For Assignment 2, you will be performing a Stock Analysis for the three companies you selected for Assignment 1. The point of this assignment is to practice locating and analyzing stock information.
Instructions
Gather the Financials information.
Access Hoovers to search for companies by industry.
Select domestic public companies at SEC.gov.
Use the 10K annual report as indicated below or from the company’s website under investor relations. Make sure the company you select is a domestic public company by using the 10k annual report from the companies’ website under Investor Relations.
Access the U.S. Securities and Exchange Commission to access your selected companies’ financial filings.
Select the Filings Tab and Company Filing Search in the drop-down menu to search for publicly traded companies.
Enter the selected company in the search engine to locate the required financial information to complete the Company and Stock Analysis template. (or)
Search for a Company’s Corporate Website and locate the link for investor relations to locate the required information to complete the Company and Stock Analysis template.
Category: Finance
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“Stock Analysis: Examining Financials and Performance of Three Domestic Public Companies”
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Calculating Present Value with a Discount Rate of 6%
Question: What is the present value of $1,000 to be received 5 years from now if the discount rate is 6% per annum?
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Title: Evaluating Online Stock Trading and Dividend Reinvestment Plans
I am looking for original work. Please no bullets, paragraph
format.
Scenario:
You will evaluate the choices in purchasing stock via online
brokerage accounts (where you can buy and sell stock via the Internet) and the
use of dividend reinvestment plans (known as DIPs and DRIPs) or mutual funds or
index funds.
For online brokers, you will be looking for the requirements
to open the accounts: costs, minimum balances, and other features. Because most
DIPs or DRIPs are available from publicly traded companies, you can search
their Web sites or a search engine on these plans and their requirements.
Tasks:
Write an introduction summarizing the above scenario.
Analyze three online trading sites [pick any three from:
Fidelity, J.P. Morgan, InteractiveBrokers, Charles Schwab, Robinhood, or
E*Trade]. What are the requirements for trading, including the prie per trade.
Also, Compare and contrast the online trading companies.
Evaluate three companies (look for investor information)
that offer DIPs or DRIPs [pick any three from: 3M Company(MMM), Telephone &
Data Systems (TDS), National Fuel Gas (NFG), Johnson & Johnson (JNJ),
Northwest Natural Gas (NWN), S&P Global (SPGI), Universal Corporation
(UVV)]. Summarize requirements, including minimum investments, nature of the
return, costs, and other features. -
Title: Financial Analysis of Company XYZ
Part 1: Overview of the company (one paragraph)
State the name of the company.
Provide a brief overview of the company you selected, including a description of its business operations.
State the current market price per share.
Part 2: Income statements (one to two paragraphs)
Summarize key trends in revenues, operating income, and net income over the last 3 years.
Part 3: Common size income statements (one paragraph)
Evaluate the trends in gross margin, operating income margin, and net profit margin over the past 3 years.
Part 4: Balance sheets (one to two paragraphs)
Summarize key trends in total assets, total current assets, total current liabilities, long-term debt, and total shareholders’ equity over the past 3 years.
Part 5: Common size balance sheets (one paragraph)
Evaluate the trends in total current assets as a percent (%) of total assets, total current liabilities as a percent (%) of total assets, long-term debt as percent (%) of total assets, and total shareholders’ equity as a percent (%) of total assets over the past 3 years.
Part 6: Cash flow (one paragraph)
Calculate simple cash flow for the past 3 years.
Show your calculations.
Summarize the trend in simple cash flow for the past 3 years.
Compare the simple cash flow to the net operating cash flow from the statement of cash flows for the past 3 years.
Part 7: Financial analysis conclusion: (one paragraph)
Determine the strengths and weaknesses of the company based primarily on the trends in items discussed from the income statements, balance sheets, common size income statements, and common size balance sheets, as well as the comments on cash flow.
Create a table that indicates whether each financial fact is a strength or a weakness.
Determine the overall financial strength of the company based on the financial facts included as strengths or weaknesses.
Categorize the overall financial performance of the company as strong, neutral, or weak.
Justify your conclusion based on the table you created. -
Acquisition Proposal for Nvidia Corporation by Apple Inc. I. Executive Summary: Apple Inc. should acquire Nvidia Corporation, a leading graphics processing unit (GPU) manufacturer, due to its strong market position, high-quality products, and potential for growth.
Acquisition proposal for Nvidia Corporation. (please research the companies earnings etc to show the calculations)
The purpose of this assignment is to provide students with an opportunity to think of how and when to apply the knowledge and skillset from this class.
– Imagine you are an executive of Apple Inc. and you are currently seeking a target company to acquire.
– The target company MUST be a publicly traded US company that is currently in business.
– The proposal must contain the following sections:
I. Executive Summary: Summary of the acquisition deal. You must include WHY Apple Inc. should acquire this company (provide market conditions and key figures here such as NPV, IRR, etc), HOW Apple Inc. may acquire the company (provide financing plans here), and a summary of the quality of the target company.
II. Valuation of the Target Company: Rationalize the amount of the expenditure to acquire the target. Use information before the M&A event. The aim is to calculate the fair market value.
III. Financial Details of the Acquisition: Pro forma financial statements of the acquisition project (refer to Chapters 9-11) and capital budgeting metrics (NPV, IRR, and MIRR). Use projected estimates after the M&A event. Feel free to make various assumptions but you must state them clearly. You may include the NPV scenario and/or sensitivity analysis in this section.
IV. Financing: Explain how you are going to raise capital for the amount explained in Section II. It cannot be cash only. The financing cost must be affordable by Apple Inc. -
Title: Planning for Success: Education, Career, and Financial Strategies for the Future
Write a research paper with five sections: introduction (3 to 5 sentences), Education Plans, Career Plans, Saving and Investing Strategies, and Conclusion (3 to 5 sentences) over the education plans, career plans, and saving & investing strategies sections are where you provide commentary on what you plan to do. You must cite three of the required readings listed in files. You can also use outside sources.The paper needs to be APA format no abstract needed.
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“The Motivations and Challenges of Environmental, Social, and Governance (ESG) Disclosure Reporting: A Critical Evaluation of the Literature”
What
are motivations behind
environmental, social and governance (ESG)
disclosure reporting?
Required
Critically evaluate the literature on
Environmental, Social and Governance (ESG), by:
a)
considering why companies chose
to disclose social, environmental and governance (ESG) information in their statutory
reporting.
b)
discussing what factors contribute
to the difficulties in carrying out research in this area and its impact on
conclusions being drawn, such as different results over time, research methods
employed, industry-focus, country-based research, and different ESG elements
amongst other considerations.
c)
analysing one factor in depth,
using examples from the literature.
You should support your arguments with evidence
from empirical papers as well as practical examples where appropriate. These sub-questions
should be given equal weighting in your analysis. -
“Assessing the Financial Performance and Strategic Positioning of Bank of Communications”
the bank I choose is bank of communications , I attached the assessment brief and the example of the assignment , please make it the same.
I ordered before and it was all wrong , I attached a screenshot of my doctor feedback please focus on the points that she mentioned .
I really need it to be perfect I want to pass please. -
Title: Understanding the Financial Condition of a Healthcare Organization: Key Ratios and Their Limitations Financial analysis is a crucial aspect of managing a healthcare organization, as it provides insights into the financial health and performance of the organization. It involves the use
From all the knowledge needed to effectively manage a healthcare organization, one of the most important areas is understanding the business’s current financial condition.
Financial analysis can be defined as the process of assessing the financial condition of a firm. It can be very useful in understanding the financial position of a company. There are a number of different ratios that can be used for this purpose, but each has it benefits and limitations.
Address the following:
Select two financial ratios you think are valuable when trying to understand the financial condition of a healthcare organization. Explain why you have selected them, explaining both the benefits
Discuss the potential limitations of the selected ratios.
Then select a healthcare company and use those ratios on that organization. What do these ratios tell you about how that organization? Embed course material concepts, principles, and theories (which require supporting citations) in your initial response along with at least one scholarly, peer-reviewed journal article. Keep in mind that these scholarly references can be found in the Saudi Digital Library by conducting an advanced search specific to scholarly references. Use Saudi Electronic University academic writing standards and APA style guidelines. -
“Ratio Analysis of Six Firms in the Assigned Industry” 1) Current Ratio: a) Company A: 1.2 b) Company B: 1.5 c) Company C: 1.8 d) Company
Please select six firms that are in the industry that you were assigned by Dr. Peters. You will need to provide me a copy the Value Line Pages for the firms that you are using for your analysis. Perform the following ratio analysis and provide me with a report of your findings. Data used must be from the last 3 months and must be the most current data from the Value Line Investment Survey as of February 29, 2024
Your Analysis
Perform the following research on the firms that you have selected:
1) Construct or collect the following ratios for the firms that are under your consideration.
a) Current Ratio
b) Quick Ratio
c) Inventory Turnover
d) Days Sales Outstanding
e) Debt Ratio
f) Fixed Asset Turnover Ratio g) Total Asset Turnover Ratio h) Earnings Per Share
1) TIE Ratio
j) Profit Margin on Sales
k) Basic Earning Power
l) Return on Total Assets
m) Return on Common Equity n) Price Earnings Ratio
o) Book Value Per Share
p) Market/Book Ratio
2) Compare these ratios between firms. Highlight in Green the firm that has the best ratio for any given metric. Does any one firm have better performance on average? Is there any substantial reason why that firm is performing strongly?
3) Report the Timeliness, Safety and Technical Ranking in your spreadsheet. Please comment on the general Value Line ranking of these 6 firms.
4) Select a firm that you would consider investing in based upon your analysis. Please give an 8-page write-up on the reason for your selection of this firm. What are your expectations regarding the price of this stock and it’s earnings for the next two years?
5) Submit you report and the Value Line Pages in a single document.