Company Description Coca Cola
Your first task of this week is to select and reserve the company you wish to research. With one exception, you may choose any publicly-traded company that is headquartered in the U.S. Do not select a bank, financial services, or insurance company as the ratios used to evaluate financial institutions are beyond the scope of this course and are not addressed in the text.
Each student will be required to choose a different company.
Find the company’s most recent 10-K report. There are two ways to do this:
Option 1: My preference is to use the 10-K report posted on the company’s website because I often stumble across other helpful information while there. From the company’s home page, look for a link for Investors, then select SEC filings, and limit the search of SEC documents to “annual.” Select the most recent 10-K filing. Take care not to select the 10-Q as it is a quarterly report.
Option 2: Go to the Securities and Exchange Commission’s website. Use the Filings tab to find the report. If you need assistance, there is a short video about how to use the site.
Your second task is to prepare a report with the required information provided below. Use the same heading names (in bold) before presenting the information as requested. Take care to write your report in third person (as a reporter) rather than in first person (as a company employee).
10-K Report, Item 1
The Yahoo! Finance website
Name of Company and Ticker Symbol: Company name, ticker symbol
10-K Report: Paste the direct URL to the company’s most recent 10-K Report
Company Website: Paste the URL to the company’s website
Company Business Model: Review Item 1 of the 10-K report to find the following information:
Short Description of Business: What does the company do? What are its key sources of revenue
Product Mix: Identify the company’s product mix or key segments. Briefly describe each product line/segment. Include brand names if possible
Stock Price Data: use the Yahoo! Finance website to find the information required
5-Year Stock Price Graph: Provide a screenshot of the data (Learn how to do this on a MAC or PC)
Although the screen shot tool does not work with the Yahoo interactive graph, the snipping tool does. Please view this video for directions on how to snip the graph so that you can paste it into your post for Discussion 1.
Stock Price Data: Use the interactive chart on the Yahoo! Finance page, and use your cursor to find the highest price point and lowest price point in the last 52 weeks. The date the price was hit will be at the bottom of the graph on the horizontal axis.
Evaluation: Does the stock price graph provide evidence of management’s ability to maximize shareholder wealth? What is your impression of the company thus far?