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  • Seriously Hip Investment Club

    Stock Presentation Outline




    1. Company Name

    2. Market Capitalization

    3. Market Capitalization Classification from Valueline

    4. Nature of Business (products, services, mkts)

    5. Primary Competitors

    6. Valueline Rankings: Timeliness/Safety/Technical

    7. Changes in Business Over Past 12 Months
      - Competitor strategies
      - Product/Service Mix
      - Acquisitions
      - Legal Actions
      - Etc...

    8. Product/Service Statistics
      - % Revenue per Product/Service and related trends
      - Gross Margins per Product/Service and related trends
      - Product/Service Mix Trends

    9. Debt as Percent of Capital

    10. Flow Ratio (except for financial institutions)

    11. PE Ratios:
      - Current
      - Relative
      - 5-yr Avg
      - Annual Avg for EACH of Past 5 Years
      - Projected Level in 3-5 Years

    12. Earnings/Share
      - 3-yr Avg Growth
      - Minimum LT Growth Est from Yahoo, Valueline, etc.
      - Growth Rates Past 5 Years

    13. Prices
      - Current
      - 52-week High/Low
      - Forecasted High/Low in 3-5 Years
      - Current Buy/Hold/Sell Ranges

    14. Reasons to Buy

    15. Reasons not to Buy

    16. Bottom Line Recommendation


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