Course: Financial Management The homework is in the attachment, please check it out, thank you! Final Project Requirements Format required: APA

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Course: Financial Management

The homework is in the attachment, please check it out, thank you!

Final Project Requirements

Format required: APA

Course: Financial Management The homework is in the attachment, please check it out, thank you! Final Project Requirements Format required: APA
Final Project Requirements: Research Paper Components: This project consists of three major activities: Conduct secondary research (i.e., library, internet, etc.) Write research paper related to potential investment in a publicly traded company’s stock. Prepare a Piotroski method in Excel of financial ratios on the selected company and at least one of its competitors. Prepare a Power Point Presentation supporting your Research Paper. Due Date and Time: Papers and presentation are due in week 7 and presentation is completed in the final class meeting. You will submit three items: Microsoft Word research paper, Excel spreadsheet of Piotroski method, and PowerPoint presentation. You will complete the paper in parts during specific weeks as shown below and then combine all the parts together in one paper. The Project to be addressed by the Paper: You have just graduated from Keiser University’s MBA program and have secured a position as a fund manager for a well-known investment banking house.  You have been given $25 million to manage/invest in a single stock. The fund is a pension/retirement fund, so its perspective is long term with moderate risk of loss of capital and a required return of 9% per annum. Your assignment is to determine if the fund you are managing should invest $25 million dollars in the stock of the company you have selected for your first analysis/investment decision. Select a publicly traded US based company. Do not select a bank or financial intermediary (i.e., Investment Bank, Insurance Company, Brokerage House etc.). Your decision to invest or not invest will be supported by the research paper, Excel spreadsheet of ratios, and a Power Point Presentation showing a SWOT analysis.  NOTE:  Most of the data needed for this assignment can be found in Yahoo/finance or SEC.gov.  Your analysis, based on the concepts covered in this course, will address each of the following: Financial Ratio Analysis (Week 2):  Analyze financial ratios and cash flow measures of the company relative to its historical performance.  For purposes of this research paper a 2 year look back is sufficient and required. You must use the Piotroski Method and discuss in detail the company’s profitability, capital structure, and operating efficiency based on the ratio results and comparison to its competitors. Show your calculations and use reputable sources. What trends are occurring? What are the company’s financial strengths and weaknesses? Research two (2) articles to review (one (1) peer reviewed not more than 5 years old and one (1) current year article from a reputable website. Minimum two (2) pages not including title and reference page using APA format including an Excel spreadsheet. Business Strategy and Annual Report Analysis (Week 4):  Discuss the business strategy and competitive strategies of the company based on the notes in their 10K annual report. Review the areas on the annual report that discuss: Risk Factors., Strategic, Operational and Competitive Risk, Infrastructure Risks, Supply Chain and Third-Party Risk, Economic, Global, Legal and External Risks, Financial Risk, What is the company doing to mitigate the impact of these risks? Review any sections that include Management’s Discussion and Analysis of Financial Condition and Results of Operations, what outlook does the company have for its business, its subsidiaries, its product line?  Do not spend time writing a history of the company.  This is an analysis, not a history lesson. Accounting Analysis:  Do the accounting practices adopted by the company generally reflect an accurate picture of the economic performance of the company? Did your research find any public announcements of restatement of earnings or criticism due to ethics or misrepresentation?  Research two (2) articles to review (one (1) peer reviewed not more than 5 years old and one (1) current year article from a reputable website. Minimum three (3) pages not including title and reference page using APA format. Prospective Analysis (Week 6):  Create a forecast of future cash flows for the next two (2) years using the current income statement. First estimate the growth rate of revenue and expenses, to derive estimated earnings before interest and taxes. Then estimate the interest expense and tax liability to derive the net come. Develop forecasted performance measures and list the assumptions associated with your forecast.  You may also cite the works of other analysts who have published forecasted earnings for the time frame you are addressing.  (Hint:  take a look at Yahoo/finance – analysts opinion). Discuss your findings. Research two (2) articles to review (one (1) peer reviewed not more than 5 years old and one (1) current year article from a reputable website. Minimum three (3) pages not including title and reference page using APA format. During Week 7, you will combine your article reviews together as one complete research paper and add the following conclusion: Calculate and share the results your company’s Free Cash Flow, Value of Operations, and Value of Equity. Will you or will you not invest $25 million in this particular Company?  Support your conclusion?  Remember a negative conclusion is just as valid and valuable as a positive conclusion.  What are your companies financial and strategic strengths, weaknesses, opportunities, and threats? Use the attached SWOT framework as your guide. Most important: make recommendations and answer the overarching question: to invest or not to invest? Research two (2) articles to review (one (1) peer reviewed not more than 5 years old and one (1) current year article from a reputable website. Minimum two (2) pages not including title and reference page using APA format. Conducting Library Research: Participate in a research orientation offered by the graduate librarian. Conduct a search for sources that offer accurate information on your company. A minimum of six legitimate and valid relevant resources are required. Avoid general Internet key word searches.  Wikipedia and other unauthorized sources are inappropriate for graduate work.  Articles noting up to date information is such sources as The Wall Street Journal, Barron’s or Business Week may be useful in addressing the appropriateness of current strategies, resource pricing, etc.  given market conditions or the status of competitors. Writing the Paper: The following are general guidelines for format and organization. Format: Minimum of ten (10) pages (not including self-prepared exhibits, title page or reference page), with numbered pages. Typed, double spaced. New Times Roman (i.e. business) font, 12 point. Margins – 1 inch Include boldface headings and subheadings. Note source citations as appropriate under APA 7th edition guideline. Please use in-text citations. Organization: Cover page – Name of paper, your name, course number and name, date submitted. Introduction – A brief statement of the purpose of the paper and explanation of its organization. You are welcome to use pseudonyms for the name of the company or individuals addressed in the paper. Analysis -Address four concepts noted in “The Paper etc.” on the preceding page. Summary – A brief statement combining the finding arising from the analysis. Conclusion/Recommendations – should you invest or not invest the $25 million and why or why not. 2.Preparing the Presentation: Submit your PowerPoint presentation here for grading. Your presentation should focus on each area of your research paper be sure to include the following: A brief summary about your company. The results of your Piotroski Method financial ratio analysis including comparisons to at least one competitor. The short summary of the risk factors your company identified in the 10K report.  A project forcast of your company’s future cash flows. The free cash flow, value of operations, and value of equity. Your recommendations to invest 25 million and recommendations to improve the company’s financial performance. Use your SWOT analysis here. Include a maximum of 6 slides. You will be assessed on professional appearance, clarity, thoroughness, graphics, critical thinking, and engagement. I need a speech for PPT, thank you!
Course: Financial Management The homework is in the attachment, please check it out, thank you! Final Project Requirements Format required: APA
Hello, tutor, according to the requirements of our course teacher, the company (Amazon) that requires the final project speech, the research literature mainly comes from this website (shown below), other authoritative materials (the attachment has been updated, please check) https://keiseruniversity.libguides.com/home/home?preview=afb5d66ab3b853fa361847ea7dfda322 The main main survey entrances of the website are as follows: first step: click EBSCOHost Database Platform Step Two: Select Business Source Ultimate Search term: Amazon financial Focus: Peer Reviewed Time selection: 2015-2023 The course teacher requires the final project references. The website resources must be the priority. Please take a look, thank you! (mandatory after finishing class today), it can be matched with Google Scholar, but the website resources must be priority (at least 3 references), please understand, thank you!
Course: Financial Management The homework is in the attachment, please check it out, thank you! Final Project Requirements Format required: APA

Course: Financial Management The homework is in the attachment, please check it out, thank you! Final Project Requirements Format required: APA
The Scoring System We calculate the F-score using nine fundamental parameters about the stock. For each parameter, if the parameter meets the criteria, we award a score of 1. Otherwise for that parameter we award a score of 0. We then add the scores for each parameter to arrive at a final score that can range from 0 to 9.   If a stock score 7-9 it is good. But stocks that score less than 3 are considered to be very weak.   The Nine Parameters We need nine parameters to calculate the F-score. The parameters are divided into three broad categories. Profitability Profitability measures the ability of a firm to generate positive cash flows or profits. We have 4 parameters related to profitability: Net Income. Net income is calculated as total income for the year minus the total expenses for the year. If the net income from the most recent financial statement is positive, then we award a score of 1 to the stock. Profit is a sign of strength. Operating Cash Flow. If cash flow from operations is greater than zero, then we award a score of 1 to the stock. Positive cash flows are important for internal financing and are a sign of strength. Return on Assets. We can calculate return on assets as net profit divided by assets. We need to calculate the return on assets for the past two years. If the ROA has increased year-on-year, then we award a score of 1 to the stock. This parameter provides a sign of the positive trend in asset returns. Earnings Quality. We can measure the earnings quality of a stock by comparing its “cash flow from operations” with its “net income”. If operating cash flow is greater than net income, then we award a score of 1 to the stock. This is important because operating cash flows are usually higher than net income. They not affected by non-cash items. For this reason, investors must be careful if the trend shows otherwise. Capital Structure This category measures changes in leverage, liquidity and sources of funding. The parameters here provide a sign of the ability of the firm to meet its debt service obligations. Long-term Debt-to-Assets ratio. If the long-term debt-to-equity ratio for the previous fiscal year is less than the ratio two-years ago, then we award a score of 1 to the stock. If the leverage has decreased, it is a positive sign. Current ratio (Change in Liquidity). If the current ratio for the previous fiscal year is greater than the current ratio for the fiscal year two years ago, then we award a score of 1 to the stock. Furthermore, we want the company to have high liquidity. Change in Average Shares Outstanding. If the “average number of shares outstanding” for the previous fiscal year is less or equal to the “average number of shares outstanding” for the fiscal year two years ago, then we award a score of 1 to the stock. In conclusion, an increase in outstanding shares is a negative sign. Operating Efficiency This category measures changes in a company’s’ productivity. It also measures its ability to use its assets. Change in Gross Margin. If the gross margin has increased in the past two years, then we award a score of 1 to the stock. A rising gross margin indicates increasing prices or decreasing costs. This again is a positive sign for the firm. Asset Turnover. Investors can calculate the asset turnover ratio as total sales divided by total assets. We award a score of 1 to the stock if the asset turnover ratio has increased over the past two years. We award scores based on all these 9 parameters and then total score represents the F-score. The higher the score, the better is the investment. You should use the Piotroski F-score as a supplement along with other screening strategies. Calculating Piotroski F-score in Excel As we have seen, it’s an easy to calculate yet high impact measure. Also, it makes use of fundamentals information available in financial statements. Since MarketXLS provides all the required fundamentals information for stocks, we can calculate Piotroski F-score in Excel using data fetched using MarketXLS. Let’s finally take a look at how we can do it. Let’s say you want to calculate the F-score for the Facebook stock (Stock Symbol FB) and some other stocks. We will make use of the Historical fundamental functions available in MarketXLS. We can access this category of function through Excel’s in-built function menu as shown below: Formula The F Score is the sum of nine components related to profitability, leverage and op. efficiency. These nine components are each given a pass (1) or fail (0). The sum of these parts results in the F-Score. For each criteria that a company meets, it’s F-Score is increased by 1.Profitability Components – Positive Net Income – 1- Positive Operating Cash Flow – 1- Higher ROA than Previous Period – 1- CFO > NI – 1Leverage Components- Decline in Long Term Debt – 1- Higher Current Ratio than Previous Period -1 – Less Dilution (# of Shares Outstanding) than Previous Period – 1 Operating Efficiency Components- Higher Gross Margin than Previous Period- Higher Asset Turnover than Previous Period
Course: Financial Management The homework is in the attachment, please check it out, thank you! Final Project Requirements Format required: APA
SWOT Analysis for  [Enter Company Name Here] Strengths Weaknesses What do you do well? What are your core competencies? What differentiates you from competitors? Why do customers buy from you? What resources are you missing or lacking? What do competitors do much better than you? Where are your costs higher than competitors? What is your weakest point with customers? Consistent growth in revenue Fluctuating cash flows Easy access to capital and low cost of capital High cost of capital Highly cost efficient High-cost structure High profit margins No growth in revenue Low-cost structure No real economies of scale, high-cost efficiencies Solid financial reserves Tight profit margins Stable cash flows Weak financial reserves Strong profitability levels Difficult to access to capital and funding    Beneficial economies of scale   Opportunities Threats What changes/trends offer new opportunities? What new or emerging niches can you exploit? How can you innovate using new technologies? How can you innovate your business model to meet changes in the business environment? What are the negative trends that present the greatest risk? What changes expose your weaknesses? What are competitors doing that is damaging your position? What factors could impact how customers buy or use your products/services? Increase margins across-the-board Declining unit margins Increase margins for our patent-protected products High debt levels reducing profit potential Pursue greater economies of scale Increased operating/technology costs Raise capital funding to invest in new ventures Ability to meet cash flow requirements  Work to generate cost efficiencies Poor profitability leading to higher cost of capital Generate license revenue streams from key patents  Rising fixed costs   Slower growth due to poor profitability and inability to raise funds Use sample SWOT Analysis as a guide. You do not have to address each item and you may add items relevant to your company. Black (Operation); Red (financial)

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