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; l Case 5-WordPad File Home View WordPad does not support all of the features of this document's format. Some content might be missing or
; l Case 5-WordPad File Home View WordPad does not support all of the features of this document's format. Some content might be missing or displayed improperly Case 5: Should we keep Kraft Heinz? You are a team of analysts who work for a mutual fund company. You are tasked with giving a recommendation to the Portfolio Manager on whether they should keep Kraft Heinz in the portfolio. The fund's objective is growth and income, with growth primary. You're considered about the long-term financial prospects of KH. You are concerned about how the majority owner 3G's strategy has affective their performance. What did they do with their profits if not put into R&D? You'll need to understand their business model focusing on how it impacts their financial statements. Your objective is to review the last three years of financial statements and do an analysis using the following: Activity ratios . Solvency ratios Debt ratios Performance ratios Equity ratios Answer the following questions: How did their ratios compare to their peers? . Can you see how their strategy impacted their financial statements? .What were three takeaways from the analyst calls from the last available period? Why was there a difference between their reported profit and cash-flow in 2018? Why is this important? Activate Windows to Settings to activate Windows 100% (-) st A 12-55 PM 5/6/2019 19 O Type here to search l Case 5 . WordPad File Home View WordPad does not support all of the features of this document's format. Some content might be missing or displayed improperly their profits if not put into R&D? You'll need to understand their business model focusing on how it impacts their financial statements. Your objective is to review the last three years of financial statements and do an analysis using the following: Activity ratios Solvency ratios - Debt ratios Performance ratios *Equity ratios Answer the following questions: How did their ratios compare to their peers? *Can you see how their strategy impacted their financial statements? .What were three takeaways from the analyst calls from the last available period? . Why was there a difference between their reported profit and cash-flow in 2018? Why is this important? Make sure your deck has the following slides *What is the objective of presentation? Give a summary of your outcome . Give a reference list of your sources of information Provide your rationale for your decision .Provide your findings *Provide your conclusion Activate Windows to Settings to activate Windows 100% 12:55 PM 5/6/2019 19 O Type here to search ; l Case 5-WordPad File Home View WordPad does not support all of the features of this document's format. Some content might be missing or displayed improperly Case 5: Should we keep Kraft Heinz? You are a team of analysts who work for a mutual fund company. You are tasked with giving a recommendation to the Portfolio Manager on whether they should keep Kraft Heinz in the portfolio. The fund's objective is growth and income, with growth primary. You're considered about the long-term financial prospects of KH. You are concerned about how the majority owner 3G's strategy has affective their performance. What did they do with their profits if not put into R&D? You'll need to understand their business model focusing on how it impacts their financial statements. Your objective is to review the last three years of financial statements and do an analysis using the following: Activity ratios . Solvency ratios Debt ratios Performance ratios Equity ratios Answer the following questions: How did their ratios compare to their peers? . Can you see how their strategy impacted their financial statements? .What were three takeaways from the analyst calls from the last available period? Why was there a difference between their reported profit and cash-flow in 2018? Why is this important? Activate Windows to Settings to activate Windows 100% (-) st A 12-55 PM 5/6/2019 19 O Type here to search l Case 5 . WordPad File Home View WordPad does not support all of the features of this document's format. Some content might be missing or displayed improperly their profits if not put into R&D? You'll need to understand their business model focusing on how it impacts their financial statements. Your objective is to review the last three years of financial statements and do an analysis using the following: Activity ratios Solvency ratios - Debt ratios Performance ratios *Equity ratios Answer the following questions: How did their ratios compare to their peers? *Can you see how their strategy impacted their financial statements? .What were three takeaways from the analyst calls from the last available period? . Why was there a difference between their reported profit and cash-flow in 2018? Why is this important? Make sure your deck has the following slides *What is the objective of presentation? Give a summary of your outcome . Give a reference list of your sources of information Provide your rationale for your decision .Provide your findings *Provide your conclusion Activate Windows to Settings to activate Windows 100% 12:55 PM 5/6/2019 19 O Type here to search
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