Questions Uploads

DOW CHEMICAL COMPANY”.

The company i chose for this assignment is called the “DOW CHEMICAL COMPANY”. 

  1. 1. Using the GAAP balance sheet for the most recent year, for each item, determine where it should be classified in the economic balance sheet (core operations, nonoperating net assets, debt claims, other capital claims, or equity claims). Create a 2-column table in Word to show the corresponding accounts.
  2. 2. Determine whether any other items should appear on the economic balance sheet that are not on the GAAP balance sheet.
  3. 3. Determine if information exists in the annual report or elsewhere that can assist in valuing the nonoperating net assets, debt, and other capital claims.

Please provide work cited and references.  Scholarly research which supports writer’s position properly acknowledged and cited direct quotations may not exceed 10% of the word count of the body of the assignment deliverable (excluded title page, abstract or table of contents if used, tables, exhibits, appendices, and reference page(s).View the entire interaction

 
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Business Analysis

Your grandparents have been left a substantial amount of money and want to invest in a company. Your grandfather trusts you to make a recommendation, but he also wants to see the reasoning behind your choice.

You have an idea of which company to choose, and you decide to prepare 3 sets of documents for your grandparents to consider: business analysis, combined income and cash flow statement, and trend analysis.

Business Analysis

Select a public company that trades on either the NYSE or the NASDAQ. Perform a business analysis (both external and internal) for your company using the most recent information from various sources. Possible sources include the following:

  • Annual report or form 10-K
  • Magazine or newspaper articles
  • Company Web sites
  • Government information
  • Industry information
  • Rating agencies
  • Analyst reports
  • Internet articles

Your analysis should be approximately 5 pages long. Be sure to cite your sources using APA guidelines.

Combined Income and Cash Flow Statement

Download the company’s most recent annual report from its Web site or the company’s form 10-K from the U.S. Securities and Exchange Commission (SEC) Web site (www.sec.gov).

  • Confirm that the firm’s income, dividends, and other capital transactions explain the change in equity for the most recent year. (You may need to consult the statement of shareholders’ equity.)
  • Confirm that the firm’s cash flow statement begins with the same net income amounts found in the income statement.
  • Confirm that the firm’s cash flow statement shows a change in cash that is equal to the difference between cash shown on the balance sheet at the beginning and end of the year. In Excel, construct a combined income statement and cash flow statement.
  • Write 1–2 paragraphs that answer the following:
    • What would you do if you found there was a huge difference in the net income amounts and the reported cash flow amounts?
    • How could technology limit the likelihood of this happening again?

Trend Analysis

Finally, prepare a trend analysis of operating ratios for at least 3 years’ worth of financial data. Prepare the analysis in Excel. You may wish to create a common-sized income statement first, but it isn’t required.

If you adjusted for any nonrecurring items in step 1, explain the adjustments in a separate Word document. Use any other information in your company’s annual report to explain the change in revenues, gross margin percentage, and operating margin percentage. Add this information to the Word document.

Please provide citations of works cited or any material you used for help. 

 
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FIN 620: Project Description and Scoring Guide

FIN 620: Project Description and Scoring Guide

Overview

Money and Capital Markets Final Paper

At the end of every chapter in the textbook there is a section called “Web Exercises”. Typically there is an issue given thatties in closely with the chapter, and a website is recommended for further research or background on the subject.  For your formal research essay assignment you are to select one of the Web Exercises as contained in the text that is of particular interest to you, research the central issues as outlined in the exercise, and report your findings.

This Final Paper will be divided into three separate parts to be completed at different stages in the course. In Part I of the final project for this course is the creation of a brief outline of your topic and main areas that you intend to cover. Also there should be a succinct and specific issue statement(s) that specify what will be covered. In Part II will be a rough draft of your final product.  In Part III the final product will be submitted.

The project is divided into three distinct parts, or milestones, which will be submitted at various points throughout the course to scaffold learning and ensure quality final submissions. These milestones will be submitted in Modules 5, 8, and 10 (final week of the course).

Main Elements of the Final Product

Money and Capital Markets Final Paper

At the end of every chapter in the textbook there is a section called “Web Exercises”. Typically there is an issue given that ties in closely with the chapter, and a website is recommended for further research or background on the subject.  For your formal research essay assignment you are to select one of the Web Exercises as contained in the text that is of particular interest to you, research the central issues as outlined in the exercise, and report your findings.

Content:  Your essay is to be between 7 – 10 pages of actual written content, exclusive of title page, references, tables, figures, or other supplements to your work. After an initial introduction to your topic, you should provide pertinent research and analysis related to your topic. Begin by discussing the key issue(s). Conduct your analysis of how the research relates to your issue(s), and what you have learned. Next are your Conclusions, which should be a brief summary of your key findings. Lastly, your Recommendations will be what your thoughts and feelings are as related to the research you have just discussed.

Format: Your essay should use APA Editorial Style rules including double-spacing between lines, title page, headings and subheadings, a references section at the end, citations, and in all other respects grammatically correct and consistent with APA standards. In the Title Page identify the Web Exercise you have chosen, and include the page number(s) where the article is located. Headings and subheadings should be used throughout, starting with an Introduction where you introduce your article and what you will be covering in your essay, sometimes this is called a Statement of Purpose. Next, there should be an Issue(s) subheading where you lay out the central issue or issues. Not much discussion is usually required here. Next, there should be a subheading for each key piece of research that you discuss. Finally, there should be a Conclusions section where the key findings are briefly reiterated and discussed. Lastly, a Recommendations section which is where you add your keen insights as related to all of this research you have just discussed.

Research: In addition to the textbook, four to six research resources may be utilized. Research should come primarily from financial academic journals. Newspapers such as the Wall Street Journal, or Investor’s Business Daily may be used as well. Students are discouraged from using most magazines or websites, as they are not considered scholarly, and are not subject to the same standards of rigor and therefore are oftentimes highly biased and inaccurate.

Milestones

Milestone One: Outline

In 5-5 Final Paper: Outline, you will submit Part I. The format should be approximately one typewritten page. Part I of the final project for this course is the creation of a brief outline of your topic and main areas that you intend to cover. Also there should be a succinct and specific issue statement(s) that specify what will be covered in your Rough Draft and Final Product.

Milestone Two: Rough Draft of Final Product

In 8-5 Final Paper: Rough Draft of Final Paper, you will submit thePart IIrough draft of your final product. This is a non-graded assignment, and the instructor will provide feedback to aid in development of the completed Final Project.

Milestone Three:  Final Product

In 10-3 Final Paper: Final Money and Capital Markets Paper, you will submitPart III of the final product. It should be a complete, polished artifact containing all of the main elements of the final product.  It should reflect the incorporation of feedback gained throughout the course. This milestone will be graded using the Final Product Rubric.

Milestone Deliverables Module Due Grading Metric
1 Outline Five Not graded separately; instructor will provide brief feedback.
2 Rough Draft of Final Product Eight Not graded separately; use Final Product Rubric to structure feedback; will affect Final Product grade under “Milestone submission…
3 Final Product Ten Graded separately; Final Product Rubric


Final Product Rubric

Requirements of submission:  Written components of projects must follow these formatting guidelines when applicable: double spacing, 12-point Times New Roman font, one-inch margins, and discipline-appropriate citations.

Critical Elements Exemplary Proficient Needs Improvement Not Evident Value
Milestone submission and incorporation of feedback   Meets Needs Improvement requirements and addresses all instructor feedback through incorporation or clarifying questions/dialogue with instructor (9-10) Meets Needs Improvement requirements and incorporates some of the instructor’s feedback throughout the progression of the project   (8) Student completes and submits all milestones by the due date         (7) Student submits incomplete milestones or does not submit by the due date       (0-6) 10
Comprehensive final product   Addresses all of the main elements of the final productdirectlyand includes additional elements that logically enrich and extend. (14-15) Addresses all of the main elements of the final product listed above directly.     (12-13) Addresses all of the main elements of the final product listed above either directly or indirectly.   (11) Does not address all of the main elements of the project listed above.     (0-10) 15
Illustration   Provides detailed examples to illustrate all concepts and topics discussed. (14-15) Provides detailed examples to illustrate almost all concepts and topics discussed. (12-13) Provides detailed examples to illustrate mostconcepts and topics discussed. (11) Does not provide detailed examples to illustrate mostconcepts and topics discussed. (0-10) 15
Application   Accurately applies course concepts and principles forall relevantcourse objectives.   (18-20) Accurately applies course concepts and principles forseveral specific course objectives. (16-17) Accurately applies course concepts and principles forat least one specific course objective.   (14-15) Does not accurately apply course concepts and principles forat least onecourse objective.   (0-13) 20
Evaluation   Supports all claims and recommendations with specific evidence and logic that reflect creative thinking. (18-20) Supports all claims and recommendations with specific evidence and logic.   (16-17) Supports almost all claims and recommendations with evidence and logic.   (14-15) Does not supportmost claims and recommendations with evidence and logic.   (0-13) 20

Mechanics  
No errors related to organization, grammar, and style   (9-10) Errors of grammar, organization, and style are marginal and rarelyinterrupt the flow (8) Errors of grammar, organization, and style are limited enough that the paper is still able to be understood (7) Errors of grammar, organization, and style makethe paper difficult to understand   (0-6) 10
Incorporation of scholarly resources   Incorporates at least fourproperly cited scholarly resources that reflect depth and breadth of research. (9-10) Incorporates at least threeproperly cited scholarly resources that reflect depth of research. (8) Incorporates at least two properly cited scholarly resources.     (7) Does not incorporate at least two properly cited scholarly resources   (0-6) 10
                                 Earned Total: Comments: 100%
 
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shares

John Smith bought 300 shares at $40 per share about 10 months ago. The price has risen to $75 a share. At this time, the market is starting to weaken, but John feels there is more upside to the stock but is concerned with the weakening of the market. John would like to use put and call options. John can purchase three-month put options with a $75 strike price at a cost of $550 each (the put options are quoted at $5.50).

(b) What is John’s profit if he buys at the indicated option price? What is John’s profit if he does not enter into the put options and sells at $75 per share?

(c) If John purchases the put options, what is the amount of profit if the put options move to $100 by the expiration date? What profit or loss does John face if the stock price declines to $50 per share?

(d) Should John buy the put options? Why or why not? Are there market conditions that would lead him to purchase the put options?

(e) Are there certain options trading strategies he can employ if the stock price declines?

 
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