Using Fundamentals

to Find Value Stocks

Today we discussed finding undervalued stocks through fundamental analysis. In order to build your understanding of the
opportunities available we reviewed both cyclical and non-cyclical companies and the how to evaluate value based on stock
characteristics. You will find helpful resources to review these concepts below.

Webcast Episode: Searching Defensive Stocks for Value

Webcast Episode: Outlining Valuation Ratios
Webcast Episode: New to Value Investing & Examples

Deep Dive
You were introduced to a lot of new vernacular and calculations that help to determine the health of a company. Our
coaches want to make the research process both straightforward and practical in your portfolio management. As you
come to a better understanding, fundamental analysis can potentially help improve both value and growth investing.

Webcast Episode: Initial Look at Intrinsic Value & Examples

Webcast Series: Investing in Value Stocks
Webcast Series: Growth and Value Strategies

Next Steps
There is no substitute for personal experience, start today by following the actionable steps below:

Build the screener used during today’s example (Book Value Growth Trend – 4-5 years; P/S Ratio <3; ROA – >10%;
Current Ratio - >1.5; P/E Ratio – between 6-20; P/B - <3.5)
Take time to use the Valuation tab on the TD Ameritrade stock page to research your own stocks and review the
definitions to improve your understanding of the metrics.

Experienced Professionals Can Help

TD Ameritrade can help you as you look to manage your stock portfolio. Reach out to your local branch today.

A consultation with your Senior Financial Consultant can help you to fully develop your goals, time frames and
market outlook and get you prepared for a variety of market conditions.
If you’re looking to learn more about our active trading tools instead, our Trading Solutions Specialists will introduce
you to thinkorswim®. During a 1-on-1 session, they can help you to simplify and customize the platform to your
research and active trading needs.

Continue Learning
Tune in to news, market commentary, and live broadcasts, where professionals offer insights you can apply.
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from industry thought-leaders.
Trader Talks and Investor Insights: Webcasts: Expand your market knowledge and become a platform-savvy trader:
watch TD Ameritrade Education Coaches as they break down the stock, options, and futures markets and apply
trading strategies in current market conditions.

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Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or
account type.

All investing involves risk, including the risk of loss.

Be sure to understand all risks involved with each strategy before attempting to place any trade.

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