Proposal For Robot Investor. Strategy Tap into financial data –Historic record –Current prices, news, etc –Forecasts Analyze individual stock –NAIC modified.

Slides:

Advertisements

Similar presentations

Business Performance Analysis (Part 2)

Advertisements

The Value of Common Stocks. Topics Covered  How Common Stocks are Traded  How To Value Common Stock  Capitalization Rates  Stock Prices and EPS 

Dividends and Earnings. Investors may make money on their investments through dividends and by selling stocks for a profit.

1 Financial Statement Analysis Curriculum designed for use with the Iowa Electronic Markets by Cynthia J. Brown Marilyn M. Dutton Thomas A. Rietz.

Essentials of Investments © 2001 The McGraw-Hill Companies, Inc. All rights reserved. Fourth Edition Irwin / McGraw-Hill Bodie Kane Marcus 1 Chapter 14.

Fall-02 Investments Zvi Wiener tel: Financial Statement Analysis BKM.

Financial Statement Analysis

Lecture 7 The Value of Common Stocks Managerial Finance FINA 6335 Ronald F. Singer.

Proposal For Robot Investor. Strategy Tap into financial data –Historic record –Current prices, news, etc –Forecasts Analyze individual stock –NAIC modified.

The Value of Common Stocks Chapter 4. Topics Covered  How Common Stocks are Traded  How To Value Common Stock  Capitalization Rates  Stock Prices.

Proposal For Robot Investor. Strategy Tap into financial data –Historic record –Current prices, news, etc –Forecasts Analyze individual stock –NAIC modified.

Fundamental Analysis and Stocks Economics 71a: Spring 2007 Mayo, Chapter 9 Lecture notes 3.3.

1 16. Understanding Accounting & Financial Statements.

Fundamental Analysis and Stocks FINAFREE INVESTMENTS 1.

Valuation Terms and Ratios Tanveer Chandok (Director of Mentorship)

Introduction to Financial Statement Analysis Introduction to Financial Statement Analysis C H A P T E R 5.

Valuation Techniques 1.Balance sheet analysis, 2.Income statement multiples, and 3.Discounted cash flows…

The Value of Common Stocks

FIN 819: lecture 2'1 Review of the Valuation of Common Stocks How to apply the PV concept.

Measuring Profitability James Dow For GBUS 600 Spring 2004.

Investments: Analysis and Behavior Chapter 10- Financial Statement Analysis ©2008 McGraw-Hill/Irwin.

Parts of a Financial Statement 1.Statement of Income 2.Balance Sheet 3.Statement of Cash Flow 4.Statement of Stockholders’ Equity.

1- 1 Corporate Finance and Applications – Review of Financial Topics for Case Studies Fall 2015 Dr. Richard Michelfelder.

The value of common stocks

MT 217 Unit 3 Seminar.

1- 1 Financial Management Princeton PMBA Program August 22, 2015 to November 24, 2015 Dr. Richard Michelfelder.

Intro to Financial Management Understanding Financial Statements and Cash Flows.

W.I.S.E. INVE$TOR$ CLUB Stock Study Guide Sections 2 & 3 Created by: Marlene A. Jordan.

The Nuts & Bolts of Investment Banking: Understanding Key Financial Concepts Andrea O’Neal & Patrice Mitchell Investment Banking Program Managers.

Financial Ratios Clicker Quiz. What is this ratio? Market Price Per Share Earnings Per Share A. Inventory Turnover B. Accounts Receivable Turnover C.

Parts of a Financial Statement 1.Statement of Income 2.Balance Sheet 3.Statement of Cash Flow 4.Statement of Stockholders’ Equity.

Intro to Financial Management Evaluating a Firm’s Financial Performance.

© 2014 Cengage Learning. All Rights Reserved. Learning Objectives © 2014 Cengage Learning. All Rights Reserved. LO6 Calculate earnings per share. LO7 Calculate.

COMPANY LOGO An Overview of Financial Performance.

Chapter 2 Financial Ratio Analysis. 2-2 Example 2.1 Problem  Rylan Enterprises has 5 million shares outstanding.  The market price per share is $22.

Analysis of Financial Statements. Learning Objectives  Understand the purpose of financial statement analysis.  Perform a vertical analysis of a company’s.

McGraw-Hill/Irwin © 2008 The McGraw-Hill Companies, Inc., All Rights Reserved. 1-1 McGraw-Hill/Irwin © 2008 The McGraw-Hill Companies, Inc., All Rights.

1 Financial Statement Analysis Curriculum designed for XYZ inc. Presented by : OBSAL.

Fourth Edition 1 Financial Statement Analysis. Fourth Edition 2 Outline 1.Financial statements 1.Income statement and margin analysis 2.Ratio analysis.

Chapter 4 Principles of Corporate Finance Eighth Edition Value of Bond and Common Stocks Slides by Matthew Will Copyright © 2006 by The McGraw-Hill Companies,

McGraw-Hill/Irwin Copyright © 2005 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 19 Financial Statement Analysis.

Income Statement (“P&L”) Cash Flow Statement Balance Sheet An Introduction to Financial Statements.

Managing Financial Operations Patterns of Entrepreneurship Chapter 11.

Financial Statements, Forecasts, and Planning

Finance Chapter 2 Financial statements. Financial statements & reports  Annual report—a report issued once a year by a corporation to its stockholders,

PREPARE THE FOUR FINANCIAL STATEMENTS 1. INCOME STATEMENT 2. RETAINED EARNINGS STATEMENT 3. BALANCE SHEET 4. CASH FLOW STATEMENT.

Company Name Stock Trading Symbol. Company History Founder: Incorporation Date: IPO Date: Initial Sales Price: Current Sales Price:

McGraw-Hill/Irwin © 2007 The McGraw-Hill Companies, Inc., All Rights Reserved. Financial Statement Analysis CHAPTER 13.

 The McGraw-Hill Companies, Inc., 1999 INVESTMENTS Fourth Edition Bodie Kane Marcus Irwin/McGraw-Hill 19-1 Financial Statement Analysis Chapter 19.

Rivanna Investments: Intro to Equity Research. Rivanna Investments First step is to gather information Financial statement and reports (EDGAR)

Financial Statements. Balance Sheet Income Statement Ratios Outline.

FINANCIAL STATEMENTS.

The Value of Common Stocks

Pre – MBA Program Accounting Ratios Nov 11, 2012.

Financial Statement Analysis

Fundamental Analysis and Stocks

Financial Statement Analysis

FINANCIAL PERFORMANCE

Introduction to the Financial Statements

FINANCIAL PERFORMANCE

Intro to Financial Management

FINANCIAL PERFORMANCE

Lesson 13-2 Financial Statements and Analysis

Intro to Financial Management

Lecture 4 The Value of Common Stocks

© 2014 Cengage Learning. All Rights Reserved.

Financial Statement Analysis

FINANCIAL PERFORMANCE

Financial Markets – Fall, 2019 – Oct 17, 2019

Presentation transcript:

Proposal For Robot Investor

Strategy Tap into financial data –Historic record –Current prices, news, etc –Forecasts Analyze individual stock –NAIC modified –Management –Balance sheet

Data Sources

EDGAR

Yahoo.com

Marketwatch.com

Balance Sheet Sources Market Watch – ncials.asp?symb=Thttp:// ncials.asp?symb=T Yahoo

Cash Flow

Excel Spread Sheet Tools

NAIC Stock Selection Guide (SSG)

NAIC Portfolio Evaluation Review Technique (PERT)

NAIC Management Effectiveness

PEG (Price/Earnings)/(Earnings Growth Rate)

EBITDA - Earnings Before Interest, Taxes, Depreciation, Amortization

EBITDA/Revenue

Cash Flow

Payout Ratio

Return on Equity (ROE) ROE Calculation A company's ROE ratio is calculated by dividing the company's net income by its shareholder equity, or book value. The formula is simple: Net Income/Average Common Equity* *Total assets less total liabilities You can find net income on the income statement, but you can also take the sum of the last four quarters worth of earnings. Shareholders equity, meanwhile, is located on the balance sheet and is simply the difference between total assets and total liabilities. Shareholder equity represents the tangible assets that have been produced by the business. Both net income and shareholder equity should cover the same period of time.net incomeshareholder equitybook valueincome statementassetsliabilities

Yield Yield = Dividend/Price per share