Finance and Investment Organization
Meeting #1 - 9/14/00
PowerPoint Presentation #1
- why you should invest now
- investing versus gambling
- investment vehicles - t-bills, savings account, bonds, stocks, mutual funds
- risk versus reward - history of the stock market, bonds versus stocks
- Roth IRA's
- club organization and plans for the year
- investment clubs - number, members, performance
Investor Profile Sheet - If you missed the meeting or didn't fill one out, please download this, print it out and fill it in. Thanks.
The Most Important Investing Principle of All - An interesting story about time and investing that was handed out. A worthwhile read.
PowerPoint Presentation #2
- basics of the stock market - what a share of stock is, what you can do with it
- different stock markets - over the counter versus listed exchanges
- elements of stock quotes - last price, volume, bid, ask, open, range, earnings per share, price to earnings ratio, dividends, market capitalization
- stock valuation - A stock's valuation is ultimately determined by its stream of future earnings
- income statement - uses, accounting definitions of revenue and expenses, cost of goods sold, net income, operating income
- balance sheet - cash and equivalents, current assets, short term debt, current liabilities, long term debt
- calculations - gross margins, net margins, cash to debt, net cash, Foolish Flow ratio,
- cash flow statement
- analysis of Intel (INTC)
Semiconductor Financial Data - data used for the analysis example
Blank Rulemaker Spreadsheet - blank analysis sheet
Semiconductor Rulemaker Spreadsheet - what your sheet should look like if completed correctly. Don't worry about the cash flow information - it was not included on the sheet.
PowerPoint Presentation #3
- review of the week's market news
- the different stock market indices and how they are calculated
- two fundamental business models - Cash Kings vs. Merchant Kings
- inventory management - days of sales outstanding, days of inventory outstanding, days payable oustanding, cash converstion cycle, inventory shrinkage
- ratios - price to earnings, price to sales, price to cash flow, price to book value, price to earnings growth rate
- analysis of Costco (COST)
Costco Financial Data - some of the data used for Costco's analysis.
Costco Rulemker Spreadsheet - a Rulemaker analysis of Costco. Not very appropriate for a retailer but nevertheless produces useful information.
PowerPoint Presentation #4
- review of the week's market news
- update on Costco
- investment banking - what it is, how it affects stock analysis
- stock analysis - how it's done, what stock reports contain, buy side and sell side analysts, conflict of interests by stock analysts
- price to earnings ratios reviewed - current, trailing, forward
- analysis of Advanced Micro Devices (AMD) and the semiconductor industry
PowerPoint Presentation #5
- review of the week's market news
- update and review of Costco, AMD, and Intel
Ebay Presentation
- analysis of Ebay (EBAY) presented by Alan
PowerPoint Presentation #6
- review of the week's market news
- review of portfolio activity including the purchase of our first two stocks (INTC and AMD)
- defensive investing strategies - time vs. risk, asset allocation, diversification, dollar cost averaging
- review of major industry groups with some example stocks
- stock analysis of JP Morgan & Co.Incorporated (JPM) and Chase Manhattan Corporation (CMB)
- mergers, acquisitions, goodwill, amortization, EBITDA, purchase accounting vs. pooling of interests accounting, arbitrage,
PowerPoint Presentation #7
- review of the week's market news
- review of portfolio activity over the past two weeks
- stock analysis of S&P 500 Deposit Receipts (SPY) and Nasdaq 100 Trust Fund (QQQ)
- preliminary presentation of Apple (AAPL) by Wasif
PowerPoint Presentation #8
- review of the week's market news
- state of the markets,the wealth effect, catalysts for a rally, credit card use
- review of portfolio activity over the past two weeks
Daimler-Chrylser Presentation
- analysis of Daimler-Chrylser (DCX) presented by Tony
Cisco Presentation
- analysis of Cisco (CSCO) presented by Eugene
PowerPoint Presentation #9
- review of the week's market news
- review of portfolio activity over the past two weeks
- analysis of Pfizer-Warner Lamber (PFE)
Quiagen Presentation
- analysis of Quiagen (QGENF) presented by Alan
PowerPoint Presentation #10
- review of the week's market news
- review of portfolio activity over the past two weeks
- review of how to do a stock analysis and what it should include using Starbucks as an example.
- analysis of Starbucks Corporation (SBUX)
PowerPoint Presentation #11
- review of the week's market news
- review of portfolio activity over the past two weeks
- analysis of Home Depot (HD) and Lowes Corporation (LOW)
Genentech Presentation
- analysis of Genentech (DNA) presented by Matt
PowerPoint Presentation #12
- review of the week's market news
- review of portfolio activity over the past two weeks
Honda Motors Presentation
- analysis of Honda Motor Corporation (HMC) presented by Tony
PowerPoint Presentation #13
- review of the week's market news
- review of portfolio activity over the past two weeks
Philip Morris Presentation
- analysis of Philip Morris (MO) presented by Alan
Nokia Presentation
- analysis of Nokia (NOK) presented by Joel
Stock Analysis Checklist - a guide to doing stock analysis
Rulemaker Spreadsheet - a blank analysis sheet
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