Company News Update

[BlueKelah]

But with the general feed there is just too much to look at I reckon, much of which may be irrelevant to a value investor==noise

Imho it's better to screen for stocks that fit ones criteria then put them in a watchlisT and closely monitor news that may be catalyst.

More importantly I prefer macro news updates. For eg. If u own a few  semiconductor stocks, it's useful to follow the general happenings in the sector. If the sector news is positive, then very likely the semiconductor companies one owns should do well and there is no need to focus so much on each stock.

However for a trader.speculator. short term  type investor then probably keeping tabs on all companies will increase opportunity of picking up on certain bullish events like share buy back and insider buy in.

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I would like to think that reading the macro news wld really be noise for the value investor. But sometimes, noise in one's eyes is definitely noise for another.

For retail OPMI who have another full time or other (family) responsibiliies, i do agree that it is not easy to read EVERYTHING. What i do practise myself is LOOK at everything but just READ those that my mental filter comes out with. Forum with discussions help even more to stir the indepth studies n further reading.

Well I should phrase it differently. What I mean by sector happenings and sector news are like news relating to indicators which usually comes with hard numbers, for example in semicon, u might want to keep track of book-to-bill ratio or news about dram prices, and how revenue/eps at big companies like AMAT or TSMC etc. are doing. For Shipping it might be useful to keep track of things like BDI. For palm oil plays, oil price and weather/production news would be helpful to know.

for me at least, these will be helpful indicator to me which sectors might be likely experiencing turnaround and would be good place to look or screen for value stocks. Or if they are on my watchlist probably time to jump in. It will also tell u when is not a good time to buy into a sector. It doesn't take up a lot of time and quite easy to do with the right websites bookmarked. In my experience, the type of "macro news/indictor news" I read is definitely not noise, though many experts have advised that its more important to look at the value in a particular stock rather than the "noise" of the market.

Of course before buying a value stock, it would have to fit into my criteria. 

IMHO it is impossible to read EVERYTHING, and not easy to read a lot of things. However once you have been investing in stocks or should i say businesses long enough, you will notice that it is more time efficient and productive and profitable to focus on and keep up to date on news in a specific sector and slowly build on that knowledge sector by sector.

After all even experts like Buffett have sectors like technology/semicon which before recent times he totally ignored any news or information or financials from these companies/sector.