Business Analysis Project - Part 2
Input your answers in the Excel template provided on the next worksheet.
Cells shaded in blue need your manual input.
Cells shaed in pink need you to create a formula.
For questions/problems requiring calcu
BUSINESS ANALYSIS PROJECT PART 1
Use your companys SEC filings (e.g. Forms 10-K and 10-Q at http:/www.sec.gov/search/search.htm),
investor relations website, earnings call transcripts (available free by signing up at
http:/seekingalpha.com/), analyst repo
a) Since you fall into the category of a young investor, your key investment goals should be to
purchase a house and save for the education of your children. Appropriate investments
should focus on longer term goals, such as the education o
One reason for the large initial returns is the significant amount of hype surrounding new
issues. This was especially true in the late 1990s, during what is now described as the techstock bubble. Investor demand for shares of these firms f
Q :How m uchw ould aninvestorearnonastockpurchased 1 yearagofor$45 ifitpaid an
annualcashdividend of$2.25 and had justbeensold for$2.50? W ould theinvestorhave
experienced acapitalgain? Explain.
A:T heinvestorw ould earnincom eof$2.25 and a
You should ask a broker about how much experience they have and whether they have been
involved in any disciplinary actions by the SEC. You should ask if they have a minimum account
size for new clients. You should also ask how they constru
See screenshot for Problem 12.
You should buy Buyme because it provides the same return at lower risk (beta).
If you confidently expected a market rally, you might buy Getit because t
1) P2.2 An investor recently sold some stock in a European company that was worth 20,000
euros. The U.S.$>euro exchange rate is currently 1.300, meaning that 1 euro buys 1