Research
|
Stock Pitch Template Part I: Financial Indicators •Price/Earnings (compare to industry and closest competitors) •Earning-per-Share ([Net Income - Dividends on Preferred Stock]/ Average Outstanding Shares) •Debt to Capital Ratio (Debt / [Shareholders Equity + Debt]) •Gross Profit Margin ([Revenue – Cost of Goods Sold “COGS”] / Revenue) •Fully diluted NAV per share (Diluted Net Asset Value / Outstanding Shares) •Does the earning of the company exhibit any trend of growth •Sector Outlook •Industry Cycles and the current industry position •Future Profit Growth Point •Outward investment •Volume (>100,000 shares required) Part II: Fundamental Indicators •Governmental Policies towards the Industry and Company (Existing and Likely) •Company’s Market Orientation (Domestic or International) •Company Risk Management (including hedge of raw production materials) •Management Capabilities •Product/Service Cycles (including future pipeline) Recommended Sources for Research
|