I was recently asked where I find my ideas and what resources to I draw upon to learn and do research. In no particular order, here are the sources I regularly use / visit / read. I’m a creature of habit, and when I find things useful I keep coming back to them. Check em out!

BREAKFAST WITH DAVE http://www.rosenbergresearch.com

I’ve been an on again off again subscriber of Dave’s daily economic / strategy update for almost 20 years. Mr. Rosenberg has a unique way of looking at the economic world and investment markets. He’s known as a ‘Perma Bear’ because he’s not afraid to put front and center the risks and follies of markets. He’s certainly not a cheerleader. Reading ‘Breakfast with Dave’ is like investing with a helmet on.

SEDAR http://www.sedar.com

As I’m focused on Canadian markets, I spend a lot of time rooting around in this website. Sedar “is the official site that provides access to most public securities documents and information filed by issuers with the thirteen provincial and territorial securities regulatory authorities”. Financial Statements. News Releases. MD&As. Its all there. Its my first stop when I want to get a financial snapshot of a company I’m interested in.

CEO.CA http://www.ceo.ca

CEO.CA holds itself out as a ‘mobile investment conference’ for CEOs and market pros. Really, its a message board site, with channels for each company. There is the ability to create channels and communicate directly with other members. Generally, the quality of discourse is low and the participants are likely not CEOs or market pros. It is, however, a useful place to develop ideas in the small and microcap space as there are many opinions flying around. Also, it has direct connect buttons to SEDAR and SEDI and as well investment news streams. Use at your own risk.

SEDI.CA http://www.sedi.ca

Sedi is the “system for electronic disclosure for insiders” – ie. the place where insiders of (Canadian listed) companies have to disclose all transactions related to a specific issuer. It is very useful on a multitude of levels, and a great starting point to not only see transactions by insiders, but to also research other things they may be involved in.

As an example, say I follow an insider who I think has done a particularly good job at a company. I may research them via Sedi to see what other companies they may involved with on an insider basis.

TWITTER http://www.twitter.com

Good old twitter. Like every other social media site, it is what you make it. I use twitter to follow a handful of people and companies that i’m interested in. From that, I get some ideas and directions on potential sectors, investments or strategies. It pays to be discriminating, and limit what you follow, and constantly unfollow things that aren’t useful. For me, less is more, There are some gems on twitter, if you can get through the clutter to find them. My handle is @therealdtm5.

A few of my favorite people to follow are @raydalio, @iancassel, @yassineARK, @DTAPCAP, @microcapclub

GLOBEINVESTOR.COM http://www.globeinvestor.com

Canada’s national newspaper has a pretty good site with news coverage and filtering tools to filter and search publicly traded companies by financial data (Stock Screener). Its an oldie but easy to use.

TD WEBBROKER RESEARCH http://www.webbroker.td.com

I run some of my accounts on TD WebBroker. Its advanced dashboard is good enough for my style of investing. I enjoy the access to TD’s research, and compare my ideas against their analyst opinions when they happen to cover what I’m interested in. They perform the type of granular due diligence that frankly I’m too lazy to do myself. Which can be useful.

RAYMOND JAMES RESEARCH http://www.raymondjames.ca

I also have accounts at Raymond James. Raymond James Canada’s research is more entrepreneurial than TD’s. They cover smaller companies at earlier stages. I find their reports tend to be more concise (and entertaining). As with TD, I don’t put too much faith in their price targets but I do benefit from having their analysts do the heavy lifting on financial analysis.

GOOGLE SEARCH http://www.google.com

I’m going to check out the senior management of every company I invest in. Not private detective kinda stuff, but certainly a good look at profiles, news and backgrounds. I’m looking to see track records, experience, previous successes and behaviors around the how they’ve managed (respected) shareholder’s capital in the past. Its an unscientific connecting the dots. And google is the place to get started!

TRADINGVIEW http://www.tradingview.com

I use Tradingview as a charting tool. If you are into technical analysis, or want to learn, its a really easy to use tool that can provide a lot of detail.