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SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC
WEEK 5 ASSESSMENT
WALL STREET MOOC: Understanding Financial Markets
Week 5 Assignment Overview
March 13, 2014
SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC
ASSESSMENT
• Because you’ve made it this far
• Because you want your efforts recognized by an attestation
of success
• Because you will learn even more by doing so and gain
valuable feedback from your peers
• Because it’s actually fun, can be done at your home and
either in written or video format
• Because you can win an iPad!
Why complete the assessment?
SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC
ASSESSMENT
•Pick the stock of one the following companies: Adidas, Apple, Google, Krispy Kreme
Doughnuts, L’Oreal, Lululemon, Microsoft, Nike, Orange, Starbucks, Under Armour
•Write a 2-3 page investment recommendation
•Follow clear guidelines introduced during the week 3 Spreecast
1st OPTION: written investment pitch
•Pick the stock of one the following companies: Adidas, Apple, Google, Krispy Kreme
Doughnuts, L’Oreal, Lulelemon, Microsoft, Nike, Orange, Starbucks, Under Armour
•Prepare a 2-3 minute video-based stock pitch
•Follow clear guidelines introduced during the week 3 Spreecast
•The student with the best video (as determined by the FIRST FINANCE Institute panel of
judges) will win an iPad mini.
2nd OPTION: video investment pitch
SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC
ASSESSMENT
• a. what macroeconomic factors could impact the industry or the company's sales/earnings growth
• b. does management's growth strategy make sense? will it work?
• c. competitive analysis: how does their product/price compare with competitors?
• d. market share: do you expect them to gain or lose market share? why?
• e. what catalysts can be identified
(1) Future sales and earnings growth (0-40 points)
• a. what multiple is the stock trading at
• b. what are the comparable companies
• c. what multiples are the comparable companies trading at
• d. is the stock we're opining on trading at the right multiple? should it trade at a higher or lower
multiple and why?
• e. 12 month price target
(2) Stock valuation (0-40 points)
Your written stock recommendation or video pitch will cover the following points:
SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC
ASSESSMENT
• a. how liquid is the stock? what exchange does it trade on? is it
included in the S&P 500 or the DJIA?
• b. what is the 52 week high? 52 week low? i.e. how volatile is the
stock price?
• c. are there options? would you buy puts or calls on this
stock? why?
• d. does the company have bonds? what are they rated? what is the
yield/spread to treasuries on the largest bond issue?
• e. what are the risk factors to your thesis?
• f. other
(3) Other considerations (0-20 points)
SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC
ASSESSMENT
• Yahoo Finance
• Seeking Alpha
• Motley Fool
• Bloomberg.com
Online Resources to use:
• note explaining:
• what a ticker symbol is
• how to use Yahoo finance to find comparable companies
• how to use Yahoo finance to find out what multiple a stock trades out
• how to use Seeking Alpha to find research from other investors
• where to find earnings estimates
• Sample equity research report
Documents provided to participants
SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC
WEEK 5 ASSESSMENT
Questions?

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WS MOOC w5 assessment

  • 1. SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC WEEK 5 ASSESSMENT WALL STREET MOOC: Understanding Financial Markets Week 5 Assignment Overview March 13, 2014
  • 2. SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC ASSESSMENT • Because you’ve made it this far • Because you want your efforts recognized by an attestation of success • Because you will learn even more by doing so and gain valuable feedback from your peers • Because it’s actually fun, can be done at your home and either in written or video format • Because you can win an iPad! Why complete the assessment?
  • 3. SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC ASSESSMENT •Pick the stock of one the following companies: Adidas, Apple, Google, Krispy Kreme Doughnuts, L’Oreal, Lululemon, Microsoft, Nike, Orange, Starbucks, Under Armour •Write a 2-3 page investment recommendation •Follow clear guidelines introduced during the week 3 Spreecast 1st OPTION: written investment pitch •Pick the stock of one the following companies: Adidas, Apple, Google, Krispy Kreme Doughnuts, L’Oreal, Lulelemon, Microsoft, Nike, Orange, Starbucks, Under Armour •Prepare a 2-3 minute video-based stock pitch •Follow clear guidelines introduced during the week 3 Spreecast •The student with the best video (as determined by the FIRST FINANCE Institute panel of judges) will win an iPad mini. 2nd OPTION: video investment pitch
  • 4. SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC ASSESSMENT • a. what macroeconomic factors could impact the industry or the company's sales/earnings growth • b. does management's growth strategy make sense? will it work? • c. competitive analysis: how does their product/price compare with competitors? • d. market share: do you expect them to gain or lose market share? why? • e. what catalysts can be identified (1) Future sales and earnings growth (0-40 points) • a. what multiple is the stock trading at • b. what are the comparable companies • c. what multiples are the comparable companies trading at • d. is the stock we're opining on trading at the right multiple? should it trade at a higher or lower multiple and why? • e. 12 month price target (2) Stock valuation (0-40 points) Your written stock recommendation or video pitch will cover the following points:
  • 5. SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC ASSESSMENT • a. how liquid is the stock? what exchange does it trade on? is it included in the S&P 500 or the DJIA? • b. what is the 52 week high? 52 week low? i.e. how volatile is the stock price? • c. are there options? would you buy puts or calls on this stock? why? • d. does the company have bonds? what are they rated? what is the yield/spread to treasuries on the largest bond issue? • e. what are the risk factors to your thesis? • f. other (3) Other considerations (0-20 points)
  • 6. SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC ASSESSMENT • Yahoo Finance • Seeking Alpha • Motley Fool • Bloomberg.com Online Resources to use: • note explaining: • what a ticker symbol is • how to use Yahoo finance to find comparable companies • how to use Yahoo finance to find out what multiple a stock trades out • how to use Seeking Alpha to find research from other investors • where to find earnings estimates • Sample equity research report Documents provided to participants
  • 7. SHELLY LOMBARD AND STEPHEN WEISS WALL STREET MOOC WEEK 5 ASSESSMENT Questions?