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Stock Pitch Homework

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Submitted By donghao1986
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Assignment – 1 Page Stock Pitch

In this assignment, you will create a 1 page stock pitch. Stock pitches must be typed, not handwritten, on a standard sheet of legal paper. You are free to get creative in terms of the format, layout, etc. But remember, you cannot exceed 1 page, and the minimum font must be 10 point. The margins should be 1 inch all around.

This is a PITCH, not a full length analysis. You should be able to give this to a portfolio manager and have them read it with a thorough understanding in a just a few minutes. Also, you should be able to use this to pitch a stock in an interview, class, etc

Some criteria on the stock that you choose: 1) The company must be a LISTED EQUITY (no derivatives, bonds, pre IPOs, etc) 2) The company must be traded on one of the following exchanges (New York Stock Exchange, Nasdaq, American Stock Exchange) 3) The market cap of the stock must be over $250 Million 4) Stock must be liquid (do not pick a stock that trades only a few thousand shares a day) 5) You must have an actionable recommendation on the stock that you choose – either BUY or SELL. Do not choose a “Hold” rating.

At a minimum, your stock pitch should include the following: * Company name and ticker * Index membership (S&P 500, Russell 1000, etc) * Description of what the company does * Price chart (1 year…unless you feel that another time period is more relevant) * Summary of Key Financials (Market Cap, Dividend Yield, EPS, Ratios, etc) * Comments on Valuation * Price Target (for example, a 1 year price target) * Industry Trends * Peer Group * Investment Thesis (why should one buy/sell this stock) * Upcoming Catalysts (what is going to make the stock move) * Risks

You can submit an additional page only to cite the sources you used for the pitch.

Remember, since

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