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Print Verison		 Suggested Presentation Contents
For the Sophomore-Junior Diagnostic Project

[Print Version] 


The individual presentations and outlines for each group should focus on one or two of the following elements. No two members of a group should present the same information. Ideally, the group as a whole will adequately address items from each of these suggested elements.

  1. Give a description the company.
    Examples: What are the company’s major operating activities and who are its customers? What do the financial highlights are discussed in the annual report tell about the company? How is the board of directors structured? What classes of stock are outstanding? How many shares are outstanding and in treasury? Who are the company’s auditors? Has the company recently changed auditors? Are the company and its officers involved in any legal issues?

  2. Give a description the company's industry and competitive strategy.
    Examples: What is the company’s industry and who are its major competitors? How strong is the industry in which the company operates? How strong is your company in comparison to its competitors? If you were the CFO (Chief Financial Officer) of this business enterprise, what would be your future expectations for this industry? Are there any circumstances that threaten industry growth?

  3. Give an overview of the annual reports.
    Examples: What items has this company included in its Annual Report for its readers that are particularly important to understanding the company’s prospects? How does the company account for bad debts, inventories, depreciation and depletion, intangible assets, long-term debt? How are the financial statements affected by choices of accounting methods? What items of comprehensive income could affect the future profitability of the company?

  4. Assess the general condition of this business enterprise.
    Examples: Is there an established pattern of stability, growth, stagnation, contraction, etc.? Is the company managing receivable and inventories effectively and efficiently? Is the company paying its debts on time? How profitable is the company? Would you seek to change the company’s dividend policy?

  5. Make an investment and a credit recommendation.  
    Examples: As an investor, would you purchase this company’s stock? Why or Why Not? As a creditor, would you lend this company more funds? Why or Why Not?

Time frame: Approximately 25 minutes per group