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SMG Stock Research Worksheet 2014 Presentation
 

SMG Stock Research Worksheet 2014 Presentation

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    SMG Stock Research Worksheet 2014 Presentation SMG Stock Research Worksheet 2014 Presentation Presentation Transcript

    • SMG STOCK RESEARCH WORKSHEET PRESENTED BY NANCY B. KING, ALASKA SMG COORDINATOR MODERATED BY VINCENT YOUNG, DIRECTOR OF CURRICULUM INITIATIVES
    • 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
    • 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
    • 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 the Data on Morningstar
    • 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 quality company. 1.0 to 1.5 The stock is reasonably priced. 2.0 to 2.5 The stock is overpriced.
    • 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 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
    • 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
    • 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
    • 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.
    • 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.
    • 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.
    • 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.
    • COMMON CORE MATH • Modeling (HS Domain) • Statistics and Probability (MS) – Using data samples to draw general conclusions and identifying patterns.
    • SMG SKILLS
    • THANK YOU Open for Questions