Company Presentation
1. Submit a hard copy to the instructor by the due date.
2. Email the presentation to sim@fisher.osu.edu for posting on the web site.
3. Email a brief summary of your recommendation (buy/sell ideas) to the class and
instructor at least 24 hours prior to the presentation.
4. Dress for the presentation is business professional.
5. Presentation should be a maximum of 15 minutes (plus Q&A).
6. Grades will be based on the team performance.
a. It is OK if some team members do not speak during the presentation.
b. Let me know if a team member is not doing his/her part to help the team.
7. Do not go into detail about stocks held in the portfolio that are not being
bought or sold (the presentations get too long).
8. Teams are only allowed to recommend the purchase of stocks that fall under their
sector coverage.
Format:
Overview
 Very briefly recap your sector recommendation.
 Review what stocks we currently own in the portfolio.
 What stocks do you plan to buy/sell?
Discussion of Stocks
 Business analysis of the stocks you are buying and/or selling.
o Please compare/contrast the companies in your discussion.
o Key business drivers (economic/supply/demand/margin/etc)
o If the stock has performed poorly, why?

Financial analysis
o You may want to review your projections for earnings and sales for the
companies and compare/contrast them
o Review the breakdown of ROE for the companies—compare/contrast
the companies
o Discuss other profitability, growth, credit and activity ratios, if deemed
important.
o Review the history of the companies and compare/contrast it with the
current and future projections—will the environment improve,
deteriorate, stay the same? Why?

Valuation
o Determine a target price for all names held within the sector and
compare the potential price appreciation.
o Include the DCF’s for your companies (either in the presentation or in
the appendix to the presentation).
o Review the valuations in light of historical price ratios—have the
ratios expanded/contracted/stayed the same over the years?
o Review the valuations relative to the industry, sector (if available), and
S&P 500—have the ratios expanded/contracted/stayed the same over
the years?
o Review your expectations for future valuations—will the ratios
expand/contract/stay the same going forward?
o Review the results of technical analysis

Recommendation
o Present your recommendation.
o Your recommendation should be in basis points (buy/sell).
o Mention the primary catalysts (that support your recommendation) for
each stock (e.g. valuation, improved prospects, etc).
o Talk about the primary risks to your recommendation for each stock.
o State the price targets for all stocks owned within your sector. Also,
include target prices for buy-recommended stocks and explain your
rationale.
Class Vote
 Majority Rules
Helpful Tip:
Review the prior quarter presentations on the web site for help with format and ideas.