Finance Discussion

Step 1 Evaluate / Screen Stocks

The objective of this discussion is to create a list of 5 stocks and 5 ETFs. There are numerous websites that have good stock screening tools such as Morningstar and Yahoo. You may use any stock screener. Some examples are:

http://www.cnbc.com/stock-screener/
https://screener.finance.yahoo.com/stocks.html
http://www.marketwatch.com
http://screen.morningstar.com/StockSelector.html - Requires free registration
https://www.google.com/finance/stockscreener

1. Provide a list of 5 stocks screened. What screens did you use and why? (parameters of your choosing).

2. Note on the volatility, beta, and valuation ratios (dividend yield, P/E ratio, etc.) relative to peers, for each stock.

We will examine ETFs (Exchange Traded Funds) next. For this part of the assignment you need to use:

http://etfdb.com/screener/

1. Provide a list of 5 ETFs screened with parameters of your choosing. Out of 5, you need to include at least 2 non-equity ETFs. These can be ETFs tracking the return on a bond index, commodity, etc.

2. What are the \Investment Themes" of each ETF?

Final Instructions For Discussion

1. Please summarize your explanations with regards to the stock and ETF selections in a few paragraphs for your discussion and explain why you think these securities are good picks.

2. Discuss and note on other students picks.