Please confirm the name of the company before you start working on the project. It must initiate with the letter I

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Please confirm the name of the company before you start working on the project. It must initiate with the letter I

Please confirm the name of the company before you start working on the project. It must initiate with the letter I
BUAD.341 – Managerial Finance I Single Company Analysis The final paper should be organized as follows : 1. Title page. 2. Table of contents. 3. 10 -12 pages of double spaced text (1 inch margins, 12 point font) excluding supporting tables and graphs. 4. An appendix which includes complete financial statements, common size statements, ratios and industry aggregates. This should be similar to the LA Gear Assignment in chapter 3. 5. Bibliography • A minimum of 15 articles from at least 8 different sources • At least five of your sources must be from traditional print media • Include a c opy of the first page from each source cited. • Here is the Library Resource Guide for BUAD341: https://library.millersville.edu/buad341 Text : The main body of the paper should have four separately identified sections: 1. Industry Analysis (3 -4 pages) Tell me about your industry. Look up your company’s NAICS code. Google what is ___ NAICS code? This is the starting point for your industry analysis • Describe your industry’s primary business activities. • Major competitors and their market shares . • Industry growth rates . • Important demograp hic and significant economic trends . • Recent technological development or innovations . • Challenges and opportunities facing the industry. As a starting point Google what are challenges facing…. 2. Individual Company Analysis A. Tell me about your company. (3-4 pages) • Describe your company’s primary product lines or business segments . • Discuss your company’s recent growth and position in the industry . • Discuss your company’s strengths, weaknesses, opportunities, and threats. • Be sure to identify any sig nificant recent acquisitions or divestitures (if any) . As a starting point Google “what are threats facing…. ” 3. Ratio and Financial Analysis (4 -5 pages) This section should include an ROE decomposition, and liquidity analysis. You must include relevant financial ratios, make industry comparisons, and identify the source of significant trends. That is why have various ratios changed. This should tie back to the first section of your paper. Be sure to read the management discussion and analysis sectio n of your company’s annual report! Your analysis must be supported by the most recent three years of financial statements from Yahoo Finance, or another source. Please incorporate graphs and tables into the text of your paper rather than including them se parately in an appendix. Your ROE decomposition should follow the format we used in class. 1. Discuss the overall 3 -year trend in ROE, and identify the significant changes PM, TAT, and Leverage. This section must include a table showing the changes in ROE, PM, TAT, and Leverage. Your analysis should follow the LA Gear homework example. 20 20 * 20 19 20 18 Industry Average ROE PM TAT Leverage *Most Recent Year 2. Evaluate changes in profitability using the common size income statement, and relevant financial ratios. Be sure to include industry comparisons. Significant changes must be explained/related to changes in your company’s business or industry. The Management Discussion and Analysis section of your company’s annual report is an excellent place to start. This section must include a graph showing the changes in gross profit, operating profit, and net income. 3. Evaluate changes in efficiency using relevant financial ratios and your common size balance sheet. Be sure to include industry comparisons. Significant changes must be explained/related to changes in your company’s business or industry. The Management Discussion and Analysis section of your company’s annual repor t is an excellent place to start. This section must include a graph showing the changes in the relevant turnover ratios. 4. Evaluate changes in leverage using relevant financial ratios and your common size balance sheet. Be sure to include industry comp arisons. Significant changes must be explained/related to changes in your company’s business or industry. The Management Discussion and Analysis section of your company’s annual report is an excellent place to start. Be sure to tie significant changes in leverage to your discussion of profitability and liquidity. Did the company issue or repay debt or equity? If so, why? Did they repurchase shares? 5. Evaluate changes in liquidity using the cash flow statement, and relevant financial ratios. Be sure to include industry comparisons. Significant changes must be explained/related to changes in your company’s business or industry. The Management Discussion and Analysis section of your company’s annual report is an excellent place to st art. Be sure to tie your analysis of cash flows to changes in financial leverage. This section must include graphs showing the company’s operating, financing, and investing cash flow for each of the past three years, and a graph showing company’s asset to equity ratio, current ratio, and acid/quick ratio. 4. Investment Recommendation (1 -2 pages) A summary of your firm’s financial performance and an investment recommendation. Include: • A discussion of P/E and P/S ratios, dividend yields, and growth rates. • An estimate of your company’s intrinsic value using the dividend growth model (Chapter 8). You must discuss your assumptions, and show your calculations. The following web sites might give you some ideas: http://www.wolframalpha.com/entities/calculators/dividend_discount_model_calculator/7x/29/c4/ http://www.moneychimp.com/articles/valuation/buffett_calc.htm Help: 1. Scott Anderson is available to help with specific research questions or help with products such as Research In sight, the CCH products, FRED, etc. You can contact Scott at x -2377 or by e-mail . 2. To access the library resources for managerial finance 341 go to : https://library.millersville.edu/buad341 3. Some source for company information, including annual reports are: o Yahoo Finance at: http://yahoo.investor.reuters.com o Datek: http://www.datek.com/ o Investorama: http://www.investorama.com/ o Corporate Information: http://www.corporateinformation.com/ Points Your Score Overall Presentation, Spelling, Grammar, and Writing Style 30 Section 1 (Industry Analysis) 30 Section 2 (Company Analysis) 30 Section 3 (ROE Decomposition) 40 Section 4 (Investment Recommendation) 20 Total 150 Failure to meet bibliography requirement -15 Total Failure to meet the bibliography requirement will result in a deduction of 15 points.
Please confirm the name of the company before you start working on the project. It must initiate with the letter I
1 BUAD 307 — Management Information Systems Term Project Summer 2021 — Dr. Douglas Directions The major work for this class is a term paper where you will explore MIS topics and use application software (Word, Excel, Access) to do an analysis on a company. For this paper, you are to pick a company based on your first letter of your first name and t he stock ticker symbol. So, if your first name starts with an A, you must pick a company that stock ticker starts with an A. The company you can pick from has to be from the stock list below. Most but not all companies have stock tickers that start with the first letter of the company name. Salesforce.com for example, stock ticker is CRM. There are only a few companies not based in the United States. These companies require extra work and are only suggested for students that have international business as their option. Stock List A — Apple, AMD, Amazon, American Express, Blue Apron (APRN), Adobe , Activision -Blizzard , Airbnb B — Bank of America, Best Buy, Berkshire Hathaway, Boeing C — Citibank, Caterpillar, Cars.com, Costco, Comcast, Chipotle Mexican Grill, CVS, Salesforce.com (CRM) , Cisco , Cardlytics (CDLX) D — John Deere & Company, Delta, Discover Financial Services, Walt Disney Company (DIS) , Dolby Laboratories, Domino’s Pizza , Dropbox (DBX) , DoorDash E — Energizer Holdings Inc., Emerson Electric Company , Edwards Lifesciences Corp, e Bay , Etsy , Equifax , Electronic Arts F — Facebook, Ford, FedEx, Fastenal , First Solar, Inc. , Fair Isaac Corporation , Foot Locker, Inc. G — Alphabet aka Google (GOOGL), General Motors, General Electric, Game Stop, Gap Inc ., Goldman Sachs Group, Grubhub, General Mills H — Home Depot, Hyatt Hotels, Hilton, Hershey Foods, H&R Block, Hewlett Packard Enterprise (HPE), Hewlett -Packard Company (HPQ), Honeywell I — Intel, IMAX – Canada , In ternational Business Machines, i Robot , Int uit Inc. J — JP Morgan Chase, Juniper Networks, Nordstrom (JWN), Johnson & Johnson K — Kellogg Company, CarMax Inc. (KMX), Coca -Cola (KO), Eastman Kodak Co (KODK), KeyCorp , Kroger L — Lowes, Lockheed Martin , Las Vegas Sands, Eli Lilly and Company (LLY), L Brands (LB) , Lyft M — Macy’s Inc., McKesson, MasterCard Inc., McDonalds, 3M Company (MMM) , Morgan Stanley, Micron, Microsoft N — Netflix, NVidia, Service Now (NOW), Northrop Grumman, Nokia Corp – Finland , Nike Inc. 2 O — Olin Corp. Oracle Corp , O’R eilly Automotive P —Palo Alto Networks, Pinterest , VeriFone Systems (PAY), Pfizer, Proctor & Gamble, Philip Morris International, PNC Bank, PPG Industries, PayPal, PetMed Express Q — Quad Graphics Inc., Restaurant Brands International (QSR) – Canada , Qualcomm , QuantumScape R — Ferrari (RACE) – Italy , Raytheon Company, Rosetta Stone, Donnelley [R.R.] & Sons Co. (RRD), Ralph Lauren , Restoration Hardware Holdings , Red Robin, Redfin, Rite Aid, Roku S — Shake Shack, Schlumberger, Scotts Miracle -Gro, Snap Inc., Square, Constellation Brands (STZ) , Stanley Black & Decker, Starbucks, Skyworks , Seagate , Select Comfort T — Texas Instruments, T-Mobile, AT&T (T), Target, TJX Companies, Tesla, Tyson Foods, Twilio, Twitter, Take -Two Interactive Systems U — Uber, Under Amour, United Continenta l, Ubiquiti Networks (UBNT), ULTA Salon Cosmetic , United Health Group Incorporated, United Parcel Service , United Technologies V — Visa, VMware, Verizon, Volvo – Sweden (VOLV -A.ST, not in US Dollars) , VeriSign W — Wayfair, Walmart, Walgreens Boot Alliance, Wageworks, Wells Fargo, Was te Management, Whirlpool Corp, Williams Sonoma, Western Digital Corporation, Weight Watchers, Western Union, Workday X — Exxon Mobil (XOM), Xerox Corp, Xilinx Inc. Y — Yelp, Yeti, Yum! Brands Z —Zillow Group, Zynga, Zoetis Inc. Work on the paper over the semester. Do not wait until the last minute. Read each chapter, reflect on what was said in class and in the reading and then answer the questions. Most of the students that get a good grade on the paper start immediately and work each section as it is covered in class. Most of the students that do not get a good grade on the paper report they wish they started sooner and worked on each section as it was covered in class. Some questions require additional research that is not in th e book or covered in class. The library is a place to start. You can always pick up your cell phone and call the company directly. Try to contact investor relations. Tell them you are a college student doing a term paper on the company. Be sure to use pro per references in all material that is not universally known. Not doing references correctly will result in a failing grade for the course and a plagiarism charge. Spend some time to learn to properly reference. You cannot write one paragraph and then put a citation at the end. There are 10 common forms of plagiarism. Watch the Avoiding Plagiarism Video at https://www.millersville.edu/english/for -faculty/acade mic -integrity/plagiarism.php . Your paper should be in APA (6th Edition) Format. While there is no maximum or minimum length, expect your paper to be around 35-45 pages long plus the appendices . Many students go over 60 pages 3 though. If you add your Excel and Access raw printouts (which is not required) the project will be well over 250 pages. It takes between 1 -2 hours to write 1 page for many students. Use Section Breaks where necessary, especially when placing the required graphs. Paper Layout Cover Page /Sheet (Use the APA Template to get started to have a head start on the formatting) No Abstract or Keywords are necessary for this paper. Table of Contents — (Learn to have Word auto -create and auto -update this for you) . Create at least 2 level headings. T he Section can be cone heading, but you need to break each section down into at least 1 more subheading. Section 1 — Introduction (Reading Chapter 1 is recommended. It is also recommended that you answer the last question after completing a considerable po rtion of the paper ) • What company are you analyzing? • What is the company history? • Who were the entrepreneur(s) that founded the company? • What Sector is the company in? • What Industry is the company in? • What is this company’s correlation to the overall market (S&P 500) in the last 5 years ? • What is this company’s correlation to the sector it is in in the last 5 years ? • Why is this company important to study based on what you learned in this class? The following is a list of 11 Sectors (in Bold) along with the industries in each sector of the economy. Up until last year we had 10 sectors, but real estate was broken out of financial so if you see an old list, this is the difference. If you can memorize the sectors, you will be ahe ad of most business students. This is the current breakdown as on Dec 6, 2019. Consumer Discretionary Auto Components Automobiles Distributors Diversified Consumer Services Hotels, Restaurants & Leisure Household Durables Leisure Products Multiline Retail Specialty Retail Textiles, Apparel & Luxury Goods Internet & Direct Marketing Consumer Staples Beverages Food & Staples Retailing Food Products Household Products Personal Products Tobacco Energy Energy Equipment & Services Oil, Gas & Consumable Fuels Financials Banks 4 Capital Markets Consumer Finance Diversified Financial Services Insurance Mortgage REITs Thrifts & Mortgage Finance Health Care Biotechnology Health Care Equipment & S upplies Health Care Providers & Services Health Care Technology Life Sciences Tools & Services Pharmaceuticals Industrials Aerospace & Defense Air Freight & Logistics Airlines Building Products Commercial Services & Supplies Construction & Engineering Elec trical Equipment Industrial Conglomerates Machinery Marine Professional Services Road & Rail Trading Companies & Distributors Transportation Infrastructure Information Technology Communications Equipment Electronic Equipment, Instruments & Components IT Se rvices Semiconductors & Semiconductor Equipment Software Technology Hardware, Storage & Peripherals Materials Chemicals Construction Materials Containers & Packaging Metals & Mining Paper & Forest Products Real Estate Equity Real Estate Investment Trusts Real Estate Management & Development Communication Services Diversified Telecommunication Services Wireless Telecommunication Services Entertainment Media Interactive Media & Services Utilities Electric Utilities Gas Utilities Independent Power and Renewable Electricity Producers Multi -Utilities Water Utilities Section 2 — Company competitive strategy (Reading Chapter 2 is recommended) • Conduct a Michael Porter 5 -Force Analysis on the industry the company is located in. • Draw a picture of the analysis. The five forces are Customer Buying Power, Supplier Power, Threat of Substitute Products, Threats of New Entrants, and Competitive Rivalry. 5 • Write a paragraph on each force and if t hey are positive or negative. o If Customers have low buying p ower, then this is a posi tive. o If the industry/company has high bargaining power with suppliers, then this is a positive. o If there is a low threat of substitute products, then this is a positive. o If there are high barriers to entry, then this is a positive . o If the competitive rivalry is low, then this is a positive. • Give an overall rating (from 0 stars to 5 stars) based on your analysis of the industry (each positive gets a star) . Section 3 — Data Requirements (Reading Chapter 3 is recommended ) • What kind of data requirements does the need to be successful? How is the data generated? Is it purchases? Collected online? Do customers enter most the information or provide the information? • How is this information managed? • What information does the company colle ct that you feel is not important or needed for the business? • Does the company use a n omnichannel approach? • Does the business have a showrooming problem? It is the benefit of showrooming? Section 4 — Long Tail (Reading Chapter 4 is recommended) • Does the company sell the most popular products? • Does the company sell the long tail? • Describe the compan y’s churn rate. How does it keep its customers? • Does the company use any collaborative filtering? • How w ould you describe the company’s brand? Is it strong? Has it been weakened due to some event? • Would you consider the company to be selling atoms or bits? 6 Section 5 — Moore’s Law (Reading Chapter 5 is recommended) • How does Moore’s Law affect the company? • How is the company leveraging Moore’s Law? • What is its policy on E -Waste? • In 50 years from now, with Moore’s Law in effect, would the company still be in business? • Super Small Computing — Can a small device like a Raspberry Pi be used in the business to rep lace some computers? • Super Large Computing — Can IBM’s Watson help your company or industry? Section 6 — Disruptive Innovation (Reading Chapter 6 is recommended) • Is the company doing something disruptive? • Would you consider the company a disruptive innovat or or giant killer? • Or is this company a giant waiting to be killed? • What tactics are being used to avoid being irrelevant or extinct? • Does digital currency such as Bitcoin have a way to affect the business? Section 7 — Amazon (Reading Chapter 7 is recomme nded) If your company is not Amazon: • Is Amazon a threat to this business? • How might Amazon cause major problems? • Does the company collaborate with Amazon? • Does the company have any channel conflicts? For papers on Amazon: • What is the next area you think Amazon will enter? Why? • Will they be successful? • How will this change the industry that Amazon enters? Who will be the winners and who will be the losers? For All Papers: • Design an A/B test that the company can use to improve it business. • How can mac hine learning be used to improve the business? Section 8 — Network Effects (Reading Chapter 8 is recommended) • How do network effect s impact the company? • Are there one -sided network effects present? • Are there two -sided network effects present? • How did the company create network effects? Or How should the company create network effects? Section 9 — Social Networks (Reading Chapter 9 is recommended) 7 • Describe the company’s social media presence. • Does the company use Twitter? • How is the company’s webpage? • What does it do to impact people socially? • Does the company use crowdsourcing for any of its needs? • How does the company deal with sock puppets? • How would you suggest your company deal with a CiscoFatty issue? • How would you suggest this company deal with using social media for hiring? Is it acceptable to look up applicants up on social media before making an offer? What about asking for the potential employee’s username and password to see what they have posted before extending any offer of employment? Section 10 — Sharing Economy (Reading Chapter 10 is recommended ) • Describe how the company does customer enga gement. (This is a different from the social media question) How does the company get people to the phone app, social networks, or physical stores? Section 11 — Facebook (Reading Chapter 11 is recommended) • How does the company use Facebook in its business? • What is its Faceb ook strategy? • Does your company have a free rider problem? Or would you consider the bus iness to be a free rider? Section 12 — Rent the Runway (Reading Chapter 12 is recommended) • Plot out the customer lifetime value (See https://en.wikipedia.org/wiki/Customer_lifetime_valu e for more information) . You should end up with a dollar amount that each customer will provide the company over the lifetime of the customer. • Take a typical customer and show how they will spend money over their lifetime as a customer. For example, suppo se I never had a dog and want to buy one. Let say there is a business that sells everything you will ever need to for the dog over the lifetime of the dog. The lifetime value would include, the dog, vaccines, food, medicine (like Heart Guard or Flea and Ti ck), Puppy Training, Toys, Beds, Treats, Grooming, Checkups, Emergency Visits, Collars, etc.). Attach a price to each item and add it up in Excel then copy/paste into the report . Section 13 — Software (Reading Chapter 13 is recommended. The company’s annual report or 10K can provide answers to this section) • How does the company use software? What major software packages have been introduced lately? What major software packages still need to be integrated into the company? • Has the company experienced any failed tec hnology projects that you can un cover? 8 Section 14 — Software Part 2 (Reading Chapter 14 is recommended) • Does the company use Open -Source software? • Does the company directly compete ag ainst Open -Source Software? • Does the company use Cloud Computing? • Is or can any of the business be put up as a SaaS? • Do es the company leverage the App store? Section 15 — Data (Reading Chapter 15 is recommended) • How does the company use data for a competitive advantage? • Does/Can the company use data mining to improve its business? • Should the company’s data be private, or should it be sold or shared? • Would this company want more or less regulation for data brokers? Section 16 — Internet (Reading Cha pter 16 is recommended) • How would a change in net neutrality affect the business? • Would this company be for or against net neutrality? Why? Section 17 — Security (Reading Chapter 17 is recommended) • What security threats does the company face? • Has it been hacked before? • What would happen if a major hack occurred at the company? • Does this company have any interaction with “ patent trolls ” or Non -Practicing Entities (NPEs) — See Chapter 2 ? Section 18 — Google (Reading Chapter 18 is recommended) • How does the company use Google in it s business? • What is its Google strategy? • Describe how the company should use Augmented Reality (AR) to create a competitive advantage. Section 19 — Data Analysis The next section is going to show off your graphing skills in Excel . You will need to get 10 years of daily stock price data for the company. If the company has not been listed on the stock exchange for the full 10 years, get as much data as you can. Various places on the web have data available. See Dr. Douglas during off ice hours if you are unable to get data. 9 The data should look like this: The data is for Micron (MU). The Date tells you what day we are referring to. The Open is the price at the beginning of the day when the market opens. The High is the highest the stock ever gets during the day and the Low is the lowest the stock gets during the day. The Close is the price at the end of the data. The volume tells you how many shares have been traded during the day. Plot the 10 -year of data as a line cha rt in Excel. Use the daily closing price. You should get a default chart like below after also including the dates : Change the title from Chart Title to something like: MU Stock Price from 8/21/2006 until 8/21/2017 . 0 5 10 15 20 25 30 35 40 Chart Title 10 Add a linear trend line. Include the formula for the line. Is the overall chart a bullish (going up over time) or bearish (going down over time)? Remember, “P ast Performance Is No Guarantee of Future Results .” Is the slope positive? The slope tells you how much money you would average every day over the 10 -years. So, in this case, it would be 0.44 cents a day. The unit of the slope is in dollars. Some students interpret the slope and think it should be .44 dollars per day for this company. Stop and think, the slope of the regre ssion line basically went from 5 to 23 over 10 years. If you made $.44 a day for a just a year this would be $.44 * 251 = $110. The stock price in a year is nowhere near $110, so you r interpretation of $.44 a day is incorrect. Get Rich Slowly: 0 5 10 15 20 25 30 35 40 MU Stock Price from 8/21/2006 until 8/21/2017 y = 0.0044x -168.66 0 5 10 15 20 25 30 35 40 MU Stock Price from 8/21/2006 until 8/21/2017 11 Take the num ber of days in the last 10 years ( in my case 2771 as I have almost 11 years of data ) and multiply it by the number of dollars per day (in the case 2771 * .0044 dollars). Report your answer. In this case $12.91 would be made over 10 years. What is your re turn over the 10 years? Use $10,000 divided by opening price on day 1 (in this case 16.45). 10000/16.45 = 607.9 (round down) to 607. So, you buy 607 shares on Day 1. For stocks over $1000 per share round down to two decimal places. (In the real world, you cannot buy fractions of stocks directly , but this allows the calculations to be completed). Take 607 shares times the 12.91 made to get: 7836.37. This is the profit (loss made) . So , the 10 -year return is (7836.37 +10,000 Initial Investment) /10000 – 1 = 78. 36% over 10 years. In this case, a $10,000 investment grew to $17836.37. $10,000 was the initial investment and $7836.37 was the profit. The yearly return is not 78.36/10 or 7.836%. But it is a decent approximation. Calculate the Compound Annual Growth Rate (CAGR) in Excel =((End Value/Start Value)^(1/(Periods – 1)) -1 or ((17836.37/1 0000)^(1/(10 -1)) -1 = 6.6 407% CAGR — Report all these calculations . If you have less than 10 years of data, make sure y ou account for this in the periods. The market typically returns 6% a year with about 2% a year in dividends for a total of 8%. How is your return? Is buy ing and holding a profitable strategy for this stock? How high would your stock ever be worth (find the Max of the Daily High) ? How low would your stock be worth (find the Min of the Daily Low) ? Provide a Get Rich Slowly Summary like as follows: If $10,000 was invested in Micron (MU) on 8/21/2006 and 607 shares were purchased, the stock would grow to be w orth $17836.37. The range of the investment will be between $952.99 ($1.57*607) and $22,210.13 ($36.59*607). Get Rich Quickly : There are all sorts of people that try to claim you can turn $10000 into $1,000,000 in 90 days. This is a complete scam to get you to invest and lose all your money. The scam has been going on since 1920. In the last 7 or so years as seniors are asking if they have enough money to retire at their same lifestyle and figure out the answer is no, they get desperate. They go to di fferent investment conferences where the financial industry is set up to steal this money. $10,000 is a not a great deal of money for people to try out, but the average person loses $20,000 -$25,000 before they learn that investing is not for them. 12 Investme nt Broker educators earn either a flat rate or a commission (it doesn’t matter) to bring people to a broker and have them invest and start trading. 90% of people lose money and brokers just bet the opposite of most clients. If a client wants to buy TESLA, they will short TESLA. For the 10% that are profitable traders, the broker typically hedges x2 against the position. So, they assume the trader will be profitable , and then they want to buy insurance or somehow not get caught when the trader is successful. The financial services sector is set up like this. It is a scam and should be illegal or regulated, but the public did not vote for a President that wants regulation. The broker needs to create as much volume as possible from the traders. Day traders ar e wonderful for the brokers. Overall day traders are unsuccessful. But to protect the average investor, the government has restrictions that you must have at least $25,000 to day trade. Also, to protect retail investors, to join a hedge fund, you must hav e 1 Million in investable assets. To create volume, brokers do a dirty trick; they give one half their clients a recommendation and the other half the opposite recommendation . This is the oldest trick in the book. One recommendation will work out. The side that is correct views the broker as a genius, the losers are apologized to and told the recommendation will work next time. You can view many popular analysts’ ratings online. Most have less than 50% success rate, so it is common for investors to bet against the analysts. Many analysts had a sell rating for many years on Netflix as it grew to be large company. Try changing to the graph to show a 200 -day moving average rather than a linear regression line. Notice everywhere the stock price cross es the 200 MA. For the next 2 questions assume you must wait 3 days after the trade to make a next trade. You will need to build an Excel worksheet with the stock data to answer the following questions. You are free to format the Excel worksheet as you lik e, but i f new data is copied over the existing data, all your calculations should still work correctly. Conduct a strategy where you buy every time is crosses the 200 MA line in an upward direction and you sell every time is crosses the 200 MA line in a downward direction. You first must wait for an upward 0 5 10 15 20 25 30 35 40 MU Stock Price from 8/21/2006 until 8/21/2017 13 movement to buy before selling. You are limited to a starting amount of $10,000 on day 1. Assume you buy at the daily high and sell at the daily low. What is your CAGR? Now do the opposite strategy. In this case, you sell every time is crosses the 200 MA in an upward direction and you buy every time it crosses in the downward direction. Again, you must first wait until for a downward movement to first buy. You are limited to a starting amount of $10,000 on day. What is your CAGR? Try the same with a 5 0-day moving average. This will result in more trades, but is this strategy more profitable? Pick your most profitable strategy from the previous four calculations. Make a copy of your worksheet that has your analysis and create an alternative strategy. Instead of buying at the high and selling at the low, try buying and selling at the next day’s open. So, if Tuesday, a buying signal was created by an event, then the next day (Wednesday) buy at the open r ather than buy at Tuesday’s high. In this setup, you have more time to react. Does the extra time yield more profit? Create a Word Table that lists the 200DayUp, 200DayDown, 50DayUp, 50DayDown, and the Alternative Next Day Strategy CAGR results. Make sure you include the results in your term paper and not just create a table in Excel. Use Excel Solver for this next question. Assume you have a crystal ball, and you can only make 10 trades (5 buy and 5 sells) during your 10 -year period. List the trades you w ould make in your paper . What would be you r CARG ? How does having a crystal ball and having perfect information (unrealistic) compare to 5 trading strategies (realistic) previously calculated? (For students that use Excel 2016 for the PC, recent security changes have required you to unlock the Zip file you download for Solver for it to work correctly. Right click the downloaded zip file, choose Properties, and click the “Unblock” button. If you do not see this button, you can skip this step. (This step is a new requirement following a July 2016 update to Excel.) 0 5 10 15 20 25 30 35 40 MU Stock Price from 8/21/2006 until 8/21/2017 14 Section 20 — Database Development Hint: Do not Start this last as many students would want as much time as possible to work through the questions. Create an Access Database called Lastname -CompanyStockTicker . I would call my database Douglas -MU if I were working on Micron (MU). Create a table StockPrices . Use an auto numbered primary key (ID), theDate, Open, High, Low, Close, and Volume. Set theDate to a Date field. Set Open, High, Low, Close to Numbers and Single. Set Volume to a number and Long Integer. You can rearrange the fields as you wish. Import your 10 —Year Stock Data into Access either by the import function or copy/paste. Fix all import errors before proceeding. Create a query called AverageVolume to calculate the average volume. Create a report based on the query AverageVolume . Export the report as a PDF file and a ttach the printout as an appendix to the end of your document. Create a query called AverageVolumeByYear to calculate the average volume for each year. The query should return only one column as a result, with 10 or 11 rows for each year. Create a report based on the query AverageVolumeByYear . Export the report as a PDF file and attach the printout as an appendi x to the end of your document. Interpret the results of your AverageVolume and AverageVolumeByYear. Is the company being more actively traded now? Or is it pretty constant. Why do think of your results? Create one table named CompanyStocks that list s all t he stocks companies at the beginning of this document. Use an auto numbered primary key field (this will default to be a long integer) . Also, include the stock name (Micron) , stock symbol (MU) , headquarters (city and state as separate fields) , number of em ployees, annual revenue for the last reported year (in millions — most companies have billions of dollars so 4000 would be 4 B dollars) , and Beta (Yahoo Finance has all this information) . Please note that this could be a time -consuming process (over 2 hours). In an advanced class I teach (BUAD 381 — Information and Data Systems) we learn how to write SQL to automatically perform this step. Note, some of companies may stop trading over the semester, when you are working on Access and the com pany is not listed anymore, just skip it. For example, if you l ook up P anera Bread, i t is no longer list ed as it went private. Please notate in your word document which compan ies you could not find. Comment on the population /entering of the CompanyStocks data. Would having advanced database skills be important to have in the workplace? Create a query called CompanyStocksSummary that will calculate the average annual sales , the total count of company stocks, and the average beta. Create a report based on the que ry CompanyStocksSummary . Export the report as a PDF file and attach the printout as an appendix to the end of your document. Assuming the average beta is 1.0 and the average company annual revenue is $25B, how does this subset of stocks compare? 15 Create a query called CompanyStocksEmployeeSummary that will calculate the total number of employees of all companies. Create a report based on the query CompanyStocksEmployeeSummary . Export the report as a PDF file and attach the printout as an appendix to the end of your document. In your paper, report on the total number of employees. Do you think it is wise to apply to companies on the stock list once you graduate? Use an Access Database to keep track of your trades. Create four tables, TwoHundre dDayUp , TwoHund redDayDown , FiftyDayUp , Fifty DayDown that keeps track of each trade of the first 4 strategies. Make sure you include the stock symbol in these tables and this is linked to the CompanyStocks table via foreign key ->primary key . When you create a foreign key , make sure you set the data type to number/long integer so match the autonumbered field created in CompanyStocks . Create a query for each that will calculate the overall profit of the strategy. Create a report based on the queries. Printout the reports as a PDF file. Attach the printout as an appendix to the end of your document. Section 21 – The Future In your opinion, can automatic trading rules be created for this stock? Humans are horrible investors overall because they do emotional trading. When they are scared, they sell, and when then they are greedy, they buy. This tends to result in the opposite of “Buy low, sell high.” Does creating a strategy help with the emotion by having a trader follow strict rules? Visit StockTwits .com and see what the s entiment is about the stock. Are people thinking it will go up (bullish ) or do people think it will go down ( bearish )? What do you think of the stock’s long -term outcome? Section 22 — Conclusion Briefly state what you learned about Management Information S ystems while doing this term paper. What grade do you think you deserve? What would you do differently? How will writing this paper help you in your professional and personal life? Section 23 — References/Works Cited (APA Format) Use Word’s Reference Rib bon to enter an automatically create /update an APA Bibliography. In APA terminology, the bibliography is called “References” and not bibliography or Work Cited. All material that is referenced in text should be included in the reference section. Section 24 — Appendix Access Trade Reports Submission Instructions This paper is to be printed out and turned in during the final exam period. You must a lso submit an electronic copy of your PDF file to D2L. Also, include your final Excel file you used to generate your answers and your Access database (Even though the output of the program will be merged into your PDF). 16 You should use Adobe Acrobat to create 1 PDF file of your report with all material merged into one document. If Adobe Acrobat is not available, you can use a free service like combinepdf.com that allows you up to upload your PDFs and it will create a combined PDF file. Being able to make a PDF is a basic skill that is needed in today’s workplace. It is very common to apply for a job by emailing 1 PDF with all your relevant information inside the document. There will be a specific place to upload your Excel document, Access document, and PDF Document. Please upload each of the three items in the correct place to facilitate faster grading. Common Mistakes In grading papers, th e following mistakes are common: Introduction A few students write wonderful introduction and company history but then forgot to answer about the sector and industry. The also forget to mention why this company is impo rtant to study. Capitalization Company names are proper nouns and should always be capitalized. The company (or the river) Amaz on, Proctor and Gamble and Apple should be capitalized . There are some exceptions, like eBay and iRobot. Excel and Access are pr oper names and should be capitalized. When you are referring to yourself, and say I, the I should always be capitalized. Many students write term papers and write a sentence like “The company i will study is amazon.” Automatic Grading / APA Checker There are many free websites that will analyze your paper. Try https://www.paperrater.com/free_paper_grader as an example. You can upload up to 15 pages for free without registering or a membersh ip. As you near the end of writing your paper, upload it to one of these sites for suggestions on improving your paper. Another option is http://advanced – writers.net/grammar -check -free -online.html . Footnotes Footnotes are not common in APA. You should use in -text citations. In some other classes, students may learn incorrectly that APA uses footnotes. Footnotes are expensive for publishers to layout, and therefore are not used excep t in rare instances. Do not use footnote citations in APA Style. While there are footnotes for references in several different paper formats (such as Chicago/ Turabian ), APA does not use them. Footnotes in APA are commonly use d to thank the provider of funds for the research paper, document copyright use permission, or in Accounting, highlight a number is not produced with Generally Accepted Accounting Principles in a list with numbers that are in GAAP . Save your paper in at le ast 2 places. Using the D2L locker is a safe place to keep an extra copy of your document. Many students have lost everything at the last minute due to a crashed laptop, stolen computer, or other calamity. Have a weekly backup of your paper in at least 1 o ther place is something you should be doing for this class. 17 A/B Test The textbook has a definition of what an A/B Test, but multiple students decide to create and implement their own definition of an A/B Test. Customer Lifetime Value Some students write comments that they would have to guess a customer lifetime value and then decide not to even try. A Customer lifetime value is an estimate on how much profit is made from 1 customer over the lifetime of the customer. You first need to know w ho a customer is for the company. A Target customer is different from a Boeing customer. Then you need to think about the lifetime of the customer. The US Government buying airplanes has a different customer lifetime than a family member planning a funeral for a recently deceased family member at a funeral home. Starbucks for example, published their estimated customer lifetime value, so this just needs research to find the information, whereas for other companies, you will have to manually estimate this va lue. Time Management This term paper is a major work. It requires advanced time management. Many students report this is the longest paper they have written so far in their life. This paper will require polishing once written. After you write your paper, you wi ll need to potentially rewrite each sentence to make you r points clear. Student Name ________________________________ Company _______________________________ Grading Rubric for BUAD 307 — Management Information Systems Term Project — Summer 20 21 Item Possible Actual Points Section 1 Intro/Company History/Sector/Why Important 25 Section 2 Michael Porter ’s 5-Forces 25 Section 3,4,5,6 Data/Long Tail/Moore’s/Disruptive 50 Section 7 Amazon/ A/B Design / Machine Learning 25 Section 8,9,10,11 Network Effects/Social Network/Sharing/FB 25 Section 12 Customer Lifetime Value 25 Section 13,14,15 Software/Open Source/Cloud/Data as Advantage 25 Section 16,17,18 Net Neutrality/Security/Google 50 Section 19 10 Year Chart Title Linear Regression Bullish/Bearish Get Rich Slowly 200DayUp/Down 5 0DayUp/Down Next Day Trade Crystal Ball/Solver 10 5 5 5 20 20 15 20 Section 20, 21, 24 Create Table StockPrices AverageVolume/AverageVolumeByYear CompanyStocks CompanyStocks Populated CompanyStocksSummary , CompanyStockEmployee Query TwoHundredDayUp/Down FiftyDayUp/Down Automated Trading StockTwits 10 10 15 10 20 20 10 5 Section 2 2 25 Paper Layout (Cover sheet, APA Format, References, 1 PDF Document, Spelling, etc.) 25 TOTAL 500

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