Mar 12 2010 Sap

Stock Analyst Program 2010 Driss Kaitouni [email_address] Jamie Tucker [email_address] Honours in Investment Management, Wharton Exchange Fall 2009 March 12, 2010

Winter 2010 Overview ,[object Object],[object Object],Stock Analyst Program 2010 Date Topic Date Topic Jan 29 Overview, Valuation, Resources to Start Mar 8 Options, ETFs, and Forex Demonstration Feb 5 What is Price Action? Multiples Analysis Mar 12 Accounting 101 Feb 12 Stock Screening & Strategy/Money Management Mar 19 TBD Feb 19 Cancelled: Reading Week Mar 26 Cancelled Feb 29 Cancelled: Reading Week Apr 2 Final SAP Presentations

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Stock Analyst Program 2010

Research Report Composition ,[object Object],[object Object],Stock Analyst Program 2010

Evaluation Criteria (1) ,[object Object],[object Object],Research Report Evaluation Stock Analyst Program 2010

The Annual Report ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Contents Source: Prof. Scott, ACCT 354 Stock Analyst Program 2010

The Annual Report ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The Financial Statements Stock Analyst Program 2010

The Annual Report – Income Statement Stock Analyst Program 2010

The Annual Report – Balance Sheet Stock Analyst Program 2010

The Annual Report – Cash Flow Statement Stock Analyst Program 2010

The Annual Report ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The Financial Statements Stock Analyst Program 2010

The Annual Report The Financial Statements – Condensed Income Statement Source: Guru Focus Stock Analyst Program 2010

The Annual Report The Financial Statements – Condensed Balance Sheet Source: Guru Focus Stock Analyst Program 2010

The Annual Report The Financial Statements – Condensed Cash Flow Statement Source: Guru Focus Stock Analyst Program 2010

The Annual Report The Financial Statements – Ratios & Per Share Data Source: Guru Focus Stock Analyst Program 2010

Red Flags ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Trends Stock Analyst Program 2010

Red Flags ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Tactics Stock Analyst Program 2010

DCF Mechanics Discounted Cash Flow Method Stock Analyst Program 2010

DCF Mechanics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Discounted Cash Flow Method Stock Analyst Program 2010

Looking at a Model Assumptions Source: Jamie Tucker Calculations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Stock Analyst Program 2010

Looking at a Model Projections Through 2013 (Based on Own Inputs) Source: Jamie Tucker Calculations Stock Analyst Program 2010

Looking at a Model Projections Through 2024 (Based on Model) Source: Jamie Tucker Calculations Stock Analyst Program 2010

Looking at a Model Terminal Value – Perpetual Growth Source: Jamie Tucker Calculations Stock Analyst Program 2010

Looking at a Model Sensitivity Analysis Source: Jamie Tucker Calculations Think of how many estimations you make to arrive at a share price…sensitivity analysis is a must! Stock Analyst Program 2010

Tips for Sector Picking Performance During Latest Bear Market Rallies Source: Breakfast with Dave (Gluskin Sheff) Stock Analyst Program 2010

Tips for Sector Picking Performance During Latest Bear Market Selloffs Source: Breakfast with Dave (Gluskin Sheff) Stock Analyst Program 2010

How to Start… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Important Resources Stock Analyst Program 2010

Winter 2010 Overview ,[object Object],Date Topic Date Topic Jan 29 Overview, Valuation, Resources to Start Mar 5 Options, ETFs, and Forex Demonstration Feb 5 What is Price Action? Multiples Analysis Mar 12 Accounting 101 Feb 12 Stock Screening & Strategy/Money Management Mar 19 TBD Feb 19 Cancelled: Reading Week Mar 26 Cancelled Feb 29 Cancelled: Reading Week Apr 2 Final SAP Presentations Stock Analyst Program 2010

Mar 12 2010 Sap

Recommended

Recommended

More Related Content

What's hot

What's hot (20)

Similar to Mar 12 2010 Sap

Similar to Mar 12 2010 Sap (20)

Recently uploaded

Recently uploaded (20)

Mar 12 2010 Sap

Editor's Notes