1. Stock Report Template SCSU Investment Club Fall 2015
Prepared by Nick Gearhart
Updated 09/01/2015

2. Disclaimer
This stock 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 stock 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 questions. Just like anything in life… the more stock 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.

3. Tools and Resources
Morningstar Investment Research Center (Library Database)
(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)
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.)

4. Include: Company name, stock ticker, presenters name, and date
Cover Page
Include:
Company name, stock ticker, presenters name, and date

5. Outline Sector and Industry Company Profile Economic Analysis
Company Analysis
Financial Statements
Competitor Analysis
Recommendations

6. Company Profile

7. Company Profile
Company background - brief description of what the company does
Products/Services (very important to understand)
Company history
Very short description – who/when formed (less important)
Sector and Industry

8. Economic Analysis

9. Economic Analysis Fidelity Morningstar Federal Reserve
Fidelity – Research – Markets & Sectors
Morningstar
Morningstar Investment Research Center – login with star ID – Markets – Sector Reports
Federal Reserve
(only if you really want to dig deep… Fidelity and Morningstar should suffice)
(Include any economical information that seems relevant to your company)

10. Industry Analysis

11. Sector/Industry Analysis
Fidelity
ors_in_market.jhtml
Fidelity – Research – Markets & Sectors – Click the + sign on a sector (right column) – contains news and historical data
Morningstar
Morningstar Investment Research Center – login with star ID – Markets – Sector Reports (contain specific industry analysis)
Other sources work as well

12. Company Analysis

13. Recent News Press Releases and Headlines of significant news
Acquisitions
New projects
New products/services
New contracts
Lawsuits
Etc.

14. Snap Shot
Highlight any positive/negative aspects (52 week range, dividend yield, P/E ratio, beta, EPS, earnings, etc.)
(Yahoo Finance)

15. 1/3/6 Month and1/5 Year Performance Chart
Compare stock to the sector and major indices
Find reason for sudden increases/decreases in price

16. Financial Statements

17. Financial Statements (Yahoo Finance)
Income Statement
Balance Sheet
Cash Flows Statement
(Yahoo Finance)
(Spend very minimal time on these statements… highlight significant decreases/increases)
(forward looking metrics are more important than past)

18. Earnings
How does the company typically perform? What is the consensus moving forward? When is the next earnings date? (Fidelity) (CNBC)

19. Competitor Analysis

20. Competitors
Highlight how your stock compares to its competitors with the metrics given
(Yahoo Finance) (Fidelity)

21. Key Statistics
Highlight how your stock compares to the industry with the metrics given
(Fidelity)

22. Recommendation

23. Analyst Opinions Highlight analyst coverage
(Yahoo Finance) (Morningstar)

24. SWOT Analysis
Highlight the strengths/weakness/opportunities/threats of this stock based off of your research and analysis

25. Your Opinion Buy/Hold/Sell/Skip Explain your logical analysis
Highlight main points for your reasoning
Use forward looking metrics and analysis