Specializing in equity research, securities valuation, and financial education
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Specializing in equity research, securities valuation, and financial education
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Get JLG Financial Templates with easy-pay using PayPal® (see Template listing below) Introduction: JLG Research is pleased to feature a suite of EXCEL-based financial templates to accompany books written/edited by James L. Grant and Associates of JLG Research. JLG templates provide chapter references to one or more of the following published books in finance and investments as well as articles & related published chapter references:
JLG templates are designed for specific applications in corporate finance, financial statement analysis, securities analysis, and portfolio management. These topical and focused templates may be of value to corporate financial analysts, equity analysts, CFA candidates, business finance majors, and graduate students enrolled in MBA, MSA, and MSF programs. Our writings on the value-based metrics approach (EVA, residual income, etc.) to securities analysis have been adopted by the CFA Institute Candidate Study Programs. JLG Financial Templates: Listing, Pricing*, Ordering, and Terms (Notes A&B): NOTE: Contact jim@jlgresearch.com for product information and template delivery options. Standard delivery is electronic with EXCEL file attachment(s) following your completed order. Payments can be made using PayPal with credit card option. Customer payment and JLG transmission of templates to customer implies awareness of JLG Research Template Disclaimer (Note A) and acceptance of User Conditions and Restrictions (Note B). A. Equity Analysis Template: Our flagship Integration of Traditional and Value-Based Metrics [includes 5-factor ROE Dupont, Residual income, and Economic Value Added (EVA) analysis] V3:032209 Professional User: $95.00 V3:032209 Business Student/CFA Candidate (Equity Analysis software only): 40% discount: $57.00 V3:032209 Business Student: Equity Analysis Template (40% discount) with EA Reading/Case Study $77.00 B.1: FCF Valuation Basics Template: Free Cash Flow, WACC, Constant Growth Model, Implied Growth Rate, & EVA Reconciliation V3:032209 Professional User: $55.00 V3:032209 Business Student/CFA Candidate: 40% discount $33.00 B.2: FCF Valuation Models (for Business Strategists and CFAs) Template: Free Cash Flow, Single-stage Model, Two-stage FCF Build-out, & Three-stage "H" Transitional Growth Model V1:032209 Professional User: $95.00 V1:032209 Business Student/CFA Candidate: 40% discount $57.00 C. M&A/LBO Valuation Template: FCF build-out, Debt retirement, Multiples valuation, Multi-stage FCF valuation with geometric required rate of return V1:032609 Professional User: $95.00 V1:032609 Business Student/CFA Candidate: 40% discount $57.00 D. EVA and Residual Income (for Business Strategists and CFAs) Template: EVA, Residual Income, NOPAT, WACC, economic profit spread, and EVA momentum V3:032209 Professional User $55.00 V3:032209 Business Student/CFA Candidate (software only): 40% discount $33.00 V3:032209 Business Student: EVA and RI Template & Reading $53.00 E. Value-Based Accounting Adjustments Template: LIFO Reserve, Intangibles Amortization, Capitalized R&D, and Operating Leases as Debt Equivalent V3:032209 Professional User $95.00 V3:032209 Business Student/CFA Candidate: 40% discount $57.00 F. Traditional Fundamental Analysis Template: Growth rates, profit margins, price multiples, ROE Dupont analysis V3:032209 Professional User: $55.00 V3:032209 Business Student/CFA Candidate: 40% discount $33.00 G. Event Study Analysis Template: Market Model, Abnormal returns (Residuals), Cumulative Abnormal Returns (CAR) used in event study analysis V3:032209 Professional User: $55.00 V3:032209 Business Student/CFA Candidate: 40% discount $33.00 H. Two-Asset Efficient Frontier Template: Feasible and Efficient Portfolio Set V3:032209 Professional User: $55.00 V3:032209 Business Student/CFA Candidate: 40% discount $33.00 I. Bond Pricing and Duration Template: Bond price, Macauley and Modified Duration V3:032209 Professional User: $55.00 V3:032209 Business Student/CFA Candidate: 40% discount $33.00 J. Black-Scholes Option Pricing Model Template: Call option pricing V3:032209 Professional User: $55.00 V3:032209 Business Student/CFA Candidate: 40% discount $33.00 K. Equity Analysis and Valuation course pack: JLG Equity Analysis and FCF valuation templates, supplemental software (course specific) & EA reading/case study
*Template prices and prices with academic discount (WD) subject to change without notice
Note A: Disclaimer: JLG Research templates are not provided to users with the intent of providing investment advice. Past performance is no guarantee of future performance. JLG Research does not guarantee successful performance on CFA exams. JLG Templates provide links to www.jlgresearch.com for contact and information purposes. Note B: User Conditions/Restrictions: JLG Templates are sold to individuals on a single-named-user basis only. JLG Templates cannot be used for commercial or promotional reasons without express written permission and/or compensation to JLG Research. JLG Templates cannot be transferred by any means (electronic or otherwise) to any individual, company, entity, or organization without the full written consent of JLG Research and the appropriate compensation thereof.
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