Sector Report Template SCSU Investment Club Fall 2015 Prepared by Nick Gearhart Updated 09/01/2015

Disclaimer This sector report template is simply a guide to follow, additional research can be added. Not all parts of this template need to be within your own report, but ensure that critical metrics are not left out. Referencing an existing created sector report will help in the production of your own. Please feel free to reach out to any board member if you need help or have any questions. The more sector reports you work on and present, the more familiar you are with the process and development. Remember that less is more… be concise and only include information that you understand while presenting.

Tools and Resources Morningstar Investment Research Center (Library Database) http://stcloud.lib.mnscu.edu/subjects/databases.php?letter=M (SCSU pays for this access – best research available for us in my opinion) Fidelity Yahoo Finance Marketwatch CNBC, Reuters, MSN Money, etc. If you have an account through an online brokerage they often have great research platforms (Options House and Wells Fargo Brokerage work great for me) Utilize a Stock Screener (see page for more details on slide 18) Investopedia.com (This website defines anything related to finance and investments) “Snipping Tool” (this is what it is called on PC’s, not entirely sure what Mac users possess) This is programmed into your computer/laptop under the ‘programs’ tab and in the ‘Accessories’ folder. This can be used to snip pictures on the screen and paste them into your report (graphs, measures, etc.)

Include: Sector, presenters name, and date Cover Page Include: Sector, presenters name, and date

Outline Sector Profile Economic Analysis Current Holdings Recommendations

Sector Profile

Profile Brief description of the sector What services/products does it provide? What kinds of businesses are included in it? Definition of the sector

Companies List any big companies included in this sector

Sector Fundamentals https://eresearch.fidelity.com/eresearch/goto/markets_sectors/landing.j html?bar=p - Scroll down and on the right, click on the sector you are presenting on and fundamentals will be on the lower part of the page

Industry Performance “Industries in this Sector” – within the Sector Fundamentals tab on Fidelity – snip and paste the graph here and highlight which industries have been performing well and which ones have not. Why have they been performing the way they are? Make note of our current holdings in the industries

1 Month/3 Month/1 Year Performance Chart Compare to major indices Find any causes to sudden increases/decreases in price

Economic Analysis

Economic Analysis Fidelity Morningstar https://eresearch.fidelity.com/eresearch/markets_sectors/sectors/sectors_in_m arket.jhtml Fidelity – Research – Markets & Sectors Morningstar http://stcloud.lib.mnscu.edu/subjects/databases.php?letter=M Morningstar Investment Research Center – login with star ID – Markets – Sector Reports (Include any economical information that seems relevant to your company)

Current Holdings

Current Holdings List our current holdings and a snapshot of each one (Yahoo Finance) Briefly explain what the companies offer Show the profit/loss (annualized calculation), purchase date, purchase price, # of shares

1 Month/3 Month/1Year Performance Chart Compare our Current Holdings to each other, the sector, and the S&P 500 Find any causes to sudden increase/decreases in price

Recommendations

** Recommended Stocks** (Very Important to Include) Present the snapshot of any stocks you would like to recommend we take a look at/you found using the stock screener or your own knowledge Provide a profile of the stock(s) you are recommending Provide a brief description as to why you want to take a look at these specific stocks Use one of these sites to screen for stocks: http://www.google.com/finance?hl=en&ei=GCcTUbC_OcamrQHOGA#stockscreen er http://www.msn.com/en-us/money/stockscreener https://screener.finance.yahoo.com/stocks.html (Most websites under the resources/tool on slide 3 offer a stock screener)

Your Opinion What do you suggest we do? Look at buying more, selling, or holding any of our current investments? Purchase any of your recommended stocks?