10/11/2014 Investment Fund & Sec Analysis
http://www.devryu.net/re/DotNextLaunch.asp?courseid=10185998&userid=22611308&sessionid=f42a8fb293&tabid=kJ+V3aMQQ6dxpBm/l2sxbDj6SShSdh8OrfM… 1/4
Course Project: Industry/Corporate Analysis: Fundamental and Technical
Research
Objectives | Course Project Criteria | Grading Rubrics | Best Practices
Select an industry and a company within the selected industry to complete a comprehensive analysis.
Develop a well-written paper focusing on fundamental and technical research. The goal is to obtain a
better understanding of the financial analysis process by studying public information and market data
to make informed investment decisions.
Course Project Progression: Review the recommended milestones in the weekly Assignment tabs
towards completing your Course Project, which is due Week 6.
Course Project Submission: Your Course Project is due Week 6. Please submit your assignment to
the Course Project Dropbox located in Week 6 (150 points). Late papers will not be accepted. You
need to work on your Course Project as we move through the course, and I need adequate time to
read and grade each paper to give it the attention it deserves.
Course Project Requirements: Your Course Project consists of valuing a firm using fundamental
and technical analyses and presenting your investment recommendation. Your course project will
consist of a 5-6 page paper following APA format and will include at least one graphic (refer to the line
chart under technical analysis below). The project should include a title page, introduction, analysis,
graphic(s), conclusion, and reference page.
Fundamental Analysis: You will prepare a top-down fundamental analysis that covers economic,
industry, company, and financial analysis (Chapters 5, 6, 7, 8). The analysis should parallel the type
of analysis conducted by a professional security analyst (although not with the same degree of rigor).
Economic analysis (Chapter 5): Your paper must cover current monetary-fiscal policy,
government policy, economic indicators, inflation, gross domestic product growth (GDP),
unemployment, and any foreign trade and world events that are currently affecting the
Print
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Course Project Criteria Back to Top10/11/2014 Investment Fund & Sec Analysis
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securities markets.
Industry analysis (Chapter 6): Your paper must cover the life-cycle phase your chosen industry
is in, the implications of such, and the industry structure (including but not limited to economic
factors, competitive factors, and government regulation).
Company/financial analysis (Chapters 7 and 8): Choose a specific company within your chosen
industry in which you would like to invest. Value the firm using a dividend valuation model, an
earnings valuation model, and the P/E ratio. Forecast earnings per share for the next two years.
Using the most recent two years of financial statements (annual report or 10-k), perform a ratio
analysis using the 20 ratios presented in Chapter 8. (You do not need to calculate these ratios,
but must properly cite your sources.) The analysis should comment on the most recent year’s
ratios and on any trends between the two years, in addition to research industry norms for the
profitability, asset-utilization, liquidity, debt-utilization, and price ratios, and analyze your
selected firm’s performance against the industry.
Technical analysis: (Chapter 10) Using one of the readily available charting resources on the
Internet, prepare a line chart on the company’s price and volume movement. Discuss the overall
movement of the stock price and the relationship of the stock price to volume. Using a straight line of
best fit through the data, comment on the stock price that you project for the future.
Investment recommendation: Based upon the fundamental and technical analysis, present your
investment recommendation, tying together the results and data from your fundamental and technical
analysis and supporting your investment recommendation with your results and data.
Content – 86% Points %
Economic Analysis 25 16%
Industry Analysis 25 17%
Company Analysis 29 19%
Technical Analysis 25 17%
Valuation and
Investment
Recommendation
25 17%
Total 129 86%
Editing – 14%
Points
Deduction
(per
occurence)
%
Spelling Error -3 –
Grading Rubrics Back to Top10/11/2014 Investment Fund & Sec Analysis
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Punctuation/Grammatical
Error
-3 –
Sentence Meaning
Unclear
-3 –
Total (not to exceed) 21 14%
Total 150 100%
Start your project as quickly as possible. You should become acquainted with the project
instructions during Week 1 of the course and progressively move forward. Please review the
objective, deliverables, and milestones in the weekly Assignments tabs.
Your Course Project should be well-organized.
Insure resources are verifiable and from a credible source.
Follow required APA guidelines.
A recommended timeline for project development is as follows:
Week 1
Get acquainted with project instructions and rubric.
Post any questions under the Q & A.
Week 2
Complete Task 1.
Finalize the industry and company selection by the end of Week 2.
Post any questions under the Q & A.
Week 3
Work on the project.
Post any questions under the Q & A.
Week 4
Work on the project.
Post any questions under the Q & A.
Week 5
Work on the project and finalize your draft.
Post any questions under the Q & A.
Week 6
Complete final project review.
Post any remaining questions under the Q&A.
Submit your project by the end of Week 6.
Citation Help
Don’t forget to cite your sources properly, both parenthetically and in your reference page. If you
need assistance with proper citation, there is a tutorial in the Syllabus that will help you format APA
correctly.
Best Practices Back to Top10/11/2014 Investment Fund & Sec Analysis
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Jermaine Byrant
Nicole Johnson
OVER
RATING
YEARS
