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  • Capital IQ & Other Resources March 31, 2015

  • Disclaimer

    The analyses and conclusions of Queens Capital contained herein are based on publicly available information. The analyses provided may include certain statements, estimates and projections prepared with respect to, among other things, the historical and anticipated operating performance of the companies, access to capital markets and the values of assets and liabilities. Such statements, estimates, and projections reflect various assumptions by Queens Capital concerning anticipated results that are inherently subject to significant economic, competitive, and other uncertainties and contingencies and have been included solely for illustrative purposes. Actual results may vary materially from the estimates and projected results contained herein. Queens Capital assumes no responsibility or liability for any error, inaccuracy, or omission contained that may be made of such information by the viewer. No information herein may be replicated without prior consent by the Executive Board of Queens Capital.

    www.queenscapital.ca 2

  • Table of Contents

    www.queenscapital.ca 3

    Content Slide

    Table of Contents 3

    Finding A Company 4

    Key Stats 5-6

    CIQ Estimates 7

    Quick Comps 8-9

    Screening Tools 10-13

    Qualitative Research 14-15

  • Finding a Company

    Ticker Symbol Important Tabs

    4 www.queenscapital.ca

    Enter the ticker symbol of your company to find all key stats for them The bar at the left contains all the informational tabs Really important ones include

    Most Used Key stats CIQ Estimates Quick Comps

    Finding a Company Key Stats CIQ Estimates Quick Comps Screening Tools Qualitative Research

  • Key Stats

    Important Tabs

    5 www.queenscapital.ca

    Click these tabs for a comprehensive income statement, balance sheet, etc.

    For certain companies (i.e. Oil and Gas), there would be an industry specific tab use this tab to find information pertinent to that industry

    Finding a Company Key Stats CIQ Estimates Quick Comps Screening Tools Qualitative Research

  • Key Stats

    Latest Capitalization Download Financials, 10K, 10Q

    6 www.queenscapital.ca

    Use the Latest Capitalization (found if you scroll down) for all enterprise value calculations as well as up to date company stock price/shares outstanding

    Download all of the financials into an excel document to manipulate figures (i.e. to create comps, DCFs, etc.)

    Download the latest 10-K and 10-Q reports (annual report and quarterly report)

    Quick Comps Screening Tools Qualitative Research Finding a Company Key Stats CIQ Estimates

  • CIQ Estimates

    Estimates

    7 www.queenscapital.ca

    CIQ Estimates give you estimates from the experts at Capital IQ as well as from analysts who are covering the company

    Aggregate analyst estimates When screening for companies

    to pitch across industries, a tip is to first check what the opinions of actual wall street analysts

    Finding a Company Key Stats CIQ Estimates Quick Comps Screening Tools Qualitative Research

  • Quick Comps

    Building a Comps Table

    8 www.queenscapital.ca

    Your company appears in the way bottom. Furthermore, underneath it includes the comparables average, median, etc.

    You can Add new columns or edit existing columns to customize your comps table to what you want. Once youre done that, you can simply download the comps into an excel doc

    A lot of information between these tabs for each of the companies

    Add or remove existing companies from the comp set

    Key Stats CIQ Estimates Screening Tools Qualitative Research Finding a Company Quick Comps

  • Add/Edit Display Columns

    Search for Items, etc.

    9 www.queenscapital.ca

    Delete existing display items or reorder them

    There is a search bar where you can search for display items to add

    There are a bunch of data points that you can choose from, including industry specific ones (if you scroll down)

    Add display items

    Finding a Company Key Stats CIQ Estimates Quick Comps Screening Tools Qualitative Research

  • Screening Tool

    Quick Screening

    10 www.queenscapital.ca

    Quick screening is useful to quickly find a range of companies within the specified criteria

    This tool has less capabilities compared to the

    Companies screening tool

    Key Stats CIQ Estimates Quick Comps Qualitative Research Finding a Company Screening Tools

  • Screening Tool Companies Screener

    Company Screening

    11 www.queenscapital.ca

    Companies screening is much more powerful Very detailed specifics on relevant (and

    sometimes irrelevant) information

    Key Stats CIQ Estimates Quick Comps Qualitative Research Finding a Company Screening Tools

  • Company Details

    13 www.queenscapital.ca

    Useful to start out with this initial screener to get a sense of the companys location, products, sector, industry etc

    Screening Tool Companies Screener

    This is a good tool to use if you are trying to find companies specific on certain exchanges e.g. TSX or NYSE

    Finding a Company Key Stats CIQ Estimates Quick Comps Screening Tools Qualitative Research

  • IBIS World

    14 www.queenscapital.ca

    Qualitative Research

    Another excellent source to find points for the qualitative aspects of a stock pitch

    E.g. Key Drivers, Related Industries, Suppliers, Major Players and Catalysts

    Finding a Company Key Stats CIQ Estimates Quick Comps Screening Tools Qualitative Research

  • 15 www.queenscapital.ca

    IBIS World Food Example

    Qualitative Research

    Finding a Company Key Stats CIQ Estimates Quick Comps Screening Tools Qualitative Research