McGill Investment Club Analyst Program – 1 st  meeting October 19 th  2006
Agenda <ul><li>Objective </li></ul><ul><li>Industry Selection </li></ul><ul><li>Stock Report </li></ul><ul><li>Timeline </...
Objective <ul><li>Our goal is to generate a valuable learning experience through this program as well as select different ...
Industry Selection <ul><li>Financial Institutions </li></ul><ul><li>Media & Telecom </li></ul><ul><li>Energy </li></ul><ul...
Stock Report <ul><li>Examples of MIC stock presentations are online </li></ul><ul><li>Analysis on one stock and place a bu...
Stock Report <ul><li>Suggestions: </li></ul><ul><ul><li>Quality earnings – profitable company... </li></ul></ul><ul><ul><l...
Deadlines & Timeline <ul><li>October 23rd: </li></ul><ul><li>Stock Selection Submission  </li></ul><ul><ul><li>Submit a li...
Deadlines & Timeline <ul><li>November 13th:   </li></ul><ul><li>Update on Report Progress </li></ul><ul><ul><li>Follow the...
Deadlines & Timeline <ul><li>November 20th:   </li></ul><ul><ul><li>Report Submission </li></ul></ul><ul><li>November 23rd...
Q&A <ul><li>Questions? </li></ul><ul><li>Gab:  [email_address] </li></ul><ul><li>Guy-Charles:  [email_address] </li></ul><...
Upcoming SlideShare
Loading in …5
×

2005-2006 (Winter) - Analyst Meeting Presentation

652 views

Published on

2005-2006 (Winter) - Analyst Meeting Presentation

Published in: Economy & Finance, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
652
On SlideShare
0
From Embeds
0
Number of Embeds
33
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

2005-2006 (Winter) - Analyst Meeting Presentation

  1. 1. McGill Investment Club Analyst Program – 1 st meeting October 19 th 2006
  2. 2. Agenda <ul><li>Objective </li></ul><ul><li>Industry Selection </li></ul><ul><li>Stock Report </li></ul><ul><li>Timeline </li></ul><ul><li>Q&A </li></ul>
  3. 3. Objective <ul><li>Our goal is to generate a valuable learning experience through this program as well as select different stocks to invest in for the club’s portfolio. </li></ul>
  4. 4. Industry Selection <ul><li>Financial Institutions </li></ul><ul><li>Media & Telecom </li></ul><ul><li>Energy </li></ul><ul><li>Consumer Non-Cyclical </li></ul><ul><li>Transportation </li></ul><ul><li>Utilities </li></ul><ul><li>Healthcare </li></ul><ul><li>Retail Products </li></ul><ul><li>Investment Trusts </li></ul><ul><li>REITs </li></ul>
  5. 5. Stock Report <ul><li>Examples of MIC stock presentations are online </li></ul><ul><li>Analysis on one stock and place a buy, hold, or sell rating. </li></ul><ul><li>Format: </li></ul><ul><ul><li>Industry Analysis </li></ul></ul><ul><ul><li>Stock Valuation </li></ul></ul><ul><ul><li>Future Outlook: opportunities and risks </li></ul></ul><ul><ul><li>Target Price Range </li></ul></ul><ul><ul><li>Recommendation </li></ul></ul>
  6. 6. Stock Report <ul><li>Suggestions: </li></ul><ul><ul><li>Quality earnings – profitable company... </li></ul></ul><ul><ul><li>Growing – sales, earnings, margins... </li></ul></ul><ul><ul><li>Well positioned vs. competitors </li></ul></ul><ul><ul><li>Dividend </li></ul></ul>
  7. 7. Deadlines & Timeline <ul><li>October 23rd: </li></ul><ul><li>Stock Selection Submission </li></ul><ul><ul><li>Submit a list of 3 stocks that you would like to analyze and why </li></ul></ul><ul><li>October 26 th : </li></ul><ul><ul><li>MIC Approval </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul>
  8. 8. Deadlines & Timeline <ul><li>November 13th: </li></ul><ul><li>Update on Report Progress </li></ul><ul><ul><li>Follow the MIC Report online for example </li></ul></ul><ul><ul><li>If possible, try to value the firm using a DCF and Comparables </li></ul></ul><ul><ul><li>We can help with any other questions </li></ul></ul>
  9. 9. Deadlines & Timeline <ul><li>November 20th: </li></ul><ul><ul><li>Report Submission </li></ul></ul><ul><li>November 23rd: </li></ul><ul><li>Presentation </li></ul><ul><ul><li>10 Minute Group Presentation </li></ul></ul><ul><ul><li>Recommendation </li></ul></ul><ul><ul><li>Q&A </li></ul></ul><ul><ul><li>Sell/Buy Decision by MIC </li></ul></ul>
  10. 10. Q&A <ul><li>Questions? </li></ul><ul><li>Gab: [email_address] </li></ul><ul><li>Guy-Charles: [email_address] </li></ul><ul><li>Tracy: [email_address] </li></ul>

×