Sunday 25 March 2012
Come into my trading book: Sydney Foresythe - Research Report
Come into my trading book: Sydney Foresythe - Research Report: I've finally figured out how to share the report with you guys. As my last post indicated, I have been working diligently on getting my very...
Saturday 24 March 2012
Sydney Foresythe - Research Report
I've finally figured out how to share the report with you guys. As my last post indicated, I have been working diligently on getting my very first equity research report to those interested. The journey to creating this report was long but very rewarding. I have learnt so many things that I had no idea of before, and have grown as a professional in the field of finance. The most impact-full lesson I learnt was how to think critically about anything.
The world is full of information, a lot of it is redundant, some aren't even true, other pieces of information are critical to your goal. What every piece of information has in common as it regards to you is that on its own, the information is just words on a page, or numbers on a board.. (or what ever it is you're searching for.) What set a person armed with knowledge apart from someone with internet access is their ability to critically analyze the information provided, and come to an educated conclusion based on a bunch of incoherent data and information. That is essentially what this research report is. I (not to "toot my own horn") have gathered and analyzed information pertinent to Cisco, and presented it in a coherent, concise manner for your enjoyment and criticism.
While anything regarding returns on investment is a forecast and thus is subjective to the authors interpretation of the information provided, hard facts and proven forecasting methods have been employed to reach the conclusions presented in this report. Careful consideration has been given to all sides relevant to the underlying security in order to present a non bias conclusion.
For those considering a career in finance or wealth management, I would advise that you undertake an independent project pertinent to your desired professional field. It is one of the most rewarding things you can accomplish as an undergrad student. It extends learning and knowledge beyond classrooms and enables you to tackle unforeseen and untaught of issues.
Before you have access to my report in the link below I have to disclaim a few things for legal purposes.
1. I have not been compensated to create this research report.
2. I do not currently hold any positions in the underlying security, however, I may at sometime in the future see it fit to purchase shares in the company.
3. The report contains forward looking information that has neither been confirmed nor denied by the parties involved as being an accurate perspective of the company's future.
4. Please do not invest solely on my or any one else's information, always conduct your own due diligence and talk to your professional investment advisor before making an investment decision.
View File: Cisco Equity Research Report
The world is full of information, a lot of it is redundant, some aren't even true, other pieces of information are critical to your goal. What every piece of information has in common as it regards to you is that on its own, the information is just words on a page, or numbers on a board.. (or what ever it is you're searching for.) What set a person armed with knowledge apart from someone with internet access is their ability to critically analyze the information provided, and come to an educated conclusion based on a bunch of incoherent data and information. That is essentially what this research report is. I (not to "toot my own horn") have gathered and analyzed information pertinent to Cisco, and presented it in a coherent, concise manner for your enjoyment and criticism.
While anything regarding returns on investment is a forecast and thus is subjective to the authors interpretation of the information provided, hard facts and proven forecasting methods have been employed to reach the conclusions presented in this report. Careful consideration has been given to all sides relevant to the underlying security in order to present a non bias conclusion.
For those considering a career in finance or wealth management, I would advise that you undertake an independent project pertinent to your desired professional field. It is one of the most rewarding things you can accomplish as an undergrad student. It extends learning and knowledge beyond classrooms and enables you to tackle unforeseen and untaught of issues.
Before you have access to my report in the link below I have to disclaim a few things for legal purposes.
1. I have not been compensated to create this research report.
2. I do not currently hold any positions in the underlying security, however, I may at sometime in the future see it fit to purchase shares in the company.
3. The report contains forward looking information that has neither been confirmed nor denied by the parties involved as being an accurate perspective of the company's future.
4. Please do not invest solely on my or any one else's information, always conduct your own due diligence and talk to your professional investment advisor before making an investment decision.
View File: Cisco Equity Research Report
Thursday 8 March 2012
Chinese Growth, But at what cost!
Chinese growth, but at what cost?
China is the world’s largest manufacturer as well as a major consumer of most of the world's natural resources, as a result, the well being of major economies are contingent on how successful the country is as a whole. Their perceived growth and consumption is critical to the world’s economic health. As it stands, China also produces the lion’s share of consumer goods such as TVs, electronics, clothing and other staple goods. They have existed as a cheap and reliable supplier to the west in most recent history. The Chinese economy is facing increased costs especially in manufacturing China; Land prices, regulation, taxes and labour are all recently inflated costs that may affect the price we pay for consumer goods from China.
Constantly increasing manufacturing costs seems to be as a result of Inflation in an effort to strengthen the Chinese economy and see GDP growth in the nation. This comes at the cost of American firms who have seen labour costs surge by 20% a year for the past 4 year. As a result, this creates a complicated situation whereby companies in the US do not want to see continued inflation in China due to rising costs, yet the world needs to see continued inflation in China as a sign of strengthening economy and increasing consumption. The Chinese worker now demands better wages and more benefits. The end of rising costs is nowhere in sight according to Joerg Wuttke, he believes that we may see up to 200% increase in the cost of manufacturing in china by 2020.
As manufacturing costs increase we can expect companies to take their business elsewhere, and a mild slowing down of china’s economic growth. However, China will sustain itself if this is the case thanks to its booming domestic market. So while large companies will likely avoid increasing costs by moving production elsewhere, the Chinese economy will not be doomed to fail due to much of its inland revenue.
For other articles of the sort please visit the GTF Market Watch
China is the world’s largest manufacturer as well as a major consumer of most of the world's natural resources, as a result, the well being of major economies are contingent on how successful the country is as a whole. Their perceived growth and consumption is critical to the world’s economic health. As it stands, China also produces the lion’s share of consumer goods such as TVs, electronics, clothing and other staple goods. They have existed as a cheap and reliable supplier to the west in most recent history. The Chinese economy is facing increased costs especially in manufacturing China; Land prices, regulation, taxes and labour are all recently inflated costs that may affect the price we pay for consumer goods from China.
Constantly increasing manufacturing costs seems to be as a result of Inflation in an effort to strengthen the Chinese economy and see GDP growth in the nation. This comes at the cost of American firms who have seen labour costs surge by 20% a year for the past 4 year. As a result, this creates a complicated situation whereby companies in the US do not want to see continued inflation in China due to rising costs, yet the world needs to see continued inflation in China as a sign of strengthening economy and increasing consumption. The Chinese worker now demands better wages and more benefits. The end of rising costs is nowhere in sight according to Joerg Wuttke, he believes that we may see up to 200% increase in the cost of manufacturing in china by 2020.
As manufacturing costs increase we can expect companies to take their business elsewhere, and a mild slowing down of china’s economic growth. However, China will sustain itself if this is the case thanks to its booming domestic market. So while large companies will likely avoid increasing costs by moving production elsewhere, the Chinese economy will not be doomed to fail due to much of its inland revenue.
For other articles of the sort please visit the GTF Market Watch
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