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SMG STOCK RESEARCH
WORKSHEET
PRESENTED BY NANCY B. KING,
ALASKA SMG COORDINATOR

MODERATED BY VINCENT YOUNG,
DIRECTOR OF C...
Based on

One Up On Wall Street :
How To Use What You
Already Know To Make
Money In The Market
by Peter Lynch and John Rot...
FUNDAMENTAL ANALYSIS
• Uses company financial data to determine
health of a company
• SMG Stock Research Worksheet uses 6 ...
COMPANY PROFILE

Morningstar
Morningstar

Reuters
GROWTH RATES: EARNINGS-PERSHARE (EPS) AND EPS FORECAST
EPS GROWTH RATE DATA

To Find the Data on Morningstar
EARNINGS-PER-SHARE 5-YEAR
GROWTH RATE FORECAST

Analysts estimate of
company’s growth rate in
the next 5 years.

To Find t...
SALES/REVENUE GROWTH RATE
SALES/REVENUE DATA LOCATION

To Find the Data on Morningstar
PROFIT MARGIN
PROFIT MARGIN

To Find the Data on Morningstar
COMPANY PROFIT MARGIN VS
INDUSTRY AVERAGE
COMPANY NET MARGIN VS INDUSTRY
AVERAGE

To Find the Data on Morningstar
PEG RATIO
PEG RATIO

To Find the Data on Morningstar
PEG GUIDELINES FOR QUALITY STOCKS
Is the stock overpriced or is it a bargain?
0.5 to 0.9 The stock is a bargain if it is a...
DEBT RATIO
LONG-TERM DEBT-TO-EQUITY

To Find the Data on Morningstar
INSTITUTIONAL OWNERSHIP
INSTITUTIONAL OWNERSHIP

To Find the Data on Morningstar
STOCK PRICE

To Find the Data on Morningstar
STOCK’S CURRENT PRICE TREND
STOCK PRICE TRENDING UP
STOCK PRICE TRENDING DOWN

Free Stock Charts.com
MCDONALD’S PRICE TREND

To Find the Data on Morningstar
WRAP-UP QUESTIONS
THE SMG STOCK RESEARCH WORKSHEET
• Presents one way to evaluate a company
• Does not guarantee success

• Provides a syste...
RESOURCES
•
•
•
•
•
•
•

Morningstar.com -- comprehensive data
Reuters.com -- good narrative about companies
Finance.yahoo...
INVESTING
• is a craft

• is an art, not a precise science
• requires patience, persistence, consistency

• requires objec...
COMMON CORE ELA ANCHORS
• Integration of Knowledge and Ideas
• CCSS.ELA-Literacy.CCRA.R.7 Integrate and evaluate
content p...
INTEGRATION OF KNOWLEDGE AND
IDEAS (GRADES 11-12)
• Science and Technical Subjects
• CCSS.ELA-Literacy.RST.11-12.7 Integra...
INTEGRATION OF KNOWLEDGE AND
IDEAS (GRADES 6-10)
• Science and Technical Subjects
– CCSS.ELA-Literacy.RST.6-8.7 Integrate
...
SPEAKING AND LISTENING
• Presentation of Knowledge and Ideas
– CCSS.ELA-Literacy.SL.11-12.4 Present information,
findings,...
COMMON CORE MATH
• Modeling (HS Domain)
• Statistics and Probability (MS)
– Using data samples to draw general
conclusions...
SMG SKILLS
THANK YOU

Open for Questions
SMG Stock Research Worksheet 2014 Presentation
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Transcript of "SMG Stock Research Worksheet 2014 Presentation"

  1. 1. SMG STOCK RESEARCH WORKSHEET PRESENTED BY NANCY B. KING, ALASKA SMG COORDINATOR MODERATED BY VINCENT YOUNG, DIRECTOR OF CURRICULUM INITIATIVES
  2. 2. Based on One Up On Wall Street : How To Use What You Already Know To Make Money In The Market by Peter Lynch and John Rothchild
  3. 3. FUNDAMENTAL ANALYSIS • Uses company financial data to determine health of a company • SMG Stock Research Worksheet uses 6 pieces of financial data 1. Earnings Growth Rate 2. Sales Growth Rate 3. Profit Margin 4. PEG Ratio 5. Debt-to-Equity Ratio 6. Percent of Institutional ownership
  4. 4. COMPANY PROFILE Morningstar Morningstar Reuters
  5. 5. GROWTH RATES: EARNINGS-PERSHARE (EPS) AND EPS FORECAST
  6. 6. EPS GROWTH RATE DATA To Find the Data on Morningstar
  7. 7. EARNINGS-PER-SHARE 5-YEAR GROWTH RATE FORECAST Analysts estimate of company’s growth rate in the next 5 years. To Find the Data on Morningstar
  8. 8. SALES/REVENUE GROWTH RATE
  9. 9. SALES/REVENUE DATA LOCATION To Find the Data on Morningstar
  10. 10. PROFIT MARGIN
  11. 11. PROFIT MARGIN To Find the Data on Morningstar
  12. 12. COMPANY PROFIT MARGIN VS INDUSTRY AVERAGE
  13. 13. COMPANY NET MARGIN VS INDUSTRY AVERAGE To Find the Data on Morningstar
  14. 14. PEG RATIO
  15. 15. PEG RATIO To Find the Data on Morningstar
  16. 16. PEG GUIDELINES FOR QUALITY STOCKS Is the stock overpriced or is it a bargain? 0.5 to 0.9 The stock is a bargain if it is a quality company. 1.0 to 1.5 The stock is reasonably priced. 2.0 to 2.5 The stock is overpriced.
  17. 17. DEBT RATIO
  18. 18. LONG-TERM DEBT-TO-EQUITY To Find the Data on Morningstar
  19. 19. INSTITUTIONAL OWNERSHIP
  20. 20. INSTITUTIONAL OWNERSHIP To Find the Data on Morningstar
  21. 21. STOCK PRICE To Find the Data on Morningstar
  22. 22. STOCK’S CURRENT PRICE TREND
  23. 23. STOCK PRICE TRENDING UP STOCK PRICE TRENDING DOWN Free Stock Charts.com
  24. 24. MCDONALD’S PRICE TREND To Find the Data on Morningstar
  25. 25. WRAP-UP QUESTIONS
  26. 26. THE SMG STOCK RESEARCH WORKSHEET • Presents one way to evaluate a company • Does not guarantee success • Provides a systematic way to analyze a company • Allows students to base their stock decisions on solid information • Provides an alternative to guessing and to someone’s hot tip
  27. 27. RESOURCES • • • • • • • Morningstar.com -- comprehensive data Reuters.com -- good narrative about companies Finance.yahoo.com -- I use their portfolio feature Google.com/finance -- I like their variety Bloomberg.com -- excellent for stock news theMint.com -- for students SmcKids.com -- from Warren Buffet kids tv program
  28. 28. INVESTING • is a craft • is an art, not a precise science • requires patience, persistence, consistency • requires objectivity, discipline, responsibility These are listed at the conclusion of the Teacher Guide
  29. 29. COMMON CORE ELA ANCHORS • Integration of Knowledge and Ideas • CCSS.ELA-Literacy.CCRA.R.7 Integrate and evaluate content presented in diverse media and formats, including visually and quantitatively, as well as in words. – CCSS.ELA-Literacy.CCRA.R.10 Read and comprehend complex literary and informational texts independently and proficiently.
  30. 30. INTEGRATION OF KNOWLEDGE AND IDEAS (GRADES 11-12) • Science and Technical Subjects • CCSS.ELA-Literacy.RST.11-12.7 Integrate and evaluate multiple sources of information presented in diverse formats and media (e.g., quantitative data, video, multimedia) in order to address a question or solve a problem. – CCSS.ELA-Literacy.RST.11-12.8 Evaluate the hypotheses, data, analysis, and conclusions in a science or technical text, verifying the data when possible and corroborating or challenging conclusions with other sources of information. – CCSS.ELA-Literacy.RST.11-12.9 Synthesize information from a range of sources (e.g., texts, experiments, simulations) into a coherent understanding of a process, phenomenon, or concept, resolving conflicting information when possible.
  31. 31. INTEGRATION OF KNOWLEDGE AND IDEAS (GRADES 6-10) • Science and Technical Subjects – CCSS.ELA-Literacy.RST.6-8.7 Integrate quantitative or technical information expressed in words in a text with a version of that information expressed visually (e.g., in a flowchart, diagram, model, graph, or table). – CCSS.ELA-Literacy.RST.9-10.7 Translate quantitative or technical information expressed in words in a text into visual form (e.g., a table or chart) and translate information expressed visually or mathematically (e.g., in an equation) into words.
  32. 32. SPEAKING AND LISTENING • Presentation of Knowledge and Ideas – CCSS.ELA-Literacy.SL.11-12.4 Present information, findings, and supporting evidence, conveying a clear and distinct perspective, such that listeners can follow the line of reasoning, alternative or opposing perspectives are addressed, and the organization, development, substance, and style are appropriate to purpose, audience, and a range of formal and informal tasks. – CCSS.ELA-Literacy.SL.11-12.5 Make strategic use of digital media (e.g., textual, graphical, audio, visual, and interactive elements) in presentations to enhance understanding of findings, reasoning, and evidence and to add interest.
  33. 33. COMMON CORE MATH • Modeling (HS Domain) • Statistics and Probability (MS) – Using data samples to draw general conclusions and identifying patterns.
  34. 34. SMG SKILLS
  35. 35. THANK YOU Open for Questions
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