Charles R.

Blyth Fund
(Proposal Date)
(Sector) | (Subsector)
(Full Company Name): (Analyst 1 Name) | (email)
(Analyst 2 Name) | (email)
(Buy/Sell/Short/Cover) (Analyst 3 Name) | (email)

Entry Price Band:

Market Data:
Exit Price:
Stop Loss Threshold: Ticker: XYZ
Time Horizon: Current Price: $X
Position Size: Shares X million
Outstanding:
Float: X million
Introduction 52-Week Range: $X-$X
Avg Daily Volume: X 000’s
Market Cap: $X b / m
Investment Thesis: Insider X%
Ownership:
Institutional X%
Ownership:
Dividend: X / (N/A)

Company Profile:

(6 MON
Recent News:

Financials and Valuation

Balance Sheet
 Charles R. Blyth Fund
(Proposal Date)

Cash Flow

FY200 FY200 FY20 FY2008 FY2009(e

5 6 07 st)
Net Income
Depreciatio
n
Adjustment
s to Net
Income
Changes in
Accounts
Receivables
Changes in
Liabilities
Changes in
Invesntories
Changes in
Other
operating
Activities
Total Cash
Flow from
Operating
Activities

Capital
Expenditure
s
Investments
Other
Cashflows
from
Investing
Activities
Total Cash
Flows
from
Investing
Activities

Dividends
Paid
Sale
Purchase of
Stock
Net
Borrowings
Other Cash
Flows from
Financing
Activities
 Charles R. Blyth Fund
(Proposal Date)
Total Cash
Flows
from
Financing
Activities
Effect of
Exchange
Rate
Changes
Change in
Cash and
Cash
Equivalent
s

Valuation

Discounted Cash Flow Model (if applicable):

P/E Forward (FY09):

P/E Current:

EV/EBIDTA

ROE

ROA

Relevant Industry Multiples

Breakdown of Revenue by Product Group

 Charles R. Blyth Fund
(Proposal Date)

Other Analysis

Competition

Competitive Advantages

Evaluation of Management
i. Recent Insider Transactions

ii. Management Experience

Conference Call Highlights

Risks
 Charles R. Blyth Fund
(Proposal Date)

Expected future events that will affect price

Charts and Technical Analysis

1 year

5 year

Graph showing stock vs industry index and main competition

Other applicable time ranges or technical indicators