Posts by: Guest 1
Shareholder momentum analysis
Not sure if this is the appropriate topic to post this question. I've been asked to put together a S/H momentum analysis going back 3 years for a public company. Some questions on this: 1) Do you start with, say top 25 holders today, and work backwards to trace how they reached this point? In order... Read More
Not sure if this is the appropriate topic to post this question. I've been asked to put together a S/H momentum analysis going back 3 years for a public company. Some questions on this: 1) Do you start with, say top 25 holders today, and work backwards to trace how they reached this point? In order... Read More
Manufacturer With Captive Finance Co.
In general, do you have a preferred approach to analyzing a manufacturing company with a captive finance unit that is integral to the overall company business? Would you consider expenses like interest and depreciation on loans and leases incurred by a captive finance company like Paccar Financial ... Read More
In general, do you have a preferred approach to analyzing a manufacturing company with a captive finance unit that is integral to the overall company business? Would you consider expenses like interest and depreciation on loans and leases incurred by a captive finance company like Paccar Financial ... Read More
AFM Enhancements: Cond. Format Credit & Leverage Stats
Is there anywhere in the program where you go step by step in how exactly you program the specific conditional shading format in assessing the credit rating? The conditional formatting doesn't appear to be included in the excel template and I'd like to learn the logic of programming the conditional... Read More
Is there anywhere in the program where you go step by step in how exactly you program the specific conditional shading format in assessing the credit rating? The conditional formatting doesn't appear to be included in the excel template and I'd like to learn the logic of programming the conditional... Read More
Re: Urgent: Automating Scorecard Metrics grading
Dear WST, Thank you so much! I would recommend Hamilton Lin's Advanced Excel for Data Analysis course without reservation. It is worth every penny spent. I have a few follow-up questions: 1. The scorecard is evaluating a dozen of project initiatives and each with 10 metrics to reach an overall ... Read More
Dear WST, Thank you so much! I would recommend Hamilton Lin's Advanced Excel for Data Analysis course without reservation. It is worth every penny spent. I have a few follow-up questions: 1. The scorecard is evaluating a dozen of project initiatives and each with 10 metrics to reach an overall ... Read More
Diluted shares vs basic shares for WACC
Full Question:
Should companies ever use diluted shares to figure out WACC (instead of basic shares)?
Full Question:
Should companies ever use diluted shares to figure out WACC (instead of basic shares)?
Re: TEV and negative net debt clarification
Even after watching the Corporate Valuation video and reading your previous responses, I still feel a bit unclear about Equity Value being greater than Enterprise Value. I think going over my understanding of these topics might help you identify where my confusion lies. Under an 'unlevered' valuat... Read More
Even after watching the Corporate Valuation video and reading your previous responses, I still feel a bit unclear about Equity Value being greater than Enterprise Value. I think going over my understanding of these topics might help you identify where my confusion lies. Under an 'unlevered' valuat... Read More
Re: CFA certification
Hi guys, As earlier pointed out in the forum, CFA would be very relevant for career in equity research, portfolio management etc. Further it provides a basic understanding of all other fields of finance. It also depends on your present state of work, If you are working in a non-related filed and wa... Read More
Hi guys, As earlier pointed out in the forum, CFA would be very relevant for career in equity research, portfolio management etc. Further it provides a basic understanding of all other fields of finance. It also depends on your present state of work, If you are working in a non-related filed and wa... Read More
WACC: market vs book value & what regulated industries?
Full Question: 1) Would you suggest for calculating the WACC (to be used as the discount rate) using the market value of the securities rather than book value in order to determine the weightings for the cost of debt and equity securities? (2) same question, but...If an industry was regulated (... Read More
Full Question: 1) Would you suggest for calculating the WACC (to be used as the discount rate) using the market value of the securities rather than book value in order to determine the weightings for the cost of debt and equity securities? (2) same question, but...If an industry was regulated (... Read More
AFM Enhancements: book value of equity to calc total capital
when you are calculating the total capital here, you are using the book value of equity to calculate, why we cann't use the market value of the equity, becuase that is more up-to-date.
thanks
when you are calculating the total capital here, you are using the book value of equity to calculate, why we cann't use the market value of the equity, becuase that is more up-to-date.
thanks
I am currently building the PEP model for the online self-study certificate and I have a question regarding the final net income number and the final diluted EPS number. From what I have learned from the video, Mr. Lin used the 10-K to check the final net income and diluted EPS number and they match... I am currently building the PEP model for the online self-study certificate and I have a question regarding the final net income number and the final diluted EPS number. From what I have learned from the video, Mr. Lin used the 10-K to check the final net income and diluted EPS number and they match the numbers on the financial model we built. However, as I am working on the certificate, there are many extraordinary items that were not included in the calculation of certain line items, such as SG&A, income taxes, and bottling equity income. Does that mean it is okay to not have your net income and diluted EPS number match the 10-K filing? Or is there a rule where these two numbers must match the numbers on your IS model? Read More