Presented by the UCLA Undergraduate Investment Society

What is Investing?

The Right MindsetApple Summer Q3 Earnings

ExampleKnow Yourself

Defining Investing

Investing Vehicles (Securities)

Marketable Securities Stocks Bonds Options

Commodities/Futures Commodities/Futures Foreign Exchange Treasury Bills

Non-Marketable Securities EE and I Government Bonds Mutual Funds/ETFs

Stocks and their trading Plain and simple, stock is a share in the ownership

of a company. Stock represents a claim on the company's assets and earnings. As you acquire more stock, your ownership stake in the company becomes greater. Whether you say shares, equity, or stock, it all means the same thing.

Discount Broker vs. Full Broker

How are stocks traded?

NYSE Face-Face Floor

NASDAQ NASDAQ OTC

AMEX

What Causes Stock Prices to Change?

Supply and DEMAND!!

The Bulls, The Bears And The Farm

The Bulls

The Bears

The PIGS

Technical AnalysisStock Market Concepts

Stock Trading Concepts Contd

Fundamental Analysis

Onto the Fundamentals

How do go about doing this? Financial Statements Ratios

Balance Sheet

Income Statement

Statement of Cashflow

Statement of Owners/Shareholders Equity

All of the Ratios

P/E Ratio Dividend Yield Average Volume Current Ratio Current Ratio Debt Ratio Earnings per Share Payout Ratio

Ratios contd

Market Capitalization

Practice