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Textbook
Introduction
1. Common stock
1.1 Basic characteristics
1.2 Rights of common stockholders
1.3 Trading
1.3.1 Negotiable or redeemable
1.3.2 The primary & secondary market
1.3.3 Settlement
1.3.4 Cash dividends
1.3.5 Selling short
1.3.6 American Depositary Receipts
1.3.7 Tender offers & buybacks
1.4 Suitability
1.5 Fundamental analysis
2. Preferred stock
3. Debt securities
4. Corporate debt
5. Municipal debt
6. US government debt
7. Investment companies
8. Alternative pooled investments
9. Options
10. Taxes
11. The primary market
12. The secondary market
13. Brokerage accounts
14. Retirement & education plans
15. Rules & ethics
Wrapping up
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1.3.1 Negotiable or redeemable
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1. Common stock
1.3. Trading

Negotiable or redeemable

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A security can be negotiable or redeemable, depending on how investors buy and sell it.

Common stock is negotiable, meaning investors can buy and sell shares with each other by agreeing on a price. When you buy common stock, you become an owner of the company for as long as you hold the shares. You can sell your shares at any time. Once you liquidate (sell) your shares, you lock in your gain or loss and no longer participate in the issuer’s future successes or failures.

Definitions
Issuer
The organization responsible for creating, registering, and selling a security.

For example:

  • Tesla is the issuer of Tesla common stock
  • The US Government is the issuer of US Government bonds
  • Ford is the issuer of Ford preferred stock

When you buy a negotiable security, you typically buy it from another investor who is selling. For example, if you wanted to buy shares of Home Depot stock, you’d purchase them in the secondary market from another investor - not directly from Home Depot.

Definitions
Secondary market
Where stocks trade after they’re initially sold in the primary market (e.g., initial public offerings). Commonly referred to as the “stock market.”

If a security isn’t negotiable, it’s likely redeemable. Common stock isn’t redeemable, but some securities you’ll learn about in future chapters are (like mutual funds and unit investment trusts).

A redeemable security is bought and sold directly with the issuer, not with other investors in the market. For example, investors purchase Vanguard funds directly from Vanguard. When Vanguard fund investors want to liquidate their shares, they redeem (sell) those shares back to Vanguard (Vanguard “cashes out” the shares).

Here’s a quick video discussing the differences between negotiable and redeemable securities:

Key points

Negotiable securities

  • Trade in the secondary market between investors
  • Common stock is negotiable
  • Most securities are negotiable

Redeemable securities

  • May only be bought and sold with the issuer

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