| Company name ______________________________ | Date ____________ |
| Ticker____________ | Present Price ________ |
Prepared By ______
DOES THE COMPANY BEING STUDIED MEET YOUR INVESTMENT OBJECTIVES?
1) GROWTH
Estimated Future Sales Growth % __________ Sales ________________
Earnings Growth % _______ Earnings _____________
Earnings as Calculated by "Preferred Procedure" ______________
Total Return is __________% Characterize the company.
1a. Major Company in Major Industry 5 - 7 % growth
1b. Medium Sized Company 7 - 12 % growth
1c. Smaller Company > 12% growth
Based on your characterization, does the total return meet or exceed the growth requirements of 1a, 1b, or 1c? Y/N ______
2) P/E and RELATIVE VALUE
Average P/E ratio _____________
Last 12 mo. earnings _____________
Current P/E ratio _____________
Next 12 mo. earnings _____________
Is the Projected Relative Value of _____________ % less than 100%? Y/N ______
Is the Current P/E less than the Average P/E ? Y/N ______
Is the Current P/E less than the Projected EPS growth? Y/N ______
3) APPROPRIATE PURCHASE PRICE
UP-SIDE / DOWN-SIDE Ratio is _________ = to 1.
The BUY Range is from __________ to _____________.
Is the present market price of ________ in the BUY range? Y/N ______
Projected Low Price __________
Projected High Price _________
Maximum Price by P/E ___________
Is the Present Price Less Than the MAX by P/E? Y/N ______
Maximum Price by RISK___________
Is the Present Price Less Than the MAX by Risk? Y/N _____
times.