FIN3055 - STOCK ASSIGNMENT F2022 YOUR PRESENTATION SHOULD INCLUDE THE FOLLOWING: INTERACTIVE PRESENTATION (5 7 min presentation, make it interesting, think outside the box, do not simply read the slides) Below is an outline of the MINIMUM requirements to receive a Passing Grade. Want more than a passing grade, do more than is outlined below. Your colleagues will be evaluating your presentation and analysis as well. BACKGROUND ON THE COMPANY: What do they do? What are its future plans? What is their position in the industry? COMPANY FINANCIALS AND FUNDAMENTALS: Key financial ratios assess operating efficiencies, profitability & liquidity of the company Key performance ratios (be able to explain what the ratios mean) Price trend 52-week high & low Volatility DIVIDENDS: Dividend record Dividend yield COMPARATORS: Who is the competition? How do they compare to the company you have selected? Why this company over the competition? THE CLIENT: Who is the investor? (objectives, constraints, risk tolerance, age, etc.) Why is this stock an appropriate choice for them? How and when should this security be purchase/owned?

ADDITONAL RESOURCES: Where to look for stock Personal Finance Textbook pp 365 - 404 How to read a financial section of the newspaper (have access to this during the stock discussions so you can follow along Internet Globe Investor, Yahoo Finance, Bloomberg etc. Annual reports SEDAR pull up financials Value of companys own website Enron scandal When to buy and sell a stock RUBRIC Stock Evaluation Criteria Marking Presentation (interesting, professional, confident, convincing & well- dressed /2 Analysis ratios: P/B, P/E, PEG, dividends yields etc. /5 Company Fundamentals /2 Ideal Client (who, what, where, when, why and how)