stock savvy
Post on 06-May-2015
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Stock Savvy
MorningstarStandard & Poor’s
Value Line
Morningstar
• Objectives:• Know the basic components of the Toolbar• Find and review a company report• Know how to use the glossary
Morningstar• Includes over 2,000 stocks• Generally the largest companies in terms of
market capitalization and sales across more than 130 industries globally
• Also rate stocks that aren’t as well known but are attractive investments
• Rates stocks 1 through 5 stars, with 5 the best and 1 the worst.
• Goal is to answer this difficult question: Is a company worth the price that the market is asking for its shares?
Morningstar
• Key components to their ratings:• Analysts’ estimate of the stock’s fair value• How much uncertainty of their estimate• Current market price • Both quantitative & subjective input• Is calculated daily• No predefined distribution of stars• Let’s search for an analyst report
Morningstar Stock report
• Merck analyst report
Standard & Poor’s NetAdvantage
• Objectives• Find a stock report/company profile• Know the difference between a stock report
and a company profile• Find an issue of S&P Outlook• Use the S&P glossary
S&P Net AdvantageStock reports on over 1100+ companies, analysts’ evaluation, timeliness (updated weekly). More indepth. Electronic reports provides more information: consensus opinion, industry analysis and newsCompany profile financials and projections for 6,000 publicly held companiesSTARS (Stock Appreciation Ranking System)5overperform 1 underperform
S&P NetAdvantage
• Merck S&P Stock Report
• S&P Outlook
Value Line
• Founded in 1931 as Arnold Bernhard & Company, Inc.• Stock traded on NASDAQ: Symbol: V• Analysis of approximately 1700 stocks, 100 industries • This universe comprises 95% of the market
capitalization of all stocks traded in the US markets• Source of historical information • Forecast of stock price performance over the next six
to 12 months
Value Line
• Covers 1700 equities, Standard edition, roster of companies changes
• Projections of key financial measures• Small and Mid-Cap of the Value Line Investment
Survey 1800 stocks contains consensus earnings estimates, if available, but they do not contain analysts commentaries
Timeliness• Rank 1 (Highest): These stocks, as a group, are expected to be the
best performers relative to the Value Line universe during the next six to 12 months (100 stocks).
• Rank 2 (Above Average): These stocks, as a group, are expected to have better-than-average relative price performance (300 stocks).
• Rank 3 (Average): These stocks, as a group, are expected to have relative price performance in line with the Value Line universe (approximately 900 stocks).
• Rank 4 (Below Average): These stocks, as a group, are expected to have below-average relative price performance (approximately 300 stocks).
• Rank 5 (Lowest): These stocks, as a group, are expected to have the poorest relative price performance (100 stocks).
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