• April 4th, 2016

Select a U.S. corporation that is publicly traded on a major U.S. stock exchange.

Paper, Order, or Assignment Requirements


1. The project will be completed in teams of up to 3. Each team must select a U.S. corporation that is publicly traded on a major U.S. stock exchange. This company must have been traded publicly for at least one year. Teams may not use financial institutions, holding companies or investment firms for their company.

2. After selecting a company, the team may need to obtain a copy of their most current Annual Report. The list of approved companies includes many companies that post a copy of their annual report to their web site (usually as a .pdf or html file). A printed .pdf file of an annual report is acceptable. The annual report for the company selected must be turned in with Part II of the Course Project.

3. Teams will download documents including the most recent:
• Quarterly report (Form 10-Q)
• Proxy statement (DEF-14A)
• Form 10-K

Note that you only need print the Executive Compensation table from the Proxy Statement (DEF 14A).

Teams can download the company filings from the SEC EDGAR (“electronic data gathering and analysis”) database.

Go to the Securities and Exchange Commission home page (www.sec.gov), and select “Search for Company Filings” to go to the EDGAR database. Select “Companies and Other Filers” and enter the company name.

4. Teams must use the internet to find the daily closing stock price and the number of shares traded for the common shares of their company and plot the last 12 months for both. A useful site to obtain this information is: https://finance.yahoo.com. Select “Chart” and enter the ticker symbol in the “symbol lookup”. Select “Historical Quotes: daily” at the bottom of the page. The historical prices are shown, with an option to download to a spreadsheet at the bottom of the page.

Download the daily closing prices and volume of shares traded into a spreadsheet (e.g. Excel). Use the graph function to plot the PRICES and SHARES traded each day into two charts. You must prepare the charts yourself to receive full credit.Copying an existing graph is not acceptable. The last page of this handout provides an example of the two charts.

5. The course project will be completed in two parts. For Part I teams answer the questions shown on the form provided below. In addition to the questions, teams will submit the following materials for Part I:
• Two charts: daily closing stock prices and number of shares traded each day for the last twelve months
• A copy of the Executive Compensation Table from the proxy statement (DEF 14A)
• A copy of the most recent quarterly report (10-Q) financial statements and notes only.

6. For Part II teams answer the questions shown on the form provided below and prepare a memo. The memo must be type written, using one-inch margins, single spacing and 12 point font. In addition to providing answers to the questions, students will submit the following materials for Part II:
• Memo to potential investors and
• The original annual report or partial Form10-K.

7. Additional administrative requirements:
• Do not turn in this page.
• Fasten loose pages and documents together.
• Keep a copy of your reports as a precaution.

ACG2021: Spring 2016
Team information
Student Names

Student Names

Class information:

Section No. ( )

1. Corporation information
a. Name of corporation / Internet Address

b. Principle product or service

c. Stock market on which shares are traded

d. Price of a common share on date of this project

e. Number of shares traded on date of this project

2. Industry
a. What is the chief industry of the firm?

b. List a few competitors


c. Is the industry a growth or a mature industry? Why?

3. Management information
a. Name of chief executive officer (CEO)

b. Name of chief financial officer (CFO)

c. Total Compensation for most recent year for CEO

4. Quarterly Reports
a. Balance Sheet date of quarterly report

b. Total Revenue

c. Net Income

d. Net Cash flow Increase (decrease)

Part I: Don’t forget to attach:
• Graphs: Daily stock closing prices and volume of shares traded for the last twelve months
• Annual compensation table from the proxy statement (just attach a copy of the compensation table)
• Copy of most recent 10-Q (financial statements and footnotes only)

ACG2021: Spring 2016
Team information
Student Names

Student Names

Class information:

Section No. ( )

1. Auditor information
a. Name of audit firm b. Date of auditor’s report_____________

2. Annual financial statement information
a. Dates of financial statements (Balance Sheet dates)

b. Number of years covered (Income Statements)

3. Analysis of the balance sheet
a. Total assets ($)

b. Total liabilities ($)

c. Inventory flow assumption

d. Depreciation method

4. Ratio analysis (Please include the formula and the calculations)
a. Primary (Basic) earnings per share

b. Current ratio

c. Working Capital

d. Return on assets

e. Return on equity

f. Debt to equity

5. Analysis of the cash flow statement
a. Was there a net cash inflow or outflow? Include dollar amount.

b. Where did the firm primarily spend cash? (give three examples)

c. From where did this cash come? (give three examples)

ACG 2021: Spring 2016

6. Analysis of risk
List some economy and industry-wide risk factors

7. Dividends
a. Amount of any cash dividend (total cash paid, not per share)

b. Ratio of any stock split (if any)

c. Percent of any stock dividend (if any)

8. International
a. Does the firm have significant foreign sales?

b. Does the firm have significant foreign suppliers?

c. With what countries does the firm have significant business relations?

d. Is the firm vulnerable to currency fluctuations?

9. Would you rate this company as a “BUY”, “SELL” or “HOLD”?

10. On a separate page, prepare a type-written memo to potential investors (approximately 400 words) summarizing your analysis of the firm. Be sure to support the position you take in question 9.

You may use the following assumptions when writing your memo:
• The reader does not know a lot about the company you are analyzing, so a brief explanation of the business would be helpful.
• The reader has a general but limited understanding of accounting and financial statement analysis – therefore, when discussing ratios, etc. it would be beneficial to explain why you used a specific ratio or the purpose of the ratio, not how the ratio is calculated.
• The majority of the memo should focus on your analysis – remember, analysis should provide insight, a list of numbers without explanation is meaningless e.g. ask yourself…What does this number mean? Why am I including this result in my memo? Is the result favorable? Unfavorable?
• In addition to content, you will be graded on your writing skills including grammar and appropriate language.
• Be sure to cite any resources used.

Part II: Don’t forget to attach:
• Memo (Question 9). Memo must be type-written, single spaced and 12 point font.
• Original annual report or Form 10-K (auditor’s report, financial statements and footnotes only)

Latest completed orders:

Completed Orders
# Title Academic Level Subject Area # of Pages Paper Urgency