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.