stock savvy

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Post on 06-May-2015

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Created by Sue Lawson at Arlington Heights Memorial Library. I've uploaded it for ease of sharing.

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  • 1.Stock Savvy MorningstarStandard & PoorsValue Line

2. Morningstar Objectives: Know the basic components of the Toolbar Find and review a company report Know how to use the glossary 3. Morningstar Includes over 2,000 stocks Generally the largest companies in terms ofmarket capitalization and sales across more than130 industries globally Also rate stocks that arent as well known but areattractive investments Rates stocks 1 through 5 stars, with 5 the bestand 1 the worst. Goal is to answer this difficult question: Is acompany worth the price that the market isasking for its shares? 4. Morningstar Key components to their ratings: Analysts estimate of the stocks fair value How much uncertainty of their estimate Current market price Both quantitative & subjective input Is calculated daily No predefined distribution of stars Lets search for an analyst report 5. Morningstar Stock report Merck analyst report 6. Standard & PoorsNetAdvantage Objectives Find a stock report/company profile Know the difference between a stock reportand a company profile Find an issue of S&P Outlook Use the S&P glossary 7. S&P Net AdvantageStock reports on over 1100+ companies,analysts evaluation, timeliness (updatedweekly). More indepth.Electronic reports provides more information:consensus opinion, industry analysis and newsCompany profile financials and projections for6,000 publicly held companiesSTARS (Stock Appreciation RankingSystem)5overperform 1 underperform 8. S&P NetAdvantage Merck S&P Stock Report S&P Outlook 9. Value Line Founded in 1931 as Arnold Bernhard & Company, Inc.Stock traded on NASDAQ: Symbol: V Analysis of approximately 1700 stocks, 100 industries This universe comprises 95% of the marketcapitalization of all stocks traded in the US markets Source of historical information Forecast of stock price performance over the next sixto 12 months 10. Value Line Covers 1700 equities, Standard edition, roster ofcompanies changes Projections of key financial measures Small and Mid-Cap of the Value Line InvestmentSurvey 1800 stocks contains consensus earningsestimates, if available, but they do not containanalysts commentaries 11. Timeliness Rank 1 (Highest): These stocks, as a group, are expected to be thebest performers relative to the Value Line universe during the nextsix to 12 months (100 stocks). Rank 2 (Above Average): These stocks, as a group, are expected tohave better-than-average relative price performance (300 stocks). Rank 3 (Average): These stocks, as a group, are expected to haverelative price performance in line with the Value Line universe(approximately 900 stocks). Rank 4 (Below Average): These stocks, as a group, are expected tohave below-average relative price performance (approximately 300stocks). Rank 5 (Lowest): These stocks, as a group, are expected to have thepoorest relative price performance (100 stocks). 12. Value Line Company Report Merck