Term Project
Stock Investment Proposal
Information follows that may help
you find information about the
Company you are researching and
information about its stock. We use
Wal-Mart as an Example
From WalMart
Internet: Wal-Mart
Home Page, Lombard,
PCQuote, StockMaster
From S&P
Stock Report
Wal-Mart Stock
Information
From
Investment
Firm
From Value
Line Stock
Report
Information from Wal-Mart
• Student Packet for Research
–
–
–
–
–
–
–
–
The Story of Wal-Mart
Wal-Mart Stock History
Notice of Annual Meeting of Shareholders
Wal-Mart Annual Report (Including 11 Year Financial
Summary)
Securities and Exchange Report Form 10-Q and Form 10K
Wal-Mart Announces Expansion Plans
Wal-Mart “Making a Difference in Hometowns and
America”
Wal-Mart “The Retail Divisions”
Information From S&P Stock
Report
•
About S&P Stock Report
– (Website: www.standardandpoors.com - limited number of companies listed
-under Analyses)
– Available at West Campus Library, Call No. HG4905.S443
– Quarterly Publication
•
What S&P Report Tells
– Wal-Mart Overview & Business Summary
– Important Development
– S&P Opinion (graphs of price and trade volume, risk and outlook
evaluation, etc.)
– Key Stock Statistics (EPS, P/E ratio, beta, dividend rate)
– Per Share Data
– Income Statement Analysis
– Ratio Analysis
Information from Value Line
Report
•
•
About Value Line
– Report on Each Stock Coming out Quarterly in the Rating & Reports
Section, Call No. HG4501 V26 (West Campus Library)
– Reports Published by Industry
– A Total of 1700 Plus Stocks Evaluated by Value Line
What in Value Line Report
– Business Summary on Recently Development and Prospects
– Rank for Timeliness, Safety with 1 (highest) and 5 (lowest)
– Key Stock Statistics (beta, P/E ratio, dividend yield, etc.)
– Graphs of stock price and trade volume
– Records on Per-Share Basis
– Time Series on Gross Basis
– Value Line’s Indexes (financial strength, price stability, price growth
persistence, earnings predictability)
Internet
• Visiting Wal-Mart Home Page
– Wal-Mart History and Culture
– Sam’s Club Information
– Wal-Mart Stock Performance Graphs (by
StockMaster)
– How to Get Research Information
Internet: Use Netscape
•
Use of Lombard Public Access Center
–
–
–
–
–
Address -- http://www.lombard.com/
First, register as a Public Access User
Useful info. Under “Tools and Resources”
Getting 20 min. delayed quotes by inputting stock symbol “WMT”
Getting Intraday/Historical graphs up to most recent 6 years; graphs can
be plotted on daily, weekly, monthly or yearly basis
– Using Research Link to get
• Wal-Mart stock graph
• Graph of S&P 500 Index
• Graph of NASDAQ Composite Index
Internet: Use Netscape
•
Use of PCQuote
– Address -- http://www.pcquote.com/
– Free 20 min. delayed quotes available
– Register to be Beta Tester for more information
• IndexWatch
• MicroWatch (20 min. delayed price data and key stock statistics)
• Ranking (top ten data for most active, most up, most down in 12
stock exchange and stock exchange options)
• Performance/Stock analysis
• Financial ratios/industry comparisons
• Annual Reports/Edgar Online (for 10-Q & 10-K)
• A lot more
Internet: Use Netscape
• Use of CNNfn
– Address -- http://www.cnnfn.com/
•
•
•
•
Top News Stories
Access to Quicken.com
Stock Quotes
Much More
Internet: Use Netscape
• Use of Stockmaster
– Address--www.stockmaster.com
– Useful for:
• graphs & recent headlines
• stock quotes
• financial ration analysis & comments
• SEC filings
• Mgmt discussions & projections
• profile & competitors
• financial statements
Internet: Use Netscape
• Use of Yahoo finance
– Address--www.yahoofinance.com
– Useful for:
• free annual reports
• stock info
• business/financial summaries
• historical data and projections