Fundamental Analysis

The speaker discusses the capital gains taxes on mutual funds this year.  Even though most mutual funds are down, some investors may have actually sold their funds at a gain throughout the year and this may create a taxable burden in non-retirement accounts.  Ad

The speaker covers the key dates which are associated to dividend payments; the declaration date, record date, and payment date.  The declaration date is when the board votes on the amount of the dividend.  The stock price will increase on this announcment.  The date of record determines which investors will be e

The speaker provides a visual representation of the dividend discount model as applied to preferred stocks.  The DDM basically, determines the net present value of all future dividend

The speaker discusses that US companies, by in large, pay dividends in the same amount of the previous years.  He suggests that dividends follow earnings and then goes on to suggest that US companies are now buying stock back in leiu of paying

The speakers discusses tax implication of dividends payments.  He suggest that it can get very confusing and leveraging tax software such as gainskeeper will make the job much easier. 

The speaker reviews the units of production method of depreciation.  She provides an example to illustrate the application of this method and the accounting impact.

The speakers reviews a the most common form of calculation depreciation, the straight line method.  Straight line depreciation evenly distributes the cost of the asset over a fixed period of time.  The speaker provides a detailed walkthrough on the application of this method of depreciation.

The speaker covers the double declining balance of depreciation.  She provides an live example and walks through the calculation in detail.

The speaker reviews the relationship between depreciation and working capital and suggests that they should net each other out in the long run.

The speaker provides and in depth overview of the differences between the book value of a company and the market value of the company.  The book value is the value of the company based on the balance sheet while the market value is based on the val

The speaker gives a detailed overview of the book value of a company by using a hypothetical example to illustrate the meaning.

The speaker covers a common valuation ratio, the price to book ratio (P/B Ratio).  He talks through the calculation of this ratio and then discusses the advantages and disadvantages of using this ratio.

The speaker covers an alternative evaluation technique to the price to earnings ratio when valuing companies which are private or otherwise lacks earnings per share or stock price.

The speaker covers the basic definition of the P/E ratio and discusses the advantages and disadvantages of this valuation technique.

The speaker discusses the PEG ratio and talks about how it incorporates growth into the P/E ratio and why this is important.  He also discusses the value ranges for this indicator.