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businessJul 28, 202511:33pending

The 5-step stock analysis framework

About this episode

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement.

Today, we are talking about my 5-step stock analysis framework:

  • #1 understand the business model
  • #2 craft the bull case
    • playbook
    • growth
    • competitive advantage
  • #3 bear case
    • business flaws
    • industry & market threats
    • competitive landscape
  • #4 dividend growth health
    • trend 1, 3, 5 years
    • payout ratio
    • yield vis average
  • #5 spot red flags
    • dividend triangle big movement (up or down)
    • long term debt trend
    • PE, yield change
    • confusing trend you don't get
    • dig deeper

It's all about dividend growth investing!

Get the 20 income products guide for retirees: https://retirementloop.ca/retirement-income/

Get your Investment roadmap: https://dividendstocksrock.com/roadmap

Download the Rockstar list here: https://moosemarkets.com/rockstars

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The 5-step stock analysis framework

Moose on The Loose

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