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NCIG

The NCIG MIR Division meeting on 10/01/2014 focuses on key agenda items, including division structure, operations, team assignments, and updates on reports and presentations. Critical deadlines include the whole report/presentation due on 11/01/2014 and weekly partial report submissions. Discussions will cover economic research, industry analysis, and company evaluations using various models such as valuation and sensitivity models. Resources for economic and industry research will be explored to enhance understanding and drive discussions at future meetings.

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NCIG

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  1. NCIG MIR Division - Meeting I 10/01/2014

  2. Agenda • Division Structure and Operations • Assignments • Reports • Presentations • Models • Teams • Market Research • Macroeconomics • Industry • Company

  3. Assignments • Work on the Report first. The Presentation should be derived from the Report. • Whole Report / Presentation Deadline: 11/01/2014 (1 month from today) • Partial Report Deadlines: every week at the beginning of MIR Division Meetings • Structure of MIR Reports and Presentations • Economy • Industry • Company • Creating & Adapting Models • Valuation models • Time-series models • Sensitivity models

  4. Guidelines for next week • Team work • 1 person will be in charge of doing an economic research • 5 people will look at 5 different industries • I recommend picking 2 industries and forming 2 groups of 3 to work on each industry • Economic Research due next week. • Industry Pitches due next week. • Two Teams ready to go due next week.

  5. Economic Research • Economic Scenario • How the economy is doing in general terms? • Main economic events • Overall direction monetary and fiscal policy • GDP and Investment • Quantify the recent and current economic performance • Inflation • Interest rates • Unemployment • Exchange rates • Risk ratings • Government actions • Expectations • Short-run and long-run sentiments • Main economic forecasts Research Flow Resources • Standard & Poor netAdvantage • The Economist Intelligence Unit • FRED – Fed Reserve Econ Data • BEA – Bureau of Econ Analysis • BLS – Bureau of Labor Stats

  6. Industry Research • Industry background • How it got to be what it is today • Numbers • Current Scenario (This is where you link the Economic Research with Industry Research!) • Industry current performance • Main events going on and how it affected the industry • Numbers • Trends • What is pushing the industry Up or Down • Short paragraph should be enough • Operations • Breakdown the industry structure • Explain from Revenue generation to end product destination • Regulations • How the USA regulates the industry • Mention the agencies or government bodies that are responsible for the industry Background Current Scenario Trends Operations Regulations

  7. Getting Industry Specific Info • Ibis World • Standard & PoorsnetAdvatage • Yahoo Finance • Regulating agencies • Factiva

  8. Company Research • Find the main players • Ratio Analysis • Pick the ones that are under/overvalued • Cross Sectional Analysis • Company strategy (10-K) • SWOT Analysis • Trend Analysis • Qualitative • A paragraph long • Quantitative • Regression & Time-series models • Risk Analysis • Qualitative • A paragraph long • Quantitative • Sensitivity models • 10-K • MorningStar • FactSet • Yahoo Finance • Finz

  9. Next week • Quantitative Analysis • Trends • Risks • Revenues • Intro to Valuation • DCF • Discounted Economic Value • Multiples

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