Expert answer:Written REPORT, COMPARATIVE ANALYSIS COMPONENT

Expert answer:Please read the attached file for the requirements carefully. Please submit the report and research paper. Please ignore the timeline in the attached file.
portfolio_construction___analysis.pdf

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Finance 2213: PORTFOLIO CONSTRUCTION & ANALYSIS
You are being “given” $100,000 to invest. In this effort, there are no “right” or “wrong” investments (good or
bad). Please select at least five stocks—you can have as many as you want, but this is the minimum number. You
are asked to analyze the portfolio and the companies selected using some of the tools learned in this course. And,
of course, you can “trade” the stocks during the period and hold some cash. Investment period is SEPT 8 to DEC 1,
2017. There are interim submissions required (see below), but the final written project is due December 8th.
WRITTEN REPORT, COMPARATIVE ANALYSIS COMPONENT
You are asked ALSO to select from within your portfolio a US public company, to identify a competitor (it can be a
portfolio company or not) and to CALCULATE the following information and ratios for these TWO companies:
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Three-year sales growth rate
Total Debt to Total Capital Ratio for the last year ended
Dividend Yield, if any, using same day market price for each of the two companies
Price (same day market price for each of the two companies) to EPS from last reported annual EPS
Gross margin rate for each of past three years
EBIT margin for each of past three years
Copy and attach for the written report the FREE CASH FLOW FROM OPERATIONS (found on the statement of cash flow
in the company’s Form 10K)
The notes from Chapters 3 and 4 should be helpful. You may find the company’s financial statements via
www.Sec.gov or the company websites.
Write a short summary industry analysis—what do you think the investment considerations should be
when looking at this industry? This section can be bullet points. You should be able to find and read a
short industry section in each of the company’s Form 10-Ks, available via www.sec.gov. Company Filings.
Assess and explain, in your view, which of the two companies has been/ will be the better stock
investment (if either).
INTERIM RESEARCH
You are to search for and read news stories about each of your companies over the project period (SEPT 8th to
DEC 1st). During the term, the companies will report likely report earnings. Watching for news, in a timely
manner, is important in evaluating investment opportunities.
For the portfolio, please provide the starting and ending Price to EPS (P/E) ratio for each of five companies (SEPT 8
as the purchase date) and at the end of the project data period (DEC 1). Yahoo Finance and GOOGLE are easy
places to go for the P/E ratios and for news. If you’ve invested in more than five companies, you can choose which
five to analyze. If you’ve TRADED the stock during the period, note why and calculate the pre-tax gain or loss.
Indicate IN THE WRITTEN REPORT summaries of any news stories or announcements that you think altered the
price of the shares over the project period.
Example of Newsworthy: Breaking: New Driver at Ford (5/22/17)
Ford will name Jim Hackett as its new CEO as early as Monday, according to several people familiar with the matter,
ending Mark Fields’s three-year tenure at the top and 28-year career at the car maker. An industry outsider who
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formerly led furniture maker Steelcase, Mr. Hackett was hired last year to combat Silicon Valley’s car push as head of
Ford’s “Smart Mobility” innovation unit.
ASSIGNEMENT GOALS
You are to submit in writing (with excel print out as desired), the portfolio analysis and the two-company
comparative analysis—both described above.
This is less about writing (I am not asking for a term paper—no more than two written pages plus attachments),
however, grammar and presentation do count.
Purpose of the assignment is to lead you to free resources for obtaining and analyzing company financial
statements, news stories, industry info, etc., and also to show you how financial information and analysis can be
used by YOU, the investor. Hopefully, it will be evident that you actually learned some useful tools in the course.
TIMELINE—Interim Steps
SEPT 8—submit to instructor the names of the two companies you will be comparing
SEPT 29—submit to instructor the portfolio’s value change to date (include the reference date, e.g., Sept 28 th,
from start date, SEPT 8th)
OCT 27—submit to the instructor the portfolio’s value change to date (include the date)
DEC 1—end portfolio
DEC 8—submit written analysis, portfolio performance and any supplemental attachments
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