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SMG Stock Research Worksheet 201
Nancy KingAlaska SMG Coordinator
Creator of Stock Research Worksheet
Vincent Young, AVP Curriculum Initiatives, SIFMA Foundation
Moderator
Stock Research Worksheet
SMG Stock Research Worksheet 201
• Review: – SMG Stock Research Worksheet
Watch the video• New Today: Stock Research Worksheet 201
– Answers to often asked questions
Frequently Asked Questions
• Where do I get ideas for stocks?• How many Worksheets do I have to do?• I have found a company; now, what do I do?• I have purchased a stock; now, what do I do?
#1. Where Do I Get Stock Ideas?
Start with a known company, but add a twist
Competitors of a Known Company
Company2013 EPS
Growth RateProfit
Margin
McDonald’s 3.5% 19.5%
Yum Brands -30.8% 10.8%
Sonic 6.7% 7.5%
Worksheet Results
A Lesser Known Company
• Quality competitors of the super hyped company• Find competitors at
– Morningstar– Yahoo! Finance– Market Watch
Morningstar.com
Yahoo! Finance
MarketWatch
Quality Stocks in Top Industries
• Leading Industries• Locating the Leading Industries
– Wall Street Journal online– Bloomberg (visual data)– MarketWatch (tools--map of the market)– FinViz (financial visualization)
Wall Street Journal
Bloomberg
MarketWatch
FinViz
#1. Where Do I Get Stock Ideas
• Recap– A Company’s Competitors– A Hyped Company’s Competitor– A Quality Stock in a Top Industry
#2. How Many Worksheets Do I Have to do?
• It depends on:– Quality of your stock ideas– Current stock market action– Economy
#3. I Have Found a Stock; Now, What Do I Do?
• Check company news and price chart– Yahoo– Morningstar
• Decide how many shares to buy• Decide and record your plan for selling the stock• Place the order to buy the stock
#4. I Bought the Stock; What Do I Do now?
• Watch It• Build a Watch List• Set up an online portfolio to track your Watch
List
You can make money doing this homework. How often in life does that happen?
Investing
• is a craft• is an art, not a precise science• requires patience, persistence, consistency• requires objectivity, discipline, responsibility
SMG Stock Research Worksheet 201
Nancy King, [email protected] Young, [email protected]
www.stockmarketgame.org
