[BUY/SELL]: [Company Name] Ticker: [Ticker] Date: [Today’s Date] Name: [Name of Group Members] [Company Logo Here]

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Presentation transcript:

[BUY/SELL]: [Company Name] Ticker: [Ticker] Date: [Today’s Date] Name: [Name of Group Members] [Company Logo Here]

Key Information Company Name:[Company Name] Ticker:[Ticker] Sector:[Sector] Current Price:[Current Price] 52wk Range:[52 Wk Range] Beta:[Beta] Dividend Yield:[Div Yield] P/E:[P/E] EPS:[EPS] Market Cap:[Market Cap]

Growth Drivers [Growth Driver #1] – [Brief Explanation] [Growth Driver #2] – [Brief Explanation] [Growth Driver #3] – [Brief Explanation]

About [Company Name] [Brief History] [General Business Information] [Brands, Products, Etc] [Leadership]

Recent News [Headline] – [Source] [Date] [Headline] – [Source] [Date] [Headline] – [Source] [Date]

Trade Recommendation [BUY or SELL] Buy Level: [$XX.XX] Sell Level: [$XX.XX] [(XX% Gain)] [Include Historical Performance Graph Here]

Profitability Paste some images of profitability trend graphs here

Competitors [Competitor #1] – [Image of Logo] [Competitor #2] – [Image of Logo]

Close Competitors [Your Company] [Comp 1][Comp 2] Debt to Equity Return on Asset Return on Equity Operating Margin Profit Margin Debt Ratio P/E Ratio EPS Dividend Beta

Performance V Comps

Peer Valuations [Sector/Industry P/E] [Your Company P/E] [Competitor #1 P/E] [Competitor #2 P/E] [Competitor #3 P/E] [P/E 5yr Range]

Pros & Cons [Reasons for buying the stock] – [Reason #1] – [Reason #2] – [Reason #3] [Several risks of buying the stock] – [Reason #1] – [Reason #2] – [Reason #3]

Income Statement [Image of Income Statement]

Balance Sheet [Image of Balance Sheet]

Cash Flow Statement [Image of Cash Flow Statement]

Dividend Discount Model [DDM Results] [Image of Dividend Discount Model Here]

Discounted Cash Flow Model [DCF Results] [Image of Discounted Cash Flow Model]

Investment Thesis [Long/Short Position] – [Entry price] – [Exit Price] [Summary of reasons for recommendation]

Conclusion [Wrap Up Ideas] [Why FMA Trust Should Buy/Sell Stock]