Discuss the five-year history of each company

Assignment Help Financial Management
Reference no: EM133541507

Overview

For your final project, the CEO has asked you, the new investment manager of XYZ Tech Company, to produce an investment analysis report describing how to invest the firm's cash and cash equivalents in the financial markets. You will prepare an investment analysis report for the company, which will include a portfolio analysis template that you will use to outline how you will invest the cash in selected public corporations. Finally, the reasons behind your investment strategies should be noted in an executive summary.

For this first milestone, due in Module Three, you will submit your company profile. Using the investment parameters for XYZ Tech Company along with your own financial database research, you will fill in the provided portfolio analysis template and write a 2- to 3-page paper outlining the securities that your company will invest in to create a well-diversified investment portfolio. You will analyze each company and its performance in the financial markets over the past five years, include a company valuation for each firm, and identify stakeholders in the company.

Prompt
First, visit Morningstar and other bond resources from the Module Three Reading and Resources area of your course to retrieve stock and bond information for each of the following companies:

  • Apple, Inc. (AAPL)
  • Caterpillar (CAT)
  • Consolidated Edison (ED)
  • Northern Trust (NTRS)
  • Macy's (M)

Using the portfolio analysis template, provide the specified data to explain the company's growth period (revenues, earnings market share, etc.).

Finally, in a 2- to 3-page paper, discuss the five-year history of each company by visiting the respective websites and databases covering the firm and industry. The paper should briefly discuss the products and services produced by each company that were major contributors to the company's success. It should also discuss each company's strengths given the competitive nature of the industry. Based on the financial items and key ratios of the company that you have researched, include a brief discussion of the company's valuation. (Hint: The Key Ratios on the Morningstar website list competition and industry ratios and could be downloaded directly into Excel for easier comparison.) You should also identify the key stakeholders, particularly common stakeholders, in the company.

Specifically, you must address the following critical elements:

1. Company and Market Analysis: In this section, you will analyze the company and its position in the financial markets.

A. Financial Markets
Analyze the five-year performance of the domestic economy relative to the financial markets (using the portfolio analysis template).
Explain specific market performance data based on compiled asset valuation model inputs supported by database research of five-year sector and industry performance and current trends.
Evaluate the impact of the five-year and current macroeconomic data on asset prices.

B. Company Valuation
Analyze the company's financial items and key ratios for a comparison to peers and industry (using the portfolio analysis template).
Determine the intrinsic value of assets by inputting data into the various asset valuation models.

D. Stakeholders
Identify five key stakeholders and their needs in relation to the company's portfolio.
Identify the common stockholders' primary objective and their required return on equity.

In Milestones Two and Three, and for the final project submission, you will be using the portfolio analysis template that you have prepared in this milestone. Be sure to refer back to this (and update and revise it as necessary) as you continue your work throughout the course. You should also be monitoring the portfolio's performance on a daily basis and reading the financial periodicals provided among the course resources to stay current with your investments.

Attachment:- portfolio_analysis_template.rar

Reference no: EM133541507

Questions Cloud

Draw a connection between the tragic events of 1968 : Draw a connection between the tragic events of 1968 and the US victory in World War II. Think about race relations, political upheaval, Vietnam
How your culture influences your opinion about this : Explain why you think the action proposed in your chosen scenario is or is not ethically permissible. Describe how your culture influences your opinion
Explain your advocacy ideas and outline the main points : Imagine that you are a Chicano Rights advocate. In a letter to President Lyndon B. Johnson explain your advocacy ideas and outline the main points
Discuss acquisitions of two small and distinct technology : Research the acquisitions of two small and distinct technology companies that encountered problems prior, during, and post acquisition.
Discuss the five-year history of each company : Discuss the five-year history of each company by visiting the respective websites and databases covering the firm and industry
What is the relationship between the production of cash : What is the relationship between the production of cash crops and the designation of certain tribes as "civilized?" What tools did the Cherokee use to combat
Nursing administration-management or education : Identify the effect that the implications of this theory could have on nursing administration, management, or education.
How does it affect the fat digestion : If a patient has gallstones that block the bile salts moving from gallbladder into the small intestine, how does it affect the fat digestion?
Examine the professional nursing roles of care manager : NR 293- Examine the professional nursing roles of care manager, educator, researcher and advocate in relation to pharmacologic therapy and within the framework.

Reviews

Write a Review

Financial Management Questions & Answers

  Foreign company acquisition

Acquisition by a foreign company and the effects of that decision and the results of foreign exchange in Euro and the exchange rate differences.

  Financial management for profit and non profit organizations

In this essay, we are going to discuss the issues of financial management in a non-profit organisation.

  Method for estimating a venture''s value

Evaluate venture's present value, cash and surplus cash and basic venture capital.

  Replacement analysis

This document show the Replacement Analysis of modling machine. Is replacement give profit to company or not?

  Business finance task - capital budgeting

Your company is considering using the payback period for capital-budgeting. Discuss the advantages and disadvantages of this technique.

  Analysis of the investment

In this project, you will focus on one of these: the additional cost resulting from the purchase of an apple press (a piece of equipment required to manufacture apple juice).

  Conduct a what-if analysis

Review the readings and media for this unit, including the Anthony's Orchard case study media. Familiarise yourself with the Anthony's Orchard company and its current situation.

  Determine operational expenditures

Organisations' behaviour is guided by financial data. In the short term, such data will help determine operational expenditures; in the long term, historical data may help generate forecasts aimed at determining strategic plans. In both instances.

  Personal financial management

How much will you have left over each half year if you adopt the latter course of action?

  Sources of finance for expansion into new foreign markets

A quoted company is considering several long-term sources of finance for expansion into new foreign markets.

  Long term financial planning

This assignment is designed for analyze Long term financial planning begins with the sales forecast and the key input in the long term fincial planning.

  Explain the role of fincial manager

This assignment explain the role of fincial manager, function of manger. And what are the motives of financial manager.

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