You are welcome to use any legal sources of information, but that information must be referenced at the end of your reportin APA format. Your reports will be screened by anti-plagiarism software.
The length of the report: 5-10 pages, 11pt, single space, including insignificant tables and charts. A report of 5 pages in which more than 2 pages oftables and charts are included would be regarded as “overly use of significant tables and charts” and will lead to a loss on the grade.
Please choose a PUBLICLY TRADED company, or mutual fund, or ETF,in the United Statesandwrite an investment report. Theasset musthaveavalidTickerthat canbefound,studied,and verifiedfrom public domains, such as Yahoo! Finance, Google Finance, and SEC.gov.
Itisacceptable that you finishandsubmitthefinal projectearlierthan thedeadline andusealessup-to-datefinancialstatement.Thisisbecausethefirmsmightupdatetheirfinancialstatementsrightafteryou finish your report. In such case, you do not need to redo your work.
Your report does not have to include an asset with a recommendation of “buy”. It can be an asset that you recommend investors not buy or hold. The grading process is not based on the asset you choose, but the rationale of your analysis. Your investment outlook should be 12-18 months
Your investment recommendation should at least include: DISPAFTBERG analysis, technical and statistical analysis, as well as how you see the asset fits in a portfolio and the risk hedging tool you propose to manage its risk.
The following list of questions can serve as the start points:
The earnings and earnings growthof the company: is it realizing great returns to its shareholders compared to its peers? You need to use pro forma analysis to compute.
Is the current asset price reflecting the potential of the company? Is there any catalysts that will stimulate the asset price in the next 12-18 months? (The G in DISPAFTBERG).
Are there major concerns regarding investing in this asset that are significant enough to affect the asset? Do you think such concerns can be managed by risk management tools?
The company’s financial reports: are there major clues of upsides and downsides of its business? (The A/R in DISPAFTBERG).
The company’s main source of revenue: is it stable and growing? You need to investigate the market of this company’s product/service.
The company’s management: is it effective?
The company’s risks: investigate the 1.1A section of its recent 10-K. (The E in DISPAFTBERG).
The company’s competitors: are they doing any better?
The company’s market perception: how do investors view this asset? (The I/S/P/F/T/B in DISPAFTBERG).
The company’s fair asset value? You need to use the P/E, P/B, P/S, P/CF and the discount cash flow models to compute.
The company’s media view:what have been said regarding the company?
0 comments