1. Keurig Green Mountain Inc. (GMCR)
Ultra Petroleum Corp. (NYSE)
Keurig Green Mountain Inc. (GMCR)
Saad Hirani BBS Finance

2. Agenda Company Analysis Company Fundamentals Chart Analysis
Competitors
Final Recommendation
Joy: Very good agenda, clear, helps people follow along

3. Company Analysis (Ultra Petroleum Corp.)
Industry Analysis|Company Analysis|Company Fundamentals|Charts|Competitors|Recommendation
Company Analysis (Ultra Petroleum Corp.)
Overview
Revenue & Market Share
Independent oil and gas company engaged in the development, production, operation, exploration, and acquisition of oil and natural gas properties.
Headquartered in Houston, TX
Joy: a little dense, perhaps compare the specs in a chart?
Try to have a product picture in product pitches
Good 4P’s
Sipan: I think you should have a picture so we know what the product looks like. The information is great though.
Generally enjoys high profitability and large margins accrued from very low costs compared to other producers in industry.

4. Has a strong ROA, low risk, with moderate returns & P/E
Industry Analysis|Company Analysis|Company Fundamentals|Charts|Competitors|Recommendation
Company Fundamentals
Essential Statistics
Market Cap: $4.20bn
EPS: 1.54
P/E: 18.30
52 week high: 29.52
Beta: 1.15
ROA: 8.49%
Joy: a little dense, perhaps compare the specs in a chart?
Try to have a product picture in product pitches
Good 4P’s
Sipan: I think you should have a picture so we know what the product looks like. The information is great though.
Has a strong ROA, low risk, with moderate returns & P/E

5. Industry Analysis|Company Analysis|Company Fundamentals|Charts|Competitors|Recommendation
Chart Analysis
Joy: a little dense, perhaps compare the specs in a chart?
Try to have a product picture in product pitches
Good 4P’s
Sipan: I think you should have a picture so we know what the product looks like. The information is great though.
Source: Google Finance

6. Competitors Main Competitors YoY Revenue Changes
Industry Analysis|Company Analysis|Company Fundamentals|Charts|Competitors|Recommendation
Competitors
Main Competitors
YoY Revenue Changes
Main competitors are Gasco Energy, U.S Energy Corp, Resolute & larger energy providers in industry
Has higher profit margins than AmeriGas, WPX, SM & CVR but lower than Laredo & Oasis
Joy: a little dense, perhaps compare the specs in a chart?
Try to have a product picture in product pitches
Good 4P’s
Sipan: I think you should have a picture so we know what the product looks like. The information is great though.
Source: Google FInance

8. Forecasts and Final Recommendation
Industry Analysis|Company Analysis|Company Fundamentals|Charts|Competitors|Recommendation
Forecasts and Final Recommendation
Recommendation for UPL
Tighter gas storage will pave way for improved gas prices.
Growth to trend closer to 15% rather than predicted 5-9%
Leverage to fall from 3.6 to 2.5 in next months.
Joy: a little dense, perhaps compare the specs in a chart?
Try to have a product picture in product pitches
Good 4P’s
Sipan: I think you should have a picture so we know what the product looks like. The information is great though.
^Market Watch & CNN Finance strongly recommends a buy. Sales this year have crossed estimates and the stock is currently at a low price, and there is an earnings report scheduled for May 02. Recommend waiting for price to fall to about 25 and then buy.