1. Sector Report Template
SCSU Investment Club Fall 2015
Prepared by Nick Gearhart
Updated 09/01/2015

2. Disclaimer
This sector report template is simply a guide to follow, additional research can be added. Not all parts of this template need to be within your own report, but ensure that critical metrics are not left out. Referencing an existing created sector report will help in the production of your own.
Please feel free to reach out to any board member if you need help or have any questions. The more sector reports you work on and present, the more familiar you are with the process and development.
Remember that less is more… be concise and only include information that you understand while presenting.

3. Tools and Resources
Morningstar Investment Research Center (Library Database)
(SCSU pays for this access – best research available for us in my opinion)
Fidelity
Yahoo Finance
Marketwatch
CNBC, Reuters, MSN Money, etc.
If you have an account through an online brokerage they often have great research platforms
(Options House and Wells Fargo Brokerage work great for me)
Utilize a Stock Screener (see page for more details on slide 18)
Investopedia.com
(This website defines anything related to finance and investments)
“Snipping Tool” (this is what it is called on PC’s, not entirely sure what Mac users possess)
This is programmed into your computer/laptop under the ‘programs’ tab and in the ‘Accessories’ folder.
This can be used to snip pictures on the screen and paste them into your report (graphs, measures, etc.)

4. Include: Sector, presenters name, and date
Cover Page
Include:
Sector, presenters name, and date

5. Outline Sector Profile Economic Analysis Current Holdings
Recommendations

6. Sector Profile

7. Profile Brief description of the sector
What services/products does it provide?
What kinds of businesses are included in it?
Definition of the sector

8. Companies
List any big companies included in this sector

9. Sector Fundamentals
html?bar=p
- Scroll down and on the right, click on the sector you are presenting on and fundamentals will be on the lower part of the page

10. Industry Performance
“Industries in this Sector” – within the Sector Fundamentals tab on Fidelity – snip and paste the graph here and highlight which industries have been performing well and which ones have not. Why have they been performing the way they are?
Make note of our current holdings in the industries

11. 1 Month/3 Month/1 Year Performance Chart
Compare to major indices
Find any causes to sudden increases/decreases in price

12. Economic Analysis

13. Economic Analysis Fidelity Morningstar
arket.jhtml
Fidelity – Research – Markets & Sectors
Morningstar
Morningstar Investment Research Center – login with star ID – Markets – Sector Reports
(Include any economical information that seems relevant to your company)

14. Current Holdings

15. Current Holdings
List our current holdings and a snapshot of each one (Yahoo Finance)
Briefly explain what the companies offer
Show the profit/loss (annualized calculation), purchase date, purchase price, # of shares

16. 1 Month/3 Month/1Year Performance Chart
Compare our Current Holdings to each other, the sector, and the S&P 500
Find any causes to sudden increase/decreases in price

17. Recommendations

18. ** Recommended Stocks** (Very Important to Include)
Present the snapshot of any stocks you would like to recommend we take a look at/you found using the stock screener or your own knowledge
Provide a profile of the stock(s) you are recommending
Provide a brief description as to why you want to take a look at these specific stocks
Use one of these sites to screen for stocks: er
(Most websites under the resources/tool on slide 3 offer a stock screener)

19. Your Opinion What do you suggest we do?
Look at buying more, selling, or holding any of our current investments?
Purchase any of your recommended stocks?