Homework: Stock Report
Instructions
Overview:
This stock report is intended to be a sort of "capstone" homework, that not only brings to bear much of what you have learned in 125340, but also what you have learned in other previous courses such as accounting, economics, marketing and management. We recognize that this is a LOT of work;. But, done well, it will be a high point of your learning experience at University.
Those of you who take this on fully will produce a report that you will be proud to show to a prospective employer. We have had many students do exactly that, and get job interviews based on what they did.
Find your assigned stock in the file "Stock homeworks" in the Stock report section on Stream. (this will be ready by at least week 3)
Use cross references (Yahoo vs Google, e.g.), checking ticker symbol, name and industry, to make sure you have the correct firm.
You must use "Stock Report - TEMPLATE"
AND
The "Stock Spreadsheet TEMPLATE"
Other formats will not be accepted.We realize you may want to be more creative, but we have nearly 200 of these to grade, and it creates problems for us finding sections if you use different formats.
NB: in the spreadsheet, we will use a program to read your file, so e.g. if you do DDM valuation, your forecast dividend for 2021 must be in cell C16 of the DDM sheet; otherwise we'll assume you didn't do it.
Maximum of 4 to 5 pages for main part of report (not including appendix).
Do not change the single spacing of the report, or the font size of the text or headings (e.g. to increase the length of the report). Better that your report is short and save paper.
Do NOT print a copy of the report for us; if needed we will do that from Stream.
Do not:
• Use illegible graphs - too small, vague colors, etc. This wastes time, paper and ink
• Use large graphs. This wastes paper and ink
• Either of these will reduce the "professional" component of your grade.
"Preliminary Submission", 2 parts:
1) Business Description
• See below for what should be in it
2) Preliminary valuation
• at least one valuation method completed, with those Data entered into spreadsheet
Both parts must be submitted (on Stream) using the appropriate pages from the templates, and will be checked with turn-it-in. You will be able to see your score after you submit, so that you will know if you need to make changes before the final submission. We require this preliminary submission to ensure you to start the assessment early. While we will provide some general feedback after this preliminary submission, we will not provide individual feedback.
Format your homework according to the following formatting requirements:
(1) The answer should be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
(2) The response also includes a cover page containing the title of the homework, the student's name, the course title, and the date. The cover page is not included in the required page length.
(3) Also include a reference page. The Citations and references should follow APA format. The reference page is not included in the required page length.