Stock Report Template SCSU INVESTMENT CLUB FALL 2015
Stock Report Template SCSU INVESTMENT CLUB FALL 2015 PREPARED BY NICK GEARHART UPDATED 09/01/2015
Disclaimer This stock report template is simply a guide to follow, additional research can be added. Not all parts of this template need to be within your own report, but ensure that critical metrics are not left out. Referencing an existing created stock report will help in the production of your own. Please feel free to reach out to any board member if you need help or have questions. Just like anything in life… the more stock reports you work on and present, the more familiar you are with the process and development. Remember that less is more… be concise and only include information that you understand while presenting.
Tools and Resources Morningstar Investment Research Center (Library Database) http: //stcloud. lib. mnscu. edu/subjects/databases. php? letter=M (SCSU pays for this access – best research available for us in my opinion) Fidelity Yahoo Finance Marketwatch CNBC, Reuters, MSN Money, etc. If you have an account through an online brokerage they often have great research platforms (Options House and Wells Fargo Brokerage work great for me) Investopedia. com (This website defines anything related to finance and investments) “Snipping Tool” (this is what it is called on PC’s, not entirely sure what Mac users possess) This is programmed into your computer/laptop under the ‘programs’ tab and in the ‘Accessories’ folder. This can be used to snip pictures on the screen and paste them into your report (graphs, measures, etc. )
Cover Page INCLUDE: COMPANY NAME, STOCK TICKER, PRESENTERS NAME, AND DATE
Outline Company Profile Economic Analysis • Sector and Industry Company Analysis • Financial Statements Competitor Analysis Recommendations
Company Profile
Company Profile Company background - brief description of what the company does • Company history • Products/Services (very important to understand) Very short description – who/when formed (less important) Sector and Industry
Economic Analysis
Economic Analysis Fidelity • https: //eresearch. fidelity. com/eresearch/markets_sectors/sectors_in_market. jhtml • Fidelity – Research – Markets & Sectors Morningstar • http: //stcloud. lib. mnscu. edu/subjects/databases. php? letter=M • Morningstar Investment Research Center – login with star ID – Markets – Sector Reports Federal Reserve • http: //www. federalreserve. gov/econresdata/ • (only if you really want to dig deep… Fidelity and Morningstar should suffice) (Include any economical information that seems relevant to your company)
Industry Analysis
Sector/Industry Analysis • Fidelity • https: //eresearch. fidelity. com/eresearch/markets_sectors/sectors_in_ market. jhtml • Fidelity – Research – Markets & Sectors – Click the + sign on a sector (right column) – contains news and historical data • Morningstar • http: //stcloud. lib. mnscu. edu/subjects/databases. php? letter=M • Morningstar Investment Research Center – login with star ID – Markets – Sector Reports (contain specific industry analysis) • Other sources work as well
Company Analysis
Recent News Press Releases and Headlines of significant news • Acquisitions • New projects • New products/services • New contracts • Lawsuits • Etc.
Snap Shot Highlight any positive/negative aspects (52 week range, dividend yield, P/E ratio, beta, EPS, earnings, etc. ) (Yahoo Finance)
1/3/6 Month and 1/5 Year Performance Chart Compare stock to the sector and major indices Find reason for sudden increases/decreases in price
Financial Statements
Financial Statements Income Statement Balance Sheet Cash Flows Statement (Yahoo Finance) (Spend very minimal time on these statements… highlight significant decreases/increases) (forward looking metrics are more important than past)
Earnings How does the company typically perform? What is the consensus moving forward? When is the next earnings date? (Fidelity) (CNBC)
Competitor Analysis
Competitors Highlight how your stock compares to its competitors with the metrics given (Yahoo Finance) (Fidelity)
Key Statistics Highlight how your stock compares to the industry with the metrics given (Fidelity)
Recommendation
Analyst Opinions Highlight analyst coverage (Yahoo Finance) (Morningstar)
SWOT Analysis Highlight the strengths/weakness/opportunities/threats of this stock based off of your research and analysis
Your Opinion Buy/Hold/Sell/Skip Explain your logical analysis Highlight main points for your reasoning Use forward looking metrics and analysis
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