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Imagine that you have recently been called to an interview for a financial analyst role. The hiring manager wants you to discuss the process of business planning and budgeting to help her plan for the upcoming fiscal year. She also wants you to share with her the financial reporting requirements. Walk her through that process.
FIN 340 Module Six Journal Guidelines and Rubric Overview: This journal activity is private between you and the instructor. This entry will allow you to assess the impact of news on stocks and bonds. News can affect stock and bond prices in significant ways. This is because news disseminates into the market at different speeds and with different levels of importance. As investors, you need to think about how information flows through market participants and into securities. Surprise news can jolt the market up or down, whereas gradual dissemination can result in a slow buildup or deterioration in prices/yields. Additionally, market participants sometimes build expectations beforehand, and prices react differently than people expected because the news did not meet or exceed expectations. All of these dynamics can supply important information to apply to an investor’s portfolio decisions. Prompt: Complete both of the following scenarios: 1) Choose a stock from list below: International Business Machines Corporation (IBM) The Coca-Cola Company (KO) Bristol-Myers Squibb Company (BMY) Oracle Corporation (ORCL) 3M Company (MMM) Baxter International, Inc. (BAX) Big Lots, Inc. (BIG) Netflix, Inc. (NFLX) Akamai Technologies, Inc. (AKAM) General Electric Company (GE) Then, go to Yahoo! Finance or another website and find a news article that you believe would impact the company’s stock price. Calculate the return of the chosen stock for: The two weeks prior to the news The day of the news The two weeks after the news Explain how the actual impact of the news on the stock price aligned with your initial expectation after reading the news article. 2) Choose a significant economic report (unemployment, GDP, etc.) or Federal Reserve Open Market Committee announcement. Then, use Yahoo! Finance to research the historical pricing of the CBOE 10 year treasury yield (symbol: ^TNX). Calculate the percentage change for: The 2 weeks prior to the news The day of the news The 2 weeks after the news Explain how the actual impact of the news on the bond yield aligned with your initial expectation after reading the news article. Be sure to show your work to get full credit for these calculations. Specifically the following critical elements must be addressed: I. Calculate the return of the chosen stock for the two weeks prior to the news, the day of the news, and the two weeks after the news. Show your work to support your response. II. Explain whether the news article had the impact on the stock price that you expected. III. Calculate the percentage change of the CBOE 10 year treasury yield for the two weeks prior to the news, the day of the news, and the two weeks after the news. Show your work to support your response. IV. Explain how the actual impact of the news on the bond yield aligned with your initial expectation after reading the news article. Rubric Guidelines for Submission: Your journal entry should be two to three paragraphs in length and address all of the critical elements. It should also cite at least two sources using APA format. Consider utilizing the required readings, as well as recent news articles. Instructor Feedback: This activity uses an integrated rubric in Blackboard. Students can view instructor feedback in the Grade Center. For more information, review these instructions. Critical Elements Exemplary Proficient Needs Improvement Not Evident Value Return Calculates the return of the chosen stock prior to the news, the day of the news, and after the news, supporting each calculation by showing the work involved with no errors (100%) Calculates the return of the chosen stock prior to the news, the day of the news, and after the news, but calculations contain errors, or work to support calculations is not shown (75%) Does not calculate the return of the chosen stock prior to the news, the day of the news, and after the news (0%) 20 Impact Meets “Proficient” criteria and demonstrates a deep understanding of the topic (100%) Explains whether the news article had the impact on the stock price that was expected (85%) Explains whether the news article had the impact on the stock price that was expected, but explanation is inaccurate and/or incomplete (55%) Does not explain whether the news article had the impact on the stock price that was expected (0%) 25 Treasury Yield Calculates the percentage change of the CBOE 10 year treasury yield for the two weeks prior to the news, the day of the news, and the two weeks after the news, supporting each calculation by showing the work involved with no errors (100%) Calculates the percentage change of the CBOE 10 year treasury yield for the two weeks prior to the news, the day of the news, and the two weeks after the news, but calculations contain errors, or work to support calculations is not shown (75%) Does not calculate the percentage change of the CBOE 10 year treasury yield for the two weeks prior to the news, the day of the news, and the two weeks after the news (0%) 20 Bond Yield Meets “Proficient” criteria and demonstrates a deep understanding of the topic (100%) Explains how the actual impact of the news on the bond yield aligned with the initial expectation after reading the news article (85%) Explains how the actual impact of the news on the bond yield aligned with the initial expectation after reading the news article, but explanation is inaccurate and/or incomplete (55%) Does not explain how the actual impact of the news on the bond yield aligned with the initial expectation after reading the news article (0%) 25 Articulation of Response Meets “Proficient” criteria and is presented in a professional and easy-to-read format (100%) Journal entry is well-organized, clear, concise, convincing, and free of errors in spelling, syntax, or grammar, with relevant sources that are authoritative and properly cited (85%) Journal entry has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of main ideas (55%) Journal entry has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas (0%) 10 Total 100%
This is for help with a journal entry. I am having trouble with some of the calculations so nothing else is making sense.
I have attached the rubric for reference.
**I choose to use Oracle for this assignment.**
This entry will allow you to assess the impact of news on stocks and bonds. News can affect stock and bond prices in significant ways. This is because news disseminates into the market at different speeds and with different levels of importance. As investors, you need to think about how information flows through market participants and into securities. Surprise news can jolt the market up or down, whereas gradual dissemination can result in a slow buildup or deterioration in prices/yields. Additionally, market participants sometimes build expectations beforehand, and prices react differently than people expected because the news did not meet or exceed expectations. All of these dynamics can supply important information to apply to an investor’s portfolio decisions.
FIN 340 Milestone One Guidelines and Rubric Overview: As an investor for yourself or your clients, you have the job of developing investment objectives and a plan to achieve those objectives and then make subsequent investments in appropriate assets accordingly. This process can be collectively termed “the investment process.” It is helpful to break the process down into the four core concepts that underpin any sound investment process. First, you must understand what you are investing in. You have to know the underlying characteristics of the investment. What type of asset is it? What type of security? How is it priced? What are the expected cash flows? Who are the typical investors and what are their typical motives? If you do not understand the answers to those questions, then the initial expectations you develop about the value and risk of the asset will be fundamentally flawed. This sets you up for missteps that can lead to underperforming your investment objectives. Second, you must be able to estimate the value of the asset. Valuation is about assessing the estimated cash flows of the asset. This is a key component of discerning absolute return potential and the differences between competing assets. It has a significant influence on the third step in the process as well. The third step is developing a thesis about an asset’s expected return and the associated risk. This is accomplished by assessing your valuation estimates against the current market price and any developing economic or market dynamics that may impact your expected valuation or its pricing. The market is constantly changing, and these expectations need to be monitored on a regular basis to ensure they continue to correspond to the objectives you are trying to achieve. Finally, you must understand how the assets in a portfolio interact with one another. It is likely that you will not have just one investment, so any additional assets will impact the overall performance of the portfolio. You want to formulate a plan to add assets that, when combined together, will have the potential to meet your objectives. Putting all of these steps together into a consistent, thorough process will position you to better meet the investment objectives laid out at the beginning. Prompt: This milestone involves creating a draft of the client analysis section of the final project. Use the Final Project Scenarios document, which has the client scenarios and tables needed to complete the final project. Specifically, the following critical elements must be addressed in this milestone: I. Client Analysis: In this section, you will analyze your clients’ financial documentation and determine their risk tolerance and objectives. To effectively address the critical elements in this section, you must analyze the information for both client one and client two. A. Analyze each client’s financial documentation in order to perform the following evaluative activities. Be sure to support your analysis with relevant client information. 1. Explain the clients’ risk tolerances. 2. Explain the clients’ return objectives. 3. Explain the clients’ liquidity objectives. B. Using the three objectives above, write a brief investment statement classifying the clients into one of the following categories: growth, income, or capital preservation. Justify your response with specific client information. Rubric Guidelines for Submission: Your client analysis should a 2- to 4-page Microsoft Word document, double spaced, with 12-pt. Times New Roman font, one-inch margins, and citations cited in APA format. Instructor Feedback: This activity uses an integrated rubric in Blackboard. Students can view instructor feedback in the Grade Center. For more information, review these instructions. Critical Elements Exemplary (100%) Needs Improvement (75%) Not Evident (0%) Value Client Analysis: Client Information: Risk Tolerances Explains the clients’ risk tolerances, supporting the explanation with relevant client information Explains the clients’ risk tolerances, supporting with client information, but explanation is missing components, or supporting information is missing or contains inaccuracies Does not explain the clients’ risk tolerances 35 Client Analysis: Client Information: Return Objectives Explains the clients’ return objectives, supporting the explanation with relevant client information Explains the clients’ return objectives, supporting with client information, but explanation is missing components, or supporting information is missing or contains inaccuracies Does not explain the clients’ return objectives 20 Client Analysis: Client Information: Liquidity Objectives Explains the clients’ liquidity objectives, supporting the explanation with relevant client information Explains the clients’ liquidity objectives, supporting with client information, but explanation is missing components, or supporting information is missing or contains inaccuracies Does not explain the clients’ liquidity objectives 20 Client Analysis: Brief Investment Statement Writes a brief investment statement based on client analysis and classifies clients into a category, justifying response with specific client information Writes a brief investment statement based on client analysis and classifies clients into a category, justifying response with specific client information, but response is missing components, or supporting information is missing or contains inaccuracies Does not write a brief investment statement 20 Articulation of Response Submission has no major errors related to citations, grammar, spelling, syntax, or organization Submission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of main ideas Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas 5 Total 100%
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