Guidance for Performing Financial Analysis
Part 1. Company description (no more than 2 to 3 minutes):For this element, you should present a synopsis of your company’s corporate structure and operating activities.
a. Most of this information can be found:
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On the investor relations portion of the corporate web site. |
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By searching library data bases. |
b. For this element, you should present:
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A synopsis of your company’s operating activities and environment. |
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Any current news events that may affect the company’s future profitability. |
c. The following basic facts about your company could be covered by your presentation.
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Legal name of the company |
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URL of company Web site |
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State and year of incorporation |
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Stock ticker symbol and stock exchange where shares are traded |
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History of the company’s stock price |
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Company’s independent auditor. Has there has been a recent change in auditor? What fees have been paid to the auditors for audit fees, audit related fees (probably tax-related), and any other type of service such as information technology or consulting? |
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Composite of your company’s Board of Directors (i.e., age, gender, ties to the company, etc.) |
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Names of major company officers and the president of the Board of
Directors |
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Overview of company’s key financial data, such as total revenues and expenses, total assets and liabilities, numbers of share of stock outstanding, etc. |
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Proposals or topics submitted for stockholder in the most recent proxy statements. |