Business Question

Overview

Screen and select a Sector/Industry ETF in Yahoo Finance.

• On the Yahoo! homepage, click Finance
• On the Finance homepage, hover over Screeners and click "ETF Screener"
• In the "Category Name" panel, click "Add "Category Name"
• Include sectors ETFs: Health, Finance, real Estate, Energy, and Technology
  In the Fund Family panel, include all or select
  In Morningstar Ratings panel, include all star categories
  Click "Save Filter" tab
  On the screen showing ETFs, click Symbol box of the ETF (e.g., Expanded Tech software, IGV) you want to analyze.
• On the ETF screen, click Holdings to find the stocks comprising the ETF (e.g,, Salesforce (CRM), Microsoft (MSFT), and Adobe (ADBE)).
• Click each stock's ticker to go to its information screen.
• On each stock screen find fundamental information related to each stock. Information can be found from the following tabs:
  • Profile: General Information (Note: 10k information can be assess from this tab)
  • Statistics: Market cap, P/e, P/Book, 52-week high and low, profit margin, operating margin, ROA, ROE, EPS, debt/equity, current ratio, payout ratio.
  • Chart: 1-year, 2-year, an 5-year cumulative return
  • Analysis: EPS trends
• Summarize your fundamental information for your stocks in a table
• Prepare a report. Include in your report:
  • Description of the following the risks and rank each company in terms of each risk from highest and lowest risk:
    • Business risk
    • Financial risk
    • Liquidity risk
  • Ranking of each company in terms of its ROA and ROE.
  • Identification if there is are similar ROA but significantly higher ROEs.
• Go to Seeking Alpha Links and type in stock's ticker in the screen box. Read the analysts' reports on at least one of your three stocks (perhaps the one that you are most bullish). Include in your report a summary in bullet form of key points made by the analysts.

1) Submit a report

2) Prepare and submit an Exec Summary to be shared with class