by | Sep 7, 2022 | Finance
Describe and contrast the characteristics and attributes of each of the following bond types: A. Corporate Bonds B. Convertible Corporate Bonds C. Debenture Bonds:
A. Corporate Bonds
B. Convertible Corporate Bonds
C. Debenture Corporate Bonds
D. Mortgage-Backed Bonds
E. Zero Coupon Bonds
F. U.S. Treasury Bonds
G. Agency Bonds
H. Municipal Bonds
Required:
Double Spaced
Each Lettered Item must have its own paragraph with that term bolded the first time it is used in the paragraph.
by | Sep 7, 2022 | Finance
Choose two profitable, publicly traded companies in same industry. 1. Analyze firms’ financial statements and conduct comparative performance analysis using ratios.
Initial Steps:
1. Peruse annual reports at companies’ websites.
2. Use annual report to assess the companies’ business environment and performance
3. SWOT Analysis
2 Parts Are Required:
Part One:
1. Common-size balance sheet.
2. Common-size income statement.
3. Statement of Cash Flows Analysis
Part Two: Based upon your comprehensive financial analysis of the two companies, express your opinion as to:
1. Company with the better financial performance? Why?
2. Positioning of each company in the industry? Why?
3. Effectiveness of the companies’ management teams Why?
4. Each company’s position in the industry in 5 years
5. Two recommendations for each company to improve its performance.
by | Sep 7, 2022 | Finance
Choose two profitable, publicly traded companies in same industry. 1. Analyze firms’ financial statements and conduct comparative performance analysis using ratios.
Initial Steps:
1. Peruse annual reports at companies’ websites.
2. Use annual report to assess the companies’ business environment and performance
3. SWOT Analysis
2 Parts Are Required:
Part One:
1. Common-size balance sheet.
2. Common-size income statement.
3. Statement of Cash Flows Analysis
Part Two: Based upon your comprehensive financial analysis of the two companies, express your opinion as to:
1. Company with the better financial performance? Why?
2. Positioning of each company in the industry? Why?
3. Effectiveness of the companies’ management teams Why?
4. Each company’s position in the industry in 5 years
5. Two recommendations for each company to improve its performance.
by | Aug 1, 2022 | Finance
Design a brand new college or university. You are free to select which type of institution, i.e. private, public, 4‐year, 2‐year, technical. The primary purpose of this project is to gain a greater awareness and appreciation of how various units work together to meet the institution’s mission. You will create the mission. You will make decisions regarding size, setting, enrollment, curricular and extra‐curricular details, etc.
Please submit your sketch of your ideal budget for your own college or university. The budget should be multi-layered including every college or school (depending on the type of institution you are creating) and department unit. Please include which budget model(s) your institution utilizes. There are sample budgets and spreadsheets for you to utilize in your final project as templates. Please include background information about your institution as well as a detailed spreadsheet that outline’s your institutional budget for the fiscal year. You are welcome to include as many charts, graphs, and spreadsheets as you deem pertinent in explaining your institution and how the resources are managed. Your final project should not exceed more than 20 pages and must include a minimum of 5 pages.
by | Aug 1, 2022 | Finance
Assignment Instructions
During the past few months your work has not gone unnoticed. You have been promoted to the Chief Nursing Officer of TAMIUGH! During this time TAMIU, as a university, opened another Texas A&M campus at Del Rio, Texas, now known as TAMIU-II. As part of this process the state is considering purchasing a nearby hospital, that would become TAMIUGH-II.
You have been asked to assist the CFO in the process of due diligence. The CFO has gone over the financial records of the new hospital thoroughly to create the attached financial report. However, he has asked you to help him interpret what these numbers indicate. Your instructor has provided a separate table, which contains various financial ratios, how they are calculated and what each of these indicate.
Your task is to review the attached financial report, and to provide an analysis for each of nine items listed at the right. Once this has been completed, you are to provide a brief overview of the financial status of this hospital, as to what this all means when considered together, along with a recommendation as to whether the state should or should not purchase TAMIUGH-II. Remember this assessment and evaluation is solely based on this financial report. There are other members on your team who will report on issues such as the quality of care provided at the hospital, the level of technology and infrastructure at the facility, and the opportunities that this hospital would present to area residents. Once the report is completed upload it to the appropriate assignment link in this module.
PLEASE PUT ANSWERS ON COLUMN H ON SPREADSHEET. CONTACT ME AT 817-907-7060 WITH QUESTIONS OR CONCERNS.
by | Aug 1, 2022 | Finance
Type
Project
Length
4 pages for The written report (A4-size, double spaced, excluding references and appendices)
Submission
Written reports and Excel files submitted online
Requirements
Requirements for Project : Portfolio Construction
The task: The lecturer assigns 4 publicly listed stocks to each student. Students are required to download the most recent 5 years’ daily stock price for the assigned stocks, use Excel (particularly the Solver function) to construct the opportunity set, the minimum variance frontier, the global minimum variance portfolio, the efficient frontier, and the optimal risky portfolio. Students are required to download the most recent 5 years’ daily risk-free return for the economy where the stocks are listed, and construct the optimal complete portfolio for a client whose maximum acceptable level of risk is a standard deviation of 30% for his/her portfolio return.
Written report: Discuss the relevant information of the 4 stocks; discuss how you construct the required portfolios and frontiers. Your discussion should relate what you are doing in the project to what we have learned so far in the paper, particularly Chapters 5 and 6.
Excel file:
Store all the stock prices, risk-free rate, the composition of the required portfolios (the Excel functions used should be embedded in the Excel file), a graph showing all the required portfolios and frontiers. The Excel file should be professionally presented.
Programme learning goals
This assessment covers the following programme learning goals:
Be effective thinkers and problem solvers
Be effective communicators (written and oral)
Be able to apply finance knowledge to issues in professional finance practice
Paper learning outcomes
This assessment event measures paper learning outcomes 1, 2, and 5 stated above in the “Paper information” section.
Recommended reading
Bodie, Z., Kane, A., and Marcus, A.J. (2019). Essentials of Investments, 11 th Edition. McGrawHill/Irwin.
Recommended books:
Elton, E. J., Gruber, M. J., Brown S. J. and Goetzman, W. N., Modern Portfolio Theory and Investment Analysis, 6th Edition, John Wiley.
Fabozzi, F. J., Bond Markets, Analysis and Strategies, 5th Edition, Prentice Hall.
