AboutJay Kay Expertise As a private investor for the past 40 years, I have experienced both bull and bear markets, and have lived to tell the tale. I should be able to provide you with serious, practical insights into managing stocks, bonds and mutual funds in your portfolio, along with useful information concerning most aspects of personal finance. No specific stock/bond recommendations furnished.
Question My question is in regards to the upgrade and downgrade history of a stock. I don't understand some of the terms used such as "market perform" or "outperform. Is there a guide to all of these terms with their definitions. Or can you explain these terms for me.
Thanks for you help.
Dan
Answer I'm not sure this will help enough, but there is a "Free Encyclopedia" on the AllExperts Web site, which may have the terms you are looking for, and "Wikipedia" might be helpful. Some brokerage sites contain an online glossary of investment terms, but you may need an account to access it.
In referring to "all those terms," you mention only two specifically. "Market perform" means a stock is expected to rise or fall in tandem with the overall market (this is a broad, generalized forecast), whereas "outperform" means that a stock is expected to do better than the overall market (another forecast). These are not upgrade and downgrade histories. They are predictions.
