1. Industry Group Name Here Bob Smith Bill Shmo Ann Dill

2. Industry Selection Justification List 2-3 reasons why you believe this industry or sector will perform well in the next couple years

3. Targets and Recommendation Stock Name (Analyst Name) AnalystSymbolPECurrent Price Target Price Recomme ndation Xyz Corp (Betty Bob) Bob S.XYZ15$202.20$152.12Buy, Sell, Hold, Strong Buy/Sell

4. Buy/Sell/hold Symbol (Analyst Name) Copy and Paste/Special excel valuation as MS Excel object Give brief discussion of company Justify financials: growth numbers (including perpetual) and expected return (risk) Investment Thesis “Buy/Sell/Hold XYZ Stock because of reasons 1, 2, 3)

5. Buy/Sell/hold Symbol (Analyst Name) Copy and Paste/Special excel valuation as MS Excel object Give brief discussion of company Justify financials: growth numbers (including perpetual) and expected return (risk) Investment Thesis “Buy/Sell/Hold XYZ Stock because of reasons 1, 2, 3)

6. Buy/Sell/hold Symbol (Analyst Name) Copy and Paste/Special excel valuation as MS Excel object Give brief discussion of company Justify financials: growth numbers (including perpetual) and expected return (risk) Investment Thesis “Buy/Sell/Hold XYZ Stock because of reasons 1, 2, 3)

7. Top Trade Strong Buy or Sell XYZ As a group, why did you choose this trade