JIC Security Evaluation Form
Use this form to prepare information for reports. The base sources of information are: The Wall Street Journal (WJ), The Value Line Investment Survey(VL - available in the Library), and Barrons, Forbes, or Fortune magazines. The internet can also be a good source of security information.
Information to Include:
1. Full Name of the Company
2. Ticker Symbol used in the Wall Street Journal..
3. Today's closing price (WSJ) or from the internet.
4. The 12-month range of high/low prices. (WSJ)
5. Current PE ratio (WSJ or from the internet).
6. The dividend per share (WSJ).
7. Current Yield: 
(WSJ)
8. Measure of non-diversifiable Risk (beta). (VL)
9. 10-year growth rates for:
Sales per share
Earnings per share
Cash Flow per share
Growth rate = 
.
where Value is Sales, Earnings, or Cash Flow. Data from VL or Annual Report.
10. Description of company's activities. (VL)
11. Outlook for the industry in which the company operates. (VL, Forbes, Fortune)
12. Discussion of diversification issues, i.e., how does this security fit into our overall portfolio?.
13. Overall recommendation: buy, sell, hold; how much, how long; which category; how to finance?
