Fundamental Analysis -
Assessing Company performance

1. Introduction to Fundamental Analysis
   • Defining Fundamental Analysis
2. Profit & Loss Statements
   • What is a Profit & Loss Statement
   • Profit & Loss Statement Structure
     • Sales Revenue
     • Direct Cost of Producing Sales
     • Gross Profit Margin
     • Operating Expenses
     • Miscellaneous Revenue
     • Net Profit
     • Retained Profit
     • Profit and Loss Statement Exercise
3. Balance Sheets
   • What is a Balance Sheet
   • Assets
     • Current Assets
     • Fixed Assets
   • Liabilities
     • Current Liabilities
     • Non-Current Liabilities
   • Shareholder Funds
     • Balancing Net Assets & Shareholder Funds
     • Issued Share Capital
     • Retained Profits
     • Assets/Liabilities Exercise

4. Utilising Financial Ratios
   • Benefits of Ratio Analysis
   • Financial Ratios
     • Current Ratio
     • Debt to Equity Ratios
     • Profit Margin Ratio
     • Cash Flow Ratio
     • Return on Equity
5. Market Performance Ratios
   • Earnings Per Share
   • Price to Earnings Ratio
   • Price to Sales Ratio
   • Sales Revenue Growth Ratio
   • Earnings Per Share Growth Ratio
   • Price Earnings Growth Ratio
   • Dividends Per Share
   • Dividends Per Share Yield & Cover
   • Company Analysis Summary
6. Investment Methods & Resources
   • Investment Methods
     • Balanced Approach
     • Structure
     • Timing
   • Investment Resources
     • Putting our Plan into Action
     • Financial Media
     • Online Brokers and Information Services