What are the basic steps of a financial advisor, if he or she is given 2 companies to analyze? - successful financial advisor
A financial adviser has two companies, to companies that analyze its performance in one of the best investments. What are the steps ........ where appropriate, a report for the success of the customer, for example. Both companies are major food producers ............
Saturday, January 16, 2010
Successful Financial Advisor What Are The Basic Steps Of A Financial Advisor, If He Or She Is Given 2 Companies To Analyze?
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4 comments:
Financial advisors are not securities analysts. They advise people where they invest their money. And in answer to 1 above, persistent but how many of your customers Stear, where the best commissions in addition to charging customers receive for 1 1 / 2% of their assets for their advice.
Security analysts are those who analyze companies in terms of investment potential relative.
Today, much work is actually done by the computer, but there are still some wool dyed analysts on the day. To work for them.
Step 1 Compare the growth or lack thereof
Step 2 Consider the debt / equity
Step 3 Look at the profit margin
Step 4 investigate the relationship between PE
Step 5 To see cash flow
Step 6 Look at the history of dividends
Step 7 Reviews Compensation Management
In this phase, the analyst must have some idea of the relative value of both companies. The theory of efficiency, it would be a toss-up between the two. The theory may be correct in many cases Spicelly with the most traded shares.
Financial advisors are not securities analysts. They advise people where they invest their money. And in answer to 1 above, persistent but how many of your customers Stear, where the best commissions in addition to charging customers receive for 1 1 / 2% of their assets for their advice.
Security analysts are those who analyze companies in terms of investment potential relative.
Today, much work is actually done by the computer, but there are still some wool dyed analysts on the day. To work for them.
Step 1 Compare the growth or lack thereof
Step 2 Consider the debt / equity
Step 3 Look at the profit margin
Step 4 investigate the relationship between PE
Step 5 To see cash flow
Step 6 Look at the history of dividends
Step 7 Reviews Compensation Management
In this phase, the analyst must have some idea of the relative value of both companies. The theory of efficiency, it would be a toss-up between the two. The theory may be correct in many cases Spicelly with the most traded shares.
Be aware that it is charged, which is the largest part of the Commission is the best investment ... What do you think?
On the other hand, if you did not propose for the analysis from vwith Basics "(" In the last 5 years on current and next year (corridors consensus) ..
namely: --
Price development
PE Ratio
EPS
Dividend Yield
Dividend Cover
Operating profit
Profit before tax
The profit after tax
Available for dividend income
Preferred and ordinary dividends
Retained earnings
Equity
Net assets
First and adjusted diluted EPS
Dividend per share for the year
Gearing
It is true that you proposed to make a fundamental financial analysis by the first responders. However, if important, you want in the industry in general, that is the company's standing in the industry, and find something with the company and the management. The foundations say exactly what has already happened. Would you try to anticipate what will happen in the future - well, you need to understand business and management of a non-funded. The objective and subjective analysis go hand in hand in the correct assessment of invetment a potential business partner.
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