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1. How long have you been involved in investing in stocks? 5 years or Less 6 to 10 year
11 to 15 years 15 to 20 years Above 20 years
2. What type of investor are you? Aggressive investor willing to take more risk Moderately
aggressive investor willing to take some risk Moderately conservative investor willing to take less
risk Conservative investor willing to take only minimal risk
3. What type of investment you prefer? Equity Debt Mutual Funds
Commodities Market Futures & Options Market
Kindly Circle ( O ) only one number that best describes your view.
4. How important is each of the following factors to you in your decisions in investing or buying stocks?
1 – Not Important 2 – Slightly Important 3 – Somewhat Important 4 – Important 5 – Very Important
Not Slightly Very
Factors Somewhat Imp Imp
Imp Imp Imp
Objective Factors
4.1.Short Term Capital Gains 1 2 3 4 5
4.2.Long Term Capital Appreciation 1 2 3 4 5
4.3.Dividend Income 1 2 3 4 5
4.4.Diversification 1 2 3 4 5
4.5.Minimising Risk 1 2 3 4 5
Sources of Information Factors
4.6.Family / Relative Opinion 1 2 3 4 5
4.7.Friends / Co-workers Recommendation 1 2 3 4 5
4.8.Brokers / Financial Advisors
1 2 3 4 5
Recommendation
4.9.Newspapers / Magazines 1 2 3 4 5
4.10.Financial Statement / Annual Reports 1 2 3 4 5
4.11.Computer / Internet 1 2 3 4 5
Economic / Market Factors
4.12.Gross Domestic Product 1 2 3 4 5
207
4.13.Interest Rates 1 2 3 4 5
4.14.Inflation Rates 1 2 3 4 5
4.15.Strong Confidence on Economy 1 2 3 4 5
4.16.Government Stability 1 2 3 4 5
4.17.Stock Market Performance 1 2 3 4 5
Industry Factors
4.18.Past Performance of Industry 1 2 3 4 5
4.19.Growth rate of Industry 1 2 3 4 5
4.20.Firm’s Status in Industry Life Cycle 1 2 3 4 5
Company Qualitative Factors
4.21.Size of Firm 1 2 3 4 5
4.22.Firm’s Product / Services Quality 1 2 3 4 5
4.23.Reputation of Firm 1 2 3 4 5
4.24.Quality of Management 1 2 3 4 5
4.25.Perceived Ethics of the Firm 1 2 3 4 5
4.26.Firm’s Local Operations 1 2 3 4 5
4.27.Firm’s International Operations 1 2 3 4 5
Company Quantitative Factors
4.28.Stock Price per Share 1 2 3 4 5
4.29.Earnings Per Share (EPS) 1 2 3 4 5
4.30.Price to Earnings Ratio (P/E Ratio) 1 2 3 4 5
4.31.Dividend Payout Ratio 1 2 3 4 5
4.32.Book Value per Share 1 2 3 4 5
4.33.Current Ratio 1 2 3 4 5
4.34.Debt to Equity Ratio 1 2 3 4 5
4.35.Return on Equity 1 2 3 4 5
208
5. Rank the following factors according to
Rank 5 Rank 4 Rank 3 Rank 2 Rank 1
Their importance. (Rank 1 – High Imp ; Rank 5 – Low Imp)
Objective Factors
Source of Information Factors
Economic / Market Factors
Industry Factors
Company Qualitative Factors
Company Quantitative Factors
209