BLOOMBERG EXERCISE #1: STOCK ANALYSIS1. Essay: In two paragraphs, explain fundamental stock analysis in your own words. Include in your explanation the multiplier (P/E) valuation model, relative valuation of a stocks growth rates and how its capitalization affects the appropriate risk premium for the stock. Consider also models for estimating earnings per share, and methods for estimating appropriate P/E multiples. Bloomberg Part: Use Bloomberg to begin to evaluate Sprouts Farmers Market (Ticker: SFM) using fundamental analysis. Turn in the 2-paragraph essay along with the following items:1. Using the DES (Description) screen, find: Full company description. # of employees. Any other important, relevant information for your company. (Basic ratios, rates, etc.?) 2. Using the RELS (Related Securities) screen, find: Whats relevant to your companys financial position? o Example: # of preferred securities, # of bank loans (What are they; how much?).3. Using the CF (Company Filings) screen: Review Latest 10K and summarize the following: o Products/Services Summary. o Competition Summary. o Other company specific relevant data.4. Using the HDS (Major Holders) and OWN (Equity Ownership) screen, find: Top 5 holders: (HDS) o Amount held. o % Outstanding. Top 5 ownership types (by %). (OWN) % of institutional shares held. % of insider shares held. Are smart people holding the stock?5. Using the SPLC (Supply chain) screen (using company exposure), find: # of Suppliers: o Top 5 suppliers. # of Customers: o Top 5 customers. # of Peers 6. Using the DDIS (Debt Distribution) screen, find: What does their debt look like? (# issues, total $) Maturity schedule. 7. Using the AGGD (Debt Holders) screen, find: Do they have smart debt holders? 8. Using the BRC (Research on Company) screen, find: Relevant recent news: o New products, services, etc. 9. Using the DRSK (Credit Risk) screen, find: Can they afford to pay their obligations? 10. Using the CL (Company Litigation) screen, find: Are there any red flags?
BLOOMBERG EXERCISE #1: STOCK ANALYSIS Academic Essay
August 8th, 2017 admin