What other analysis would you conduct if you were

Reference no: EM13484149

Using the company that you used for your Mid-term Assignment you are to conduct the following additional analysis:

From an overall perspective, how is the company doing financially? Using financial information for at least the past three years conduct a trend analysis (at a minimum include revenue, expenses and net income).

From a legal perspective - is the company facing any lawsuits or other legal issues that were disclosed in the financial reports that could impact operations and/or profitability?

What other analysis would you conduct if you were conducting a thorough analysis of the company's financial position and why? You do not have to complete this analysis, simply identify else you would do and why.

Required submissions

Scenario - You are an investment advisor at a large investment firm; a client has asked you about a particular as an investment opportunity - you will prepare the following:

1. A 1000-1500 word company analysis based on the above information. This analysis should be unbiased, presenting the facts. You may utilize information from your mid-term, but this analysis must go beyond what you submitted for the mid-term. Include, as attachments or appendices (not part of the required length), documents and/or calculations that support your analysis.

2. A one to two-page (approx. 250-400 word) letter or memo addressed to the potential investor that contains your recommendation to invest or not invest in the company and a brief statement about why this is your recommendation.

3. A one page (approx. 100-250 words) describing what other analysis you would conduct if you were conducting a thorough analysis of the company's financial position and why. You do not have to complete this analysis, simply identify what else you would do and why.

4. Since you have done all of this work, your supervisor has asked you to write a two-paragraph article that could be included in a newsletter to clients that reports on the financial condition of the company and includes a buy/no-buy recommendation.

Reference no: EM13484149

Questions Cloud

You hedge your interest rate risk with a euro dollar : two months from today you plan to borrow 3 million for 6 months at libor. you hedge your interest rate risk with a euro

Suppose the required reserve ratio were 10 of checkable : suppose the required reserve ratio were 10 of checkable deposits and the simple deposit multiplier applied. using

Oconnor company ordered a machine on january 1 2012 at a : oconnor company ordered a machine on january 1 2012 at a purchase price of 40000. on the date of delivery january 2

If a bonds coupon rate is lower than its yield to maturity : the following statements are true. explain why.a. if a bonds coupon rate is higher than its yield to maturity then the

What other analysis would you conduct if you were : using the company that you used for your mid-term assignment you are to conduct the following additional analysisfrom

Complete the required journal entries to record the bond : on january 1 2012 surreal manufacturing issued 600 bonds each with a face value of 1000 a stated interest rate of 3

Suppose spot interest rates fell by 2 percentage points : consider a bank with the following balance sheetassets millionsliabilities millionsreserves35zero-interest

A 10-year bond is issued with a face value of 1000 paying : a 10-year bond is issued with a face value of 1000 paying interest of 60 a year. if market yields increase shortly

Suppose that the banks regulators required the bank to : consider a bank that initially has the following balance sheetassets millionsliabilities

User Account

All Pages