Expert answer:Portfolio Management Project

Solved by verified expert:I need help on doing this Project on POWERPOINT about CarMax company and i will present that in 15 minuets ,also i want the work as PDF Because i am an international student I want of you to use easy words so i can understand what i am going to present. PowerPoint is collerful, i mean not black and white please.
fin_400_group_project_fall_2017.docx

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GROUP PROJECT
Fortune 500 Portfolio Management – FIN 400
Requirements:
1. Each group of students is expected to manage a portfolio of $2 million by investing in a selected
group of 6 stocks, one stock per Industry. (One stock/ company per student). Stocks should be
traded on the New York Stock Exchange. At least 1 stock should be traded on the NASDAQ. Stocks
should belong to public companies that are part of the Fortune 500 (an annual list of the five hundred
most profitable US industrial corporations).
2. A group presentation of the portfolio management process is required according to the Syllabus &
Schedule. Business attire required.
3. Investment results and portfolio performance evaluation utilizing the Jensen Approach will be
determined on 11/10/2017
4. The grade associate with this project will be based on the following criteria: Investment philosophy,
approach in stock selection, quality of the presentation, and investment performance.
The evaluation of the investment performance will be for the following period: 09/01/2017 11/10/2017.
The analysis and presentation of each stock must include the following (the presentation should be in
PowerPoint format, in the following order):
Item
1). Investment policy / portfolio strategy.
2). Stock selection criteria. The reasons why this stock was selected. (3 reasons
Possible
Points
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9
minimum).
3). A description of each company and its products / services. (e.g. brief history, current
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CEO, current CFO, etc.).
4). Company’s Business Strategy and Company Financial Strength (comparison with
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leaders in company’s same industry and / or companies of the same size. Name the
industry. Name the leaders / companies.)
5). Graphs: Assets (last 3 years), Revenues (Sales) (last 3 years), Net Income (last 3
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years). Accompany by: Financial Statements; Balance Sheet, Income Statement,
Statement of Cash Flow, etc. (presented as an Appendix in the PowerPoint presentation)
6). Financial Ratio Analysis: Liquidity Ratios (current, quick); Asset Management
Ratios (total assets turnover, fixed assets turnover, days sales outstanding, inventory
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turnover); Debt Management Ratios (debt-to assets, times-interest-earned); Profitability
Ratios (profit margin on sales, basic earning power, return on total assets, return on
common equity), Market Value Ratios (price/earnings, market/book). All ratios should
be compared to the Industry Average. Define what each ratio means for the company.
Include all calculations of Financial Ratios and Appraised Values.
7). Projected Earnings, Cash Flow and Dividends (next 3 -5 years). (State source.)
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8). Valuation Analysis; the company’s stock price compare to: Expected Rate of Return,
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Required Return and Intrinsic Value. Accompany by: all calculations.
9). Weekly on-time submission of stocks performance (Fridays no later than 10 pm). Late
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submissions will receive 0 points for that week. Submission should be in Excel file
format. Excel file name shall be: Fin400_Group#_stocks performance. Files not
conforming to this naming convention will be deleted.
10). Discussions and conclusions directed to the possible customers / clients of your
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Financial / Investment Company. Why should they buy your portfolio?
11). Be present for all group presentations. You will be awarded 2 points for each
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presentation you attend (10 points maximum).
Total Points: 100
12). Come up with a Portfolio Management Company name that makes your Group
Project stand out from the others. The name of your Group should reflect the University’s
policy of diversity, and should not be derogatory to any ethnicity, religion or sexual
orientation. The name of your Group should not include “Johnson” and / or “Eva”. The
catchiest name will earn 3 points (extra credit).
SOURCES OF INDUSTRY AVERAGE DATA
Industry Average Data may be obtained from the following sources
1. www.csulb.edu/library/eref/business.html
• Select “Value Line Investment Survey Online”
• Click on “BrowseResearch”
• Put in : Company’s name or ticker symbol (at top right corner)
• Industry discussion is shown under “Industry Analysis”
(Note: Please select the data for the most current year; Return on Total Capital = ROA;
Return on Shareholders Equity =ROE , etc.)
2. http://biz.yahoo.com/p/s_conamed.html
•
•
Select the “Sector”
Select the “Industry” (The data is shown on the row: “industry”)
3. http://biz.yahoo.com/ic/ind_index.html
•
•
Select the “Industry”
Click on “Industry Browser” (The data is shown on the row: “industry”)
STOCK SCREENING
1. http://finance.yahoo.com
Click on “Screener”; under “Stock Research”
2. www.csulb.edu/library/eref/business.html
Select “Value Line Investment Survey Online”
Click on “Stock Screener”
…
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