Fidelity Global Investment Grade Bond ETF Series L Trust · NEO:FCIG
Fidelity Global Investment Grade Bond ETF Series L Trust — Fidelity Investments Canada ULC — Investor Presentation (2025)
12 slides from Fidelity Global Investment Grade Bond ETF Series L Trust's investor presentation, 2025
Slide 1: Types of security analysis
Lesson 19 Types of security analysis © 2025 FIDELITY INVESTMENTS CANADA ULC 2582200-v2025424 1
Slide 2: Minds on
Lesson 19 Minds on • What research would you do if you were buying a car? What factors would you consider? • Investing in stocks using both fundamental and technical analysis can provide a deeper insight into a stock’s potential for growth and the right time to buy or sell. © 2025 FIDELITY INVESTMEN
Slide 3: Introduction to investment analysis
Lesson 19 Introduction to investment analysis Two main types of analysis used by investors: • fundamental analysis • technical analysis © 2025 FIDELITY INVESTMENTS CANADA ULC 2582200-v2025424 3
Slide 4: Fundamental analysis
Lesson 19 Fundamental analysis Purpose: Determine what you believe a company is worth and compare it to its current stock price to decide if it’s a good buy. Key factors considered: • Company’s financial health. • Quality of the management team. • Labour relations. • Competitive position within the
Slide 5: Fundamental analysis
Lesson 19 Fundamental analysis Examples of methods and metrics Used • Earnings per share (EPS) • Price-to-earnings (P/E) ratio. • Debt-to-equity (D/E) ratio. • Return on equity (ROE). • Revenue growth. © 2025 FIDELITY INVESTMENTS CANADA ULC 2582200-v2025424 5
Slide 6: Use fundamentals to assess strengths and weaknesses
Lesson 19 Use fundamentals to assess strengths and weaknesses. Valuation Growth stability • Is a company overvalued or • Assesses how stable the growth of undervalued in relation to its peers? earnings and cash flow has been over time. Quality • Assesses a company’s overall Financial health earnings
Slide 7: Technical analysis
Lesson 19 Technical analysis Purpose • To forecast the future price of stocks based on historical data and trends. • To determine the optimal timing for purchasing stocks and to verify the price derived from fundamental analysis. Key factors considered • Price movements and trading volumes instead o
Slide 8: Technical analysis
Lesson 19 Technical analysis Examples of Methods and Metrics used • Graphs and charts to identify patterns and trends. • Moving averages. • Relative Strength Index (RSI). • Volume. © 2025 FIDELITY INVESTMENTS CANADA ULC 2582200-v2025424 8
Slide 9: Assumptions behind technical analysis
Lesson 19 Assumptions behind technical analysis • Prices in freely traded markets are determined by economic principles of supply and demand. • All information related to the security is reflected in the stock price. • Prices are non-random but not necessarily predictable. • Prices have direction an
Slide 10: Buying a car analogy – Technical analysis
Lesson 19 Buying a car analogy – Technical analysis Less concerned with the car’s brand or reputation, more with past sale prices and seasonal price variations. © 2025 FIDELITY INVESTMENTS CANADA ULC 2582200-v2025424 10
Slide 11: Integrated approach
Lesson 19 Integrated approach • Use both analyses to make informed decisions about stock purchases. • Example: Assessing a car with a new stereo and winter tires, evaluating both the quality (fundamental) and historical pricing trends (technical) before buying. Benefits • Fundamental analysis helps
Slide 12: Activity: Investment analysis challenge
Lesson 19 Activity: Investment analysis challenge 1. Each group should select a publicly traded company listed on a stock exchange (e.g., TSX, NYSE, NASDAQ). 2. Research and analyze your chosen company using both fundamental and technical analysis methods, using the worksheet provided. 3. Prepare a
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