From Researcher to Investor: Using Your Research Skills on Your Own Stock Portfolio

Track: Prospect Research

Session Number: 1094
Date: Thu, Aug 9th, 2018
Time: 1:15 PM - 2:45 PM
Room: Room 411-412

Description:

As researchers, we study companies, CEOs, and economic trends, Join Marianne for a session on how to convert your knowledge of publicly held companies to your own advantage -- and pick up a few more tips to determine how profitable your prospects' stockholdings are.
Session Type: PD Breakout Session (90 minutes)

Primary Competency: PR:Competency 2: Prospect Research Essentials
Secondary Competency: PR:Competency 4: Utilizing Research Resources
Tertiary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Intended Audience Level: Level I
Recommended Prerequisites: Attendees should have some practice reading proxy statements, insider trading statements, and corporate annual reports. We dive in deeper from there.
Learning Objective #1: Understand how to read annual and quarterly reports with an eye toward the level of success for the company. Interpretations of management decisions and success.
Learning Objective #2: A fun and personally rewarding way to dive deeper into the complexity of stock and key ratios on publicly held companies.
Shop Size: All Shop Sizes
Session Type: PD Breakout Session (90 minutes)

Primary Competency: PR:Competency 2: Prospect Research Essentials
Secondary Competency: PR:Competency 4: Utilizing Research Resources
Tertiary Competency: PR:Competency 5: Financial Capacity Evaluation and Wealth Indicators
Intended Audience Level: Level I
Recommended Prerequisites: Attendees should have some practice reading proxy statements, insider trading statements, and corporate annual reports. We dive in deeper from there.
Learning Objective #1: Understand how to read annual and quarterly reports with an eye toward the level of success for the company. Interpretations of management decisions and success.
Learning Objective #2: A fun and personally rewarding way to dive deeper into the complexity of stock and key ratios on publicly held companies.
Shop Size: All Shop Sizes