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Part I Introduction: You will research a publicly held company assigned by your instructor and collect the most current three years of financial information on

Part I Introduction: You will research a publicly held company assigned by your instructor and collect the most current three years of financial information on the company. Locate appropriate and credible sources for the company, including the company's SEC Form 10-K, their company website, and library sources. Your audience for this project is an investment board looking for a recommendation concerning investment in the company. You will research the company and determine if this is a good or poor investment and support your decision through analysis.

  • In a 5-7 slide PowerPoint presentation, introduce the company. Your introduction should engage readers and make them want to learn more about this company.
  • Specifically, your presentation should address a brief history, company values, company goals, product lines, competitors, risks, industry challenges and other facts pertinent to an investment decision.
  • Use proper APA formatting and correct usage of English grammar and mechanics.

Part II Financials: collect three consecutive years of financial statements for the company. These will be located in the SEC Form 10-K or Annual Report for your company.

Complete all blue highlighted areas on the first spreadsheet for the three most current years. All other areas of the spreadsheet will be completed in week 4. If you have questions on specific line items, please ask your instructor.

Excel Spreadsheet: Download this spreadsheet and complete the blue highlighted cells for week one. Tootsie Roll Industries Spreadsheet

For this assignment, you should have two documents to submit: one PowerPoint document with your introduction to the company and one Excel spreadsheet with your financial statement numbers recorded.

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