Question
For this project, we will expand on concepts learned in Chapter 19, and you will act in the role of an investment analyst. Your tasks
For this project, we will expand on concepts learned in Chapter 19, and you will act in the role of an investment analyst. Your tasks will be to analyze a companys financial statements, document the financial performance using ratio analysis, and make a recommendation on how you think the companys financial performance and stock price will perform over the next 12-months.
Procedures:
Pick one company from the companies you followed as part of Portfolio Project 1.
Go to the Securities and Exchange Commissions (SEC) Electronic Data Gathering and Retrieval (EDGAR) website https://www.sec.gov/edgar.shtml and retrieve the most current 10K and 10Q for your company.
Analyze the information provided in the documents, and prepare a two-page executive memo outlining your analysis and overall conclusions regarding the company.
Based on your analysis would you increase your holdings of the company, sell your holdings, or maintain your current position.
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