GIFT: Fundamental Analysis

GUIDED INVESTOR, FEARLESS TRADER (GIFT) LEARNING SERIES:
FUNDAMENTAL ANALYSIS

LEARN HOW TO IDENTIFY WHICH STOCKS TO BUY BASED MAINLY ON THE FUNDAMENTALS OF COMPANIES
The goal is to have a framework of analysis that the participant can use to systematically evaluate listed companies by focusing on the main ingredients of a fundamentally-sound company.


POINTS OF DISCUSSION:

• PROFITABILITY: Is the company earning money? How sustainable is it? Is it growing? Is it growing faster than its competitors? Does it give out dividends?
• FINANCIAL STRENGTH: Does it have a lot of debt? Does it have “quality assets”? Does it have enough cash to pay its bills or to take on a good opportunity?
• MANAGEMENT: Are the people leading the company capable, credible, and with integrity?
• VALUATION: Is the company cheap or expensive?