Develop an investment portfolio for the company

Assignment Help Financial Management
Reference no: EM131224587

As CFO Walgreens' the Finance Committee of the Board of Directors has charged you with the responsibility to develop an investment portfolio for the company and the first step being to present that approach that will be taken n the development of the portfolio, the involved and the factors to be considered.

INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT

OVERVIEW OF STOCK AND BOND MARKET PROJECT:
As CFO Walgreens', the Finance Committee of the Board of Directors has charged you with the responsibility to develop an investment portfolio for the company and the first step being to present the approach that will betaken in the development of the portfolio, the process involved and factors considered.

Requirements:

Introduction: Length should be no more than two pages stating the approach you are going to take in the development of the portfolio and the reasons why.

Portfolio Development Approach: The factors to be considered are Financial analysis of the company (Inventory turnover, gross profit margin, times-interest-earned, profit margin ratio, rate of return, earnings per share, and debt to equity ratio) business risk, policy statement, allocation of portfolio (Reasons and Strategies), Evaluation and progress. Each factor presented shoulf be no more than two page in length.

Appendix: Use the Walgreen Co. and Subsidiaries consolidated condensed income statement and balance sheet for the Years Ended August 31, 2006-2010, in computing the financial analysis of the company.

Portfolio Development Summation: Why you believe the approach you presented is the best way to proceed. Summation should be no more than two page in length.

Reference no: EM131224587

Questions Cloud

Employment contracts containing noncompete clause : After working for the company for several years, Love and Morris, employees of Airco, Inc., were asked to sign employment contracts containing a noncompete clause. Airco stated that employees were asked to sign so as to prevent future competition fro..
Identify and explain the default logins : Identify and explain the default logins or user accounts for one of the database vendors discussed in the chapter - Create and document a written password policy to be given out to database users in an organization.
Summary of the information : Write a 1-2 page summary of the information and also explain how it relates to what you have just learned. For citation guidelines, please refer to the table in the APA Style section of the Tools & Resources.
Productive statements to help resolve conflict : Think of a specific time when you've used active listening and productive statements to help resolve a conflict. Specifically describe how your use of I-statements, assertive statements such as "that's not okay, that's unacceptable" or "if you contin..
Develop an investment portfolio for the company : Develop an investment portfolio for the company and the first step being to present that approach that will be taken n the development of the portfolio, the involved and the factors to be considered.
Identify how attitudes in workplace have changed throughout : Identify how attitudes in the workplace have changed throughout the years. (Do not go back any longer than two decades. Consider many factors such as media, events, and generational gaps.) Does this change impact the organizational culture?
Calculate the labor force participation rate : In the economy of Macroland 60.3 percent of the population is employed, while the unemployment rate is 8.0 percent. Calculate the labor force participation rate.
What makes the person or organization stand out : There are leaders in every field of study and business around the world. Select a business leader you admire. Use your textbook, the Argosy University online library resources, and the Internet to select a leader and then to research the leader's ..
What about special pricing for some markets or customers : What about special pricing for some markets or customers? Show effect on revenues and profitability based on stated assumptions. Potential advantages and disadvantages, both financial and non-financial.

Reviews

Write a Review

Financial Management Questions & Answers

  What is target fixed assets and sales ratio

Walter Industries has $4 billion in sales and $1.7 billion in fixed assets. Currently, the company's fixed assets are operating at 95% of capacity. What is Walter's target fixed assets/Sales ratio? What level of sales could Walter Industries have obt..

  What is the portfolio beta

You own a stock portfolio invested 34 percent in Stock Q, 18 percent in Stock R, 36 percent in Stock S, and 12 percent in Stock T. The betas for these four stocks are 1.03, 1.09, 1.49, and 1.94, respectively. Required: What is the portfolio beta?

  You are given the following data for options on a common

you are given the following data for options on a common stocks 102nbsp x 75nbspnbsp r 2.5 t 3 months sigma .2a.

  Compute how much you would pay at rate of return

How much would you pay today for an investment that provides $1,000 at the end of each year for 15 years, if your required rate of return is 10 percent per year? Now compute how much you would pay at an 8 percent rate of return. Now compute how much ..

  What would be the new loan term

You borrow $50,000 repayable in monthly instalments over 10 years. The nominal interest rate is 12% per annum. After 3 years have passed, the lender increases the interest rate to 13.5% per annum and you are given the choice of either increasing the ..

  Considering buying stock

You are considering buying stock in Biqing, Inc., a West Texas company that provides PPO medical services. The dividend just paid (i.e., D0) was $1.00 and is expected to increase by 20% per year for two years. If you require a 15% rate of return, wha..

  Estimate of the firms current cash conversion cycle

You have recently been hired to improve the performance of T Corporation which has been experiencing a severe cash shortage. As one part of your analysis, you want to determine the firm's cash conversion cycle. Using the following information and a 3..

  Inventory-working capital to expand into new market

Imagine A Better Company LLC, which has six members. Five of the shareholders own 7 percent each. Jacinta owns the remaining portion of the company. A Better Company needs $250,000 for equipment, inventory, and working capital to expand into a new ma..

  Calculate the cost of not taking a cash discount

The Reynolds Corporation buys from its suppliers on terms of 3/17, net 45. Reynolds has not been utilizing the discounts offered and has been taking 45 days to pay its bills. Calculate the cost of not taking a cash discount.

  How old shall we be when we attain our goal

We want to become millionaires. Our 10th birthday is today, and our grandparents give us $15,000, which we invest at 5% interest rate. We shall pay for a 4 year bachelor’s from our pocket in 8 years at $30,000 per annum. In year 16, we take a vacatio..

  Indirect effects on project cash flow1 nbspprovide an

indirect effects on project cash flow1. nbspprovide an example of a sunk cost from your firm.2. nbspprovide an example

  Increase its ratio of total debt-total assets

If a company decides to increase its ratio of total debt / total assets from 30% to 50% as a means of increasing its return on equity (ROE), and it is able to maintain a 4.5% return on assets(ROA), what will be the new return on equity (ROE) after it..

Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd