B LG Evaluating Corporate Bonds Purpose: To determme il a specific corporate bond could help you obtain your financial goak Instructions. Use the intemet er brary sources to answer the questions below Category 1: Information about the Corporation 18. Is the bond secured with collateral? If so, what? V Yes No 1. What is the corporation's name? 2. What are the corporation's address and telephone number? 19. How did the corporation use the money from this bond issue? 3. What types of products or services does this firm provide ? Category 3: Financial Performance 4. Briefly describe the prospects for this company. (Include significant factors like product develop- ment plans for expansion, plans for mergers, etc.) 20. What are the firm's earnings per share for the last year? Personal Financial Planner 21. Have the firm's earnings increased over the past five years? 22 What is the firm's current price-eamings ratio? Category 2: Dividend Income 5. What type of bond is this? Eval Corporate Bonds * 360 Type here to search Category 2. Dividend Income 5. What type of bond is this? 22. What is the firm's current price earrings ratio? 6. What is the face value for this bond? 23. Describe the trends for the firm's price- earnings ratio over the past three years Do these trends show improvement or decline in investment value? 17. What is the interest rate for this bond? 8. What is the dollar amount of annual interest for this bond? 9. When are interest payments made to bondholders? 24. What are the firm's projected earnings for the next year? 25. Have sales increased over the last five years? 10. is the corporation currently paying interest as scheduled M Yes M No 11. What is the maturity date for this bond? 26. Do the analysis indicate that this is a good to invest in this company? 12. What is Standard & Poor's rating for this bond? 14 What do these ratings mean? 27. Briefly describe any other information that you obtained from Moody's Value Line, Standard & Poor's, or other source of information 15. What was the original issue date? A Word of Caution 16. Who is the trustee for this bond issue? Fial Corporate Bonds 24. What are the firm's projected earnings for the next year? 25. Have sales increased over the last five years? 26. Do the analysis indicate that this is a good to invest in this company? 27. Briefly describe any other information that you obtained from Moody's Value Line, Standard & Poor's, or other source of information 31 9. When are interest payments made to bondholders? 32 33 10. Is the corporation currently paying interest as 34 scheduled? M Yes M No 35. 11. What is the matunity date for this bond? 36 37 12. What is Standard & Poor's rating for this bond? 38 39 14. What do these ratings mean? 40 -41 42 15. What was the original issue date? 143 44 16. Who is the trustee for this bond issue? 45 46 47 17. Is the bond callable? If so, when? 48 49 50 51 62 53 54 Eval Corporate Bonds A Word of Caution When you use a checklist, there is always a danger overlooking important relevant information. This checklist is not all-inclusive, but it does provide some questions that you should answer before making a decision to invest in stock. Quite simply, it is a place to start. If you need other information you are responsible for obtaining it and for determining how it affects your potential investment * Type here to search hip B LG Evaluating Corporate Bonds Purpose: To determme il a specific corporate bond could help you obtain your financial goak Instructions. Use the intemet er brary sources to answer the questions below Category 1: Information about the Corporation 18. Is the bond secured with collateral? If so, what? V Yes No 1. What is the corporation's name? 2. What are the corporation's address and telephone number? 19. How did the corporation use the money from this bond issue? 3. What types of products or services does this firm provide ? Category 3: Financial Performance 4. Briefly describe the prospects for this company. (Include significant factors like product develop- ment plans for expansion, plans for mergers, etc.) 20. What are the firm's earnings per share for the last year? Personal Financial Planner 21. Have the firm's earnings increased over the past five years? 22 What is the firm's current price-eamings ratio? Category 2: Dividend Income 5. What type of bond is this? Eval Corporate Bonds * 360 Type here to search Category 2. Dividend Income 5. What type of bond is this? 22. What is the firm's current price earrings ratio? 6. What is the face value for this bond? 23. Describe the trends for the firm's price- earnings ratio over the past three years Do these trends show improvement or decline in investment value? 17. What is the interest rate for this bond? 8. What is the dollar amount of annual interest for this bond? 9. When are interest payments made to bondholders? 24. What are the firm's projected earnings for the next year? 25. Have sales increased over the last five years? 10. is the corporation currently paying interest as scheduled M Yes M No 11. What is the maturity date for this bond? 26. Do the analysis indicate that this is a good to invest in this company? 12. What is Standard & Poor's rating for this bond? 14 What do these ratings mean? 27. Briefly describe any other information that you obtained from Moody's Value Line, Standard & Poor's, or other source of information 15. What was the original issue date? A Word of Caution 16. Who is the trustee for this bond issue? Fial Corporate Bonds 24. What are the firm's projected earnings for the next year? 25. Have sales increased over the last five years? 26. Do the analysis indicate that this is a good to invest in this company? 27. Briefly describe any other information that you obtained from Moody's Value Line, Standard & Poor's, or other source of information 31 9. When are interest payments made to bondholders? 32 33 10. Is the corporation currently paying interest as 34 scheduled? M Yes M No 35. 11. What is the matunity date for this bond? 36 37 12. What is Standard & Poor's rating for this bond? 38 39 14. What do these ratings mean? 40 -41 42 15. What was the original issue date? 143 44 16. Who is the trustee for this bond issue? 45 46 47 17. Is the bond callable? If so, when? 48 49 50 51 62 53 54 Eval Corporate Bonds A Word of Caution When you use a checklist, there is always a danger overlooking important relevant information. This checklist is not all-inclusive, but it does provide some questions that you should answer before making a decision to invest in stock. Quite simply, it is a place to start. If you need other information you are responsible for obtaining it and for determining how it affects your potential investment * Type here to search hip