jmis welcome

8/8/2019 Jmis Welcome

1/21


2/21

Meet Our Executives:


3/21

2009-2010 Performance:


4/21

JMIS Events:

Bi-weekly Meetings

New AnalystsPortfolio Management

Trading Competition

Forum

Guest Speakers

Networking EventsSocial Events

Next meeting October 5th

FISA Events:

Designation Fair

Recruitment EventsMonthly Newsletter

VSE

Sustainable Finance

Conference

Speaker SeriesJMFRG

JMSE


5/21


6/21

How to Pitch a Stock


7/21

Sources The most valuable thing one can posses in

finance is

LibraryGo to http://library.concordia.ca/

Two ways from here:

o Find Books & articles -> Databases -> Finance

oResearch Guides by subject -> Business -> Finance

From here you have access to more information than you will need to

process.

Information.


8/21

Formula Growth Investment Lab

Located at MB 12.254 You can register a Bloomberg account and use the

Bloomberg terminals to get data and do research.

(McGill doesnt have this)


9/21

Internet

Several good stock screeners exist, and thereare thousands of websites to get data from.

http://ca.finance.yahoo.com/

http://finviz.com/ http://www.sec.gov/

http://www.sedar.com/

http://www.sec.gov/edgar.shtml


10/21

News

Create virtual portfolio and set up email alerts

http://investorshub.advfn.com/

http://www.gluskinsheff.com/

http://www.marketwatch.com/

http://www.economist.com/

http://www.finviz.com/


11/21

Balance sheet


12/21

Income Statement


13/21

Cash Flow Statement


14/21


15/21

Financial Ratios Analysis


16/21

What is a financial ratio ?

A financial ratio is a relative magnitude of two

selected numerical values taken from a

companys financial statements (wikipedia.com)

Basic arithmetical operation,

but more complex interpretation.


17/21

Key Ratios

Earnings per share (EPS) : Evaluates the operating performance/

profitability of a company.

Relates income to the average number of sharesoutstanding.

The higher, the better


18/21

Price to earnings (P/E) :

Comparison of a stock earnings with its share

price.

Measures how investors expects earnings to grow

in the future

High ratio : Investors are optimistic


19/21

Price to Book (P/B) :

Compares the market valuation of a company tothe value that the company shows on its financial

statements.

People also value of intangible assets.

The higher, the better


20/21

Return on Assets (ROA) :

Shows how efficiently management uses thecompanys resources.

Return on Equity (ROE) :

How much profit management generates fromresources provided by its shareholders.

Given as percentages; The higher, the better.


21/21

Very Important !

To be meaningful , a given financial ratio of acompany must be compared to :

Prior years to examine the trend

Industry norms

Competing companies

jmis welcome

Documents