1. NOTE: To change the image on this slide, select the picture and delete it. Then click the Pictures icon in the placeholder to insert your own image. MEETING #4 – HOW TO INVEST NOVEMBER 13, 2015 ic.stgeorges.bc.ca

2. Today’s Agenda Identifying Catalysts What is a Catalyst? Catalyst Examples Investment Terms Item 1 Investment Resources Interpreting Graphs (demo) Team Sectors Item 2 Analyst Teams Head Analysts Item 3 Activity and Reminders Industry Presentations Item 4

3. What is a Catalyst?  Anything that incites a change  Any news item  Anything that is able to cause a change in stock price  Essential to value investing  Company news, change in leadership, change in macroeconomic conditions, etc.

4. Catalyst Examples  Can you provide an example of a catalyst?

5. Live Demo  How we do we use the research available to us to research and evaluate stocks?  For this demo, we will use Google Finance to examine Alimentation Couche-Tard (ATD.B) http://bit.ly/1VjBCWL

6. Basic Investment Terminology  Ticker/Quote: The symbol used to represent the stock on a stock exchange. All TSX stocks end in.TO.  I.E: TD.TO, L.TO, RCI.B.TO  Market Cap: total value of shares outstanding  EPS: Earnings Per Share – net income over last four quarters (fiscal year) divided by the shares outstanding.  P/E Ratio: the ratio of the stock’s price, to its earnings per share  Beta: the measure of a stock’s risk in relation to its market Image Here

7. Head Analyst Announcements  Drumroll, please…  Consumer Retail:  Mike Zhang  Financial Institutions:  Wesley Graham  Industrials:  Davin Liu  Natural Resources:  Michael Li  Real Estate & Health:  Felix Hoehne  Technology, Media & Telecommunications:  Harley Lancit

8. Company Examples  Consumer Retail:  Loblaws  Financial Institutions:  Bank of Montreal  Industrials:  Methanex  Natural Resources:  Husky  Real Estate & Health:  RioCan  Technology, Media & Telecommunications:  Rogers

9. Analyst Team Placement  Please sort yourself into your preferred industry. Do so by interest!  Please go to the following link to sign up for teams. http://ic.stgeorges.bc.ca/analyst-teams/ You can join any team you wish. We will be balancing out numbers afterwards.  Finalized lists will be posted on club website.

10. Analyst Team Activity  In two weeks – Head Analysts - research your industry and be prepared to present!  Maximum length of presentation is 2 minutes.  Should include general, basic information about the industry (major companies, how well are they doing, etc.)  Any presentation media is fine (no presentation media is fine as well).  Members – you will be sorted into teams by next week.

11. Other Reminders  Sign-up using club website  Hand in consent forms – you cannot propose without them handed in.  Minutes team positions  Talk to Jimmy in person or email him (jimmy.teng2016@stgeorges.bc.ca)  Communicate with your head analysts!

12. And Remember… “An investment in knowledge… pays the best interest.” - Benjamin Franklin