investment analysis

Banking and Financial Institutions

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Banking and Financial Institutions

Question 1

Capital markets refer to the financial markets where debt and equity instruments with maturities of more than one year are traded. Bond markets are part of the capital markets…

Question 2

T-bills are a short term financial instrument used by the government to source for revenue in order to cover for shortfalls. They are sold through an auction, issued in multiples of $1000…

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Question 3

A STRIP (Separate Trading of Registered Interest and Principal Securities) is a form of a treasury financial security whose…

Question 4

Investing in TIPS bonds has the advantage of having their returns based on…

Question 5

Bearer bonds refer to a type of bond where the coupon is attached to the bond and is, therefore, payable to the…

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For this part of the assessment, imagine that you are looking into investing in a manufacturing company, such as a car company or a steel company. Your goal is to create a plan for determining the potential strength of an investment in the company (investment analysis) and determining how the company might perform over a selected period of years (forecast).

After considering a potential investment in this manufacturing company, address the following:

What are some of the qualitative factors that must be considered when selecting a company in which to invest?
What financial ratios would you examine, and why?
What non-financial factors would you examine, and why?

Use research from at least two references to support your ideas.

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Library Resources

de Rezende, F. C. (2011). The structure and the evolution of the U.S. financial system, 1945–1986. International Journal of Political Economy, 40(2), 21–44.
Hall, R. E. (2010). Why does the economy fall to pieces after a financial crisis? Journal of Economic Perspectives, 24(4), 3–20.
Sherman, E. H. (2011). Finance and accounting for nonfinancial managers (3rd ed.). New York, NY: Amacom.
- Chapter 3: Financial Analysis Using Ratios.
Fight, A. (2005). Cash flow forecasting. Jordan Hill, GBR: Butterworth-Heinemann.
- Chapter 4: Cash Flow Forecasting of Financial Statements.
Downes, J., & Goodman, J. E. (2014). Dictionary of finance and investment terms (9th ed.). Hauppague, NY: Barron’s.

Brigham, E. F., & Houston, J. F. (2016). Fundamentals of financial management (14th ed.). Boston, MA: Cengage.

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Investment Analysis and Forecasting

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Investment Analysis and Forecasting

Overview

In 3–6 pages, complete a ratio analysis using a provided balance sheet and income statement, specify how you would analyze a potential investment, and describe how you would forecast a company’s potential success.

An investment analysis has two fundamental components: 1) A financial analysis, such as reviewing current financial ratios within the company, and 2) a non-financial analysis, which is reviewing a company’s strategic vision, employee satisfaction, et cetera. The first two parts of your assessment provide an opportunity for you to demonstrate both of these types of analyses.

The goal of forecasting the performance of a company is to estimate the financial performance of a company over a selected period of years. When forecasting a company’s performance, similar to an investment analysis, you look at both financial and non-financial factors. This is the focus of the last part of your assessment.

Investment Analysis and Forecasting

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Library Resources

de Rezende, F. C. (2011). The structure and the evolution of the U.S. financial system, 1945–1986. International Journal of Political Economy, 40(2), 21–44.
Hall, R. E. (2010). Why does the economy fall to pieces after a financial crisis? Journal of Economic Perspectives, 24(4), 3–20.
Sherman, E. H. (2011). Finance and accounting for nonfinancial managers (3rd ed.). New York, NY: Amacom.
- Chapter 3: Financial Analysis Using Ratios.
Fight, A. (2005). Cash flow forecasting. Jordan Hill, GBR: Butterworth-Heinemann.
- Chapter 4: Cash Flow Forecasting of Financial Statements.
Downes, J., & Goodman, J. E. (2014). Dictionary of finance and investment terms (9th ed.). Hauppague, NY: Barron’s.

Brigham, E. F., & Houston, J. F. (2016). Fundamentals of financial management (14th ed.). Boston, MA: Cengage.

Want help to write your Essay or Assignments? Click here