Pickone stock from DOW30 for your group to meet your client’s needs. No more than 2 students in a group. See more detailed instructions. Answer all 32 questions for the stock that you

THE VALUE LINE PROJECT

STEPS IN OBTAINING INFORMATION AND REPORTS

Objective: Recommend a client a common stock based on the value line methodology.

Your client

I. Describe your client: age, income, risk/return profile, etc. Use the knowledge you gained from chapter #s1 and 2 such as the investment policy, etc. Identify the client’s financial needs and her/his goal. ( Tab #1)

How to obtain and interpret the information

II. What are the Essential Steps to Picking a Stock Report?

Go to uhd.edu.

Click on QUICK LINKS and then

Click on LIBRARY.

Click on DATABASES located on left, click on ”V.”

Select the VALUE LINE INVESTMENT SURVEY database.

Click on "Investment Education."

Click on, “Tool Guide.”

Click on, “Value Line Investment Survey.

Click on, “How to Read a Value Line Report,” and print it. Alternatively, if you are having difficulties downloading this file, then you will see a handout,” Essential Steps To Picking A Stock” posted on the blackboard. Print it (Tab #2). No need to print both reports. Understand it. Use it to explain why your choice of the stock for your client.

III. How to obtain Names of the companies and the ticker symbols of the stocks

In google

Type Components of S& P 500 Index and Wiki”

Choose a company and note its ticker symbol

Make sure that you avoid everyone using the same company as others for analysis, by posting the name of the company you chose on the DISCUSSION BOARD in the blackboard. Note down the ticker symbol of company you selected (Tab # 3).

IV. How to Obtain Company and Industry Reports

In the value line data base, Click on BROWSE RESEARCH. Type in the ticker symbol/company name on the top right.

You will see the company report. Note the shaded bars on the top right. Make sure you note the hidden information, which changes as you click from one shaded bar to the next. Using the “REPORTS” choice, which is located at the 5th shaded area from the top right and in the same shaded area as the “INDUSTRY RANK”. Print it (Tab # 4). Make sure you print the latest value line company report This is your company repor t. Understand it.

Scroll down and to your left you will see the INDUSTRY ANALYSIS/FORECAST

Click on the PDF file and print the one-page report. This is your industry report. Print it (Tab # 5). Understand it.

V. How to Understand the Company Report

I have posted on the blackboard, “The-in-Depth_Guide-to-Reading-a-Value_Line_Research_Report.

Print this report ( Tab # 6). Understand it.

This report includes a questionnaire with 32 questions for the company Johnson and Johnson (J&J). Using #s, it shows you where to find the answers to these questions on the report. At the end, you will notice the answers to these questions. You need to answer these questions using a blue pen for the company you selected for your client. Use the company report (from step IV) to answer these questions. Note that the J&J report from the value line was downloaded before the end of 2013. How do I know that when there is no date printed on it? See the financial column information for 2013 and 2014, and you will notice it is in bold, which indicates that it is a forecast. You will print the latest value line company report and accordingly you will change the dates on some of the questions. For instance, if you print the report in the year 2020, but before Dec. 31st, 2020, then the year 2020 and 20201 will be in bold in the company value line report, indicating the data for these two years are not actuals, but are forecasted data. And, you need to change/update the years in the questionnaire from 2012 to 2020, and 2013 to 2021, etc. Your answers to the questions will be as follows:

question # 1:

Johnson & Johnson's stock is traded on the _________ (1).

Your selected company' stock (write the name of the company) is traded on the ……..

Its ticker symbol is JNJ

Your selected company's ticker symbol is …

Answer all 32 questions. ( Tab # 7). Keep the question #s, the sequence and the question wording the same to answer questions for the company you selected.

Note: The use of a blue pen allows me to easily identify your answers.

VI. What is (North American) Standard industry classification (NASCI or SIC) codes and how to use it.

A. What is a SIC code?

 In google search, type

“North American Standard industry classification – Wikipedia”

B.  To get details of SIC codes, one of the useful websites is:

Search SIC Codes by Industry | NAICS Association

www.naics.com/ sic– codes-industry-drilldown/

You will see information shown below:

“Code, Industry Title, Count *. 01-09 · Agriculture, Forestry & Fishing, 654,781. 10- 14 · Mining … Current Number of US Businesses within that Primary  SIC Code.”

C. Go to the website:

http://edgar.sec.gov/edgar/searchedgar/companysearch.html

Below the Company name box click on "More Options"

Type in the SIC code.

It will provide you with a list of companies in that industry. Find the SIC or the NAICS codes for your company/industry.

Select a relatively well-known company name/ticker symbol (you can always type the name of the company in yahoo finance and get the ticker symbol). Hint: You may use the company name/tike symbol that you have already selected for your client.

After obtaining the above information and understanding it, write 1- page report about the (NA)SIC codes ( Tab #8), which provides explanation to someone, who has no knowledge of it, but needs to use it in her/his job in the future, and includes the SIC/NAICS code for your company/industry. To that end, use the Wikipedia to get info for "SIC codes" or better NAICS codes.

Then write an explanation in your own words and provide it with an example of the codes of your company and the industry.

Alternatively, you can access the NAICS codes by clicking

Click on quick link within uhd.edu on Research Guides

Click on Financial Ratios

Click on Industry Classification Codes

Click on 2022 NAICS ( or choose the most recent year)

To understand, click on “11” Agriculture…

The Search Report explains the classification codes in detail

You need to explain it for the industry in which the company you selected for your client

Submission of the value line report

You need to submit a hard copy of the report in the class (see the due date in the syllabus/schedule). Do not make an electronic submission. The hard copy should be stapled or bound but without paper clips. You may need to staple your report in the left top in both front and back (as the report will include many pages) and submit all documents as one single stapled report. I do not carry a stapler with me. So please do not ask for a stapler.

Page 1: Project Name, Course name, Names of the all team members in alphabetical order of the last names.

Page 2: INDEX with two columns:

INDEX

Page 3 onwards: Print out of all tabs 1 through 8 will follow: Each tab will have a title page followed by corresponding report.

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