Stock Investment Analysis Written Report

Assignment Help Financial Management

Reference no: EM131925697 , Length: 5

Group Investment Project Assignment -

PART B of the Project is The Stock Investment Analysis Written Report

Stock Investment Analysis Written Report Guidelines -

Instructions and Requirements - You will pick a firm/stock and perform an Investment Analysis. You will make a recommendation (could be "buy", "sell", or "hold"). Your analysis should include (but is not limited to):

1. An Executive Summary of your research conclusions and your clear recommendation.

2. A brief introduction to the company you are analyzing.

COMPANY BACKGROUND - Useful Resources: Bloomberg, CNBC.COM CEO INTERVIEWS, INDUSTRY ANALYST INTERVIEWS, and Company searches. There are links to these. Company websites (Investor Relations link), LexisNexis transcripts, and Wall Street research reports.

3. An analysis of the industry in which the company resides and the total addressable market, market shares, key facts, etc.

INDUSTRY BACKGROUND - Useful Resources: Bloomberg, S&P, Value Line, CNBC analyst video interviews An analysis of the industry in which the company resides and the total industry addressable market, market shares, etc.

MARKET SHARES of YOUR COMPANY AND ITS KEY COMPETITORS SWOT Analysis

Important industry issues

4. A valuation analysis of your selected firm versus its peer companies/competitors

This should include historical ratios and forward ratios for the peer companies and the industry.

5. A detailed financial analysis of the firm that includes:

a. Analysis of annual financial statements for the past 4-5 years, and of quarterly statements for the most recent 4 quarters. Also, develop detailed complete financial statement forecasts for the next 5 years and analyze the projections with financial ratios.

b. Comparison of your forecasts and analysts' consensus forecasts for the next 5 fiscal years. Include expected growth rates.

c. A valuation of the company's stock including assumptions used and projections from your forward year earnings models. Use 3 valuation methods.

Useful Resources for Analysts' consensus forecasts for the next 5 fiscal years: Bloomberg, Yahoo, Value Line, S&P, LexisNexis and Wall Street research reports.

State clearly your assumptions used for projections in YOUR forward year earnings models for the next 5 years, and, for the long term growth rate.

6. Your Beta calculations and regression (as exhibits).

7. A summary and analysis of the firm's sector, the sector performance, and the performance of the firm relative to the sector since the semester began.

8. An overall wrap up of your recommendation.

9. The Part B. analysis will be a minimum 3-5 page, double spaced, written narrative explaining your analysis, plus exhibits. Be sure to include additional issues (strategic, management, risks, etc.) that were not explicitly addressed in your financial analysis. You should also cite all sources of input.

10. You must hand in 1 complete, printed report. In addition, you must submit your files electronically. Include a fully formatted, electronically scanned complete report as one of your files (.pdf or scanned). Also submit the Excel spreadsheet and Word document.

Attachment:- Assignment Files.rar

Reference no: EM131925697

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4/3/2018 2:36:02 AM

Topic: Finance Investments. Detailed Question: Please use this excel spreadsheet, modified with Apple's data from bloomberg and create analysis report as instructed on the Part b instructions document. The Part B. analysis will be a minimum 3-5 page, double spaced, written narrative explaining your analysis, plus exhibits. Be sure to include additional issues (strategic, management, risks, etc.) that were not explicitly addressed in your financial analysis. You should also cite all sources of input. You must hand in 1 complete, printed report. In addition, you must submit your files electronically. Include a fully formatted, electronically scanned complete report as one of your files (.pdf or scanned). Also submit the Excel spreadsheet and Word document.

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