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Understanding Stocks: Investment Basics and Equity Research

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yestin
20 diapositives · 342 Views · Aug 09, 2014

Discover the essentials of stocks and their significance in finance. This article explores what a stock is, the roles of primary and secondary markets, and who invests in equities. Learn how common and preferred shares work, the concept of investable assets, and the importance of equity research. Additionally, we delve into the risks and returns involved in stock investments, making it a resource for both novice and experienced investors looking to navigate the equities landscape effectively.

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  1. Finance ClubThursday, January 26, 2012

  2. What is a stock? Why do we care? Who invests in equities?

  3. The Many Faces of a Stock • An ownership claim on net assets • (Assets – Liabilities) • Investable asset • Common and Preferred shares • Various nomenclature

  4. From where do we get value? • Financial assets are defined by their return and risk • Holders of common stock make money in two ways • Risk is based on the uncertainty of future cash flows

  5. Primary and Secondary Markets • Who makes money when you sell a share of AAPL to somebody? Does Apple care? • A primary market is when shares are issued by the company (e.g. LNKD IPO) • A secondary market is an investor selling to another investor

  6. What is a equity investor trying to do? • How do shares appreciate in value? How do I make money? • In a general sense, what is the point of equity research?

  7. Why equities? • Probably around 1/3 the size of the bond market, so there are fewer assets to invest in • More intangibles to consider

  8. SMIF Mission Statement • Give students relevant experience in equity research and portfolio management. • We want you to get a job after graduation.

  9. Our Investing Philosophy • We are a long-only equity fund. • We seek growth at a reasonable price. • “GARP shop”

  10. Growth Versus Value • Growth Stock • High reinvestment in company • High EV/EBITDA • High EPS growth e.g. Technology, Services • Value Stock • High dividend yield • Low P/E • Low P/B e.g. Utilities, Financials

  11. Our Vision • To see the SMIF operate as an asset management shop would in the real world. • Conduct research • Continuously follow targets and holdings • Make real time decisions • Execute

  12. SMIF Holdings as of 01/26/2012

  13. Services • Sector Leader: Emmett • Analysts: Miho Shima, Frank Disanti, Elson Cheng, Jason Snook, Marisa Sylvester

  14. Industrial • Sector Leader: Zubair • Analysts: Tom Ricardi, Kyle Hagner,

  15. Health Care • Sector Leader: Matt Winters • Analysts: Curt Becall, Robert Karpinski

  16. Basic Materials • Sector Leader: Ryan Lumb • Analysts: Alex Torgorsen, Colin deJersey, Corbin Rosmarin, Conor Doyle, Brandon Angoth

  17. Financial • Sector Leader: John Beiter • Analysts: JennO’neil, John Felix, Shane Feldman, Bob Mascia, Donald Casadonte, Sam Kelly, Emily Saporito

  18. Consumer Goods • Sector Leader: Josh Kaplan • Analysts:Kendall Berman, Luke Taverne, Will Koch, Nate Smith, Erik Edmonds

  19. Utilities • Sector Leader: Lawrence Heath • Analysts: Evan Shea, Olivia Sluzar, Noah Seifert

  20. Technology • Sector Leader: Taylor • Analysts: RajanBurathoki, Kim Krupski, Chris Haigh, MattyMungillo, Nam Vu