Assignment help - Researching A Stock

alex's picture
Rank: Chimp | 10

I'm writing an undergrad assignment at the moment that involves picking a stock on the S & P 500 (I've chosen Fedex) and writing a report giving a buy/hold/sell/etc. recommendation based on whether I think it is under/fairly/over valued. I'm having some trouble putting the info before I make a decision/start writing.

I've found all the quantitative info easily enough, but am having a hard time finding qualitative stuff like its growth potential, diversity of customers/suppliers, threats/risks, competitive position, quality of management, etc.

Anyone know where I can find this sort of stuff covered in reasonable depth?

Thanks.

Comments (15)

Apr 24, 2007

Read the 10-K first and then try to get your hands on some analyst reports if possible. I think even Yahoo! Finance, Morningstar, Reuters, etc. give growth estimates though.

Apr 24, 2007

Ok, thanks for that. Grabbed the 10-K and it seems to have some useful info.

With regard to analyst reports (which is essentially what this assignment is asking me to produce), whats the best way to get these at as little cost as possible? I have the ValuEngine one which seems OK, but not great, which is what I expected given that I got it for free.

Which ones are better than others? I'm willing to spend a little money, but not for something thats crap.

Apr 24, 2007

See if your library has subscriptions to InvestText or Reuters Knowledge. Just go to your library's hompeage and search business resources. They might have a resource that can pull up at least a few analyst reports.

You could also see if any of your friends/parents have accounts with large brokerage firms. If they trade their own account they should have access to that firm's research reports.

Apr 24, 2007

If your school has a subscription (doubt it, but possible) to Thomson One Analytics, that could do the trick as well.

Apr 24, 2007

Similarly if your school subscribes to one of the EBSCOHost, you may look for a report by DataMonitor. They do have some SWOT analyses there..

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Apr 24, 2007

Some (very few...) university investment/finance clubs have access to Bloomberg, through which you can sometimes find analyst reports as attachements with the CN function for free.

Apr 24, 2007

Sometimes in Morningstar they go in depth, for free, on the qualitative and quantitative aspects of a company. Usually, the 10K is where most of your info will be. Although you might find it a bit tedious to go through and somewhat dry, it has what you need.

Apr 24, 2007

Ok, thanks guys, will look into what my library has access to.

Apr 24, 2007

Good luck...I don't think one exists. Bloomberg has consensus estimates, but I don't know if you have access to a terminal.

Apr 24, 2007

Reuters is decent for a free option.

Apr 24, 2007
drexelalum11:

Reuters is decent for a free option.

Do you have a link to where I can find their estimates?

Apr 24, 2007

I always get research for my personal investments on wallstreetoasis.com

Apr 24, 2007

When I say buy, you say buy "BUY!"

Apr 24, 2007
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