Overview During this course, you will complete a final project. The purpose of the final project is to allow you to use all of the concepts studied during the course to analyze a publicly traded company of your choice. After completing the analysis, you will submit a report on the financial condition of the company. Instructions • Choose any publicly traded company of your choice • Locate the company’s latest published annual report • Review the balance sheet, income statement, and statement of cash flows • Calculate a minimum of 7 ratios from the ratios studied during the course • Complete an analysis of the financial condition of the company based on the ratio analysis and additional information found in the annual report • Your final report should consist of the following: o Overview of the company and its industry o Products/services offered o History of the stock price o Results of the financial ratio analysis o Key financial highlights and lowlights found in the annual report o Key points from the CEO’s letter to shareholder’s in the annual report o Recommendations to the company on how to improve its financial performance for the future. o Provides the decision on whether to invest or not in this company with supporting information based on the financial analysis completed. • Length of assignment – The final project should be 5 to 7 pages, not including the financial statements and the ratio analysis, which should be placed in the Appendix. The assignments should be submitted in a Word document with spreadsheets embedded in the Word document, as needed. o A cover page is also required, but not part of the 5 to 7 pages of content. A properly formatted reference page and corresponding in-text citations are also required. • You should use APA formatting • A minimum of five scholarly citations are required • Acceptable sources include scholarly articles published within the last five years and your textbook.
Category: Finance
Analyze a publicly traded company of your choice.After completing the analysis, you will submit a report on the financial condition of the company.
Overview During this course, you will complete a final project. The purpose of the final project is to allow you to use all of the concepts studied during the course to analyze a publicly traded company of your choice. After completing the analysis, you will submit a report on the financial condition of the company. Instructions • Choose any publicly traded company of your choice • Locate the company’s latest published annual report • Review the balance sheet, income statement, and statement of cash flows • Calculate a minimum of 7 ratios from the ratios studied during the course • Complete an analysis of the financial condition of the company based on the ratio analysis and additional information found in the annual report • Your final report should consist of the following: o Overview of the company and its industry o Products/services offered o History of the stock price o Results of the financial ratio analysis o Key financial highlights and lowlights found in the annual report o Key points from the CEO’s letter to shareholder’s in the annual report o Recommendations to the company on how to improve its financial performance for the future. o Provides the decision on whether to invest or not in this company with supporting information based on the financial analysis completed. • Length of assignment – The final project should be 5 to 7 pages, not including the financial statements and the ratio analysis, which should be placed in the Appendix. The assignments should be submitted in a Word document with spreadsheets embedded in the Word document, as needed. o A cover page is also required, but not part of the 5 to 7 pages of content. A properly formatted reference page and corresponding in-text citations are also required. • You should use APA formatting • A minimum of five scholarly citations are required • Acceptable sources include scholarly articles published within the last five years and your textbook.
Prepare a financial plan based on either a real small business or a fictitious one. This is the company you introduced in your response for the Week 3 Executive Summary Assignment.
Prepare a financial plan based on either a real small business or a fictitious one. This is the company you introduced in your response for the Week 3 Executive Summary Assignment.
For the purposes of this curriculum, we will concentrate on the financial and funding request portions of the plan. A copy of your Week 3 Executive Summary is not required in this deliverable.
Although each plan will be unique, depending on business sector, location, stage of development, and so forth, all plans should include the following:
balance sheet (historic and one-year pro forma projections)
income statement (historic and one-year pro forma projections)
ratio analysis (incorporate trend analysis based on at least one Profitability, Liquidity, Efficiency and Leverage ratios for historical and pro-forma financial statements)
pro forma monthly cash flow projections (going forward monthly for one year)
NOTE: When preparing income, balance sheet, and cash flow pro formas, provide descriptive assumptions for each line item (e.g., rent, utilities, insurance etc.)
discussion of whether cash or accrual basis accounting will be used
discussion of types of accounting and finance software to be used
discussion of all sources and amounts of funds to be raised, along with a schedule of activity, achievement dates, and so forth
Format your paper consistent with APA guidelines. Submit your responses for all task items in a Word document. Refer to the syllabus writing requirement and Content/Syllabus/Course Resources/Writing Resources for more information about referencing and formatting.
Submit a 4–6 pages pager in length including appropriate source of reference when outside resources are used in your work.
Conduct a descriptive analysis of the dataset “Midterm-Project-DataSet” including relevant graphs and tables, with a summary of the findings.
Task Assigned: Midterm Project • Conduct a descriptive analysis of the dataset “Midterm-Project-DataSet” including relevant graphs and tables, with a summary of the findings. What conclusions can be drawn from the descriptive analysis? (3 points) • Use appropriate diagrams to see if having an “Amazon prime” subscription influences membership in your company’s “loyalty” program. (2 points) Display the stacked bar chart of the variable “NbReturns” with an overlay of the variable “Loyalty”, then draw conclusions. (2 points) • Determine the 95% confidence interval for the proportion π of customers with membership in the loyalty program among the entire population of the company’s customers. (1 point) • Perform the appropriate statistical test to compare the mean purchase values of customers who have membership in the “loyalty” program with those who do not have this membership. Is the test significant? (2 points) • Identify the factors whose relationship with purchase value is significant. For this question, you must: • a. Perform a linear regression by identifying the dependent variable and independent variables. Ignore the variable “MaritalStatus”. (2 points) • b. Provide the results table and discuss it. (2 points) • c. Diagnose the model by indicating violated assumptions. (2 points) • Identify the factors whose relationship with investment in Bitcoin is significant. For this question, you must: •a. Perform a linear regression by identifying the dependent variable and independent variables. Consider the variable “MaritalStatus”. (2 points) • b. Provide the results table and discuss it. (2 points) • c. Diagnose the model by indicating violated assumptions. (2 points) • Using RStudio, partition the dataset into a training set and a test set. Assume that the training set contains 80% of the records (randomly drawn). Evaluate the validity of the partition considering the variables “AmznPrime” and “NbReturns”. (3 points) Dataset Description: The dataset “Midterm-Project-DataSet” contains 503 records and 12 variables defined as follows: • Gender: the gender of the customer (M/F). • Age: the age of the customer. • Income: the monthly income of the customer. • StockInvestment: monthly investment of the customer in the stock market. • BitcoinInvestment: investment of the customer in Bitcoin. • NbReturns: number of times the customer returned an item after purchase. • Fuel: monthly amount (in dollars) spent on fuel purchase. • Mortgage: monthly mortgage payment. • PreviousPurchase: purchase value of month n. •PurchaseValue: purchase value of month n+1. • AmznPrime: does the customer have an “Amazon prime” subscription? • Loyalty: does the customer have membership in the company’s loyalty program? • MaritalStatus: the marital status of a customer (single, married, or divorced).
Comparing Mutual Funds to Exchange-Traded Funds Introduce yourself briefly.Discuss your prior knowledge of and interest in the course topic. Also, explain how this course will assist you in your career path.
Dear Freelancer please complete the below 3 papers:
1) Discussion – 1 page APA style, DDL for it in 24 hours from now.
? MAIN DETAILS:1-1 Discussion: Comparing Mutual Funds to Exchange-Traded FundsIntroduce yourself briefly. Discuss your prior knowledge of and interest in the course topic. Also, explain how this course will assist you in your career path. Visit Morningstar (not investor.morningstar.com). Identify the top 10 holdings; the previous year’s performance; and the expected dividend yield, expense ratio, and minimum investment amount for one mutual fund and ETF that you would like to invest in. You may use Vanguard to help choose funds. In your initial post, respond to the following prompts: Explain why you would like to invest in these two funds. Explain whether you would prefer to invest in a fund that uses the S&P 500 or the Dow Jones Industrial Average as its benchmark.
? ATTACHED:- Module 2 Activity (1)
2) Milestone 1 – Write directly inside the FIN 340 Final Project Scenarios and Tables document. Paper size 900 words.
Prompt
Use the Final Project Scenarios and Tables document. This document has both the client scenarios and the tables that you need to complete
Specifically, the following critical elements must be addressed in this milestone:
I. Client Analysis: In this section, you will analyze each client’s financial documentation and determine their risk tolerance and object
section, you must analyze the information for both Client One and Client Two.
A. Analyze each client’s financial documentation in order to perform the following evaluative activities. Be sure to support your
1. Explain each client’s risk tolerances.
2. Explain each client’s return objectives.
3. Explain each client’s liquidity objectives.
B. Based on client analysis, write a brief investment statement classifying each client into one of the following categories: growth response with specific client information.
3) Milestone 2 – Write directly inside the FIN 340 Final Project Scenarios and Tables document. Paper size 1200 words.
Prompt
Use the provided Final Project Calculations spreadsheet and the Final Project Scenarios and Tables and Tables document to calculate
Specifically, the following critical elements must be addressed:
II. Stock Analysis: In this section, you will select five stocks from the provided list and determine their values by applying an appropriate multiple model (earning or sales) or dividend valuation model.
A. Determine the value of each stock by using an appropriate model based on the characteristics provided for each stock.
B. Provide a rationale for the stock valuation method you chose for each stock. Cite specific information to support your decision
C. Using the calculated valuation, the current market price, and historical performance, determine the expected return for each
III. Portfolio Development: In this section, you will develop a portfolio for a chosen client (Destiny or the Garcia family) based on the clients objectives. You will select appropriate assets from the provided list.
A. For the chosen client, develop a portfolio from the provided list of assets that is informed by your analysis of the client’s objects determined.
B. Calculate the expected portfolio return using the CAPM (beta) model. Clearly note what risk-free rate you used. Accurately d
objective. Would you design an investment portfolio that has a higher or lower expected portfolio return? Why?
You are the founding member of a new firm that focuses on helping professors transition from working into retirement. Because of your background as an expert in financial planning, you are tasked with sitting on the Investment Committee.
Background: You are the founding member of a new firm that focuses on helping professors transition from working into retirement. Because of your background as an expert in
financial planning, you are tasked with sitting on the Investment Committee. Your first job as a new
committee member is to complete this assignment.
Assignment : You are to research and select an actively managed, large-cap mutual fund and a passively managed
fund (either a mutual fund or an ETF). Please provide a written response as to why you picked each
fund and answer all the questions listed below.
Active investment :
1) How has the fund performed over the past 12 months? Past five years? Past ten years?
2) What is the fund’s benchmark? How has the fund performed compared to the benchmark over
the same time periods in question 1?
3) What is the expense ratio?
4) What is the portfolio’s turnover?
5) What are the total assets under management?
6) Who currently manages the fund?
7) What are the top 10 holdings?
8) What is the fund’s R
2? What does that tell you about the fund’s returns?
9) Do you think this fund will have a higher return than the S&P 500? Why or why not?
10) Do you think this fund will be less volatile than the S&P 500? Why or why not?
11) Why would someone invest their money in this fund instead of a passively managed fund?
Passive investment:
1) How has the fund performed over the past 12 months? Past five years? Past ten years?
2) What is the fund’s benchmark? How has the fund performed compared to the benchmark over
the same time periods in question 1?
3) What is the expense ratio?
4) What is the portfolio’s turnover?
5) What are the total assets under management?
6) Who currently manages the fund?
7) What are the top 10 holdings?
First, use the provided MS Excel Spreadsheet to gather the requested information about the publicly-traded company you picked in your weekly discussions.
Instructions
Let’s Talk About Risk
Part One
First, use the provided MS Excel Spreadsheet to gather the requested information about the publicly-traded company you picked in your weekly discussions.
At the bottom of the spreadsheet, use the tabs (e.g., Week 1, 2, etc.) to enter the information for each Analysis Memo assignment. You only need to answer Week 1 this week, but you should use the same spreadsheet as the weeks progress. For now, conduct your research and enter your data for Week 1. This will help inform your response to Part Two.
Part Two
In a memo to the Chief Executive Officer (i.e., your instructor), assume you are a financial analyst assigned to review the publicly-traded company you picked in Discussion 1. You must use the Memo Template provided.
For this week, you will answer the following questions (located in your template):
Consistent with the two areas of risk you uncovered from the 10K Report for your company and in your spreadsheet, please expand on these two areas and whether they impact maximizing shareholder wealth and responsible investing. Are these risk areas impacting the top or bottom line?
Corporate governance is the system of rules, practices, and processes by which a company is directed and controlled. Corporate governance refers to how companies are governed and to what purpose. Drawing from the course material and your 10K Report, are there any corporate governance issues with your chosen company? Explain.
CriteriaLevel 4Level 3
Level 2
Level 1
Criterion Score
Content
20 points
Data gathered in the spreadsheet is 90% to 100% accurate
17 points
Data gathered in the spreadsheet is 80% to 89% accurate
14 points
Data gathered in the spreadsheet is 70% to 79% accurate
0 points
Data gathered in the spreadsheet is below 70% accurate or is not present.
Score of Content,
/ 20
Analysis
20 points
The assignment’s content is thorough, well organized, and provides critical thinking into the topic(s) presented in the course material and textbook. Additionally, the submission is at least 500 words.
17 points
The assignment’s content addresses the topic(s) for the week and shows thought was given to the topic(s) presented in the course material and textbook. Or the submission is between 400 and 499 words.
14 points
The assignment’s content is evident; however, it is lacking in critical thinking or is not well organized to the topic(s) presented in the course material and textbook. Or the submission is at least 200 words but not 300 words in length.
0 points
No memo submitted or the submission is below 200 words in length.
Score of Analysis,
/ 20
Reference, Spelling, Grammar, and Mechanics
5 points
No issues with spelling, grammar, or mechanics. The reference selected is applicable to the week’s content. The reference is at the end of the analysis, so the instructor can review the reference. Reference follows current APA format.
4 points
Minor issues with spelling, grammar, or mechanics. The reference selected is applicable to the week’s content. The reference does not provide either a title or a link for the article. Reference follows current APA format.
3 points
Several issues with spelling, grammar, or mechanics. The reference selected is applicable to the week’s content. The reference is at the end of the analysis, but the title is mislabeled, or the link is to an incorrect reference. Reference follows current APA format.
0 points
Significant issues with spelling, grammar, or mechanics make the assignment difficult to read and understand. The reference provided is not applicable to the week’s content. Or no reference was provided.
Score of Reference, Spelling, Grammar, and Mechanics,
/ 5
TotalScore of Analysis Memo Rubric,
/ 45
(e.g., spreadsheets showing the determination of the minimum variance portfolio
(e.g., spreadsheets showing the determination of the minimum variance portfolio
(e.g., spreadsheets showing the determination of the minimum variance portfolio with and without short sales
using Excel Solver)
Questions and notes are attached. If the calculation requires it,need show the
Questions and notes are attached.
If the calculation requires it,need show the
Questions and notes are attached.
If the calculation requires it,need show the calculation in excel
The Assignment must be submitted on Blackboard (WORD format only) via allocated
The Assignment must be submitted on Blackboard (WORD format only) via allocated
The Assignment must be submitted on Blackboard (WORD format only) via allocated folder.
Assignments submitted through email will not be accepted.
Students are advised to make their work clear and well presented, marks may be reduced for poor presentation. This includes filling your information on the cover page.
Students must mention question number clearly in their answer.
Late submission will NOT be accepted.
Avoid plagiarism, the work should be in your own words, copying from students or other resources without proper referencing will result in ZERO marks. No exceptions.
All answers must be typed using Times New Roman (size 12, double-spaced) font. No pictures containing text will be accepted and will be considered plagiarism.
Submissions without this cover page will NOT be accepted.