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Writing a Stock Pitch
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Writing a Stock Pitch

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Trading Apprentice
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Writing a Stock Pitch

I've been wanting to write a stock pitch but there isn't much on the web about it. What should a stock pitch include? How are they formatted?

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  #3 (permalink)
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You have to be a salesman.

You have to convince me to buy a stock. Give me all the reasons both fundamental and technical why that particular stock is a good buy at this time.

Start with the history of the company. What do they do and why they do it better than their competitors. Tell me why it is a superior investment.

Give me forecasts as to how the company will grow. Point out how my investment will grow even faster as the market realizes the potential of this company.

Inform me about the catalysts that will cause this companies value to explode.

Indicate how much investors in other companies have made by investing in similar circumstances.

Lastly identify that this is a once in a lifetime opportunity. Get in today for tomorrow might be too late.

It is hard to find the Truth when you start your search with a preconceived notion of what the Truth will be.
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chrisplecker View Post
I've been wanting to write a stock pitch but there isn't much on the web about it. What should a stock pitch include? How are they formatted?

I agree with most of what @deaddog has said. But I have to ask how you are using this pitch?

Are you trying to pitch a stock over the telephone to potential clients? existing clients? or is this some kind of research report that is written to attract clients.

Pitches made verbally to a client or group of clients should not be "canned" in my opinion as an industrial salesman in another life. If it is canned with no input from the customer they probably will be turned off. You should have a structure to your presentation (pitch) so that you can bring the discussion back on point after a discussion...but solicit input/comment from the client....not every client wants/should have everything that is presented to them. IF you have a canned pitch without the ability to dance on your feet when presented with a question or comment in mid-pitch, all that will happen is the client(s) will sit quietly and you may get a polite clap at the end of the presentation...the questions they had during the presentation (I hate the word "pitch" sounds slimy to me) are lost in context if they have to wait and they may never ask them.

If you are making verbal presentations, you should have additional info to back up your selling points. Don't just state fact....fact...fact... there should be some meat on the bone...but have something extra for comments/questions. If you give everything and don't allow interruption...they won't talk to you and you will not know what the status of your pitch is....do they understand you?, do they like what you are proposing?, does this fit with their existing investments?

A written presentation is different....there you have to be clear and informative giving enough information to make the product attractive with the ending inviting them to contact YOU to discuss the opportunity further. The last thing you want is to get the client to buy the product...but not from you (unless you get paid simply as a technical writer.)

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chrisplecker View Post
I've been wanting to write a stock pitch but there isn't much on the web about it. What should a stock pitch include? How are they formatted?

I have found people who are trying to pitch stocks are usually trying to steal my money. Been around stocks for a long time and 9 out of 10 times that is the case.

"The day I became a winning trader was the day it became boring. Daily losses no longer bother me and daily wins no longer excited me. Took years of pain and busting a few accounts before finally got my mind right. I survived the darkness within and now just chillax and let my black box do the work."
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liquidcci View Post
I have found people who are trying to pitch stocks are usually trying to steal my money. Been around stocks for a long time and 9 out of 10 times that is the case.

If by that you mean their recommendation would lose you money, then you could short their recommendation to make it a winner. But I believe the truth is in fact most of these services offer no better than 50/50 odds making it random. The biggest shortcoming by far is that almost none give a risk figure to go with their target figure. It's just playing to newbies, just like when "trading rooms" talk about win percentage but never about expectancy or risk.

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liquidcci View Post
I have found people who are trying to pitch stocks are usually trying to steal my money. Been around stocks for a long time and 9 out of 10 times that is the case.

I agree totally.

I think this when I hear a statement like this which @deaddog alluded too


Quoting 
Lastly identify that this is a once in a lifetime opportunity. Get in today for tomorrow might be too late.

that is a classic hard sell approach...now I suppose this is used all the time in boiler room pitches but if this is meant as the closer and it is not a good deal....kiss your future pitches to this client good bye.

selling investments to a client is very much like selling in the industrial environment. In retail sales, you have 15 minutes to make a sale...why? because you do not have an exclusive product to sell...if you sell Canon cameras the customer has probably 100 places at the very least to buy this camera...you MUST use a hard sell to get them to

#1 - buy this camera
#2 - buy it NOW - you don't want them to walk out the store and think about it
#3 - buy it from YOU...you may sell the camera to the customer but he may seek a better price or find another salesman that treats him better if you let him/her leave the store.

Those are the facts of life in retail sales.

Industrial sales is a different story...the first order is immaterial...you may lose money on the deal but that product will arrive on time, do what it is supposed to do with no hassles and get your foot in the door to sell the rest of your products.

It is a trust issue...if your clients trust your company and more importantly YOU then they will over time switch their orders over to you so that the HARD SELL is not necessary. This is the goal of every Industrial salesman that deals with repeat business...integrity and trust is really what you are selling....destroy that and you have nothing

I have never sold stocks or investments but I am pretty sure I could be successful at it...why? because I would have the interests of my clients in mind and sell products that they would benefit from....you don't need a canned "pitch" to do that. You need to build up a trust with the client and that is done through making money for them.

You certainly need to present your product in a clear, understandable manner. You should apply enough pressure to move a client off the dime when they hesitate and you know this is a good product for them....but a hard sell may get you one sale...but if you made claims that were semi-true or outright false and the deal goes bad...you will never get that client back....he won't trust you.

If you have to make cold calls to get orders through a HARD SELL pitch it is a stressful existence. If clients come to you because of your reputation for good advice...much easier life.

Ask any insurance or real estate professional...they get most of their sales through referrals.

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