Scanned By CamScanner Finance 360 Fall 2015 Project 1 75 Poi

Question

Scanned By Camscannerfinance 360fall 2015project 1 75 Pointsdue Date Choose a company to analyze and get the company approved by the instructor. You will want to choose a company that has positive earnings. It will also make your job easier if the company currently pays a dividend. Prepare a report analyzing one stock. Support data must be included in addition to the actual report. Your full report should also include any other source data referenced in your recommendations. Calculations for valuation models should be in addendums. An Excel spreadsheet must also be incorporated in your report. The following is a list of what to include. I) The Story A. What do they do? B. What is the reason to buy them? 1. Better if it is a reason to buy now. New Product / New Market Economic Cycle Theme (e.g., Aging of America, Greening of America) II) Fundamental Analysis A. Economic Analysis 1. Where are we in the economic cycle? 2. Are we in a growth or value cycle? 3. Are we in a large cap or small cap cycle? B. Industry Analysis 1. What is going on in the stock’s industry? What factors affect those companies? 2. Where is your stock in its industry? Largest? Smallest? Competitive advantages? C. Company Analysis 1. Dividend Discount Models (including assumptions such as rf, rm, g, actual dividend growth) 2. P/E analysis, trend and projections (intrinsic P/E, normal P/E, projected prices) 3. Analysts' earnings estimates and opinion ratings 4. Insider buying or selling 5. Financial statement analysis (cash trends, ratios) 6. Ratio Analysis (price to book, current ratio, debt to equity) 7. Trend Analysis of earnings 8. Optional concepts (short interest, option chain, etc.) III) Technical Analysis Include printed charts with trend and support lines indicated. Analyze support and resistance levels, current trend, and moving averages if applicable. V) Projections and Recommendations A. Future predicted value B. Projected holding period return C. Buy price if not currently favorable D.

Dr. Jack HW Helper · Accepted Answer

The selected company for this analysis is The Coca-Cola Company (ticker: KO). Coca-Cola is a globally recognized leader in the beverage industry with a diversified product portfolio that includes soft drinks, bottled water, juices, and teas. The company's broad market reach, consistent dividend payments, and stable earnings make it an ideal candidate for fundamental and technical analysis, aligning with the assignment's requirements. Introduction and Company Overview Coca-Cola's primary business involves the manufacturing, marketing, and sale of non-alcoholic beverage concentrates and finished beverages. Established over a century ago, Coca-Cola has built a formidable global presence, operating in more than 200 countries. Its iconic brands, extensive distribution network, and marketing prowess contribute to its resilient performance in various economic cycles. The company's strategic emphasis on product diversification and health-conscious offerings positions it favorably in the evolving beverage sector. Why Invest in Coca-Cola? There are multiple reasons to consider investing in Coca-Cola currently. Firstly, the company offers a compelling dividend yield, attractive to income-focused investors, with a consistent history of dividend payments and increases. Secondly, the company's stable earnings, even in turbulent economic conditions, make it a safer investment. Thirdly, Coca-Cola's ongoing innovation efforts, such as expanding into healthier beverage options, align with current consumer preferences, potentially driving future growth. Economic and Industry Analysis Economic Cycle Positioning Currently, the economy appears to be in a mid-expansion phase, characterized by moderate GDP growth, low unemployment, and favorable consumer spending. Coca-Cola's cash flows demonstrate resilience in this phase, although the company's performance can be sensitive to economic downturns. As a staple consumer brand, it tends to perform relatively well during various stages of the

Scanned By CamScanner Finance 360 Fall 2015 Project 1 75 Poi

Scanned By Camscannerfinance 360fall 2015project 1 75 Pointsdue Date

Paper For Above instruction

Introduction and Company Overview

Why Invest in Coca-Cola?

Economic and Industry Analysis

Economic Cycle Positioning

Industry Dynamics

Financial and Valuation Analysis

Dividend Discount Model (DDM)

P/E Analysis

Analyst Ratings and Insider Activity

Financial Statement and Ratio Analysis

Trend and Technical Analysis

Future Projections and Investment Recommendations

Conclusion

References