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Analyzing Companies and Industries   Speaker Position Company smart woman securities © 2010 Smart Woman Securities.  Materials are for SWS members’ use only. All rights reserved. Date
Announcements ,[object Object]
Last Seminar Recap ,[object Object],[object Object],[object Object],[object Object],[object Object]
Tonight’s Agenda ,[object Object],[object Object],[object Object],[object Object]
This Week’s Seminar ,[object Object],[object Object],[object Object],[object Object],[object Object]
Market Update ,[object Object],[object Object]
Market Update Example Slide ,[object Object],[object Object],[object Object],[object Object],[object Object]
Understanding the Business
Understanding the Business ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Researching the Company ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Porter’s Five Forces Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Competitive Rivalry ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Barriers to Entry ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Threat of Substitutes ,[object Object],[object Object],[object Object],[object Object]
Buyer Power ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Supplier Power ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Porter’s Five Forces Analysis
[object Object],An Example: The Retail Industry Source: Investopedia
An Example: The Retail Industry ,[object Object],Source: Investopedia
[object Object],An Example: The Retail Industry Source: Investopedia
[object Object],An Example: The Retail Industry Source: Investopedia
[object Object],An Example: The Retail Industry Source: Investopedia
Evaluate these Industries ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What are Your Results? ,[object Object],[object Object],[object Object],[object Object]
Industry Trends
Industry Trends ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Healthcare Trends ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Technology Trends ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Note on Industries ,[object Object],[object Object],[object Object],[object Object],[object Object]
Learning more about industries ,[object Object],[object Object],[object Object],[object Object],[object Object]
Trends in 2010 ,[object Object],[object Object],[object Object],[object Object]
Company Trends
Apple (AAPL) ,[object Object],[object Object],[object Object]
Capitalizing on Trends ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Starbucks (SBUX) ,[object Object],[object Object]
Capitalizing on Trends ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
New York Times (NYT) ,[object Object],[object Object]
Predicting Trends ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
It’s Hard to Predict Trends ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Don’t Invest with Emotions Source: SWS Oct. 3, Intro to Investing, Preston McSwain, Neuberger Berman ,[object Object],[object Object],[object Object],[object Object],Excitement Thrill Euphoria Anxiety Denial Desperation Panic Capitulation Despondency Depression Optimism Hope Relief Fear Optimism ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Trends are Still Predictions ,[object Object],[object Object]
Notes on Company Trends ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Trends are a Good Start ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Lastly, is it a Lynch stock? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Seminar Recap ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Coming Up

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Seminar 4

Hinweis der Redaktion

  1. Ask yourself a question, “Why do you invest?” “ What is it you truly want to win?” Winning should be reaching your goals, having the financial capacity to achieve your life goals … … not anyone else’s. Remember, you want to build a financial house that won’t fall down in a strong wind. To do that, you need to start with a plan -- a blueprint. And one of the best plans around is asset allocation.
  2. Ask yourself a question, “Why do you invest?” “ What is it you truly want to win?” Winning should be reaching your goals, having the financial capacity to achieve your life goals … … not anyone else’s. Remember, you want to build a financial house that won’t fall down in a strong wind. To do that, you need to start with a plan -- a blueprint. And one of the best plans around is asset allocation.
  3. Nike open brainstorming session with all student. Will probably have more on Five Forces in the handout.
  4. Might be a good idea to have students brainstorm industry trends across these five areas as well… some of them have some trends written in, some don’t.
  5. Note: price of iPhone was just cut from $599 to $399, a price at which Apple can still make a profit but is likely to attract even more customers