This document provides an overview and instructions for the Stock Analyst Program (SAP) being held in the fall of 2008. It outlines the current portfolio, describes the trading challenge and stock pitch components of the program, and reviews various stock valuation methodologies like discounted cash flow analysis and relative valuation that students will need to apply in their research reports. Key dates for submitting trade ideas, mid-program analysis, and final presentations are also provided.
15. Fundamental Value Investing Benjamin Graham Warren Buffet 1. Sourced to John Reese, Todd Glassman; “Market Gurus.” Stock Analyst Program 2008
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18. Value versus Growth Relative Price Performance Chart 1. Sourced to Bloomberg Financial. Both Value and Growth index are from BARRA. Stock Analyst Program 2008
30. Important Dates Ø Sunday, Oct. 26 th First Day for Trading Challenge the following Monday - E-mail your trade for the week Ø Monday, Oct. 27th: Stock Analyst Program Stock Selection Deadline - E-mail me your stock picks for the Research Report - This date was revised from the 20 th to the 27 th Ø Monday, Nov. 3rd: Stock Analyst Program Mid-Analysis Meeting, time and location TBA Ø Friday, Nov. 21st: Stock Analyst Program Final Meeting and Presentations, time and location The Following Dates are Important Stock Analyst Program 2008
31. Contact Information Office Hours: Fridays from 1:00 pm to 3:00 pm in BRONF 038 Email: [email_address] Stock Analyst Program 2008
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