| |
Harvey: |
Subscribes to the Wall Street Journal to keep up with the
market. |
| DR
Analyst: |
Does that, plus subscribes to numerous industry journals and government
agency publications. |
| |
| Harvey: |
Compares HopeTech to other stocks he'd like to buy. |
| DR
Analyst: |
Compares the company against dozens or hundreds in the same industry. |
| |
| Harvey: |
Goes online in the hope that his favorite investment website
says something about HopeTech. |
| DR
Analyst: |
Talks frequently with industry experts to stay on top of industry
trends. |
| |
| Harvey: |
Buys a few HopeTech products to see if they're any good. |
| DR
Analyst: |
May conduct a site visit to the corporate headquarters and factory. |
| |
| Harvey: |
Notices HopeTech's commercials on TV. |
| DR
Analyst: |
Does a thorough analysis of the company's product lines, customer base,
marketing strategy, business segments, and competitors. |
| |
| Harvey: |
Peruses HopeTech's annual report. |
| DR
Analyst: |
May participate in conference calls with company management and talk
with the company's CEO and CFO. |
| |
| Harvey: |
Changes his opinion on HopeTech when he's worried,
confused, or broke. |
| DR
Analyst: |
Changes the rating on the stock when material developments warrant a
new conclusion. |
| |
| Harvey: |
Tracks the stock's trading details, namely P/E, highs/lows,
and volume. |
| DR
Analyst: |
Assesses the company's market capitalization, book value per share, P/E
to growth rate, relative historical valuation, ROE, ROIC, and latest fiscal year return on
equity. |
| |
| Harvey: |
Has attended seminars on investing and once took a few
business classes. |
| DR
Analyst: |
Draws upon years of experience and training including, usually, an MBA
or CFA. |
| |
| Harvey: |
Gets big news on HopeTech from papers (when he has time)
and quarterly reports. |
| DR
Analyst: |
Gets big news from the company and up-to-the-minute wire services. |
| |
| Harvey: |
Clips occasional stories and files them under
"Hope." |
| DR
Analyst: |
Updated when any significant news stories or reports on HopeTech and
its competitors develop. |
| |
| Harvey: |
Imagines where he'll vacation if HopeTech's stock doubles
in price next year. |
| DR
Analyst: |
Projects HopeTech's revenue and earnings growth for next three years. |
| |
| Harvey: |
Dreams about winning one of those public stock-picking
contests. |
| DR
Analyst: |
Works for a firm which has had some of its analysts recognized for
excellence by peer companies, peer analysts, and major media. |
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