Assignment 2: You Are an Investment Analyst Due Week 10 and worth 320 points As the CFO of your corporation, you are in charge of preparing and analyzing financial statements that will be presented to potential investors and creditors. However, before yo

1. Analyze each company’s history, product / services, major customers, major suppliers, and leadership, and provide a synopsis of each company. Weight: 15%--

Levels of Achievement:

Unacceptable Below 70% F 0 (0%) - 33.57 (10.49%)

Did not submit or incompletely analyzed each company’s history, product / services, major customers, major suppliers, and leadership; did not submit or incompletely provided a synopsis of each company.

Fair 70-79% C 33.6 (10.5%) - 38.37 (11.99%)

Partially analyzed each company’s history, product / services, major customers, major suppliers, and leadership; partially provided a synopsis of each company.

Proficient 80-89% B 38.4 (12%) - 43.17 (13.49%)

Satisfactorily analyzed each company’s history, product / services, major customers, major suppliers, and leadership; satisfactorily provided a synopsis of each company.

Exemplary 90-100% A 43.2 (13.5%) - 48 (15%)

Thoroughly analyzed each company’s history, product / services, major customers, major suppliers, and leadership; thoroughly provided a synopsis of each company.

ACC557-A2-2 2. Identify three (3) profitability ratios that creditors may be interested in. Calculate the ratio for each company, and prepare a report to summarize your findings on the financial health of each company. Also, recommend to management the manner in which they can improve each of the three (3) ratios identified. Weight: 20%--

Levels of Achievement:

Unacceptable Below 70% F 0 (0%) - 44.77 (13.99%)

Did not submit or incompletely identified three (3) profitability ratios that creditors may be interested in. Did not submit or incompletely calculated the ratio for each company; did not submit or incompletely prepared a report to summarize your findings on the financial health of each company. Did not submit or incompletely recommended to management the manner in which they can improve each of the three (3) ratios identified.

Fair 70-79% C 44.8 (14%) - 51.17 (15.99%)

Partially identified three (3) profitability ratios that creditors may be interested in. Partially calculated the ratio for each company; partially prepared a report to summarize your findings on the financial health of each company. Partially recommended to management the manner in which they can improve each of the three (3) ratios identified.

Proficient 80-89% B 51.2 (16%) - 57.57 (17.99%)

Satisfactorily identified three (3) profitability ratios that creditors may be interested in. Satisfactorily calculated the ratio for each company; satisfactorily prepared a report to summarize your findings on the financial health of each company. Satisfactorily recommended to management the manner in which they can improve each of the three (3) ratios identified.

Exemplary 90-100% A 57.6 (18%) - 64 (20%)

Thoroughly identified three (3) profitability ratios that creditors may be interested in. Thoroughly calculated the ratio for each company; thoroughly prepared a report to summarize your findings on the financial health of each company. Thoroughly recommended to management the manner in which they can improve each of the three (3) ratios identified.

ACC557-A2-3 3. Summarize at least two (2) news events (this may include mergers, acquisitions, or political issues) that occurred from 2012 to the present day, and analyze the impact that it had on each company’s financial statements. Indicate the primary way in which the merger, acquisition or political issues influence potential investors’ and creditors’ perception of both companies. Weight: 20%--

Levels of Achievement:

Unacceptable Below 70% F 0 (0%) - 44.77 (13.99%)

Did not submit or incompletely summarized at least two (2) news events (this may include mergers, acquisitions, or political issues) that occurred from 2012 to the present day; did not submit or incompletely analyzed the impact that these events had on each company’s financial statements. Did not submit or incompletely indicated the primary way in which the merger, acquisition or political issues influence potential investors’ and creditors’ perception of both companies.

Fair 70-79% C 44.8 (14%) - 51.17 (15.99%)

Partially summarized at least two (2) news events (this may include mergers, acquisitions, or political issues) that occurred from 2012 to the present day; partially analyzed the impact that these events had on each company’s financial statements. Partially indicated the primary way in which the merger, acquisition or political issues influence potential investors’ and creditors’ perception of both companies.

Proficient 80-89% B 51.2 (16%) - 57.57 (17.99%)

Satisfactorily summarized at least two (2) news events (this may include mergers, acquisitions, or political issues) that occurred from 2012 to the present day; satisfactorily analyzed the impact that these events had on each company’s financial statements. Satisfactorily indicated the primary way in which the merger, acquisition or political issues influence potential investors’ and creditors’ perception of both companies.

Exemplary 90-100% A 57.6 (18%) - 64 (20%)

Thoroughly summarized at least two (2) news events (this may include mergers, acquisitions, or political issues) that occurred from 2012 to the present day; thoroughly analyzed the impact that these events had on each company’s financial statements. Thoroughly indicated the primary way in which the merger, acquisition or political issues influence potential investors’ and creditors’ perception of both companies.

ACC557-A2-4 4. Analyze each company’s income statement over the past two (2) years, and determine which company outperformed the other. Suggest a way in which the lagging company can improve its income. Support your suggestion with a specific analysis. Weight: 15%--

Levels of Achievement:

Unacceptable Below 70% F 0 (0%) - 33.57 (10.49%)

Did not submit or incompletely analyzed each company’s income statement over the past two (2) years; did not submit or incompletely determined which company outperformed the other. Did not submit or incompletely suggested a way in which the lagging company can improve its income. Did not submit or incompletely supported your suggestion with a specific analysis.

Fair 70-79% C 33.6 (10.5%) - 38.37 (11.99%)

Partially analyzed each company’s income statement over the past two (2) years; partially determined which company outperformed the other. Partially suggested a way in which the lagging company can improve its income. Partially supported your suggestion with a specific analysis.

Proficient 80-89% B 38.4 (12%) - 43.17 (13.49%)

Satisfactorily analyzed each company’s income statement over the past two (2) years; satisfactorily determined which company outperformed the other. Satisfactorily suggested a way in which the lagging company can improve its income. Satisfactorily supported your suggestion with a specific analysis.

Exemplary 90-100% A 43.2 (13.5%) - 48 (15%)

Thoroughly analyzed each company’s income statement over the past two (2) years; thoroughly determined which company outperformed the other. Thoroughly suggested a way in which the lagging company can improve its income. Thoroughly supported your suggestion with a specific analysis.

ACC557-A2-5 5. Analyze each company’s balance sheet. Prepare a vertical analysis for each company, interpret the results, and write a financial report. Also, suggest the manner in which the company that is not performing well can improve its balance sheet in order for it to be attractive to potential investors. Weight: 15%--

Levels of Achievement:

Unacceptable Below 70% F 0 (0%) - 33.57 (10.49%)

Did not submit or incompletely analyzed each company’s balance sheet. Did not submit or incompletely prepared a vertical analysis for each company, interpreted the results, and wrote a financial report. Did not submit or incompletely suggested the manner in which the company that is not performing well can improve its balance sheet in order for it to be attractive to potential investors.

Fair 70-79% C 33.6 (10.5%) - 38.37 (11.99%)

Partially analyzed each company’s balance sheet. Partially prepared a vertical analysis for each company, interpreted the results, and wrote a financial report. Partially suggested the manner in which the company that is not performing well can improve its balance sheet in order for it to be attractive to potential investors.

Proficient 80-89% B 38.4 (12%) - 43.17 (13.49%)

Satisfactorily analyzed each company’s balance sheet. Satisfactorily prepared a vertical analysis for each company, interpreted the results, and wrote a financial report. Satisfactorily suggested the manner in which the company that is not performing well can improve its balance sheet in order for it to be attractive to potential investors.

Exemplary 90-100% A 43.2 (13.5%) - 48 (15%)

Thoroughly analyzed each company’s balance sheet. Thoroughly prepared a vertical analysis for each company, interpreted the results, and wrote a financial report. Thoroughly suggested the manner in which the company that is not performing well can improve its balance sheet in order for it to be attractive to potential investors.

ACC557-A2-6 6. 4 references Weight: 5%--

Levels of Achievement:

Unacceptable Below 70% F 0 (0%) - 11.17 (3.49%)

No references provided

Fair 70-79% C 11.2 (3.5%) - 12.77 (3.99%)

Does not meet the required number of references; some or all references poor quality choices.

Proficient 80-89% B 12.8 (4%) - 14.37 (4.49%)

Meets number of required references; all references high quality choices.

Exemplary 90-100% A 14.4 (4.5%) - 16 (5%)

Exceeds number of required references; all references high quality choices.

ACC557-A2-7 7. Clarity, writing mechanics, and formatting requirements Weight: 10%--

Levels of Achievement:

Unacceptable Below 70% F 0 (0%) - 22.37 (6.99%)

More than 6 errors present

Fair 70-79% C 22.4 (7%) - 25.57 (7.99%)

5-6 errors present

Proficient 80-89% B 25.6 (8%) - 28.77 (8.99%)

3-4 errors present

Exemplary 90-100% A 28.8 (9%) - 32 (10%)

0-2 errors present