GENERAL INFORMATIONAL FLIERS
Basic dates, times and rules can be found in this section.
Get Involved Flyer - The above document outlines why you should want to get involved and it also lists the pre-competition selection phase companies for analysis.
Competition Process and Phases - We encourage you to begin your analysis prior to the deadline for submitting your resume, letter on why you want to be involved and selection phase companies for analysis. You will need to write a 4 page report on one of the companies outlined in the above document. You will then get prepared to present your findings to myself and an Industry Analyst. Winners will be selected for this year’s team to represent Fordham.
If you don’t make it to the final team of five, don’t be discouraged. Professor Fuest will be running an internal competition amongst your peers. This will mimic the NYSSA competition and will be between teams of 3-5 Fordham students competing against other internal Fordham teams. This internal competition will build valuable skills and experience that are necessary to do well in the official NYSSA Challenge.
List of Events, Important Dates, and Powerpoints:
- October 8, 9:00am-5:00pm, Training The Street Equity Research Excel Class, Law School Room 203
- October 12, 6:00pm, Individual Reports Due, Online
- October 19, 7:00-9:30pm, Individual Presentations Day 1, TBD
- October 20, 7:00-9:30pm, Individual Presentations Day 2, TBD
SAMPLE RESEARCH REPORTS
This is only a small set of analyst reports for the pre-selection phase of this competition. You should certainly find more when analyzing your company of choice from the three above. This is a good start on what one banks analysts think of these companies. Remember, each analyst will have a different opinion, as should you.
Pall Corporation Report – 8/5/11 – JPM Securities
Pall Corporation Report – 9/8/11 – JPM Securities
Lowe’s Companies – 8/15/11 – JPM Securities
Dow Chemical Company 4/29/11 – JPM Securities
Dow Chemical Company 7/27/11 – JPM Securities
Dow Chemical Company 8/24/11 – JPM Securities
HOW-TO’S & TEMPLATES
These templates are here to help you. The research report template is in full format and is what is used for the actual competition. For the initial phase, you will condense your information to include only the most salient points that support your thesis.
Multiples Valuation Example Table
The above excel file is for your reference. You should customize it so it supports the points you are trying to make.
For past years full reports, please reference the following link:
