Analyst Report – 125 points
(This
assignment is to be completed individually)
Part 1:
Executive Summary – 10 points
GOAL: For this
section of the assignment you will have to succinctly summarize
important information included in the annual report to provide the reader with
a quick overview of the contents. Look
at key findings from your report including financial information as well as
industry information. Things that can
be included – (these are just ideas include others if relevant): current financial information depicting
health of organization, new products or markets, future growth
opportunities. It is worth noting that
an executive summary in business usually does not exceed one page, be clear and
concise.
Part 2: Company
Profile – 10 points
GOAL: For this
section of the assignment you will have to locate pertinent company information
contained in the annual report or on financial websites (example is
finance.yahoo.com). Bullet pointing this
information is appropriate for your report.
You will have to identify the following items that are specific to your company:
*Ticker symbol
*Mission Statement as it is printed in the Annual
Report
*Corporate headquarters location
*Date of Incorporation
*Public Auditor
*Name of CEO
*Name of CFO
*Stock classifications (common, preferred, both?)
*Exchange
(e.g.: NYSE, Nasdaq)
*Dividends (have they been issued and for how much)
Part 3:
Industry Profile – 30 points
GOAL: For this
section of the assignment you will have to locate pertinent company information
contained on financial websites (ONE
example is finance.yahoo.com).
·
Identify
the market sector to which your
company belongs. Describe what a market
sector is and list three industry leaders and three industry laggards in the
sector
·
Identify
and define the industry to which
your company belongs. Research and
describe what specific characteristics must a company have to be in that
industry
·
Attach
your company’s stock performance in comparison to your company’s two largest
competitors stock performance over the past two years. Note on the graph three events. These can be
company, industry or market specific events. In detail, describe the
events and their effect on your company’s stock performance.
·
Graph,
using a pie chart, your company versus other companies (at least 3) in the
industry with market capitalization data.
Make observations and describe your observations.
·
In
detail, discuss the global
presence of your company/industry. Identify three international elements that
are critical to your company’s success & global presence.
Part 3: Current
Events/Future Outlook - 30 points
GOAL:
For this section of the assignment you will have to use business
periodicals, online sources, and the
annual report to start to understand the relationship between significant internal corporate
events/external global events and company financial performance.
Deliverables in this section include:
1) Two relevant articles – one domestic and
one global – on current events affecting either your company or your industry
(or preferably both). Must be recent
articles, within the past 12 months.
Articles must be attached, not linked, to document, and you are required
to summarize the event in your own words and why you found it important to
incorporate into the report.
2) What is the outlook for the industry as
well as your company in the next 1-3 years?
What changes or trends will or may affect it? Cite specific examples you have read about.
Part 5:
Recommendation – 30 points
GOAL: For this
section of the assignment you will have to use your compiled data to justify an
“educated guess” on investment suggestions.
You will have to determine either “buy” or “don’t buy” and back up your
suggestion with strong financial reasoning.
*You will have to identify strategies used for your
analysis. Use at least three ratios, and
two other sources of information you believe are relevant, to help you make
your decisions. Explain what ratios you used and specify what information your
choices provided. For example, did you
use the Current Ratio? If so, why? What information did the Current Ratio
provide that helped you determine the viability of investing in this company?
You will also need to compare this data (of your
choice) to the same data of companies in your industries to support your
recommendation. Comparison ratios can be
found via online databases thru the Drexel Library as well as Google Finance,
Yahoo! Finance and bloomberg.com
Overall appearance of the report including, but not
limited to: proper citations, proper use of grammar/spelling, sentence
structure, formatting of the cover page and body of the report, table of
contents, page numbers, etc - 15 points
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