Overview
This week's assignment asks you to interpret your findings from the data collected in the Company Analysis and Stock Analysis. You will select one of the three companies you gathered financials for to develop a brief presentation for shareholders.
Instructions
You will develop a shareholders' presentation for the selected company. You may develop the presentation using PowerPoint or Kaltura to create a video presentation.
If you select to create a PowerPoint the presentation should include 6 – 8 PowerPoint slides.
When creating a PowerPoint presentation, you want to catch the audience's attention by using interesting backgrounds, charts, and graphs, or other graphics to present the information.
Create talking points for your presentation by adding notes to each slide and comparing the companies' ratios. Use the notes to provide the narration of each slide because the notes will appear in the teleprompter. Use short bullet points on the slides and complete sentences in the notes.
PowerPoint.
If you select to create a Kaltura video it should be no more than 3 to 5 minutes. Select the following link to learn more about creating a Kaltura video.
You may develop your presentation in PowerPoint first so that you can use the teleprompter and make corrections easily before recording your video, and then downloading it into Kaltura.
When creating a Kaltura video presentation, you will want to use a professional setting, practice what you will say, record and perfect it, and present information using charts and graphs, or other graphics to present the information.
Kaltura Webcam VideoLinks to an external site..
Now that you’re almost done with your detailed analysis, consider what to present to the board of directors to evaluate the quality of their investment in the company. Put together a video presentation to highlight the company’s performance and to motivate investors to continue to invest in the company.
The presentation will include the following financial information:
Provide a brief company overview and presentation to the board of directors that includes the company name, business structure, and location.
Include a short summary (no more than one slide) of the following information:
The ownership and management team.
Company history.
Mission statement.
Product/service.
Target market/customer.
Discuss the company's recent financial performance from the ratio analysis.
Describe the company's competition and the company's performance relative to competitors.
Discuss any identified problems and recommend solutions.
Discuss how the company's capital mix affects its stock performance.
Discuss the company's strategy, market opportunities, and future outlook.
Present a recommendation to the board of directors on whether investors should invest more in the company or not.
This course requires the use of Strayer Writing Standards (SWS). The library is your home for SWS assistance, including citations and formatting. Please refer to the Library site for all support. Check with your professor for any additional instructions.
Check out this interactive tutorial: Using Your Own Words: Preventing PlagiarismLinks to an external site..
The specific course learning outcome associated with this assignment is as follows:
Determine the suitability of an investment strategy that considers external risk factors.
Week 9 Assignment – Shareholder PresentationWeek 9 Assignment – Shareholder PresentationCriteriaRatingsPtsProvide a brief company overview that includes the company name, business structure, and location.8.75 to >7.87 ptsExemplaryProvided a brief company overview that includes the company name, business structure, and location.7.87 to >6.99 ptsCompetentProvided a brief company overview that includes the company name, business structure, and location, but the company overview is incomplete.6.99 to >6.12 ptsNeeds ImprovementProvided a brief company overview that includes the company name, business structure, and location, but the company overview contained incorrect information.6.12 to >0 ptsUnacceptableDid not provide a brief company overview that includes the company name, business structure, and location./ 8.75 ptsDiscuss the company’s recent financial performance from the ratio analysis.26.25 to >23.62 ptsExemplaryDiscussed the company’s recent financial performance from the ratio analysis.23.62 to >20.99 ptsCompetentDiscussed the company’s recent financial performance from the ratio analysis, but the discussion is incomplete.20.99 to >18.37 ptsNeeds ImprovementDiscussed the company’s recent financial performance from the ratio analysis, but the discussion is incorrect.18.37 to >0 ptsUnacceptableDid not discuss the company’s recent financial performance from the ratio analysis./ 26.25 ptsDescribe the company’s competition and the company’s performance relative to competitors.26.25 to >23.62 ptsExemplaryDescribed the company’s competition and the company’s performance relative to competitors.23.62 to >20.99 ptsCompetentDescribed the company’s competition and the company’s performance relative to competitors, but the description is incomplete.20.99 to >18.37 ptsNeeds ImprovementDescribed the company’s competition and the company’s performance relative to competitors, but the description is incorrect.18.37 to >0 ptsUnacceptableDid not describe the company’s competition and the company’s performance relative to competitors./ 26.25 ptsDiscuss any identified problems and recommend solutions.26.25 to >23.62 ptsExemplaryDiscussed any identified problems and recommend solutions.23.62 to >20.99 ptsCompetentDiscussed any identified problems and recommend solutions, but the discussion is incomplete.20.99 to >18.37 ptsNeeds ImprovementDiscussed any identified problems and recommend solutions, but the problems and solutions recommended are incorrect.18.37 to >0 ptsUnacceptableDid not discuss any identified problems and recommend solutions./ 26.25 ptsDiscuss how the company’s capital mix affects its stock performance.26.25 to >23.62 ptsExemplaryDiscussed how the company’s capital mix affects its stock performance.23.62 to >20.99 ptsCompetentDiscussed how the company’s capital mix affects its stock performance, but the discussion is incomplete.20.99 to >18.37 ptsNeeds ImprovementDiscussed how the company’s capital mix affects its stock performance, but the discussion is incorrect.18.37 to >0 ptsUnacceptableDid not discuss how the company’s capital mix affects its stock performance./ 26.25 ptsDiscuss the company’s strategy, market opportunities, and future outlook.26.25 to >23.62 ptsExemplaryDiscuss the company’s strategy, market opportunities, and future outlook.23.62 to >20.99 ptsCompetentDiscussed the company’s strategy, market opportunities, and future outlook. but the discussion is incomplete.20.99 to >18.37 ptsNeeds ImprovementDiscussed the company’s strategy, market opportunities, and future outlook. but the discussion is incorrect.18.37 to >0 ptsUnacceptableDid not discuss the company’s strategy, market opportunities, and future outlook./ 26.25 ptsPresent a recommendation to the board of directors on whether investors should invest more in the company or not.26.25 to >23.62 ptsExemplaryPresented a recommendation to the board of directors on whether investors should invest more in the company or not.23.62 to >20.99 ptsCompetentPresented a recommendation to the board of directors on whether investors should invest more in the company or not, but the recommendation is incomplete.20.99 to >18.37 ptsNeeds ImprovementPresented a recommendation to the board of directors on whether investors should invest more in the company or not, but the presentation is incorrect.18.37 to >0 ptsUnacceptableDid not present a recommendation to the board of directors on whether investors should invest more in the company or not./ 26.25 ptsDevelop a presentation that is clear, includes appropriate writing mechanics, and follows SWS formatting requirements.8.75 to >7.87 ptsExemplaryWriting has very few spelling, punctuation, and grammatical errors; few fragments, comma splices, and run-ons. 0–2 errors present.7.87 to >6.99 ptsCompetentWriting has spelling, punctuation, and grammatical errors that are distracting in a few places; few fragments, comma splices, and run-ons. 3–4 errors present.6.99 to >6.12 ptsNeeds ImprovementWriting has spelling, punctuation, and grammatical errors that are distracting in some places. 5–6 errors present.6.12 to >0 ptsUnacceptableWriting has spelling, punctuation, and grammatical errors, fragments, comma splices and run-ons that distract from the message. More than six errors present./ 8.75 ptsTotal Points: 0
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