Team Project

Company Evaluation

Where to start?

Free data sources

• SEC

• Company website– Annual Report

– Earnings Calls

• Google

• BLS

Fee based data sources

• S&P Capital IQ

• Dunn & Bradstreet

• Moody’s

• Bloomberg

http://www.sec.gov/

Searching

Free Interactive Data

GoogleLinks to company website, earning estimates, and earnings calls

Teams

Team Company Symbol

1 Radio Shack RSH

2 Best Buy BBY

3 Bank of America BAC

4 Kroger KR

5 JC Penny JCP

6 Sears Holding Company SHLD

PowerPoint Presentation

• Should last about 10 minutes

– Use whatever time periods are available on EDGAR

– Presentation should include summary of balance sheet, income statement, and cash flow

– Tell the story of the company

• Are they doing well?

• Are there any debt covenants?

– Use appropriate ratios

• If the company is experiencing liquidity issues, liquidity ratios would be good to show.