The company being used Apple.
For the excel sheet please take a picture of it when finished.
And list the key things that should be mentioned if you were present the information.
Use the knowledge and tools you have learned in class as well as BMC "Exploring the Equity Market" and "Portfolio Management" Modules to select a company that you have a strong opinion on and give a Pitch along with a written valuation report with a rating: Long or Short. and incorporate your research and results into the following presentation format: 1. Recommendation: Include specific action: Buy or Short? 2. Company Overview (Include Industry Overview) 3. Investment Thesis: Why is the stock under or overvalued and why should we buy or short the stock? 4. Valuation Models and Results: Include Excel Spreadsheet to quantify your results 5. Catalysts: Why buy or short it now? Latest news events, social media, and technical analysis 6. Risk factors: What can cause the investment to go wrong? Your pitch should include the 3 most important ideas from the following list but you must use at least 6 of the following valuation methods and/or functions to incorporate into your written report. 1. Company Overview: DES BICO FA_CP KI XLTP: XIDA 2. The impact from societal trends? Is your company well positioned in an industry that is likely to benefit (or decline) from the effects of the Pandemic, upcoming technological advances and/or future societal trends; i.e. driverless cars, growth of robotics, online shopping, etc.. 3. Absolute Valuation Methods: Bloomberg's DDM, XLTP XDCF Perpetuity Growth, EBITDA Multiple or any additional valuation method vou find useful. You can also look at the Bloomberg case method you find useful. You can also look at the Bloomberg case study on Blackboard for additional ideas. 4. Relative Valuation Methods: EQRV GF PBAR RV DRIV PEBD functions XLTP:XCVA models: You can also customize any of the models and use your EQS model and/or WATC screening to support your rating. Also use www.Validea.com to view their Guru ratings 5. Analyst Ratings: ANR ratings and target price expected return a. CN RES Detailed Analyst Reports 6. Earnings and Sales Projections: EE SURP 7. Technical Analysis: Charting BTST BI-ATPR RRG GPO RSI TECH a. Option Signal: VCA/SKEW 8. Important News Event: CN New Product Launch, Lawsuit, Earnings Surprise, Testing, IP Breakthrough, Company Divestiture 9. Insider buying versus selling: GPTR OWN 10. Sentiment Trends: TREN, GN, GT, SOCI 11. Bloomberg News Research: You can also get ideas from Bloomberg functions KI CP, BRC and WSJ or other financial sources to see how analysts write their reports. 12. Validea: www.Validea.com Great source to get recommendations and research ideas from market Guru's/experts Scenario: You are a professional stock analyst presenting your recommendation (is your stock undervalued or overvalued) and the rationale behind it. You will give a 5 minute presentation of your results followed by a 5 minute Q and A. I require using an excel spreadsheet to show a quantitative approach to support your rating as shown in class. Grading for Assignment: 20 pct Use the following format: 1. Recommendation 2. Company Overview (Include Industry Overview) 3. Investment Thesis: Why we should buy or short the stock 4. Catalysts: Why now? Latest news events 5. Valuation Models and Results: a. Use a spreadsheet to combine and measure your results from multiple models. 6. Risk factors: What can cause investment to go wrong? Clearly show your calculations to back your opinion (rating). ( 5 minutes per person) Why is this stock under or overvalued? Q \& A: Concisely answer 1 question from each student in a group (up to 5 questions)
