off of its high.

A false signal which indicates that the price of a stock or index has reversed to an upward trend, but ultimately proves to be false.

Stocks that don’t qualify for NASDAQ listing are traded here or by Pink Sheets. Be careful.

Any day from Monday to Friday, excluding statutory holidays.

A trust that usually generates cash flows from one business or operating company, unlike an investment fund, which generates income from a diversified pool or portfolio. The trust holds debt and equity interests of an operating business. Businesses that exhibit these characteristics may opt for a trust structure over a corporate structure to take advantage of tax efficiency.

Analyst working for mutual fund or other institutional investor. We don’t usually get to see their reports.