Choose a listed company starting with the first letter of

Question

Instructions

Step 1: Choose a listed company starting with the first letter of your last name. For example, if your last name is Buffett then you may choose Bed Bath & Beyond Inc. (NASDAQ: BBBY).

Step 2: Download the O-S Checklist Template from D2L. Also you may want to read the article, "Overcoming Cognitive Biases: A Heuristic for Making Value Investing Decisions" for an overview of the approach.

Step 3: Get all the data you need to fill up the "Data Input" worksheet of the O-S Checklist Template. You can get the data from www.mergentonline.com, if you are accessing the site from the campus. Otherwise you have to go through the library site - www.lib.unb.ca. You may need some data from www.gurufocus.com as discussed in the class. Consult myself or a librarian at HWK to show you how to access library materials offsite.

Step 4: Once you are done with the data entry, the rest of the worksheets will be done for you.

Step 5: Use these worksheets to analyze your pair of companies in a single A4 page. Your analysis should include an overview of the company, ratio analysis, valuation and susceptibility to bankruptcy measures. Remember the key here are: durable competitive advantage and margin of safety.

Step 6: Finally, you need to pass a judgment whether to buy the company or put it on a watch list.

Article: Overcoming Cognitive Biases: A Heuristic for Making Value Investing Decisions

Attachment:- Template.xls

Answer 1

There is having few steps read them check the consequence of showing data as well Instructions Step 1: select a listed company starting through the 1st letter of your last name. For instance, if your last name is Buffett then you might select Bed Bath & Beyond Inc. (NASDAQ: BBBY). Step 2: Download the O-S Checklist Template from D2L. As well you may want to read the article, "Overcoming Cognitive Biases: A Heuristic for Making Value Investing Decisions" for an overview of the approach. Step 3: Get all the data you need to fill up the "Data Input" worksheet of the O-S Checklist Template. You can obtain the data, if you are accessing the site from the campus. Otherwise you have to go through the library. You might need several data as discussed in the class. Consult myself or a librarian at HWK to illustrate you how to access library substances offsite. Step 4: Once you are done by the data entry, the rest of the worksheets will be done for you.