Finance Stock Report
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FIN360LectureTermPaper-2.pptxFIN 360 – TERM PAPER
Team Term Paper (i.e. 2 person) “Stock Research Report” that comprises the following components (6-8 pages double spaced narrative before tables and graphs)
Business Description (10%)
Competitive Position (20%)
Investment Positives (20%)
Investment Risks (20%)
Price Objective & Valuation Methodology (20%)
Comparative valuation analysis
Dividend discount model (ddm)
Conclusion/Buy or Sell Recommendation (10%)
Please put your initials (i.e. DJK) citing who was the author of each respective section of the stock research report
FIN 360 – TERM PAPER
KEY RESOURCES
Davis Center
Bloomberg
Morningstar Direct
Roesch Library
IBIS World Industry Reports (i.e. industry snapshot)
Standard & Poor’s NetAdvantage (i.e. detailed company report)
Business Source Complete (i.e. swot analysis)
Statista (i.e. market share graphs)
FIN 360 – TERM PAPER
BUSINESS DESCRIPTION (10% of grade)
Please include a pie chart depicting the sizes of the various business
Resources:
Company annual report
Company 10-K filing
Company Investor Relations website
FIN 360 – TERM PAPER
COMPETITIVE POSITION (20% of grade)
What is the company’s respective industry market share of each line of business?
Is its market share growing or contracting and why?
RESOURCES .. Barron’s, Bloomberg, Business Source Complete, CNBC, Google Finance, IBES World, Morningstar Direct, Mutual Fund Management Commentary on Holdings, S&P NetAdvantage, Statista, ValueLine, Wall Street Journal, Zacks, Yahoo Finance
FIN 360 – TERM PAPER
INVESTMENT POSTIVES (20% of grade)
Bullet point rationales… what are the positive attributes of your stock recommendation back it up by facts
Examples… new product introduction, niche market with growing market share, cost cutting initiative will grow operating margins
RESOURCES .. Barron’s, Bloomberg, Business Source Complete, CNBC, Google Finance, IBES World, Morningstar Direct, Mutual Fund Management Commentary on Holdings, S&P NetAdvantage, Statista, ValueLine, Wall Street Journal, Zacks, Yahoo Finance
FIN 360 – TERM PAPER
INVESTMENT RISKS (20% of grade)
Bullet point rationales… what risks are inherent in your stock recommendation
Examples… excessive debt, highly cyclical earnings, management turnover, loss of key contract
RESOURCES .. Barron’s, Bloomberg, Business Source Complete, CNBC, Google Finance, IBES World, Morningstar Direct, Mutual Fund Management Commentary on Holdings, S&P NetAdvantage, Statista, ValueLine, Wall Street Journal, Zacks, Yahoo Finance
FIN 360 – TERM PAPER
PRICE OBJECTIVE & VALUATION METHODOLOGY (20% of grade)
Your price objective should be a function of your valuation methodology
Valuation Methodology
Comparative valuation analysis
Dividend Discount Model (ddm)
Bloomberg and Morningstar are the best tools
CONSULT THE DAVIS CENTER FOR HELP
FIN 360 – TERM PAPER
CONCLUSION/RECOMMENDATION (10% of grade)
FIN 360 – TERM PAPER
Sourcing Your Paper (i.e. according to Goldman Sachs…)
Plagiarism will result in an “F”
QUESTIONS…
CONSULT THE DAVIS CENTER FOR HELP…
PLEASE PICK YOUR TEAM
