FINC 330 Project Description Research Project Part 2 Due at the end of week 7 This project is closely aligned with the Course Outcomes and Finance Program Objectives. Completion of this project can be used as part of a portfolio to show potential employers the student is skilled at performing company valuations and financial statement analysis and can be included on the student's resume. Bond and Stock Performance Analysis OBJECTIVE In this part of the project you are to assume to have been hired to join a team serving as an internal financial analyst to THE COMPANY. Your client plans to invest in bonds and (or) stocks issued by THE COMPANY (SELECTED BY INSTRUCTOR). In part 6 of the assignment you are asked to provide some recommendations to THE COMPANY’S management. THE COMPANY for part 2 of the project can be the company that you were using for the Research Project Part 1 or ANOTHER COMPANY determined by your professor. THE COMPANY for this part of the project must have bonds listed on the website http://finramarkets.morningstar.com/BondCenter/Default.jsp. To find the information on bonds, click on Search in the middle of the screen (under Market Center Bond Guide), under Quick Search type the Issuer Name and the Symbol, and click SHOW RESULTS. Alternatively, you can request approval of another publicly traded company. This request must be submitted before the end of the first week of the course. The request must include • • • • identification of the company by ticker symbol and name a reasonable and appropriate explanation of why you want to examine the alternative company the source of the analyst's report that will be used in the analysis (which must be submitted to me) acknowledgement by you that all the specific elements of the assignment (see below) will be prepared by you and included in the final research project report SUGGESTED WEBSITES www.morningstar.com - To find the information for your company you need to type the stock symbol in the Quotes window to get into the company’s page. http://finra-markets.morningstar.com/BondCenter/Default.jsp - To find the information on bonds, click on Search in the middle of the screen (under Market Center Bond Guide), under Quick Search type the Issuer Name and the Symbol, and click SHOW RESULTS. https://markets.businessinsider.com/bonds. To find the information on bonds, scroll down the page, type the name of the company in the window under Bond Finder, and click SEARCH. www.marketwatch.com -To find the information for your company you need to type the stock symbol in the Search window to get into the company’s page. www.money.cnn.com -To find the information for your company you need to type the stock symbol in the Search window to get into the company’s page. www.finance.yahoo.com - To find the information for your company you need to type the stock symbol in the Search window to get into the company’s page. www.nyse.com – Click on Data, then click on Stocks (under Quotes), and type the name of the company or the stock symbol in the window “Keyword or symbol” to get into the company’s page. www.nasdaq.com - To find the information for your company you need to type the stock symbol in the Search window to get into the company’s page. Company’s websites YOUR SPECIFIC ASSIGNMENT Using the information from the websites the student will develop evaluation of bond and stock performance for THE COMPANY (SELECTED BY INSTRUCTOR). (The evaluation portion will total 85% of the assignment grade) -1—Background and Industry (one short paragraph). -2- The financial leverage ratios (10% of the project grade) a) Find the financial leverage ratios for THE COMPANY assigned for you of the project for the last 3-5 years in the Internet. Present these ratios as the table(s) in your project. You can find these ratios in the Internet or calculate them. If you use published ratios you must indicate that and cite their source.