H&R Block 4400 Main Street Kansas City, MO 64111 Phone: (816) 753-6900 Homepage: hrblock.com.

Slides:



Advertisements
Similar presentations
© Family Economics & Financial Education – Revised November 2004 – Investing Unit – Language of the Stock Market Funded by a grant from Take Charge America,
Advertisements

More on Investing Lise Woodard Buy-side Equity Analyst, Wilkins Investment Counsel smartwomansecurities © 2006 Smart Woman Securities. All materials are.
ACCT 201 ACCT 201 ACCT 201 Reporting and Analyzing Equity UAA – ACCT 201 Principles of Financial Accounting Dr. Fred Barbee Chapter 11.
Financial Statements for a Corporation JEOPARDY. Income Statement Analyzing Income St Statement of Stockholders’ Equity Balance Sheet Vocabulary GRAB.
Strategic Capital Group Workshop #8: Cost of Capital.
 Planning to use your money for the future  Making Money with Money  Risk is going to be involved  Higher Risk=Higher Rate of Return (or Loss)! 
Chapter 6 – Corporate-Level Strategy
Chapter 13 In-Class Notes. Stock Quotations Where can you find stock quotes? Stockbrokers, financial newspapers, business sections of local newspapers,
Business Plan Preparation Frank Moyes Leeds School of Business University of Colorado Boulder, Colorado Operations & Development Strategy.
Aqua America Since 1888 Jordan Nicholas and Matt Conley.
Ambac Financial Group, Inc. Adding diversity to our financial sector holdings.
Key Terms from the World of Finance. Key Terms AMEX – Stands for American Stock Exchange. Located in New York City, this stock exchange sells memberships,
Business Plan Preparation Frank Moyes Leeds School of Business University of Colorado Boulder, Colorado Operations & Development Strategy.
Started in the 1800s and the telegraph Info transmitted over telegraph wires Companies assigned one and two letter symbols Most actively traded companies.
Financial Literacy. Why Learn About Stocks  The stock market is the core of America’s economic system Stock is a share of ownership in the assets and.
Jeopardy MarketsTermsStrategiesInvestments Misc. Q $100 Q $200 Q $300 Q $400 Q $500 Q $100 Q $200 Q $300 Q $400 Q $500 Final Jeopardy.
CHAPTER 9 The Cost of Capital
CSC444F'07Lecture 11 The Software Vendor Business Environment.
Dollars and Sense UNIT 5: Investing Part 3: Stocks.
© 2008 Thomson South-Western CHAPTER 12 INVESTING IN STOCKS AND BONDS.
Copyright © 2005 by South-Western, a division of Thomson Learning, Inc. All rights reserved. Exam Next Week ●Study now ●Do WebStudy quiz for class after.
Analyst: Jeremy Leach and JohnPaul Bennett Thursday, November 5 th, 2009.
Analyst Program Presentation Template The purpose of this template is to provide guidance for what your presentation should include and to aid you in your.
October 13, 2012 Quarterly Stock Pick NYSE: NSC By: Justen Leicht.
1 Dime Community Bancshares, Inc. (DCOM) FTN Research Investor Day June 9, 2004 Statements made herein that are forward looking in nature within the meaning.
Company Name Industry Exchange Traded Ticker Symbol Date of last fiscal year Add Last 4 quarters EPS Yearly EPS (6 year history) Yearly.
 Preferred Stock  Common Stock  Stockbroker  Stock Exchange  Market Value.
G1 STOCKS Essential Questions 1.In what ways does the stock market impact the personal wealth of an individual and a business? 2.Why diversify within.
Stock Market general term to describe all stock transactions.
NOW & LATER A Stock Market Unit Curriculum For Middle School Students Ione Kalish-Cottrell.
Investment/Shareholders
Stock Market Game. Ticker Symbol – Symbol identifying the stock – this is how you identify stocks for purchase and also when researching Example: Apple.
Financial Stocks Kate Farley Ryan O’Connor. Agenda Brief overview of Sector Business Analysis Reasons for our stock pick Financials and Valuation Recommendation.
WOW 7 – Stock Market Continued. DIVIDENDDIVIDEND: The part of the company ’ s profits which is usually distributed to company ’ s shareholders, normally.
2.3 RATES OF CHANGE Calc 10/1/14. Warm-up 2.3 Rates of Change - Marginals What were the rates in the warm-up problem?
Client Confidential - Call for more information Telemet Orion The Smart Choice Integrates Integrates Portfolio Analytics and Attribution Portfolio.
The Stock Market. What is a stock? A stock represent a share in the ownership of a company. If you own a company's stock, then you are a owner, or shareholder,
MBA Student Managed Fund Class of 2005 University of Connecticut School of Business.
What are Stocks?  A stock represents a share in the ownership of a company.  Ownership of stock is represented by a stock certificate.  These days,
McGraw-Hill/Irwin © 2007 The McGraw-Hill Companies, Inc., All Rights Reserved. Macroeconomic and Industry Analysis CHAPTER 11.
Degree to which the value of an investment moves up and down. Volatility.
STOCK MARKET GAME ENTERING STOCKS. STOCK MARKET GAME.
Stock Market Game!. General Terminology Consensus – to reach an agreement on a decision Invest – become part owner in a company or loan a government agency.
1 Economic/Market Outlook late 2007—early 2008 Penn Mutual November 6 th, 2007.
Jefferson City Revenue Forecast Staff Analysis. Accuracy in Estimates Important to Make Best Use of Tax Payer Money.
Unit 4 Investing. I. Investing / A. Investing vs. Saving / 1. Investing - putting money to work to earn a profit / 2. Saving - foregoing present spending.
Saving and Investing Notes. Saving and Investing Objectives Explain factors that influence the amount of money earned at a financial institution.
Language of the Stock Market Part 2 Davis High School Financial Literacy Course.
Stock Market Notes.  Definition: Part ownership in a business › If the business is successful, you make money › If not, you lose money  How much stock.
Money Investments  What is an investment?  Investment is something bought for future financial benefit.  Promotes economic growth  Contributes to wealth.
INVESTMENTS – RISK TOLERANCE QUIZ Stocks Bonds Real Estate Collectibles Mutual Funds.
G1 © Family Economics & Financial Education – Revised November 2004 – Investing Unit – Language of the Stock Market Funded by a grant from Take.
Performance of Private Equity Portfolios Paul A. Strassmann, New Canaan Men Investment Club May 2, 2016.
W!se Unit 5 Investing. What is Investing?  Putting money to work earning more money for the future.
Risk and Reward Investment options.
Jack Henry & Associates, Inc
Language of the Stock Market
List 1 expense that a business needs money for
Market Update May 4th, 2017 Edward Low, SK Ra
Investment/Shareholders
Exam Next Week Study now Do WebStudy quiz for class after exam.
Business Plan Preparation
December, 2009.
Utilities Stock Presentation
Language of the Stock Market
NAIC Classic Stock Selection Guide - Value Line Investment Survey Reference Key Data contained within these windows is illustrative only and not guaranteed.
They are ownership in a company Part of publicly held corporations
The Stock Market.
Presentation transcript:

H&R Block 4400 Main Street Kansas City, MO Phone: (816) Homepage: hrblock.com

Company Basics Industry: Services Sector: Personal Services Current Price: $ /12/02 Ticker Symbol: HRB - traded on NYSE 52 Week High: $ /26/02 52 Week Low: $ /12/01 Beta:.38 Market Capitalization: 8.24 billion Insiders & 5% Owners: 4%

Core Values Client is Number One Quality Team Work

Company Revenues

Current Events Lending Program for Tax Payers Who Need Additional Funds 31% Market Share for Tax Software Software Sales Are 19% Above Predictions New Tax Laws Increase Demand for Consultation Berkshire Hathaway Has Been Purchasing Substantial Amounts of HRB Shares

Dividends and EPS Dividends Have Grown 60% Since 1998 Dividend Yield 1.43% Compared to 1.20% for the S&P 500 EPS Estimate of 2.29 Confirmed During the End of March - Next Year 2.55 EPS 5 Year Growth of 20.44% Compared to Their Sector 11.39%

Risks Continuing Stagnant Economic Conditions People Being Unaware of Financial Services Reduction in Market Value Due to the End of the Tax Season Bad Press About Tax Preparation Competency

5 Year Closing Prices