The TGS Investment Club

INVESTING IN THE SHARE MARKET

Annmarie Puglisi
Year 10 Business Studies
Contents
........................................................................................................................................................................ 0
Performance of Two Prospective Companies ..........................................................................................2
Fundamental Analysis .......................................................................................................................... 2
Technical Analysis ................................................................................................................................ 3
(probably best to do the two companies separately – especially when comparing to other
companies within the industry) ........................................................................................................... 3
Justification for Choice ................................................................................................................................. 3
Conclusion ..................................................................................................................................................... 3
Bibliography .................................................................................................................................................. 4
Appendices ................................................................................................................................................... 4
Appendix 1 – Share price – company 1 (10 days) .............................................................................. 4

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Performance of Two Prospective Companies
Fundamental Analysis
(you may consider doing this section as a table comparing both companies side-by-side as
is shown below)

Nature of Business
COMPANY 1 COMPANY 2

Industry Sector

Nature of Stock

Nature of Production
(adjust heading to suit
situation)

Recent Headline
(consider putting the
actual article in an
appendix!)

Profitability
Company 1

Company 1 Industry (or similar

company)
Dividend Yield
Price Earnings Ratio
Earnings per Share

Remember to discuss dividend yield in comparison to to inflation and bank

interest rates. Refer to the table above.

Also remember to discuss what the forecast profit is for the company – and if that
is a good or bad thing (and how that may affect the outlook for the price of shares
and possibly future dividends)

Remember to repeat this for Company 2

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Technical Analysis

Company 1

Short Term Performance

This is where you would discuss the outcome of your 10 day period. You can either have
the table and chart here or you can refer to it in the appendices.

Remember you would have historical data to help you mention why you would look at
keeping these shares for 10 years…..(more long term than short term – refer to your task
sheet!)

Also remember to have the table for capital growth…..(again you may wish to refer to how
the share price has grown over 10 days as well as historical to say how that grows (also
good to link to your goals if capital growth is one of your goals….). Or you can separate
this and have it in the next section …….

Long Term Performance

This is where you can get the charts off websites (remembering to reference!!!). How have they
normally performed in the past? Is it worth noting for the future?

It would be recommended that you start a new page for this section……

Justification for Choice

Which company have you chosen and why. Remember to make sure you refer back to
the goals (how does the choice you make meet those goals) and ensure you use
information gathered in the Fundamental Analysis to also back up your choice.

Conclusion
This is where you will reiterate the choice and that you may consider the other company
in the future (or even dismiss it) and why (or why not) that you would follow the process
again for the next round of investment. You may wish to mention any change in focus of
the goals you have.

Then you would start a new page for the Bibliography and Appendicies – refer below
(on the next page,……)

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Bibliography
Use WORDs bibliography creator! It is easy. Refer to the PowerPoint in Moodle on how
to use it! Remember to also do your in text referencing too!

Appendices
This is where you would put all the charts (rather than put them in the main report). Just
keeps it tidy. Remember to give names to each Appendix.

APPENDIX 1 – SHARE PRICE – COMPANY 1 (10 DAYS)

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