Company Analysis
Irv
CompanyAnalysis-Fall2022.pdf
Investment Management Page 1 of 3
Individual Project
Investment Management
Lecturer: Ms. Denese Sterling
E-mail: [email protected]
Due Date: Monday, 21st November 2022
You are required to complete a comprehensive company analysis on any company that is trading
on the Barbados Stock Exchange. This analysis should be done using the tools to analyze a
company as per the course outline:
i. Firm’s Competitive Strategies – Cost leadership/differentiation; Porter’s Five Forces
Model
ii. SWOT Analysis
iii. Porter’s Diamond Analysis
The analysis should include, but not limited to the following:
1. An overview of the company, including its mission, vision, goals, values, etc.
2. A historical background to the company and any key events that would have helped to
shape the company’s current position.
3. Company Offerings – products/services, level of demand and quality of products/services
4. An overview of the different competitive strategies and which is applicable to the company
of choosing.
5. An analysis of the company’s competitive environment as it relates to Porter’s Five Forces
Model.
6. A SWOT analysis of the company of choosing.
7. An application of Porter’s Diamond to the company of choosing.
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Assignment Rubric
Total Marks =
Excellent (4 marks) Good (3 marks) Average (2 marks) Poor (1 mark)
Focus Clearly & effectively
responds to
assignment.
Response to
assignment generally
adequate & thorough.
Minimally responds to
the assignment.
Does not respond well
to assignment.
Organization Well-planned and well-
thought out- Includes
title, introduction,
statement of main idea,
transitions and
conclusion.
Good overall
organization-
includes the main
organizational tools.
There is a sense of
organization, although
some of the
organizational tools are
used weakly or missing
No sense of
organization
Content Exceptionally well
presented and argued;
ideas are detailed, well-
developed, supported
with specific evidence
& facts, as well as
examples and specific
details.
Well-presented and
argued; ideas are
detailed, developed
and supported with
evidence and details,
mostly specific.
Content is sound and
solid; ideas are present
but not particularly
developed or
supported; some
evidence, but usually
of a generalized nature.
Content is not sound.
Style: Sentence
structure
Sentences are clear and
varied in pattern, from
simple to complex,
with excellent use of
punctuation.
Sentences are clear
but may lack
variation; a few may
be awkward and
there may be a few
punctuation errors.
Sentences are
generally clear but may
have awkward
structure or unclear
content; there may be
patterns of punctuation
errors.
Sentences aren’t
clear.
Grammar &
Mechanics
A few errors in
grammar, spelling,
syntax and punctuation,
but not many.
A few errors in
grammar, spelling,
syntax and
punctuation, but not
many.
Shows a pattern of
errors in spelling,
grammar, syntax
and/or punctuation.
Could also be a sign of
lack of proofreading.
Continuous errors.
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GUIDELINES FOR PROJECT
The following governing conditions apply to the typed project:
The Cover page is to include the following in the order specified:
1/ Name of Education Institution (at top of page)
2/ Title of Course and Course code
3/ Name of Students and ID numbers
4/ Title of Project
5/ Date submitted
6/ Name of Lecturer.
APA FORMAT
Font Size: 12 pt.
Font Style: Times New Roman
Spacing: 2.0
Word Limit: 3500
Your References must be included (Wikipedia is not to be used as a Reference).
You are required to submit 1 hard copy to the Lecturer at the office AND e-mail 1 soft- copy to the
Lecturer at [email protected]
This assessment is worth 10% of your total marks and must be done within the deadline specified.
Failure to do so will result in an automatic grade of zero. Plagiarism, improper documentation and
blatant careless incorrect grammar and spelling will be penalized by the loss of 2.5 marks of your grade
in each case.
End of Assignment
