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I have a group report on Dominoz Pizza due

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I have a group report on Dominoz Pizza due. its 1.5 line spaced

 

I only need to do the first 4 sections:

-Operation (1 page)

-Strategy (1/2 page)

-Management (1.25 pages)

-Markets (0.75 page)

Financial Statement Analysis:

 

Monroe College Graduate Division Fall 2020

 

ANALYTICAL REPORT

 

************************************************************************************ Written Report

 

Overview 

Eight to Ten page analytical report on a public company.  10 Page

 Maximum. 1.5 line spacing. NO MORE THAN 10 PAGES!!!!! – No exceptions.

 

This report should be produced for professional investors from the perspective of an independent professional Wall Street analyst.  

 

The report should briefly describe the company, its historical and current operations, and future prospects.

 

Extra emphasis should be given to the summary and analysis of historical financial results and revenue and earnings projections for the next 1 to 3 years.   The Market/Industry and Strategy are also critical.

 

Revenue and earnings projections should be in line with those presented in research reports on the company from other financial services firms.

 

The report should provide professional investors with the information necessary for them to Buy or Sell an equity position in the subject company.

       

Basic Outline

 

            Summary Page (3/4 - 1 Page)           Should be written last

 

ï Company 

o Proper name (Symbol and Exchange)

 

ï Analytical Conclusion o Current and anticipated value of the company.  Whether or not the company is going to make it.  - Written last

 

ï Summary Financials    (Price, Trading Range, Exchange, Market Capitalization, Shares Outstanding - Basic and Diluted, Float, Insider's

Holdings, Cash, Equity, Gross and Operating Margins, ROE, P/Es, Dividends, Debt to Equity, Current Ratio, Debt to Equity ratio)

 

ï Highlights  o Key points of value (or lack of value of company).  o Bullet Point Format

 

o Make sure that all highlights are presented as they relate to the company.   For instance, an industry related item such as a major acquisition by a competitor may be important and worth noting.  But, the relevance to the subject company must be discussed.

 

            Description ( 1  Paragraph)

 

                        o Summary of company operations, strategy, markets and objective.

Operations (1 Page)

 

• Summarize information available from public documents such as Annual Report or 10K.

 

                                                      Strategy (1/2 - 1 Page) o What is company trying to do.   i.e., "be  leading manufacturer of …"

 

• What is the mission of the company "Provide products and services to consumers of electronic products……etc.

 

• How are they doing it -
  • What markets
  • What countries ? What pricing strategies, ? Etc.

 

            Management (1/2 Page)

 o History and Background of KEY people (3 or 4 Max)

 

o Why do they make a good team and work well together

 

            Markets (1/2 - 1 Page)

 

• What general and specific markets does the company work in. o What is the size of the market (Total Dollar Figures)
• Who are the competitors

o	Projections and support – Full Income Statement, with projections, is ESSENTIAL!!!!

• Get information from industry analytical sources (i.e., IDC, Frost & Sullivan, and industry trade groups

 

            Financial Analysis and Projections (1 1/2 - 2 Pages)

 o Historical numbers and trends (1/2 to 1 page MAXIMUM)

 

 

o Balance Sheet

   o Capitalization o Tables should not cross pages

 

            Risk Factors (1/2 Page)

 o Real Risk Factors - i.e., High debt, low cash, strong competition, changing government regulations, dependence on one customers, etc.   Whatever applies.

 

            Conclusion and Summary (1 Paragraph)

 

o Your overall opinion. o How is the company positioned o Is it Under, Fairly, or Over Valued

Important Tips and Requirements for completing the Report

 

• ABSOLUTELY, POSITIVELY, DEFINITELY -  No typing/spelling/grammatical mistakes – More than one mistake immediately eliminates any chance of getting an A on the report.  Spell check the report and have someone else read it over.

 

• Be very careful with financial information -  Make sure units are clearly indicated and correct (i.e., millions vs. billions, etc.)

 

• Income Statement projections are essential – Yahoo will give you the bookends (Revenue and EPS).  These are only guides.  You do not have to use them.   But, if your numbers are significantly different, be prepared to defend them.  You MUST fill in all the details in-between.

 

You are not the company, so terms like “we” and “our” are

• Use the third person narrative –  

not appropriate.

  You can use “We” when giving your opinion.   The inappropriate use of the

terms “we” and “our” makes the professor very, very mad and is also very likely to result in a significant grade reduction.

 

• The most important sections are the Financial Analysis and Market sections -   Make sure you identify the market size and competitors.

 

• Don’t bother with a lot of history – One paragraph, at most.

 

Your opinion is the

^• Don’t give opinions of others (i.e., Management and Analysts).   

only one that counts.

 

• Don’t rehash basic terms and concepts – For instance, from one student’s report - “Net cash provided by operating activities primarily consists of net loss (income) adjusted for certain noncash items including depreciation and amortization, provision for doubtful accounts, etc……..”  We already know that.

 

• Check the report against the instructions – Finish the report.  Go over it for grammar and typos.  Check the report against the instructions.  Have someone else review the report.  It would be great if you can have someone review the report who is known to have good grammar and can write well.

 

• Don’t waste a lot of time with operational and historical details – Write, paste, edit, just enough information so the reader knows what the company is about and can understand what you are analyzing.  LESS is MORE!!!!

 

• Originality – While it is okay to lift certain sentences and descriptions from other documents, at least 50% of the report should be original and in your own words.

 

• One Document – Everything should be on one document (Text, Tables, Financial Statements).

 

• Limit Bullet Points – Most of the report should be text.

 

• Remember the perspective of the Author and the Reader – This is not a recommendation for management.  This is a report produced by a professional analyst for professional investors.

USE SMARTHINKING                                          

*************************************************************************************

 

Major Tip  -  Just about everything needed can be accessed through the Yahoo Finance site  http://finance.yahoo.com, either on the site, or through links, and the Company’s Investor Relations webpage.