MAGNETAR ACADEMY STOCK UNIVERSE
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1 MAGNETAR ACADEMY STOCK UNIVERSE Exchange Symbol Name Google Finance Sector My Lookup List NYSE APD Air Products & Chemicals Inc Basic Materials NYSE AA Alcoa Inc Basic Materials NYSE CF CF Industries Holdings Inc Basic Materials NYSE DOW Dow Chemical Co/The Basic Materials NYSE DD EI du Pont de Nemours & Co Basic Materials Freeport-McMoRan Copper & Gold NYSE FCX Inc Basic Materials NYSE IP International Paper Co Basic Materials NYSE MON Monsanto Co Basic Materials NYSE MOS Mosaic Co/The Basic Materials NYSE NEM Newmont Mining Corp Basic Materials NYSE NUE Nucor Corp Basic Materials NYSE PPG PPG Industries Inc Basic Materials NYSE PX Praxair Inc Basic Materials NYSE SHW Sherwin-Williams Co/The Basic Materials NYSE MMM 3M Co Capital Goods NYSE BA Boeing Co/The Capital Goods NYSE CAT Caterpillar Inc Capital Goods NYSE DE Deere & Co Capital Goods NYSE LMT Lockheed Martin Corp Capital Goods NYSE UTX United Technologies Corp Capital Goods NYSE MO Altria Group Inc Consumer NYSE KO Coca-Cola Co/The Consumer NYSE CL Colgate-Palmolive Co Consumer NYSE ECL Ecolab Inc Consumer NYSE EL Estee Lauder Cos Inc/The Consumer NYSE F Ford Motor Co Consumer NYSE GIS General Mills Inc Consumer U3_LP5H_HANDOUTS_ Page 1 Copyright Magnetar Investment Club
2 Exchange Symbol Name Google Finance Sector My Lookup List NYSE ITW Illinois Tool Works Inc Consumer NYSE KMB Kimberly-Clark Corp Consumer NASDAQ KFT Kraft Foods Inc Consumer NYSE NKE NIKE Inc Consumer NYSE PM Philip Morris International Inc Consumer NYSE PG Procter & Gamble Co/The Consumer NASDAQ SBUX Starbucks Corp Consumer NYSE APC Anadarko Petroleum Corp Energy NYSE APA Apache Corp Energy NYSE BHI Baker Hughes Inc Energy NYSE CVX Chevron Corp Energy NYSE COP ConocoPhillips Energy NYSE DVN Devon Energy Corp Energy NYSE EOG EOG Resources Inc Energy NYSE XOM Exxon Mobil Corp Energy NYSE HAL Halliburton Co Energy NYSE NOV National Oilwell Varco Inc Energy NYSE OXY Occidental Petroleum Corp Energy NYSE PSX Phillips 66 Energy NYSE SLB Schlumberger Ltd Energy NYSE AXP American Express Co Financial NYSE AIG American International Group Inc Financial NYSE BAC Bank of America Corp Financial NYSE BLK BlackRock Inc Financial NYSE COF Capital One Financial Corp Financial NYSE C Citigroup Inc Financial NYSE GE General Electric Co Financial NYSE GS Goldman Sachs Group Inc/The Financial NYSE JPM JPMorgan Chase & Co Financial U3_LP5H_HANDOUTS_ Page 2 Copyright Magnetar Investment Club
3 Exchange Symbol Name Google Finance Sector My Lookup List NYSE MA Mastercard Inc Financial NYSE MET MetLife Inc Financial NYSE MS Morgan Stanley Financial NYSE PNC PNC Financial Services Group Inc Financial NYSE UNH UnitedHealth Group Inc Financial NYSE USB US Bancorp Financial NYSE V Visa Inc Financial NYSE WFC Wells Fargo & Co Financial NYSE ABT Abbott Laboratories Healthcare NYSE AGN Allergan Inc/United States Healthcare NASDAQ AMGN Amgen Inc Healthcare NYSE BAX Baxter International Inc Healthcare NASDAQ BIIB Biogen Idec Inc Healthcare NYSE ABT Bristol-Myers Squibb Co Healthcare NASDAQ CELG Celgene Corp Healthcare NYSE LLY Eli Lilly & Co Healthcare NASDAQ GILD Gilead Sciences Inc Healthcare NYSE JNJ Johnson & Johnson Healthcare NYSE MDT Medtronic Inc Healthcare NYSE MRK Merck & Co Inc Healthcare NYSE PFE Pfizer Inc Healthcare NASDAQ AMZN Amazon.com Inc Services NYSE T AT&T Inc Services NYSE CTL CenturyLink Inc Services NASDAQ CMCSA Comcast Corp Services NASDAQ COST Costco Wholesale Corp Services NYSE CCI Crown Castle International Corp Services NYSE CVS CVS Caremark Corp Services NASDAQ EBAY ebay Inc Services U3_LP5H_HANDOUTS_ Page 3 Copyright Magnetar Investment Club
4 Exchange Symbol Name Google Finance Sector My Lookup List NASDAQ FTR Frontier Communications Corp Services NYSE HD Home Depot Inc/The Services NYSE LOW Lowe's Cos Inc Services NYSE MCD McDonald's Corp Services NYSE PCS MetroPCS Communications Inc Services NASDAQ NWSA News Corp Services NYSE PEP PepsiCo Inc Services NASDAQ PCLN priceline.com Inc Services NYSE SPG Simon Property Group Inc Services NYSE S Sprint Nextel Corp Services NYSE TGT Target Corp Services NYSE TWX Time Warner Inc Services NYSE TJX TJX Cos Inc Services NYSE VZ Verizon Communications Inc Services NYSE WAG Walgreen Co Services NYSE WMT Wal-Mart Stores Inc Services NYSE DIS Walt Disney Co/The Services NASDAQ WIN Windstream Corp Services NASDAQ AAPL Apple Inc Technology NASDAQ CSCO Cisco Systems Inc Technology NYSE DHR Danaher Corp Technology NYSE EMC EMC Corp/MA Technology NYSE EMR Emerson Electric Co Technology NASDAQ GOOG Google Inc Technology NYSE HPQ Hewlett-Packard Co Technology NYSE HON Honeywell International Inc Technology NASDAQ INTC Intel Corp Technology NYSE IBM International Business Machines Corp Technology NASDAQ MSFT Microsoft Corp Technology U3_LP5H_HANDOUTS_ Page 4 Copyright Magnetar Investment Club
5 Exchange Symbol Name Google Finance Sector My Lookup List NASDAQ ORCL Oracle Corp Technology NASDAQ QCOM QUALCOMM Inc Technology NASDAQ TXN Texas Instruments Inc Technology NYSE CSX CSX Corp Transportation NYSE DAL Delta Air Lines, Inc Transportation NYSE FDX FedEx Corp Transportation NYSE LUV Southwest Airlines Co Transportation NYSE UNP Union Pacific Corp Transportation NYSE UPS United Parcel Service Inc Transportation NYSE AEP American Electric Power Co Inc Utilities NYSE ED Consolidated Edison Inc Utilities NYSE D Dominion Resources Inc/VA Utilities NYSE DUK Duke Energy Corp Utilities NYSE EIX Edison International Utilities NYSE ETR Entergy Corp Utilities NYSE EXC Exelon Corp Utilities NYSE FE FirstEnergy Corp Utilities NYSE KMI Kinder Morgan Inc/Delaware Utilities NYSE NEE NextEra Energy Inc Utilities NYSE PCG PG&E Corp Utilities NYSE PPL PPL Corp Utilities NYSE PEG Public Service Enterprise Group Inc Utilities NYSE SRE Sempra Energy Utilities NYSE SO Southern Co/The Utilities NYSE SE Spectra Energy Corp Utilities NYSE XEL Xcel Energy Inc Utilities U3_LP5H_HANDOUTS_ Page 5 Copyright Magnetar Investment Club
6 EXPLORING THE COMPANY S FUNDAMENTALS Use the following framework to investigate companies that you re considering as investments. Remember the Peter Lynch theory of stock selection Invest in What You Know. Evaluate What to Look For The Business What does the company do? How do they make money? (e.g., Do they sell a product, invent technology, sell a service, combination?) Is demand for their product increasing? Are the Company s products & services high quality? The Industry What are the prospects for the industry? Who are the Company s major competitors? The Financials What do the overall financials tell us about the health of a company? Have sales been increasing over time? How does revenue compare to costs? Profitability: What are the Gross Margins, Operating Margins, and Earnings? Does the Company have a lot of debt relative to it s size? The Ideal Company Of course, there is no such thing as the ideal company. When it comes to investing there is always some amount of risk involved. However, there are strategies you can take to minimize those risks and help you identify the most promising companies. U3_LP5H_HANDOUTS_ Page 6 Copyright Magnetar Investment Club
7 Tips! Look for companies that offer a high quality product or service that you (and people you know) know and use regularly. This means you likely have a stronger understanding of the industry, as you are part of the customer market. Target companies in growth industries. Look for companies that have shown strong financial performance over time. In an economic downturn, target companies that make products people always need even when times are tough (i.e., staples not luxuries). Red Flags include: - Earnings slowing or declining - Sales slowing; Management selling stock - Companies that are getting too much press - Prices much higher than their industry peers - Too much debt high (Current Assets/Current Liabilities should exceed 2x) U3_LP5H_HANDOUTS_ Page 7 Copyright Magnetar Investment Club
8 SAMPLE STOCK TABLE Source: Investopedia Columns 1 & 2: 52-Week High and Low Column 3: Company Name Column 4: Ticker Symbol The highest and lowest prices at which a stock has traded over the most recent 12 months. This shows the name of the company, abbreviated. The ticker symbol is the short-cut ID assigned to the company. Column 5: Dividend Per Share Column 6: Dividend Yield Column 7: Price/Earnings Ratio Column 8: Trading Volume Column 9 & 10: Day High and Low Column 11: Close Column 12: Net Change This indicates the annual dividend payment per share. If it is left blank, then the company does not pay out dividends. The percentage return on the dividend (the annual dividend per share divided by price per share). This is calculated by dividing the current stock price by earnings per share from the last four quarters. This reflects the total number of shares traded for the day, listed in hundreds. (Just add 00 to get the actual number traded.) This shows the highest and lowest prices for which the stock traded for the day. The price at which the stock sold for the last trade of the day. This is the dollar value change in the stock price from the previous day's closing price. If the stock is "up for the day," its net change was positive. U3_LP5H_HANDOUTS_ Page 8 Copyright Magnetar Investment Club
9 Sample: How to Read a Stock Table Source: NYSE Euronext: New York Stock Exchange U3_LP5H_HANDOUTS_ Page 9 Copyright Magnetar Investment Club
10 COMPANY ANALYSIS WORKSHEET Use the following to collect information on the Company you are evaluating. COMPANY OVERVIEW: Company Name: Industry: Business Description (Products & Services): CEO (Chief Executive Officer): Key Competitors: Customers: Most Recent Year s Sales (Revenue): Over the past three years, have sales been growing? What is the trend? Most Recent Year s Earnings (Net Income): THE FINANCIALS: Over the past three years, what has been the Earnings trend? Growing? Declining? Stagnant? Profitability: Gross margin? Operating margin? U3_LP5H_HANDOUTS_ Page 10 Copyright Magnetar Investment Club
11 STOCK DATA: Exchange and Ticker Symbol: Stock Price: P/E Ratio: How does the Company s P/E compare to its industry and competitors? Earnings Per Share (EPS): Does the Company pay Dividends? 52-week High and Low: How close is the stock currently trading near its 52-week high or low? INVESTMENT SUMMARY Investment Merits Key Risks and/or Red Flags Company Overall Industry Financials Stock History U3_LP5H_HANDOUTS_ Page 11 Copyright Magnetar Investment Club
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