Describe the history, development, and primary operations of the corporation. What do you find
interesting about the company? Why did you choose this company? Obtain this information from the 10-
K, company website, Google, etc. (Limit discussion on #1 to one page maximum.) (4 points)
2. What is the purpose of the section of the 10-K entitled "Management Discussion and Analysis"? Discuss
this portion of the 10-K. What is interesting? What can you tell about the company and their
management? (3 points)
3. What has been the lowest price of the common stock in the last year? What has been the highest price of
the common stock in the last year? Include a one year historical graph of stock price – you can get this
graph from yahoo finance. (3 points)
4. What has been the trend in the stock price over the past year from today’s date and prior (upward,
downward, volatile)? Find at least one piece of news that is reflected in stock price and discuss the event
and change in stock price. This could be the announcement of a new product, mergers, acquisitions, etc.
Discussion required here. This discussion must be in your own words and your interpretation of the stock
price. (5 points)
5. Has there been a growth in profits (Net Income) over prior years? Discuss and include the net income
numbers for the last two years. If you do see growth, why? If not, why not? Obtain the earnings per share
amounts from the face of the income statement and include these in your discussion. A discussion is
required here about the company income fluctuations, EPS, and what has been going on with the company
to contribute to income fluctuations. Again, this discussion must be in your own words and your
interpretation of company profits, EPS, etc. (4 points)
6. What does the 10-K and/or company website say regarding ethic responsibility as a company? Do you
think this is sufficient? Is the company doing their part to create an ethical workplace? In your opinion,
are they maintaining ethical practices? If you cannot find this information in the 10-K, Google the company
name and ethics. Research the company’s ethical policies and summarize. (5 points)
interesting about the company? Why did you choose this company? Obtain this information from the 10-
K, company website, Google, etc. (Limit discussion on #1 to one page maximum.) (4 points)
2. What is the purpose of the section of the 10-K entitled "Management Discussion and Analysis"? Discuss
this portion of the 10-K. What is interesting? What can you tell about the company and their
management? (3 points)
3. What has been the lowest price of the common stock in the last year? What has been the highest price of
the common stock in the last year? Include a one year historical graph of stock price – you can get this
graph from yahoo finance. (3 points)
4. What has been the trend in the stock price over the past year from today’s date and prior (upward,
downward, volatile)? Find at least one piece of news that is reflected in stock price and discuss the event
and change in stock price. This could be the announcement of a new product, mergers, acquisitions, etc.
Discussion required here. This discussion must be in your own words and your interpretation of the stock
price. (5 points)
5. Has there been a growth in profits (Net Income) over prior years? Discuss and include the net income
numbers for the last two years. If you do see growth, why? If not, why not? Obtain the earnings per share
amounts from the face of the income statement and include these in your discussion. A discussion is
required here about the company income fluctuations, EPS, and what has been going on with the company
to contribute to income fluctuations. Again, this discussion must be in your own words and your
interpretation of company profits, EPS, etc. (4 points)
6. What does the 10-K and/or company website say regarding ethic responsibility as a company? Do you
think this is sufficient? Is the company doing their part to create an ethical workplace? In your opinion,
are they maintaining ethical practices? If you cannot find this information in the 10-K, Google the company
name and ethics. Research the company’s ethical policies and summarize. (5 points)
Review the financial statement footnotes of the company you are analyzing to obtain information
regarding two significant accounting policies. (Examples include inventory, receivables, payables, fixed
assets, expenses, etc.) These are generally listed in Note 1 after the financial statements (should be labeled
Summary of Significant Accounting Policies). Describe each method and how this affects the financial
statements and the decisions made by management within the company you are analyzing. Do not just
copy and paste the wording from the report. You must include a discussion of the policies and what you
think they mean and how they relate to the company. This discussion must be in your own words. (8
points)
8. Examine the cash flow statement and describe one line item from each section (operating, investing, and
financing). You will include a discussion for each of the three items. What is the item and amount? How
does the change affect cash? Only list one from each section and explain what it means for company
operations. Discussion required here in your own words. (4 points)
9. Discuss the importance of the three main financial statements (Income Statement, Balance Sheet, and
Statement of Cash Flows) and the notes to the financial statements. What do each of these statements
and the notes tell you? What were you able to determine about the company by looking at the financial
statements and 10-K? (4 points)
10. Ratio Discussion – Include your ratio discussion and a table of the results within the body of the Word
document. All ratios must be calculated within Excel. (See below.) After calculating the ratios, briefly
explain whether the company is performing better, similar to, or worse in comparison to the prior year
(FOR EACH RATIO). Do not just state that they are doing better, because it is higher, you must explain why.
The goal is to demonstrate that you know what the ratio means not just state what happened to the
numbers, which changed the ratio. If a ratio is not applicable, explain why. (10 points)
11. Invest or Not? Given your research, would you invest in this company? Why or why not? Include a
discussion of the ratio results and the other research completed. Justify your decision based on all
research. Discussion here approximately 1 page. (7 points)
12. Overall format, spelling, punctuation, grammar, citations. When using outside sources including websites,
the 10-K, etc. you must cite your sources. (3 points)
regarding two significant accounting policies. (Examples include inventory, receivables, payables, fixed
assets, expenses, etc.) These are generally listed in Note 1 after the financial statements (should be labeled
Summary of Significant Accounting Policies). Describe each method and how this affects the financial
statements and the decisions made by management within the company you are analyzing. Do not just
copy and paste the wording from the report. You must include a discussion of the policies and what you
think they mean and how they relate to the company. This discussion must be in your own words. (8
points)
8. Examine the cash flow statement and describe one line item from each section (operating, investing, and
financing). You will include a discussion for each of the three items. What is the item and amount? How
does the change affect cash? Only list one from each section and explain what it means for company
operations. Discussion required here in your own words. (4 points)
9. Discuss the importance of the three main financial statements (Income Statement, Balance Sheet, and
Statement of Cash Flows) and the notes to the financial statements. What do each of these statements
and the notes tell you? What were you able to determine about the company by looking at the financial
statements and 10-K? (4 points)
10. Ratio Discussion – Include your ratio discussion and a table of the results within the body of the Word
document. All ratios must be calculated within Excel. (See below.) After calculating the ratios, briefly
explain whether the company is performing better, similar to, or worse in comparison to the prior year
(FOR EACH RATIO). Do not just state that they are doing better, because it is higher, you must explain why.
The goal is to demonstrate that you know what the ratio means not just state what happened to the
numbers, which changed the ratio. If a ratio is not applicable, explain why. (10 points)
11. Invest or Not? Given your research, would you invest in this company? Why or why not? Include a
discussion of the ratio results and the other research completed. Justify your decision based on all
research. Discussion here approximately 1 page. (7 points)
12. Overall format, spelling, punctuation, grammar, citations. When using outside sources including websites,
the 10-K, etc. you must cite your sources. (3 points)
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