powerpoint for finance
I want you to do powerpoint and this is what I want
I will send you the name of company
. Investment results and portfolio performance evaluation utilizing the Jensen Approach will be determined on 04/13/2018
4. The grade associate with this project will be based on the following criteria: Investment philosophy, approach in stock selection, quality of the presentation, and investment performance.
The evaluation of the investment performance will be for the following period: 01/24/2018 -04/13/2018.
The analysis and presentation of each stock must include the following (the presentation should be in PowerPoint format, in the following order):
Item
Possible Points
1). Investment policy / portfolio strategy.
9
2). Stock selection criteria. The reasons why this stock was selected. (3 reasons minimum).
9
3). A description of each company and its products / services. (e.g. brief history, current CEO, current CFO, etc.).
9
4). Company’s Business Strategy and Company Financial Strength (comparison with leaders in company’s same industry and / or companies of the same size. Name the industry. Name the leaders / companies.)
9
5). Graphs: Assets (last 3 years), Revenues (Sales) (last 3 years), Net Income (last 3 years). Accompany by: Financial Statements; Balance Sheet, Income Statement, Statement of Cash Flow, etc. (presented as an Appendix in the PowerPoint presentation)
9
6). Financial Ratio Analysis: Liquidity Ratios (current, quick); Asset Management Ratios(total assets turnover, fixed assets turnover, days sales outstanding, inventory turnover); Debt Management Ratios (debt-to assets, times-interest-earned); Profitability Ratios (profit margin on sales, basic earning power, return on total assets, return on common equity), Market Value Ratios (price/earnings, market/book). All ratios should be compared to the Industry Average. Define what each ratio means for the company. Include all calculations of Financial Ratios and Appraised Values.
9
7). Projected Earnings, Cash Flow and Dividends (next 3 -5 years). (State source.)
9
8). Valuation Analysis; the company’s stock price compare to: Expected Rate of Return, Required Return and Intrinsic Value. Accompany by: all calculations.
9
9). Weekly on-time submission of stocks performance (Fridays no later than 10 pm). Late submissions will receive 0 points for that week. Submission should be in Excel file format. Excel file name shall be: Fin400_Group#_stocks performance. Files not conforming to this naming convention will be deleted.
9
10). Discussions and conclusions directed to the possible customers / clients of your Financial / Investment Company. Why should they buy your portfolio?
8 years ago
50
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- FIN350Presentation1.pptx