1. A brief history of the company. Do not go into every detail, just the major moments in company history (e.g. famous products, processes, etc) ...use this as the basis for the next question...
2. Growth Opportunities- Where is the company going? What will be the major drivers of the company'srevenue growth, if any (i.e. the company may be a dividend paying company). An example of major drivers is Apple, can it survive with just Iphone, or must service revenue grow. A good foundation for this can be laid from viewing the company's segment information (for revenue). This is found in 10K. Show calculation regarding how much an important product may contribute to revenue growth.
3. Provide a brief summary of the threats to the company, competition, political risk, etc.
4. Provide a review of ratios, with any positive or negative ratios identified. Keep an eye on inventory turnover, PE, and GP ratios....but all are important.
5. Provide an overview of the analysts estimates...where do they think that the company is going?
6. Provide a stock chart....are the ratios and analysts estimates reflected in the price trend.
7. You will be required to display, in Excel form, your full valuation. "what if" analysis.
8. Final conclusion....is stock...buy, hold, sell? What are the main reasons for your conclusion

PROJECT company choice:

• Marijuana related:
  • Green Thumb Industries
    • In RI, Summit (now RISE) so I really like this option as a frequent customer
    • FORM 10-K
  • PLEASE HELP BY PROVIDING EXCEL VALUATION< MATERIALS AND FINANCIALS FROM THE cOMPANY