Stock Trak 1

This project is an exercise in sector analysis. You are assigned two companies within a particular sector. It is your task to become familiar with the sector and to recognize key/leading companies in the sector. You should try to keep up with relevant news and economic conditions that impact the sector.

companys BA . UTX

Create a portfolio that meets these criteria:

1. Contains the two assigned companies.

2. Contains at least three additional companies from the same sector with at least one of the companies

established in a country other than the United States.

3. Contains only companies from the same sector(s) as the assigned companies.

4. Upload a file containing a table with the following information for each company:

Company

name

Company

ticker

Company

sector

Initial price per

share (Date of

initial purchase)

Total $

amount

invested

Percent of

portfolio

5. Include in your file, a short write-up of why you chose one of the companies that was not located in the

United States. Give some details about this company. I expect this can be done in one page.

Company name Company ticker Company sector Initial price per share (Date of initial purchase) Total $ amount invested Percent of portfolio

ONE PAGE

…………

Stock Trak 2

GUIDANCE ON FINAL SECTOR ANALYSIS

Note: This assignment will NOT be graded like the journal readings. It will be graded quite rigorously.

Plagiarism will result in a grade of 0 on this entire assignment. Any direct quotations should be in quotes. Paraphrased items of substance should be cited. All sources used should be listed at the end of the report. Do not use the words and suggestions given by other financial analysts or web sources. This should be a report of your own thoughts and ideas supported by data from financial databases, financial statements, textbook content, and similar resources.

The assignment sheet gives you lots of information, but I will summarize and add more here:

This is a full report. That is why I think 7 – 10 pages would be needed to do a thorough job of covering all that has been asked in the original assignment. The items I put in parentheses are suggestions, not requirements. You may find some more interesting items that I have not even listed. That would be great.

(1) I ask for sections – this means paragraphs of information, not short lists or sentences.

Section 1 – Describe the sector (You could indicate key competitors; this could be a table with your companies listed first and any key competitors you did not have in your portfolio highlighted. You might point out the best and worst companies you found in the sector — even if they are not in your portfolio) and point out recent news (For recent news, I would accept anything happening from 2015 to now as recent enough to consider. I do not want a boring list of news items, but you could highlight major legislation, regulations, lawsuits, or corporate events that stand out.)

Section 2 – Compare three companies which include your 2 assigned + any other you choose that was in your portfolio (You could plot their stock prices over time or any other performance measure you want; you could describe how they are similar or how they differ, you could examine their capital structures using the WACC command from Bloomberg and compare or many other functions that Bloomberg has) and how they fared within the sector

Section 3 – Discuss the international company from your sector (You could indicate what might be different between US laws, regulations, investors, etc. and those in the home country of that company. You could look at the risk profile of that country and the US using sources like the World Bank website or some others that tell you more country specific details. You might also use the Economic Indicators section of Bloomberg. Important international news affecting the sector might be noted.)

Section 4 – More detailed company analysis (consider financial ratios or governance indicators)

Section 5 – Sector comparison (choose any other sector you want and discuss how it is similar and/or how it is different from your assigned sector (You could tell how the current economic conditions favors your sector or the other sector more and why; Maybe your sector faces greater hurdles in terms of borrowing, attracting equity investors, regulations, etc. Give examples.)

Conclusion: Give a statement (perhaps a paragraph) indicating whether the outlook overall is positive or negative for your sector, as well as for some of the specific stocks in your portfolio. (For example, which stocks should be bought and why; which should be sold and why)

Be sure to note the high quality report guidelines on the assignment page from the syllabus.

You might consider headings. You can name them whatever is appropriate, but one example might be: For e.g., for healthcare

Cover page

I. Introduction to the Healthcare Sector

II. Key Companies in the Sector

III. An International Healthcare Company

IV. Financial Analysis of Selected Healthcare Companies

V. A Comparison of the Healthcare Sector to _________ Sector

VI. Conclusion

List of sources used to complete this report

 See bulleted guidelines from Initial Sector Selection assignment. No specific details are provided for which analyses to use. I would say “use your imagination” – except that is not necessary because you have read a lot of material in finance that guides you on the types of analyses that is of interest to investors and creditors. Refer to your textbooks (especially from FIN 343 and FIN 443), when needed. 1. Write a report about your sector and your portfolio holdings. Include sections that cover the following: Sector – Give information about this sector (in your own words) and the key companies, troubled companies, etc. Discuss any recent news related to or affecting this sector. The two assigned companies & one other company you chose to hold for the entire period – Discuss how these companies have performed, how they compare to one another, how they compare to the average company in the sector, etc. International outlook – Discuss a company from the sector which is based in another (non-US) country). How important a role does geographic location play in the success of companies in this sector? Are there factors that differ substantially for US-based companies by comparison? 2. Analyze and discuss the performance of the two assigned companies & one other company. 3. Analyze and discuss the performance of this sector in comparison to at least one other sector.

Intelligent Microwaves, Inc. (IMI) produces a wide range of personal and commercial microwaves, including a heavy-duty microwave oven for use in restaurants and other heavy use environments. Their microwaves are considered to be very reliable and have many “intelligent” features that customers appreciate. Recently, however, competitive price pressures have cut into IMI’s profit margins and they are taking a look at their operations to try to find ways to reduce cost while maintaining or improving product quality and customer service. You have been asked to look at their production and distribution of their heavy-duty microwave oven.

IMI actually produces 6 models of the heavy-duty microwave but they are essentially the same except for the power supply and the language of the instructions that are on the microwave. These differentiating features result in the 6 models and are necessary to meet the requirements of different overseas customers. IMI has always produced each microwave model in batches large enough to satisfy one month’s worth (30 days) of average demand. Historical records indicate it takes them on average 30 days, with a standard deviation of 4 days to produce a batch and an average of 7 days, with a standard deviation of 2 days, to ship a batch of microwaves to the appropriate warehouse in the appropriate country. There is a setup cost of $1000 to get the production line prepared to produce any of the heavy-duty models. One microwave of any model is valued at $500. Through trial and error over the last few years, IMI has found that using a reorder point of 51 days of supply (51 times the average daily demand) has given them a reliable performance, only running out of microwaves about 2% of the time while waiting for a new shipment to arrive. IMI uses an inventory carrying charge of $.25 per dollar of inventory per year.

You are to do the following:

1. What would be the potential benefits of selecting both the production batch sizes and the reorder points more scientifically? Do this by completing columns B through H of the ANALYSIS tab of the template provided. Using the concepts of Economic Order Quantity and Reorder Point, explain the difference between this model and IMI’s current practice.
2. What if IMI was able to fully standardize the heavy-duty model to the point where the language and power supply customizing features could be added in a modular fashion immediately before shipping to the warehouse that needs them? You consulted with the production superintendent, who indicated that this could be done, but that it would add one day to the ship time to add these customizing features to the standard microwave just prior to shipping.

Consider it this way. IMI maintains a warehouse right next to their factory and they store inventory for models A, B, C, D, E, and F. Therefore they have to maintain separate inventory for each of the models. If they standardize to a single model, it may take them a day to ship, but they only need to keep one type of microwave in their warehouse.

For this part use the SINGLE MODEL column of the ANALYSIS tab and consider the impact RISK POOLING has should IMI combine all models. Using the inventory concepts we discussed in class, explain to IMI why they might achieve some cost benefit by embracing the idea of replacing all of their models with a single model.

4. Assuming that you have now convinced IMI to standardize on a single model of microwave, investigate other opportunities that IMI may have to reduce costs or improve customer service. Look at the components of total cost (not limited to transportation time, order cost, supply or demand variability) and make a recommendation to IMI on where else they may want to focus their efforts. Justify your recommendations.

A way to reduce holding cost is to reduce lead time by a 10%. This would mean that you’ll have the opportunity to cut down on the amount of stock that you keep on hand to cover your waiting time. And with a higher frequency of shipments, you can also start looking into ordering smaller quantities more often and reduce the size of your storage facilities.

All answers in the spreadsheet have been verified by the professor and are correct

Remember this paper is a presentation to IMI. It is your analysis of their inventory situation. Your paper should be professionally structured, well-organized, insightful, start with an executive overview, and conclude by emphasizing the most important parts of your analysis.

Before beginning work on this assignment, please review the expanded grading rubric for specific instructions relating to content and formatting.

Money has different values based on time. Money in your pocket has a current value, but money owed to you has a varying value based on how sure it is that you will receive it and when. It is possible to estimate its value. In this assignment, you will analyze the value of money on the basis of this Week’s learning.

Review Understanding The Time Value of Money to attain more information on how the value of money is based on time.

Find the following values for a lump sum assuming annual compounding:

• The future value of $500 invested at 8 percent for 1 year
• The future value of $500 invested at 8 percent for 5 years
• The present value of $500 to be received in 1 year when the opportunity cost rate is 8 percent
• The present value of $500 to be received in 5 years when the opportunity cost rate is 8 percent
• Analyze present and future values and their implications for the balance sheet and the budget of an organization.

Online Class Book https://digitalbookshelf.southuniversity.edu/#/boo…

Submission Details:

• To support your work, use your course and textbook readings and also use the South University Online Library. As in all assignments, cite your sources in your work and provide references for the citations in APA format.
• Your assignment should be addressed in a 2- to 3-page document.
• Submit your document to this appropriate Submissions Area by the due date assigned.

The case study is attached

You have been asked to serve as a consultant for a family of an individual in need of placement. Based on what you have learned about different long term settings and services, you are to prepare a brief report recommending the best placement for the individual.

In your report, include the following:

• Summary of the individual’s needs
• Summary of long term care options
• Recommendation for placement based on individual’s needs taking social, legal and financial/insurance status into account

Your report should be 2-3 pages in length, not including title page or references. The paper should be double-spaced with 1” margins on all sides. Format, in-text citations and references should adhere to APA format.

4-Discussion: Pharmacotherapy for Respiratory Disorders

To the untrained ear, most coughs sound the same. However, as you might recall from past clinical experiences, a simple cough can lead to a patient diagnosis of a common cold, pneumonia, or even a chronic obstructive pulmonary disease (COPD). Although it can sometimes be challenging to diagnose a patient based on common respiratory symptoms such as congestion, coughing, and wheezing, it is important to be able to distinguish minor differences as even mild symptoms might require intervention with drug treatments. When recommending potential treatment options, advanced practice nurses must consider how individual patient factors might impact the effects of prescribed drugs.

To prepare:

• Review Chapter 26 and Chapter 27 of the Arcangelo and Peterson text.
• Select and research one of the following respiratory disorders: the common cold, pneumonia, or a chronic obstructive pulmonary disease (COPD) such as emphysema or chronic bronchitis. Consider types of drugs that would be prescribed to patients to treat symptoms associated with this disorder.
• Select one of the following factors: genetics, gender, ethnicity, age, or behavior. Reflect on how this factor might impact effects of prescribed drugs, as well as any measures you might take to help reduce negative side effects.

With these thoughts in mind:

Post a description of the respiratory disorder you selected including types of drugs that would be prescribed to patients to treat associated symptoms. Then, explain how the factor you selected might impact effects of prescribed drugs, as well as any measures you might take to help reduce negative side effects.