Finance

Top 5 Requirements For A Company To Be Successful: 1)     Balanced capital structure (D/E) 2)     Proper capital budgeting (financial and investment decisions) 3)     Working capital management o   M&A 4)     Management’s intentions o   Long Term planning, i.e. ESG o   Minimizing agency costs o   Making sure managers maximize value 5)     Capital raising (long/short term, internal v external)   Top 5 Things That Surprised Me About Corporate Finance: 1)     How rich the information in a financial statement is and how much it tells you about a company. o   The appropriate financial statements and figures 2)     The advantages to taking on debt/leasing  o   Tax breaks o   More firm value 3)     The importance of projected financials, how they are the only way to value a company 4)     How firms create value from spending  o   M&A 5)     How firm values are adjusted based on expectations (behavioral finance)  QUESTIONS:     1) Prepare a 1-2 paragraph analysis of the top 5 corporate finance requirements. Think critically and intellectually challenge yourself. Demonstrate your corporate finance knowledge.    (800 Words – 2 Paragraphs) 2. Prepare a 1-2 paragraph analysis that expands on top 5 things that surprised you about corporate finance. Think critically and intellectually challenge yourself. Demonstrate your corporate finance knowledge.     (500 Words – 2 Paragraphs) 3) Lastly, prepare a 1-2 paragraph summary of your personal impressions about a potential career in corporate finance. Include how you see yourself as a CFO and a financial leader. Think critically and intellectually challenge yourself. Demonstrate your corporate finance knowledge.    (500 Words – 2 Paragraphs)

esearch and write a Five-page paper addressing Net Worth.  Since net worth is the total financial value of an individual, center your paper on the net worth of white households and contrast it with the net worth of African American households in the District of Columbia region.  Still further, contrast and compare why people, and people of color, in particular, have a tendency to place greater value on their net income versus their net worth. Include in your paper what types of organizations offer their employees 401ks, 403bs, TSP’s, and 457 Plans.  Finally, research and write what exactly is a tax-deferred account, and why it is beneficial OR detrimental to you.

INCOME STATEMENT Assignment Overview Use the same annual statements for Starbucks as for the prior module. The Starbucks income statements should be used for the first two questions. Do additional research as necessary for the last question. IBISWorld is a proprietary database providing industry research. It is accessible via the Trident library. The database is found under additional library resources and offers a lot of interesting industry information, including financial information. Case Assignment Locate the income statement for the past two years. Prepare a table in good format comparing at least ten revenue and expense items for the two years. Did the numbers increase or decrease? What can we learn from this information? Comment on the changes from one year to another. Is the company doing better or worse? Did revenues and expenses increase or decrease? Are revenues and expenses moving in the same direction? How is Starbucks doing vis-à-vis the industry? Use IBISWorld to answer this question. Investors emphasize earnings per share. Why is this number so important and what are some of the shortcomings of this number? Assignment Expectations Incorporate responses to the questions above in an organized format. Start with an introduction and end with a conclusion/summary. Use headings and subheadings to organize the essay. Do not forget to include references in APA format. Incorporate the required table into the Word document. Do not submit a separate spreadsheet. The suggested length is five to seven pages, including the table.

The purpose of this assignment is to analyze an annual SEC report in order to evaluate the financial strength, efficiency, and effectiveness of an organization. Visit the “EDGAR Company Filings” search page of the U.S. Securities and Exchange Commission’s EDGAR database website (SEC.gov), provided in the study materials. Search publicly traded companies and choose one to use for this project. Submit your selected company to the instructor for approval. Locate the company’s most recent annual report (10K) and download it. Read and analyze the “Management Discussions and Analysis of Financial Condition and Results of Operations” and “Financial Statements and Supplementary Data” sections of your selected company’s annual report. Based on the information found, calculate one relevant ratio from each of the following five categories (covered in Chapter 14), and write an analysis providing an assessment of the following with a determination of whether your company of choice is favorable or unfavorable: Liquidity Asset Management Financial Leverage Profitability Market Value Conclude with an evaluation of the overall financial strength, efficiency, and effectiveness of the organization based on your findings.

Few related articles should be referred to which were worked on the topic dematerialization of Shares – Indian Capital market and then provide the gaps or recommendations gained from the same. Please include measures and statistics wherever possible. And include a questionnaire as part of the research which should be in the Appendix. Title, abstract, an overview of research aims and explanation of its importance- 10% Identification, evaluation, and synthesis of relevant literature      – 30% Discussion and justification of research objectives/questions/hypotheses- 30% Description and justification of the research method -20% Referencing, research of literacy, quality of sources – 10%

Problems in Finance or Accounting department work operations (Petromin Nissan Dealership). Please just do the highlighted parts in the attached report. Business Problems and Implemented Solutions   o   Clearly identifies the problem(s) facing the organization in the selected department and its impact on work operations. o   Clearly describes all implemented (that is applied if any by the organization) solutions and evaluate whether effective or not in resolving the problem(s) under analysis. o   The student must also identify the needs of the client/host organization, along with any specific requirements and constraints that solutions must adhere to, such as budgetary limitations or a limited number of employees. Options Analysis and Recommendations o   This section focuses on the identification of appropriate strategies and theories related to problem within the field of study. o   Student recommendations should incorporate best practices and knowledge related to the students’ field of study, wherever possible. o   The recommendations provided by students need to be consistent with the industry analysis and the needs of the client/host organization. o   The student recommendations should be properly explained and justified. o   Students must demonstrate evidence of creative and independent thinking. Limitations – of project o   Students need to identify any constraints and limitations that may have had an impact on the project. o   Limitations could include response rate to questionnaires (if any), access to senior managers, sensitivity of information, availability of appropriate market data, time available for the internship and project, etc. o   Students also need to identify areas for further research that could have contributed to a better analysis, given the constraints that they faced.  Conclusion o   Conclusions should logically flow from the analysis conducted in the report Reflection o   The student needs to discuss how the Applied Business Project has contributed to the students’ competencies and learnings. This section also must provide an evaluation of the benefits (strengths and weaknesses

Read the article: “Silicon Valley Adjusts to New Reality as $100 Billion Evaporates” and answer the following questions: 1)    WeWork postponed its IPO and the valuation of the company plunged from $47B to $8 billion, describe all the parties/agents/stakeholders that were affected by this massive change in valuation and how they were affected.   2)    How the plummeting values of the unicorns can be explained? Why were they value higher just a couple of months ago and now they are value lower? (think about what we learned about valuating business and stocks and which variables affect the valuations)   3)     Now that the Venture Capitalists and the stock markets are more reluctant to open their wallets for investments in unicorns, the article mentions that some companies will try to source funds through debt instead of equity. What risks could involve that path of action for the company and for current shareholders?   4)    In the article there are mentions several “unicorns”, some of those companies will fail and some will be winners, which one do you believe has the best odds to be successful and why? Read the article: “The repurchase revolution” and answer the following questions: 1)    In class, we have seen that stock repurchases are a good “signaling” that companies provide to the market, but the article thinks that in this case is otherwise, explain why.   2)    The article mentions that some companies are being rewarded with higher stock prices without a need to pay a dividend or repurchase stock, just by reinvesting their profit back in their business, how can you explain this? (hint: think about the type of companies (Amazon), cost of capital vs returns of a project, etc.)    3)    In the article is mentioned that a corrupt manager can take advantage of a share-buyback, how this work? Create a simple example showing how this scheme can work. Read the extract from the book “The Dhandho Investor” by Mohnish Pabrai[1] and answer the following questions: 1.What is intrinsic value of a business and how you can calculate it? 2. What does the Efficient Market Hypothesis say? (to answer read your notes when we viewed this topic in class and the textbook) 3. What does the author think about it and what do you think about the EMH?   [1] Mohnish Pabrai is an Indian-born entrepreneur, successful value investor, author, and philanthropist. A bit of an investing late bloomer, Pabrai is a devout follower of Warren Buffett, although he had never heard of him until he was 30. So intent was he to pick the brain of his idol, Pabrai once spent over $650,000 just to have lunch with Buffett.Putting Buffett’s principles to work for himself has brought him great fortune, which he gladly invests in the lives of the poorest in India.

Enrons collapse, the biggest Chapter 11 bankruptcy in U.S. history, has been attributed in part to the company’s reckless use of derivatives. Is this a valid accusation? Fully explain and support your response. Using real-world examples, discuss two other financial derivatives used by domestic and/or multinational firms to hedge risk. What are the advantages and disadvantages of using derivatives?

Question to answer:  What insight does ROI give into investment performance? Is it acceptable to lose profit on one product, if that product is vital to the sale of an extremely profitable product?  Why? As you think about these questions, also consider what other measures beside ROI might be help in analyzing solutions to business problems – or opportunities.

Case-Study01_Im-Rich.pdf  I’m Rich Case Assignment.docx  I’m Rich Dillemma Map.pdf I’m Rich Case Study You will work on this case study throughout the semester and submit a final comprehensive case study due by December 1, 2020. Your grade will be based on the final submission. You will submit assessments based on course material completed 1) personal financial statements and cash flow, 2) credit, loans and insurance, 3) Investments/retirement and then 4) final comprehensive recommendations based on your earlier assessments. The purpose of completing the case study in segments is to complete assessments as the material is learned and make modifications to prepare the final recommendations for Jerome that clearly state the amounts to allocate to achieve his goals and have a sound future. Use the Dilemma Map to plan your recommendations. Jerome is asking about marriage and a house, but you think there is more work to be done. Knowing Jerome has difficulty budgeting you must make specific recommendations to spend, save and invest. Complete this in a 500-word presentation/essay