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Unit 15: Portfolio or account analysis and its application to security…

- - - - Capital surplus :check:
      - STOCK AND BONDS, THAT A COMPANY ISSUED, HOW DOES A CORP CAPITALIZATION ITSELF AND LOOK FOR STOCKS AND BONDS
  - - - CURRENT ASSETS -CURRENT LIABILITIES , CAN i PAY BILLS THIS YEAR
    - - SAME COMPONENT OF WORKING CAPITAL , CUURENT ASSET / CURRENT LIABILITIES , PAY BILL THIS YEAR
    - - ACID TEST, PAY BILLS THIS MONTH, REMOVE THE INVENTORY FROM THE CALCULATION , THEY WILL SHOW TOTAL ASSET, INVENTORY THEN TAKE TOTAL CURRENT ASSET AND REMOVE INVENTORY
  - - - Risk
      - Formula (total capitalisation)
        
        NUMBER OF SHARES OUTSTANDING * CMP , TELLS OF THE VALUE OF EQUITY , TOTAL LIABILIT AND COMPARE AND HIGHER THE DEBTS ISSUED HIGHER THE RISK OF DEFAULT
      - HOW MUCH DID I BORROW
    - - ASSET LIAB AND EQUITY
  - - - GIVE NET INCOME, HAVE TO SUBSTRACT DIVIDENDS PAID TO PREFERRED SHAREHOLDERS / COMMON SHARES OUTSTANDING
    - - TAKE THE DIVIDEND / CURRENT MARKET PRICE , ANNUALIZE THE DIVIDEND WILL MOSTLY GIVE QUARTLERLY DIVIDEND
    - - NET INCOME IS 100% , SPLIT IT UP, PAY AS A DIVIDEND PART AND PART IS RETAINED EARNIEG, SUM OF DIVIDEND AND RETAINED EARNING HAS TO BE EQUAL TO 100% OF THE ANNUAL INCOME
    - - 3 PARTS/ CASHFLOW FROM OPERATIONS, FROM INVESTING, FROM FINANCING (PAY OFF STOCKS OR BONDS)
    - - FROM THE INCOME STATEMENT , INTEREST IS TAX DEDUCTIBLE, PREFERRED STOCK DIVIDEND IS NOT, INTEREST COMES OUT BEFORE TAXES AND DIVIDEND COMES OUT AFTER TAXES
      - IF A CORP REPLACES BOND WITH PREFERRED STOCK, AND DIVIDEND REMAINS THE SAME, REDUCE THE NET INCOME
    - - CALLED THE MULTIPLE, JUST A WAY TO COMPARE STOCKS, MEASURES THE POPULARITY OF A STOCK, SOME ARE HIGHER AND LOWER AND TRY TO FIGURE OUT WHY, WHEN IT SAYS PRICE TO EARNING: EARNINGS IS NET INCOME AFTER EVERYTHING, PE=12, EARNINGS? MISSING ONE PIECE, GIVE 2 PIECES , PRICE IS 80 / EQRNING ? = 4 DO CALCULATION
    - - GROWTH: HIGH PRICE EARNINGS, LOW DIVIDEND PAYOUT, VALUE/ LOW PE AND HIGH DIVIDEND PAY OUT , EX: 4 COMPANIES, AND ONE BELIEVES IN VALUE INVESTING AND PICK THE ONE WITH LOWEST DIVIDEND AND HIGHEST PRICE EARNINGS RATIO
- - - - Consolidations
      - Reversals
      - Overbought and Oversold
      - Resistance range :check:
        
        At resistance = Bearish
      - Support levels :check:
      - 1 QUESTION ON THE 3
      - Interest in short positions: bullish
- - - - Mark up and mark down and based on market conditions