4 pages, APA, 3 sources due in 4 days!
My project is Dish Network
SEC 10-K Project
Selecting Your Company
Select a publicly traded U.S. corporation you would like to study this semester and ask the professor for permission by posting a response here.
Your corporation must:
have a SEC 10K report for the current or most recent prior year
be among the Fortune 100 companies. To identify Fortune 500 companies click this link: http://money.cnn.com/magazines/fortune/fortune500/2013/full_list/
have an Accounts Receivable and Inventory account
be based in the United States
Your corporation may not:
be the same corporation you used for SEC projects in other classes
be the same corporation a classmate selected
be a bank or any other type of financial institution
be a hotel or other service-oriented business
Requirements for this post:
Write the name of the corporation, the stock market where it is traded, and its ticker symbol in the Subject line when you respond to this posting and all other postings related to this project. For example:
Under Armour; NYSE: UA
Apple; NASDAQ: APPL
Exxon Mobile; NYSE: XOM
State why you want to study and prepare a financial analysis of your corporation.
Provide a direct link to your corporation's SEC 10K report for the most recent year. A direct link is a hyperlink that takes you directly to a website where the SEC 10K report is located. For example, this is the direct link to the 2013 SEC 10K report for Apple, Inc.: http://www.sec.gov/Archives/edgar/data/320193/000119312513416534/d590790d10k.htm
State your corporation's position on the Fortune 500 List for the current year.
Provide page numbers for all four required financial statements:
Income Statement (Hint: it could be listed as the Consolidated Statements of Income)
Balance Sheet (Hint: it could be listed as the Consolidated Balance Sheet or Statement of Financial Position)
Statement of Stockholders Equity (Hint: it could be listed as the Consolidated Statements of Stockholder's Equity or Consolidated Statements of Stockholder's Deficit)
Statement of Cash Flows (Hint: it could be listed as the Consolidated Statements of Cash Flows)
Accessing and Reading the SEC 10-K for Your Company
The most direct route to finding the direct link is to use the SEC EDGAR System and search by Company name. The following link is a good place to start your search: http://www.sec.gov/edgar/searchedgar/companysearch.html.
If you’ve never used the EDGAR database before, the SEC provides a guide on how to use the database: Researching Public Companies Through EDGAR: A Guide for Investors. In addition, the SEC provides a very useful guide named How to Read an SEC 10-K Report that you should read before beginning your project. If you’d like a PDF of the guide, you can download it from here.
Alternatively, your company’s website may provide the 10-K under Investor Relations (or a title similar).
Topical Requirements
Specific topics that you should address in your paper include the following:
Brief description of company;
Major competitors;
Brief summary of current events affecting the company;
Vertical Analysis (with interpretation) of the Balance Sheet (Income Statement is optional);
Horizontal Analysis (with interpretation) of the Income Statement (Balance Sheet is optional);
Analysis and interpretation of the Statement of Cash Flows including operating, investing, and financing activities sections; and
Financial ratios, computation, and interpretation (see Illustration 18-27 on pages 843 and 844 of the textbook for a list of ratios to compute and interpret).
If you’re an overachiever, you can include more topics than the ones above.
Your PowerPoint presentation should summarize your paper and include tables, graphs, and/or charts of the following:
Vertical Analysis (with interpretation) of the Balance Sheet (Income Statement is optional);
Horizontal Analysis (with interpretation) of the Income Statement (Balance Sheet is optional);
Analysis and interpretation of the Statement of Cash Flows including operating, investing, and financing activities sections;
Financial ratios, computations, explanations, and interpretations; and
Conclusion based on your analysis.
Formatting and Citation Requirements
The paper should be two to three pages in length, single-spaced, with one-inch margins on all sides and 12-point font-size. (Page count does not include title page, tables and exhibits, table of contents, and works cited list.) Use these headings to organize your paper into sections:
Company Description and Major Competitors
Current Events Summary
Vertical Analysis of the Balance Sheet
Horizontal Analysis of the Income Statement
Analysis of the Statement of Cash Flows
Ratio Analysis
Conclusion based on analysis
Your presentation should be between six to ten slides in length not including a cover slide and a works cited slide. Do not copy and paste your paper onto the SEC 10-K presentation slides. This will be very difficult to read, so use bullets points to summarize your paper instead.
Do not copy and paste material from the 10-K because doing so would be considered plagiarism. Avoid issues of academic dishonesty by citing all of your sources in a works cited list, which should include the web address for your SEC 10-K. Your works cited list should also include our textbook. You must use APA style for in-text citations and your works cited list.
The UMUC Library has a good website with citation resources and APA citation examples. Two additional resources are the online tutorial, The Basics of APA Style Tutorial and the APA Style resources by the Purdue Online Writing Lab.
Rough Draft Due Date and Submission
Post the rough draft of your presentation or paper to the Week 6 SEC 10-K: Peer Review discussion topic for review by your classmates by Sunday, April 27 at 11 p.m. ET. Provide feedback to at least one classmate (the more the better). If you see that some classmates have not received any feedback, be a friend and take the initiative to offer them some comments.
Final Draft Due Date and Submission
Save the final draft of your paper as a Microsoft Word document and name it “Last Name, First Name (final).doc”. Likewise, save the final draft of your presentation as a PowerPoint file and name it “Last Name, First Name (final).ppt”. Submit both files to the Assignment folder by Sunday, May 4 at 11 p.m. ET. (If you’re using a new version of Microsoft Word and PowerPoint, the file extension will be “.docx” and “.pptx”. Don’t worry if this is the case. I should still be able to open your files.)
Summary
Project Part Due Date Where to submit
Rough Draft Paper or PowerPoint Sunday, April 27 at 11 p.m. ET Week 6 SEC 10-K: Peer Review discussion
Final Draft Paper and PowerPoint Sunday, May 4 at 11 p.m. ET Assignment Folder
SEC 10-K Project
Selecting Your Company
Select a publicly traded U.S. corporation you would like to study this semester and ask the professor for permission by posting a response here.
Your corporation must:
have a SEC 10K report for the current or most recent prior year
be among the Fortune 100 companies. To identify Fortune 500 companies click this link: http://money.cnn.com/magazines/fortune/fortune500/2013/full_list/
have an Accounts Receivable and Inventory account
be based in the United States
Your corporation may not:
be the same corporation you used for SEC projects in other classes
be the same corporation a classmate selected
be a bank or any other type of financial institution
be a hotel or other service-oriented business
Requirements for this post:
Write the name of the corporation, the stock market where it is traded, and its ticker symbol in the Subject line when you respond to this posting and all other postings related to this project. For example:
Under Armour; NYSE: UA
Apple; NASDAQ: APPL
Exxon Mobile; NYSE: XOM
State why you want to study and prepare a financial analysis of your corporation.
Provide a direct link to your corporation's SEC 10K report for the most recent year. A direct link is a hyperlink that takes you directly to a website where the SEC 10K report is located. For example, this is the direct link to the 2013 SEC 10K report for Apple, Inc.: http://www.sec.gov/Archives/edgar/data/320193/000119312513416534/d590790d10k.htm
State your corporation's position on the Fortune 500 List for the current year.
Provide page numbers for all four required financial statements:
Income Statement (Hint: it could be listed as the Consolidated Statements of Income)
Balance Sheet (Hint: it could be listed as the Consolidated Balance Sheet or Statement of Financial Position)
Statement of Stockholders Equity (Hint: it could be listed as the Consolidated Statements of Stockholder's Equity or Consolidated Statements of Stockholder's Deficit)
Statement of Cash Flows (Hint: it could be listed as the Consolidated Statements of Cash Flows)
Accessing and Reading the SEC 10-K for Your Company
The most direct route to finding the direct link is to use the SEC EDGAR System and search by Company name. The following link is a good place to start your search: http://www.sec.gov/edgar/searchedgar/companysearch.html.
If you’ve never used the EDGAR database before, the SEC provides a guide on how to use the database: Researching Public Companies Through EDGAR: A Guide for Investors. In addition, the SEC provides a very useful guide named How to Read an SEC 10-K Report that you should read before beginning your project. If you’d like a PDF of the guide, you can download it from here.
Alternatively, your company’s website may provide the 10-K under Investor Relations (or a title similar).
Topical Requirements
Specific topics that you should address in your paper include the following:
Brief description of company;
Major competitors;
Brief summary of current events affecting the company;
Vertical Analysis (with interpretation) of the Balance Sheet (Income Statement is optional);
Horizontal Analysis (with interpretation) of the Income Statement (Balance Sheet is optional);
Analysis and interpretation of the Statement of Cash Flows including operating, investing, and financing activities sections; and
Financial ratios, computation, and interpretation (see Illustration 18-27 on pages 843 and 844 of the textbook for a list of ratios to compute and interpret).
If you’re an overachiever, you can include more topics than the ones above.
Your PowerPoint presentation should summarize your paper and include tables, graphs, and/or charts of the following:
Vertical Analysis (with interpretation) of the Balance Sheet (Income Statement is optional);
Horizontal Analysis (with interpretation) of the Income Statement (Balance Sheet is optional);
Analysis and interpretation of the Statement of Cash Flows including operating, investing, and financing activities sections;
Financial ratios, computations, explanations, and interpretations; and
Conclusion based on your analysis.
Formatting and Citation Requirements
The paper should be two to three pages in length, single-spaced, with one-inch margins on all sides and 12-point font-size. (Page count does not include title page, tables and exhibits, table of contents, and works cited list.) Use these headings to organize your paper into sections:
Company Description and Major Competitors
Current Events Summary
Vertical Analysis of the Balance Sheet
Horizontal Analysis of the Income Statement
Analysis of the Statement of Cash Flows
Ratio Analysis
Conclusion based on analysis
Your presentation should be between six to ten slides in length not including a cover slide and a works cited slide. Do not copy and paste your paper onto the SEC 10-K presentation slides. This will be very difficult to read, so use bullets points to summarize your paper instead.
Do not copy and paste material from the 10-K because doing so would be considered plagiarism. Avoid issues of academic dishonesty by citing all of your sources in a works cited list, which should include the web address for your SEC 10-K. Your works cited list should also include our textbook. You must use APA style for in-text citations and your works cited list.
The UMUC Library has a good website with citation resources and APA citation examples. Two additional resources are the online tutorial, The Basics of APA Style Tutorial and the APA Style resources by the Purdue Online Writing Lab.
Rough Draft Due Date and Submission
Post the rough draft of your presentation or paper to the Week 6 SEC 10-K: Peer Review discussion topic for review by your classmates by Sunday, April 27 at 11 p.m. ET. Provide feedback to at least one classmate (the more the better). If you see that some classmates have not received any feedback, be a friend and take the initiative to offer them some comments.
Final Draft Due Date and Submission
Save the final draft of your paper as a Microsoft Word document and name it “Last Name, First Name (final).doc”. Likewise, save the final draft of your presentation as a PowerPoint file and name it “Last Name, First Name (final).ppt”. Submit both files to the Assignment folder by Sunday, May 4 at 11 p.m. ET. (If you’re using a new version of Microsoft Word and PowerPoint, the file extension will be “.docx” and “.pptx”. Don’t worry if this is the case. I should still be able to open your files.)
Summary
Project Part Due Date Where to submit
Rough Draft Paper or PowerPoint Sunday, April 27 at 11 p.m. ET Week 6 SEC 10-K: Peer Review discussion
Final Draft Paper and PowerPoint Sunday, May 4 at 11 p.m. ET Assignment Folder
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