Mar 08 2010 Sap

Stock Analyst Program 2010 Driss Kaitouni [email_address] Jamie Tucker [email_address] Honours in Investment Management, Wharton Exchange Fall 2009 March 8, 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],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

Options Payoff Basics ,[object Object],[object Object],[object Object],[object Object],[object Object],Stock Analyst Program 2009

Options Lingo Basics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Stock Analyst Program 2010

Options Factors Usefulness ,[object Object],[object Object],[object Object],[object Object],[object Object],Stock Analyst Program 2010 Call Put Stock Price ↑ ↓ Strike Price ↓ ↑ Time to Expiration ↑ ↑ Implied Volatility ↑ ↑ Risk Free Rate ↓ ↑ Dividends ↓ ↑

Options Options Chain Stock Analyst Program 2010

Options Combinations Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Stock Analyst Program 2010

What? Types of Canadian ETFs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Exchange Traded Funds ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Stock Analyst Program 2009

Tactical Uses Strategic Uses ,[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],Source: Global ETF Research & Implementation Strategy Team, Barclays Global Investors Exchange Traded Funds Stock Analyst Program 2010

Exchange Traded Funds Canadian ETF Statistics Source: TSX ,[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],Stock Analyst Program 2010

Exchange Traded Funds Prospectus Source: www.hapetfs.com 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

Friday, March 12 th Session Annual Report – Accounting 101 ,[object Object],[object Object],[object Object],[object Object],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 08 2010 Sap

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Mar 08 2010 Sap

Editor's Notes