Uploaded by eillan1914

Copy of Copy of Copy of Investment Meeting Template

advertisement
Investment Meeting
Stocks
Company #1: Apple
Ticker: AAPL
Company Profile
History
Reputation
Goals/Vision
Financial Highlights
Income Statement
Review
Balance Sheet
Review
Cash Flow
Dividend Payouts
EPS
PE
Book Value
Yield Ratio
Stock Valuation Measures
PEG Ratio
PEGY Ratio
Price-to-Book
ROE
10 year average
Reasons to Buy/ Caution
Historic Earnings
Growth
Future Earnings
Growth
Return on Equity
Sales Measures
Profit Margins
Company #2: Tesla
Ticker: TSLA
Company Profile
History
Reputation
Goals/Vision
Financial Highlights
Income Statement
Review
Balance Sheet
Review
Cash Flow
Dividend Payouts
EPS
PE
Book Value
Yield Ratio
Stock Valuation Measures
PEG Ratio
PEGY Ratio
Price-to-Book
ROE
10 year average
Reasons to Buy/ Caution
Historic Earnings
Growth
Future Earnings
Growth
Return on Equity
Sales Measures
Profit Margins
Company #3: Microsoft
Ticker: MSFT
Company Profile
History
Reputation
Goals/Vision
Financial Highlights
Income Statement
Review
Balance Sheet
Review
Cash Flow
Dividend Payouts
EPS
PE
Book Value
Yield Ratio
Stock Valuation Measures
PEG Ratio
PEGY Ratio
Price-to-Book
ROE
10 year average
Reasons to Buy/ Caution
Historic Earnings
Growth
Future Earnings
Growth
Return on Equity
Sales Measures
Profit Margins
Company #4: Oracle Corporation
Ticker: ORCL
Company Profile
History
Reputation
Goals/Vision
Financial Highlights
Income Statement
Review
Balance Sheet
Review
Cash Flow
Dividend Payouts
EPS
PE
Book Value
Yield Ratio
Stock Valuation Measures
PEG Ratio
PEGY Ratio
Price-to-Book
ROE
10 year average
Reasons to Buy/ Caution
Historic Earnings
Growth
Future Earnings
Growth
Return on Equity
Sales Measures
Profit Margins
Company #5: NVIDIA Corporation
Ticker: NVDA
Company Profile
History
Reputation
Goals/Vision
Financial Highlights
Income Statement
Review
Balance Sheet
Review
Cash Flow
Dividend Payouts
EPS
PE
Book Value
Yield Ratio
Stock Valuation Measures
PEG Ratio
PEGY Ratio
Price-to-Book
ROE
10 year average
Reasons to Buy/ Caution
Historic Earnings
Growth
Future Earnings
Growth
Return on Equity
Sales Measures
Profit Margins
Bonds:
Interest Rates
Bond Name
Real Estate:
Market:
Home Prices
Duration
Debt
Measures
Liquidity
Measures
Yields
Credit
New Construction
Property Inventory
Mortgage Rates
Flipping Activity
Foreclosures
REITs
Commodities:
Volatility
Contracts
Download