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Investor Information or Company Information

You will be asked to select a company that is public ally traded. You must research and secure the SEC 10-K Annual Report for the most recent year. This is often available at the company web site. Look for “Investor Information” or “Company Information”. Save the file to your computer for access. There is no need to print as the report is usually 100 pages or more.

 

 

 

You will write a 2 – 3 page paper, single spaced, one inch margins, 12 pt font, with double space between paragraphs. Your paper should comment on the financial statements for your company as they relate to the information presented in chapters 13-18 of your textbook, including the notes to the financial statements. ** Use headings in your paper such as Investments (topics from our textbook; other examples would be Financial Ratios or Cash Flow). Please keep your paper to no more than 3 pages. The report will be submitted after Chapter 18. Do not consider information from Ch 19 – 26 in your paper. (Textbook link below)

Please include a brief introduction of your company as well as a conclusion/summary at the end.

You will also be required to include the Income Statement, Balance Sheet and Cash Flow Statement as an attachment to your report (you can cut and paste directly from the 10-K report).

Include a reference list (business classes use APA format)

 

 

 

6-point outline for the paper and presentation:

 

1.Background of the company (example: mission, product, competition, industry, etc.)

 

2.SWOT analysis of the financial status:

 

◦Strength

 

◦Weakness

 

◦Opportunities

 

◦Threats / Risks

 

 

 

•Conclusion / your recommendations (buy/sell the stock?)

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