[BUY/SELL]: [Company Name]

Ticker: [Ticker]Date: [Today’s Date]Name: [Name of Group Members]

[Company Logo Here]

[Company Logo Here]

Key Information

Company Name: [Company Name]

Ticker: [Ticker]

Sector: [Sector]

Current Price: [Current Price]

52wk Range: [52 Wk Range]

Beta: [Beta]

Dividend Yield: [Div Yield]

P/E: [P/E]

EPS: [EPS]

Market Cap: [Market Cap]

Growth Drivers

• [Growth Driver #1]– [Brief Explanation]

• [Growth Driver #2]– [Brief Explanation]

• [Growth Driver #3]– [Brief Explanation]

About [Company Name]

• [Brief History]• [General Business Information]• [Brands, Products, Etc]• [Leadership]

Recent News

• [Headline]– [Source] [Date]

• [Headline]– [Source] [Date]

• [Headline]– [Source] [Date]

Trade Recommendation

• [BUY or SELL]

• Buy Level: [$XX.XX]• Sell Level: [$XX.XX] [(XX% Gain)]

• [Include Historical Performance Graph Here]

Profitability

• Paste some images of profitability trend graphs here

Competitors

• [Competitor #1]– [Image of Logo]

• [Competitor #2]– [Image of Logo]

Close Competitors

[Your Company]

[Comp 1] [Comp 2]

Debt to Equity

Return on Asset

Return on Equity

Operating Margin

Profit Margin

Debt Ratio

P/E Ratio

EPS

Dividend

Beta

Performance V Comps

Peer Valuations

• [Sector/Industry P/E]• [Your Company P/E]• [Competitor #1 P/E]• [Competitor #2 P/E]• [Competitor #3 P/E]• [P/E 5yr Range]

Pros & Cons

• [Reasons for buying the stock]– [Reason #1]– [Reason #2]– [Reason #3]

• [Several risks of buying the stock]– [Reason #1]– [Reason #2]– [Reason #3]

Income Statement

• [Image of Income Statement]

Balance Sheet

• [Image of Balance Sheet]

Cash Flow Statement

• [Image of Cash Flow Statement]

Dividend Discount Model

• [DDM Results]• [Image of Dividend Discount Model Here]

Discounted Cash Flow Model

• [DCF Results]• [Image of Discounted Cash Flow Model]

Investment Thesis

• [Long/Short Position]– [Entry price]– [Exit Price]

• [Summary of reasons for recommendation]

Conclusion

• [Wrap Up Ideas]• [Why FMA Trust Should Buy/Sell Stock]