Loading...

Course Description

Investing in stocks is a critical strategy in any financial portfolio, whether personal or professional. Yet how do you know whether a stock is a smart buy or not? You don't — until you do the research.

If you're able to understand a company, you are well on your way to understanding its stock. In this course, you will practice doing the financial analysis work needed to identify profitable stocks worth investing in. You will examine data in online public sources such as SEC 10K and 10Q reports, earnings releases, press releases, and investor conference materials to score fundamental information about the company and stock you have chosen to study. By evaluating a company's position in the marketplace, you can begin forecasting the performance of its stock. Exploring different valuation techniques, you will practice making a target price to compare whether the stock's current market value is high or low relative to the future predicted value of the stock. Along the way, you will incorporate storytelling into your research to summarize your findings and curate a compelling investment thesis. With this investment thesis to advance your claims, you will curate a stock pitch and communicate your preliminary recommendation of whether to buy, sell, or hold a chosen stock.

Faculty Author

Scott Stewart

Benefits to the Learner

  • Select a stock and research it using company information, data, and online resources
  • Act as a financial analyst to draw preliminary business conclusions about a stock
  • Practice limited valuation to begin deciding if the stock is a “buy” or not
  • Make a written recommendation whether to pursue further research or pass on the stock idea

Target Audience

  • Corporate finance professionals
  • Investment firm marketing and client services staff
  • Investment research assistants
  • Individual investors
  • Investment club members
  • Anyone interested in how to choose stocks
Loading...
Enroll Now - Select a section to enroll in
Language of Delivery
English
Type
2 week
Dates
Aug 31, 2022 to Sep 13, 2022
Total Number of Hours
10.0
Course Fee(s)
Standard Price $499.00
Language of Delivery
English
Type
2 week
Dates
Oct 26, 2022 to Nov 08, 2022
Total Number of Hours
10.0
Course Fee(s)
Standard Price $499.00
Language of Delivery
English
Type
2 week
Dates
Dec 21, 2022 to Jan 03, 2023
Total Number of Hours
10.0
Course Fee(s)
Standard Price $499.00
Language of Delivery
English
Type
2 week
Dates
Feb 15, 2023 to Feb 28, 2023
Total Number of Hours
10.0
Course Fee(s)
Standard Price $499.00
Language of Delivery
English
Type
2 week
Dates
Apr 12, 2023 to Apr 25, 2023
Total Number of Hours
10.0
Course Fee(s)
Standard Price $499.00
Language of Delivery
English
Type
2 week
Dates
Jun 07, 2023 to Jun 20, 2023
Total Number of Hours
10.0
Course Fee(s)
Standard Price $499.00
Language of Delivery
English
Type
2 week
Dates
Aug 02, 2023 to Aug 15, 2023
Total Number of Hours
10.0
Course Fee(s)
Standard Price $499.00
Language of Delivery
English
Type
2 week
Dates
Sep 27, 2023 to Oct 10, 2023
Total Number of Hours
10.0
Course Fee(s)
Standard Price $499.00
Language of Delivery
English
Type
2 week
Dates
Nov 22, 2023 to Dec 05, 2023
Total Number of Hours
10.0
Course Fee(s)
Standard Price $499.00
Required fields are indicated by .