Stock Reports Samples For Students

Portfolio Summary

Executive Summary:
The portfolio which consists of twenty (20) stocks from varied industries has been benchmarked against S& P500 index on weekly basis from 8-4-2014 to 29-5-2014. During the period of our analysis, while the S&P 500 index has earned return in the range of -1.43% to 0.43%, the portfolio performance on the other hand has been bumpy. For Instance, in the beginning week of our investment, the portfolio earned a return of 12.37%, by the end of last week; the portfolio earned a return of -10.99%.

Management Discussion and Analysis:

The portfolio consists of twenty stocks and has been benchmarked against the S&P ...

Introduction

The economy of Qatar is primarily dependent on petroleum and liquefied natural gas. These contribute to over 70% of the total revenues to the government (Central Intelligence Agency, 2016). In fact, Qatar is the third largest exporter of natural gas in the world (U.S. Energy Information Administration, 2016). For the progress of any economy, the financial sector is the backbone. It provides the financial resources for companies to expand and hence contribute to overall growth of the economy. In the current study we look at the financial markets and institutions operating in Qatar. The report provides an overview of ...

Summer B

Group 45
John
Bill
Mary
Accounting
9th, November, 2013
Introduction:
Our company, XYZ Investments, is an asset management investment firm where we manage the portfolio of our clients on the basis of their differentiated preference for risk and return objectives. We, the three founders of this company, John, Bill and Mary have an extensive experience in investment industry and this report will target our client Mr.X for whom we are managing the portfolio of stock that include the following company:
- McDonalds
- Walt Disney
- South West
...

Abstract

In order to make a sound investment, it is important to evaluate the available opportunities and come out with a proper investment decision based on the past, present and future market trends. This calls for thorough analysis of both the industry and the individual investment in order to ascertain its viability and profitability. This paper focuses on Ford Motor Company stock, which for quite some time, had been left for dead. The paper gives a brief background of the problems that the company was faced with, which resulted in its poor performance. It further highlights how the company turned around from an ...

Virtual money of $100,000 was invested in diversified stocks during the stock trading simulation. The portfolio consisted of stocks from twelve companies all belonging to different industries. An overall profit of 0.41% was achieved in one month through the virtual simulation exercise. Stocks of all the companies are either listed on the New York Stock Exchange or the NASDAQ.
One hundred shares of General Electric Company were purchased on 4th April when the stock price was $31.69. These shares were sold on 7th April when the stock price decreased to $30.64. The stock of General Electric was sold ...

EXECUTIVE SUMMARY

The major points in this report regard ideas on viable investment ventures. The investment idea will be that of a turnaround of a company in the United States of America. The United States of America has one of the largest stock exchange markets in the world (Arnest 2011). The stock exchange markets in this country have attracted potential investors from all over the world. Investment in stocks has integrated many investors into one big market where shares and bonds are bought. More so, in these markets, there has been exchange of financial assets from one person to another. This has enabled ...

Portfolio 1

The following table presents a summary of the portfolio constructed using a mix of technical and fundamental analysis. The technical part considers the volume of the trading selecting stocks with substantial trading volume for purpose of ease of buying and selling as well as price movement. On the other hand, the fundamental analysis part considers the stocks’ performance in terms of market capitalization, EPS and P/E ratio. Further, it considers the factors likely to influence the UK stock market as well as individual organization’s performance. With that, the table summarizes the individual stocks and overall portfolio’s performance.

Source: (Virtual trader 2016a).

...

Executive summary

The report is meant to select and analyse stocks to invest in among the FTSE 100 companies. This involves analysing the expected performance of the stock exchange and FTSE 100 companies for the next five years and the influence of the general economy on such. It analyses the past performance of three companies in different industries and predict their performances in the next five years. The report also applies the concepts of portfolio theory, diversification and risk-return trade-off to create a portfolio. Analysis of economic factors indicates that the LSE will experience growth in the next five years. The ...

Abstract

This report is a detailed summary of a stock market analysis. A sample of stock price indices in the year 2012 have been selected from Amsterdam, Frankfurt, London, Hong Kong, Japan, Singapore and New York stock markets. The inspiration for this project is to provide a statistical analysis on the performance of stock prices in these markets by assessing their trends and performance in a period of one year.
In general, the findings on market trends shall enable investors to predict future strong economies among the seven selected markets. This project shall major on regression analysis and Microsoft Excel, as basic tools for ...

Stock Analysis: PepsiCo

Summary:
Current Price of stock: $103.78
Projected Price of stock: $159.98
Recommendation: Buy
About the company
Founded in the year 1898, PepsiCo is an American multinational company that manufacture and process food snacks and beverages. Headquartered in New York, Pepsico is the the behemoth of food and beverage industry in the United States with annual revenue of $63.05 billion. The company owns a series of brands such as Frito Lays, Tropicana, Mountain Dew, Quaker Oats, Gatorade, et cetera. By the end of 2015, the company had employed 263,000 employees and was selling its products in more than 200 ...

Executive summary

The stock price of Southern Cross Media Group Limited did not show any reaction to the announcement of the 2015 financial results. The stock price increased days before the announcement and the day after the event but declined two days after the announcement. Financial analysis of firm indicates that it has a strong liquidity, and this has improved over the last five years. Its debt to equity ratio has increased due to the capital reduction in accordance with the relevant statute. The year 2015 saw a decline in the profitability of the company although this did not affect the ...

FP Fixed

Introduction

This paper relates an analysis of stock price behavior over the period of time from the 21st of October to the 17th of November. The aim of the paper is to trace an effect made on the stock price by the changes in markets.
The markets are affected by a number of economic and non-economic factors that sometimes cannot be predicted. Among the most popular factors influencing markets are: market sentiment, growth expectations, valuation, momentum, and central bank activity. Actually, any economic factor or company news may influence stock price.
A portfolio of five stocks was analyzed. ...

Xenia Hotels & Resorts, Inc.: Financial Ratio Analysis

Introduction
Financial ratios divulge valuable information to the management of a firm that guides them in making significant operational and strategic decisions for their organizations. Financial ratio analysis is a significant technique that is used to analyze financial statements. Accounting ratios are a source of valuable information that helps the management of a firm to understand the financial state of their companies and be able to formulate strategies that will help them achieve the desired financial goals. Activity ratios, for instance, are used to judge the efficiency of the firm in using various assets that it has to generate ...

Question 1

The factor that would be interesting to an investor is the decline in revenue. The management of the company has reported a decline in revenue from the year 2012, resulting from a contraction in the overall PC market as well as competitive pricing pressures. These causes negatively impacted the performance of the company’s major segments. The factor would be interesting to the investor since the primary objective of investors is to maximise their returns. A decline in revenues indicates that the business is experiencing challenges that if not addressed, may have an adverse effect of the future profitability and growth ...

Hastings Entertainment, Inc. was formed in the year 1968. The company is in retailing of multimedia entertainment products. Hastings is currently operating around 146 superstores across the America. The company is also operating one concept store in Texas and e-commerce website to sell its products online. The reason for short listing this company is that this stock is old, under evaluated and performing good in the industry.

Overview of the Company

a) State of Incorporation – the Hastings entertainment was incorporated in Texas.
b) Price/ Equity Ratio – 0.20.
c) Market Capitalization – 16.89 million as on 30th April 2012.
d) Ticker Symbol – HAST
...

Building a balanced securities portfolio is a difficult task taking into account tendencies of contemporary stock exchange. This paper is devoted to this issue and represents two strategies of building stocks and bonds portfolios implementing fundamental and technical analyses. Also, main concepts of allocation of securities were described and analysis of created portfolios with the help of appropriate benchmarks was represented.

Investment Analysis and Strategy

Part 1. Fundamental and Technical Analyses of Securities

A) Fundamental Analysis of Stocks

Fundamental analysis aimed at buying stocks which prices are below the potential value. There are several methods used by analysts that help determine the right stocks to ...

Arguments in favour of presenting redeemable preferred stock as a liability

According to SFAS 150, a mandatorily redeemable preferred stock should be reported as liabilities in the statement of financial position. This is unlike other types of preferred stock that are reported as equity in the stockholders’ equity section of the balance sheet. There are several arguments for the presentation of preferred stock as equity. Below is a discussion of why redeemable preferred stock should be presented as equity in the balance sheet.
Firstly, the definition of redeemable preferred stock shows that it is more of equity than debt. It is defined as preferred stock that allows the issuer to ...

Analysis of LaSalle Hotel Properties

Introduction: Importance of ratio analysis
Financial ratios are important in analysing the financial performance of an organization. The financial performance is a key factor in the management of the organization. Financial ratios simplify the financial statements such as the income statement hence managers can easily determine whether the organization is profitable or not. For instance, profitability ratios such as the net profit margin indicate whether the organization is profitable or not. Managers can then identify areas of weaknesses and take corrective actions to improve the profitability of the organization. They are also used to assess the liquidity of an ...

SEMPRA ENERGY SRE

Sempra Energy is an energy services holding corporation founded in 1998 in San Diego, California. It distributes electricity and or natural gas to over 3.4 million consumers. Major competitors of Sempra Energy include PacifiCorp, PG&E Corporation, Edison International, CMS Energy Corporation, among others. San Diego Gas and Electric, a segment of Sempra controls 2.98% of the market share while the other segment, the Southern California Gas controls 3.87% of the market share. This is far behind the 28.43% market share controlled by PG&E Corporation.
Sempra’s stock prices were relatively stable during the six months period from August 2015 ...

Introduction

Financial statements are documents that public companies or corporations create and publish for the benefit of current investors and shareholders, and also for the benefit of people who may want to invest in that particular public company in the future. There are a lot of things that can be obtain and or analyze in a financial statement. For instance, a fund manager looking for a company that has a high level of and consistent growth rate may be able to determine whether any particular company listed in the New York Stock Exchange has had this feature by simply looking at any one company’s ...

Internship scope:

- Controlling, booking and reconciling the postings and cash movements registered selling points per day.
- Controlling, booking and reconciling credit card transaction,
- Controlling, booking and reconciling miscellaneous payment modes like airline vouchers
- Controlling daily cash flow (bank issues),
- Support cost controller by stock control.
- Filing and documentation.
- Create proforma invoices for accounting.
- Supporting the monthly and periodical closing activities.
- Tracking and weekly reporting employees’ differences.
- Checking recipes.

Filing system allows the business to access important information quickly and efficiently. ...

Regression Analysis

Using the regression analysis, we are willing to reveal the real trend behind the growth multiples of the company, i.e. whether the trend in the financial multiples posted by the company is real or just inflated numbers. Stated otherwise, regression analysis is performed to understand how sustainable are the financial numbers and how can these historical trends help us in forecasting the future performance of the company.
The first two multiple analyzed were sales per share and EPS as these multiples reveals the amount of money the entity is making. Analyzing the trend, we witnessed that while the sales ...

Corning Inc. operates in an evolving industry due to which the industry goes through rapid changes. As the industry is mainly driven by consumers’ demand, the spending trends of average consumers also plays a vital role.
The display technologies industry faced a problem of oversupply as the consumer demand did not grow as much as it was forecasted by the industry expert owing to which the companies operating in this industry had to reduce their capacity in accordance with the demand. They also had to decrease the prices considerably in order to sell the excess inventory.
The continues growing ...

Introduction:

The report is based on the quantitative results derived from the regression analysis conducted between the excess returns of two stocks and the excess return of S&P-ASX 200(market index) over risk free return( 30 day bank accepted bill(BAB) rate). Our findings revealed the average returns, risks, beta and R-square multiple for each stock.

Stocks Analyzed

As noted from the above table, West Bank Corporation has a higher risk multiple with standard deviation of 7.42% and is thus offering a higher return of 1.75%. On the other hand, Metcash Limited which although has a lower risk than WBC, but offering a negative return even ...

The Australian stock exchange has been established to economically assist the investors by bring to together in one market the investors who have the capital and the companies in need of capital in a highly liquid and well regulated market. In this case the companies are assisted to raise capital while the investors are given the chance to create and accumulate their wealth. Investors have a pool of more than 2000 listed companies to invest in. Amcor ltd, APA ltd, amp ltd, ASX ltd, Asciano ltd and Suncorp ltd are some of the companies listed in the ASX; each operates in ...

Investment Portfolio Management

The company was established in 1997 and its main activity is to provide is a global coverage for streaming movies and TV series. The total subscribers to the services are 75 million people spread over 190 countries. It is the world leading on the side of linear TV networks covering most of the entertainment movies and series. They offer their programming though this is done on-demand via the applications which run on both phones and the smart TVs.

Historical price method

Using the analyst consensus method to predict Netflix stock price 12 months from today we will rely heavily on the methodology. ...

- Introduction
The report describes the process of the analysis of two stocks which has been done using the Single Index Model. It includes collecting and sorting the data, analysis this data using the SIM and regression analysis and the explanation and the evaluation of the results. The findings are useful for decision making in the financial planning.
- Stocks Analyzed
The table above contains the information about two analyzed stocks: the company name, stock code, relevant sector, the average return and the standard deviation of the return. Last two points have been computed using the ...

Portfolio Management

Introduction
The objective of this report is to understand the performance of various stocks ranging from different industry over a period of three weeks. The companies selected by us include:
- Apple Inc.
- Ebay Inc.
- Delta Airlines
- Coca-Cola Company
- Bank of America
- Wells Fargo
- Banco Santander
- JP Morgan
- Progressive Corp
- Pepsi
- Mcdonald
- AT&T
The companies were selected as each one represented their industry significantly while the banking stocks were selected primarily because of recent growth ...

Executive Summary

Most of the organizations are eager to take part in race of global market competition and thus making huge efforts to improve their processes and reputation. Decision making is one of the most important pointers of the success of any organization. Nowadays, there are various automated software programs been launched that help managers in making important and influential decisions for the organization. This report is based on the study of Sports Shirts Australia Company’s inventory management. ABS by Apparel Business System is chosen for managing inventory of the Sports Shirts Australia Company. There are various benefits of choosing ...

Introduction

In this assignment, we will discuss and describe the application of statistics and probability theory to a real world problem. Our task is to evaluate and summarize the performance of a given stock (y). This report consists of the four parts. The first part is descriptive statistics of the given data between the two time periods and between the given stock and the Standard & Poor’s 500 index. Next, a hypothesis test will be performed in order to examine the performance of stock (y). The third part of the report includes Capital Asset Pricing Model estimation by the mean ...

Introduction

The Coca-Cola Company, established on September 5, 1919, is a beverage enterprise. ‘The Company possesses or licenses and markets more than 500 nonalcoholic beverage brands, predominantly sparkling beverages but also a variation of still beverages, such as waters, enhanced waters, juices and juice drinks, ready-to-drink teas and coffees, and energy and sports drinks’ (Reuters). The company also holds and sells a range of nonalcoholic sparkling beverage products that contains Coca-Cola, Diet Coke, Fanta and Sprite. ‘The Company’s segments include Eurasia and Africa, Europe, Latin America, North America, Pacific, Bottling Investments and Corporate’ (Reuters)

Stock Overview

The company’s stock symbol is KO and ...

Like any other derivative, option trade has benefits and limitations. In most cases, the option itself is traded as a share stock. When the principal stock increases in value, the call option also increases its value. The contract is developed to speculate the price that the stock should have before the option is performed. This kind of price for calls is commonly known as strike price while that of puts is known as spot price.
The options derivatives have cost efficiency since they are embodied with a great leverage power. A trader in this derivatives have an option position that ...

Executive Summary

Fundamental analyses of company shares involve the review of the financial aspects of a company and generate metrics, such as the price and book value of a security or the enterprise value and the EBITDA to value of a stock. Conversely, the technical analysis of a company shares involves the valuing of company shares on the historical information about pricing and volume. In this analysis several assumptions are used: the market value is taken to reflect the demand and supply of the security, the demand and supply are driven by factors such as economic and information analysis which are rational and speculations which ...

Executive Summary

The report unearths the past five year financial performance of Walmart Inc. using the tool of ratio analysis. Our analysis indicated that over the years, the liquidity position of the company had been fairly stable and witnessed a surge during the latest year. However, the result were not appreciable when compared to the industrial averages. In terms of profitability and solvency, Walmart have shown promising trend with appreciable run both in comparison with the industry and at intra-company levels. As for the efficiency and market ratios, the trend again provided a mixed review, where miserable inventory turnover were offset ...

- Introduction
This report presents an assessment of two stocks, Westpac and Whitehaven Coal Ordinary, in terms of their stock conditions and prices. Regression model has been used to critically analyze the co-relation between the returns of both the Companies and relationship of these variables with other components like Australian interest rates and yield and treasury bills has been studied.
- Stocks Analyzed
Of the two stocks, in my opinion, Westpac is most inefficiently priced. The reasons for this assessment may be the following two observations:
- Lesser return: A lesser return signifies that the ...

Abstract

The following report describes different sources of capital a company may use in order to finance its operations and investing activities. In particular, it analyses debt financing (bonds and direct bank loans) and equity financing (Venture Capitalist Investments, Initial Public Offering, Seasoned Equity Offering and Rights Offering). Report also analyses recent IPO of Manchester United Football Club at New York Stock Exchange as a practical example of raising capital.

Sources of Capital

The impact and the importance of financing in modern business world could not be underestimated. Globalization and increasing competition have forced companies to explore new markets and offer new innovative products. According ...

Introduction

All of us constantly strive to satisfy our needs and improve our economic welfare. According to Certified Financial Planner Board of Standards (2011), they define this as personal financial planning, which denotes the process of determining whether and how an individual can meet life goals through the proper management of financial resources. Thus, personal financial planning is both an organized process and attitude that considers improved lifestyle elements of an individual’s financial affairs and is focused at fulfilling his or her financial set-goals. This confronts everyone – including recent college graduates, professionals to senior corporate executives to develop a personal ...

Introduction

Inventories are the raw materials which the company has stored for use in production. Inventory management refers to the policies and inventory models that the company uses to conduct its operations. There are different kinds of inventory management models which are dependent on the nature and types of inventory that the company holds.

There are certain factors that have to be considered when considering the optimum inventory model. There is the ordering cost which is the price the company pays to the supplier for placing an order. It is assumed that the ordering cost has a variable and a fixed cost ...

The symbol of Kohl’s stock is KSS and it is listed on NYSE. The stock is currently trading at $46.05 (as of 30 March 2016) and the value is down by 1.07% in the intraday trading. The basic stock chart provided in the following depicts the declining trend in the company’s stock value over one year. The figure also reflects that the current price of the company’s stock is below the 20-day moving average. It indicates that there is a possibility of short-term gain from investing in the company’s stocks. However, in the long term ...

INTRODUCTION

Financial ratio analysis is one of the key techniques for evaluating a company’s financial position. Financial ratios help getting additional information about financial performance of a company that might not be obvious from its financial statements (Erhardt and Brigham 89). They enable the management to evaluate the operating performance of the company in dynamics. Besides, the managers may track their financial goals achievement with the help of this type of analysis as ratios are widely used in planning and setting future performance goals (1). Moreover, the ratios are used to compare performance of companies within one industry, including ...

Part A)

1) Following the CAPM Model:
0.13= 0 06+ Beta (0.13-0.06)
0.13= 0.06+ 0.07 (Beta)
Beta= (0.13-0.06) /0.07
= 1
2) Beta is the measure of a stock volatility or risk embedded in the stock in response to market as a whole. It is considerable that volatility is the amount of uncertainty in the stock price, and it is the beta measure that captures the volatility in response to changes in the market index. Important to note, if the stock has a beta of 1, this indicates that the stock value will mimic the movement in the market index. Similarly, if ...

Introduction to the Company

Two brothers Richard and Maurice made a food chain in 1940 by the name of McDonalds. In start they had twenty five food items. But they noticed that there large portion of profit comes from the sale of their hamburgers, so they decided to limit their food items to the burgers, shakes, apple pie, and soft drinks and french-fries. Now McDonalds has many branches in many parts of the country. They have 32000 branches in 119 countries and have approximately 1.7M employees. McDonalds headquarter is placed in Oak Brook, Illinois. They have social responsibility and ethical policies. The most attracting ...

Section 1 Part a: Name of company

The name of the company for this project is Dunkin Donuts.
Part b: Industry
The company is in the industry of franchising quick service restaurants (QSRs). Dunkin Donuts serves hot and cold coffee, baked goods and hard serve ice cream. The company focuses on menu innovation, marketing and franchisee coaching and support. Dunkin Donuts operates in four segments; Dunkin Donuts US, Baskin-Robbins International, Dunkin Donuts International and Baskin-Robbins US (Dunking Donuts Annual Report, 2012, p 1). To add onto this, Dunkin Donuts generates revenue from five main sources. The first source is royalties and fees from franchised restaurants ...

State

Executive summary
Royal Dutch Shell PLC commonly known as shell is oil and Gas Company operating in many parts of the world. London it is second largest energy company in the world whose registered office is in London. It engages in both renewable and non renewable energy. It is a vertically integrated oil company which engages in all oil activities from exploration to refining and trade. However, the company has entered into partnership with many international organizations to conserve the environment. The company shares are listed in London stock exchange and its financial statement are presented in accordance to ...

Anheuser-Busch InBev’s Takeover of SABMiller

The global beer industry, which has been growing steadily for almost a century now, is filled with variety. There are many types of beer that vary in flavor, production technique, ingredients, color, alcohol levels, and geographic origin. Also, the many brands vary greatly as well. Some brands dominate global beer markets, while other brands are very local - and everything in between. Anheuser-Busch InBev and SABMiller were two of the largest global dominating beermaker companies in existence. Together, they produced around 30% of all beer sold world-wide. The idea of Anheuser-Busch InBev and SABMiller merging was simply astonishing. When ...

Discussion of the Results got from the Analysis

Discussion of the Results got from the Analysis

Calculation of percentage changes that have a likelihood of occurring in the stock is important. The percentage changes are influenced by some factors that exist in the stock market such as changes in the annual gross domestic product of countries, housing price index, and annual average interest rates among others. After an analysis of the data collected from 1980 to 2011 on factors that are known to have an influence on the stock market percentage change the following multiple linear regression lines was arrived at: S&P500 (Percentage Change) = 1.229 + 0.008 * (Annual ...

EXECUTIVE SUMMARY

Starbucks, a premium coffee house, is recognized as the leader in its category in many aspects such as marketing strategy, quality of services and most importantly from financial perspective. Exploring certain objectives of the financial perspectives has been adopted as the objective of this report.
Starbucks with listed symbol of SBUX on Nasdeq 100 is categorized within Specialty Eateries of the service sector on finance section of yahoo. Starbuck is the leader (on many aspects within its sector) mainly with respect to market capitalization of $. 38.01 Bn (88%) out of $. 43.0 Bn of the industry (Yahoo! b, 2012). The other ...

Inventory management

As Wooden Wonders Ltd, adopting a good model of inventory management would optimize inventory order quantity and re-order level for the company. It is known that inventory plays a very important role in the supply chain. With a good model, the need for inventory would be minimized since the model is supposed to manage the factors that make inventory levels to go up. The items that require inventory are split in two main categories. The first is dependent demand items while the second is independent demand items. The systems required to manage these two categories vary.

Wooden Wonders, which manufactures household furniture, ...

This paper presents profitability analysis of two companies listed and active in the London Stock Exchange. The two companies selected for the analysis include Premier Oil PLC trading under the ticker symbol PMO and Genel Energy PLC falling under the ticker symbol GENL in the exchange. The two companies fall under the Oil and Gas Producer main market segment of the London Stock Exchange. At the time of presenting this report, GENL traded at a price of 97.50p with a 52-week range of 71.75p to 441.00p. On the other hand, the MPS of Premier Oil PLC was at 63.50p ...

Part 2:

Introduction
The Capital Structure Propositions proposed by Nobel Laureates, Franco Modigliani and Merton Miller has a significant relevance even in the modern day financial theory. The propositions proposed by them are popularly known as MM Propositions which they proved under restrictive set of assumptions to counter the traditional approach of capital theory which states that there is always an optimum mix of capital structure for a firm that assists in attaining maximum value for it. The difference in the traditional approach and MM Propositions will be discussed in detail in the succeeding sections, while now we will explain the propositions ...

Abstract

In this document, strategic analysis of the two selected industries from the London Stock Exchange for the period January 2015 to December 2015 is presented. 530 and 570 that are Pharmaceutical and Energy Exploration Sector. The second part of this report shares analysis and interpretation of the monthly capital using descriptive analytic and trend analysis. Moreover, business forecasting is done using regression analysis. After seeing the trend lines for market capitalization of the both sectors, it can be seen that the pharmaceutical industry had relatively higher market capitalization average during the period. On the other hand, the market capitalization ...

The paper is commissioned to conduct a numerical evaluation of the intrinsic stock price of Royal Mail and comparing it with the offer price. As part of this analysis, we will be using Price Multiple Method and Discount Cash Flow Method to arrive at a conclusion.

Price- Multiple Method

Also known as the method of comparables, this equity valuation method values a stock based on the average price multiples of stock of similar companies. The economic rationale behind using this valuation method is the Law of One Price which asserts that two similar assets should sell at similar prices.
Henceforth, for this ...

Company Analysis: Ford Motors

Company Information
1 Name of Company:

Ford Motors

2 State of Incorporation:

Delaware

3 Stock Symbol: ‘F’
4 What is the company’s main product?

Automobiles

5 What is the URL for company’s website? What does it contain?
http://www.ford.com/. The URL guides the investor about the company, its
products, investor relations, media relations, et cetera
6 Who is the company’s auditor? (Not audit committee)

Pricewater House Coopers

7 On what page are the four financial statements located

Statement of Operations (or Income Statement)- Page 102

Balance sheet (or Statement of Financial Condition)- Page 104
Statement of Owner’s Equity – Page 102
Statement of Cash Flows- Page 106
Weekly Stock Price(4thJan’ ...

Share capital is the amount of money that is raised by the company by issue of shares. Shares are indivisible units of the capital of the enterprise. On the other hand, capital maintenance is a combination of laws that are designed to ensure that a company can obtain the capital it claims to raise. Secondly, capital is maintained, focusing on the demands of the company for the protection and benefit of the creditors of the company and the release of its liabilities. The objective of this paper is to give a description of the types of capital, how dividends are paid to ...

Herding: An Introduction

While psychologist call it as Herd behavior, the financial pundits go with the word ‘’ Herding’’. Herding is a behavior trait found in an individual where his investment decisions are decided by the majority. In other words, it refers to instances when the individuals gravitate towards same or similar investment based solely on the fact that the majority of the investors are doing so. Important to note, since decades, financial pundits has claimed that such action of investors where they enter into herding environment, leads to inefficiency of the financial markets by causing large or unsubstantiated sell-offs which have no fundamental ...

- The interest rate required by investors on a debt security can be expressed by the following equation: Interest rate = RRF + IP + DRP + LP + PRP + CRP. Define each term of the equation, and explain how it affects the interest rate.
RPF stands for real risk-free rate. Real risk-free rate is the minimum percentage of return required by investors identified for the moment of calculating the interest rate. RPF identifies maximum value of the risk that could be accepted. In practice, risk-free rate is bound to a three-month US Treasury bills. There is directly proportional to the interest rate and the ...

Financial management

In large organizations, ratios are usually used for benchmarking as well as for effectively analyzing the performance. Both large and small organizations are usually interested in the profitability, efficiency and the liquidity of their firms. Profitability ratios measure the rate at which organizations are successful in creating wealth. Efficiency ratios measure the capability of organizations in utilizing the company’s resources in earning profits. The liquidity ratios measure the ability of organizations in meeting the short term obligations.

Profitability ratio

The profitability ratio is usually composed of return to asset ratio, net profit margin and gross margin ratio. A small firm ...

One of the objectives of the financial communication of Tesco PLC is the attaining and maintaining investor interest in the company. The financial information offered through the financial communications of the company seems to be intended to generate investor interest in the company by creating a positive picture about the financial position of the company through the issue of financial reports and a statement from the group chief executive which not only evaluates the company’s immediate performance but also makes positive projections about the future performance of the company. This communiqué about the positive future prospects of the company is ...

Executive Summary

The report has been developed to evaluate and assess the different sources of finance available to a sports organisation of the likes of Manchester United. In the report, various finance sources have been analysed for the organisation and the incumbent sources being utilized by it. The report has also outlined recommendation of which source of finance should the organisation utilize in accordance with their suitability.

Introduction

Manchester United is one of the most popular soccer teams of United Kingdom with its headquarters in Old Trafford, Manchester. Manchester United was founded in 1878 and listed for New York Stock Exchange in ...

Russia is vulnerable to disruptive terms of trade because of its dependency on oil. Because of fluctuating oil prices, sluggish domestic demands, weak external environment and high rate of inflation, Russia’s economic growth declined in the year 2012 to 3.4 percent, and it is projected to be constant in 2013. Capital outflows in the Russia are expected to increase while debt ratios are expected to be favorable.
Russia is a large size economy and its Gross Domestic Product (GDP) growth rate is 3.4 percent. The adjusted dollar terms of the GDP, purchasing power and income per capita is $ ...