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Practice with These Exercises
Practice with These Exercises
- Identify the catalysts for at least two stock calls (can be by a sell-side analyst for a stock you cover), including the quality of the catalyst
- Review your calendar to see if you’re planning ahead for events that will likely recognize the catalyst(s) for a stock call
- Periodically review the best practices to avoid the 14 most common psychological pitfalls to investing (see reference cards for details)
- Review at least one price target for a stock (using your financial forecast or consensus) to see how much the financial forecast and valuation multiple differ from consensus (using the AnalystSolutions’ Excel template “How Do You Differ”)
- Identify where there is the most disagreement among consensus for your universe of stocks
- Review your comp table relative to the best practices found in the Reference Card on comp tables
- Review the following two reference cards with the goal to see how your recent or current high-conviction stock calls could be improved:
- Best Practices for Making Accurate Stock Recommendations (TIER™ framework)
- Stock Recommendation Checklist Using the TIER™ System
