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Financial Research Report: You are a senior financ...

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Financial Research Report: You are a senior financial analyst employed by the fictitious firm, Unlimited Capital Resources (UCR). UCR is a very large and well-established investment company with unlimited financial resources that is very much looking to make new stock investments. UCR?s management team has identified the following stocks as potential investments: (1) General Mills (Ticker Symbol GIS) (2) Kellogg Co. (Ticker Symbol K) (3) Coca-Cola (Ticker Symbol KO) (4) PepsiCo (Ticker Symbol (PEP) (5) Procter & Gamble (Ticker Symbol (PG) (6) Colgate-Palmolive (Ticker Symbol (CL) The chief financial officer (CFO) of UCR has asked you to conduct a comprehensive financial analysis of one of the companies (your choice) with the objective of providing a specific recommendation about whether UCR should, or should not, make an investment in the stock. Company Overview. Conduct research and describe the company, its operations, locations, markets, and lines of business. Collect financial statements for the past 3 years, fiscal or calendar. Ratio Analysis. Perform trend and ratio analysis on current and fixed assets, current and long term liabilities, owner's equity, sales revenues, EBIT, net income, and earnings per share. Project these trends 3 years in the future. Stock Price Analysis. Research the company's common stock price for the past 5 years. Research the Standard & Poor's Stock Market Index (S&P 500) for the past 5 years. Chart the price movement in the company's common stock against the S&P price movement. State and support your opinion on the company's common stock as an investment today. References. Use at least 5 references and apply APA format to the report.,can you consider this format for my assignment III. YOUR SPECIFIC ASSIGNMENT Your specific assignment is to prepare a report for the CFO of UCR about the financial performance of the company that you select (from the 6 listed above). The report is to cover at least the last three years and is to project performance trends for the next three years. In addition to reviewing the traditional financial and operational performance indicators, you are also to review the company?s stock price performance for the past five years. The report that you are to prepare is to consist of five major parts including a specific and supported recommendation about making an investment in the company: 1. Introduction ? A review of the assignment, research methods and sources, and other information related to the completion of the analysis. The introduction should also include an overview of the sections of the paper that follow. 2. Operations Overview ? Conduct research and describe, briefly, the company, its operations, locations, markets, and lines of business. This section provides an introduction to the operation of the company, its principal activities, and prospects for the future. The principal parts of this analysis must address: a. How does the company make money? (Carefully review the Form 10K report and study the trends in net income and cash flows.) b. How will the company grow in the future? (Study the firm?s plans for the future. Is it likely that the company?s strategic plans will result in increasing sales revenue?) c. What risks or events in the future could hurt the firm?s performance? (What are the worst case scenarios? Each company?s Form 10K report will include a section that examines perceived risks.) d. Who runs the company and how much does the CEO get paid? How is the CEO paid (cash, stock, options, etc.)? Is the pay level appropriate? (This information is contained in the company?s Form 10K report, and the Proxy Statement.) 3. Financial Performance Evaluation ? A critical evaluation of the company?s financial performance for the last three full fiscal years. This analysis must include trend and cross-sectional financial ratio analysis for current and fixed assets, current and long-term liabilities, owners? equity, sales revenues, EBIT, net income, and earnings per share. The analysis also needs to include a projection of the trends for these items for three years. The principal parts of this analysis must include: a. Analysis of financial ratios for past three years and projections for three years. b. Comparison of current financial ratios to industry average ratios. 4. Stock Performance - An evaluation of the company?s comparative stock performance for the past five years (percentage returns to shareholders over the past five years). This should include an examination of stock repurchases and dividends. The analysis should also include a figure (graph or chart) that compares the company?s stock price to the Standard & Poor?s 500 Stock Index (S&P 500) for the past five years. 5. Recommendation - A financial-based recommendation, with supporting data and rationale (reasons), about whether UCR should make an investment in the company with an emphasis on financial considerations (remember, this is a financial report, not a business report). The best way to arrive at a recommendation, and to present the findings, is to critically analyze, compare, and contrast the most compelling reasons to purchase the stock, and the most compelling reasons to avoid the purchase. 5. Summary / Conclusion ? The summary or conclusion should review the major observations, conclusions and recommendations developed in the analysis. No new material should be introduced in this section.,I got d from this assignment!!!! First of all,Costco is not a company that is approved for this assignment.(I assumed that you didnt read the question and fomat that I sent The instructor realized that most of this report is identical to a report submitted by another student. The data in the report are too old to be useful - the financial and stock price data are a couple of years old. I am really not pleased with this kind of submission!!!!!!!!!! I am expecting you to send me another report with respect to data given by me! I also want to remind you that you are supposed to pick a comany among the companies below (1) General Mills (Ticker Symbol GIS) (2) Kellogg Co. (Ticker Symbol K) (3) Coca-Cola (Ticker Symbol KO) (4) PepsiCo (Ticker Symbol (PEP) (5) Procter & Gamble (Ticker Symbol (PG) (6) Colgate-Palmolive (Ticker Symbol (CL)

 

Paper#3833 | Written in 18-Jul-2015

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