Week 7 Assignment: Final Project, Financial Analysis of a Corporation Assignmen

Week 7 Assignment: Final Project, Financial Analysis of a Corporation
Assignment Due Date and Time
Week 3 – Submit the company you will be working on.
Week 5 – Outline for paper.
Week 7 – Paper due
Week 8 – PowerPoint due
An industry comparison
The Cash flow analysis. Look at the Annual report, the news, and the company website. Use as many sources as possible and tell me in your own word about the company.
Purpose
The purpose of the research paper is to demonstrate your grasp of the concepts you have learned throughout the course and your ability to analyze the financial standings and history of a company. You should be comfortable with choosing a company and: Read and understand the five basic financial statements
Read and understand the financial components of an Annual Report
Know how to interpret and calculate key financial ratios
Evaluate and form an opinion on the value of a company
Evaluate and explain the risk/reward trade-off of investing in that company
Description
Provide a brief company description (publicly traded company of your instructor’s choosing, OR one of yours with instructor approval):
The financial ratio analysis for a minimum of 3 years, including:
Discuss the cash flow in detail. Talk about investing, operating and financing decisions. Include a final summary of the firm’s financial condition. Make sure to include the Balance Sheet , Income statement, statement of cash flows and any other portion of the annual you used in order for us to check your calculations. You do not need to send the entire annual report.
Submission Instructions
Your paper is a 12-15 pages or so including a cover page and references. Use APA formatting (12pt font, double-spaced). Include a title page
a few slides with the basics – name and history of the company, some financials, etc. PPT’s should not be cluttered with words – your intention is not to have your audience reading as you present – give a couple bullets, some graphs, and walk them through the paper this way.
Your PowerPoint is an overview of your paper.
Grading Criteria
90-100 – Excellent
75-89 – Good
60-74 – Needs Improvement
59 – Unacceptable / Not submitted
Financial Ratio Analysis
45%
3 year Financial Ratio analysis, including all required components
Either not 3 years or missing no more than 1 essential component
Not 3 years and/or missing multiple components. See instructor feedback.
Nothing submitted or an inadequate submission. See instructor feedback.
Cash Flow Analysis
45%
Detailed analysis of investing, operating, and financing decisions. Final summary of firm’s financial condition is included. All additional components are included.
Some minor components missing from report and/or additional components not included. Many components need further analysis and/or multiple additional components not included. See instructor feedback.
Not submitted or inadequate submission. See instructor feedback.
Grammar and Mechanics
10%
No spelling or grammatical errors
1-2 unacceptable spelling or grammatical errors.
3 or more unacceptable spelling or grammatical errors.
Paper is illegible.

Why does the NPV of a long-term project, defined as one for which a high percent

Why does the NPV of a long-term project, defined as one for which a high percentage of its cash flows are expected in the distant future, is more sensitive to changes n the cost of capital than is the NPV of a short-term project?
Why should sunk costs not be included in a capital budgeting analysis but opportunity costs and externalities be included? What is meant by the term “self-supporting growth rate?” How is this rate related to the AFN equation, and how can that equation be used to calculate the self-supporting growth rate?
What are some actions an entrenched management might take that would harm shareholders?

In this assignment, you will: Develop 3 financial goals based on the S.M.A.R.T.

In this assignment, you will:
Develop 3 financial goals based on the S.M.A.R.T. technique
Your goals will fit into the following categories: short term, intermediate, and long term.
Download & complete Project 2_Financial Goals Download Project 2_Financial Goals Excel File
Project 3 – Personal Budget
Worth 15 points
In this assignment, you will:
Determine how you would like to categorize or group your expenses
Sort and compile your tracked expenses (from Project 1) into these groups
Download & complete Project 3: BudgetDownload Project 3: Budget
Blank excel template for Project 3 Download Project 3.
Once you have recorded your expenses for a 4-week period (Project 1) and created financial goals (Project 2) you will develop a personal budget (Project 3).
The goal is to create a plan for spending, saving, and investing your money. Use your 4-week expense tracking worksheet to make decisions on where you would like to cut back (ex: eating out, coffee, candy) and where you would like to spend more (ex: toward goals, deposits to savings, school loans).
Sample Project 3

Write an 8-page paper on NVIDIA for an investment recommendation on what derivat

Write an 8-page paper on NVIDIA for an investment recommendation on what derivative strategy (options). Using 3 current, reputable financial sources (Bloomberg, Reuters, WSJ, Financial Times, The Economist). The report must be accompanied by an option trading strategy for an investor. Options strategy can be covered calls, Married puts, Bear put spread, bull call spread, long straddle, and long call butterfly spread. Can be any options strategy, provide evidence to back the strategy and financial performance. Include: Introduction (business overview, market analysis) Financial Analysis (based on current financials of NVIDIA, Liquidity, and Solvency of NVIDIA) Historical Analysis of NIVIDA products and the impact on its stock price Forecast Nvidias futures price Dupont identity analysis on NVIDIA, SWOT analysis, Marco, and micro economic factors that can affect the future price. Recommendations Counterargument for anything negative that could impact NVIDIA Risk Management References

Tuas is also considering the following five projects, and has $9M available to i

Tuas is also considering the following five projects, and has $9M available to inves
Project A Initial Investment: $4,600,000
Project A NPV = 930,000
Project A IRR = 22%
Project B Initial Investment: $1,800,000
Project B NPV = 720,000
Project B IRR = 18%
Project C Initial Investment: $3, 300, 000
Project C NPV = 610,000
Project C IRR = 20%
Project D Initial Investment: $4, 100, 000
Project D NPV = 1, 380,000
Project D IRR = 16%
Project E Initial Investment: $2, 700, 000
Project E NPV = 640,000
Project E IRR = 8%
Examine which projects Tuas should invest in and explain why. Workings should be shown where appropriate. Your answer should not exceed 150 words

This paper is situated in the issue of signalling for potential shortfall in ret

This paper is situated in the issue of signalling for potential shortfall in retirement. Here, shortfall means retirees might spend their savings too quickly, not leaving enough pension to live a prosperous life. Shortfall is considered for the individual case/citizen, not for the population as a whole. Make a technical analysis in response of the following question: what kind of elements influence possible shortfalls in
retirement income and how should an early warning system (as a
calculated solution) be set up? Define your vision on a possible early warning system for shortfall possibilities. Align the warning system to the EIOPA PBS (The European Insurance and Occupational Pensions Authority, Pension Benefit Statement). Include a numerical component in the proposal: How to build such a warning system? What should be calculated? How can this be calculated?

I placed 3 example papers, it should follow that type of format but less pages.

I placed 3 example papers, it should follow that type of format but less pages. Looking for about 10 pages.
Instructions:
1- Pick a publicly traded company (your choice, however, first make sure you can find sufficient
information to conduct a valuation) listed on US/Toronto stock exchange and provide a short
desсrіption in the beginning.
2- Set all your assumptions needed for DCF valuation and clearly explain how you made those
assumptions and what data you obtained.
3- Conduct a DCF valuation, clearly and briefly explain the steps, and compare your estimate of
equity value to the price of the stock today.
4- Pick a set of comparable companies (at least 5), and conduct a relative valuation based on
multiples (e.g., P/E), and compare your estimate of equity value to the price of stock today.

Touchstone 4: Analyzing Your Personal Finances SCENARIO: Three months have passe

Touchstone 4: Analyzing Your Personal Finances
SCENARIO: Three months have passed since you created your first financial plan (i.e., the Unit 2 Touchstone). In that time, your budget has gone through some changes. The good news is that your income has increased because of your strong performance at work. However, health care and miscellaneous costs have gone up along with your earnings. You will need to reallocate your monthly budget based on these changes to see how you’re progressing toward your original savings goal.
While you appreciate numbers and figures, you also know that a strong financial analysis needs visual information. As part of your progress check, you’ve committed to creating a set of graphs that you can share with your financial advisor.
ASSIGNMENT: This assignment has two parts. In part 1, you will analyze personal finance data based on the scenario described above. You’ll use your problem solving and agility skills to balance three monthly budgets, and you’ll use your technology skill to graph the spending allocations in each of them. Finally, you’ll sharpen all three skills as you calculate and graph the progress you’re making toward your original savings goal.
In part 2, you will answer reflection questions about the decisions you made, identify how to create more savings opportunities, and make predictions about life and economic impacts that could affect the future of your plan.
For this assignment, you will:
Create three monthly budgets and perform a personal financial analysis using Microsoft Excel.
Summarize changes in expenditures between budgets.
Show the results of the analysis using appropriate graphs in Excel.
Explain how the graph types you have selected will help your financial advisor understand the data.
Discuss the results of the financial analysis including savings achievements, future budget modifications, and life impacts that could derail the budget in the coming year.
Reflect on what the analysis might reasonably look like in one year, accounting for economic factors such as inflation and the consumer price index.
A. Assignment Guidelines
DIRECTIONS: Refer to the lists below throughout the assignment. Do not submit your Touchstone until it meets these guidelines.
1. Analyzing Your Personal Finances
❒ Have you populated the tables for Month 1, Month 2, and Month 3 with your budgeting information?
❒ Have you verified that all amounts are displayed on a monthly (not annual) basis?
❒ Have you verified that the sum of your expenditures (including savings) equals your employment income?
❒ Have you populated the Savings Progress table?
❒ Have you selected the most effective graph type for each of your data sets?
❒ Have you left all predetermined formulas intact?
2. Reflection Questions
❒ Have you directly answered each question that was asked?
❒ Have you provided sufficient evidence to support each of your answers?
❒ Have you made clear and logical connections between your conclusions and the data used in the financial analysis?
❒ Have you leveraged content from the course tutorials about economic factors?
❒ Have you included sufficient detail in your answers?

Financial Planning for Retirement Stephanie Bachman, DOB: 9/12/1972, works as a

Financial Planning for Retirement
Stephanie Bachman, DOB: 9/12/1972, works as a Laboratory Manager at UPMC Lititz. She is a 51 year old single Mom of 3 (Kids ages are 9, 14, 16). At the beginning of April 2024, she has 510,000 for retirement and wants to be able to project how much this will grom over the course on the next 15 – 20 years. You will need to devise an adjustable spread sheet to include the growth of this money over the years and at what age she could reasonably retire. You must include all of her expenses and all of the income she has coming in. She has a $10,000 Pension with the State of SC that she may access at age 60 (not included in the 510,000 that will need to be invested to yield the most growth over time – may want to include a conservative percentage of gain for this each year). The spreadsheet must be adjustable in all aspects to include all the formulas that you utilize to project this as it will be used for many other scenarios.
Stephanie’s salary is $101,920/year ($5108.92/month cleared). She gets child support every month in the amount of $396 and gets $900/month from a Trust Fund. She puts $1000 away in each college account for her 3 children. She is mostly able to save $550/month