...MLOS 535 – Survey of Organizational Finance Cohort #13 Week 8 Comparative Analysis By: . Final Paper Option #2 Comparative Analysis Family Dollar Stores Inc. & Dollar Tree Inc. Author Note: Written for: Professor Deborah St. George Azusa Pacific University 2014 Abstract Comparative analysis of two financial statements between Family Dollar Store Inc. and Dollar Tree Inc. In our country discount grocery chain store companies are making their place in the market as a staple for most American families. With so many to choose from, and having multiples within a close proximity of one another they have become fiercely competitive. Upon collecting the required perspective financial statements, I analyzed them in detail and identified key comparative advantages consisting of years 2012 and 201 . The following report is reflective of my findings and a brief history of each company to the end of fiscal year 2013. FAMILY DOLLAR INC. Family Dollar was founded in 1959 by Leon Levine, a 21-year-old entrepreneur. In November of that year, the company's first store was opened, in Charlotte, North Carolina. In 1961, their first store in South Carolina opened, followed by stores in Georgia and Virginia, which were opened in 1962 and 1965, respectively. During the 1960s, the store company was largely a southern United States operation. By 1969, there were fifty stores in Charlotte alone. The 1970s were growing years for the store chain. In 1970, Family Dollar's...
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... Dollar Tree, Inc. Steven Madden, Ltd. Exxon Mobil Johnson Controls, Inc. Canadian National Railway Company Microsoft Corporation Baidu, Inc. Telecomunicacoes de Sao Paulo SA, Inc. Kellogg Company Spreadtrum Technologies, Inc. Section 3. Security Transactions Section 4. Portfolio Breakdown Industry Diversification Portfolio Beta Section 5. Investment Results Portfolio Performance vs. Benchmark Indices Section 6. Summary Section 1. Objective and Strategy Introduction The JMYJ Equity Fund (the “Fund” or the “portfolio”) is an equity fund with an initial capitalization of $100,000. The Fund is managed by a group of four xxxxxx Graduate School of Business students. The Fund made its first investments on September 12, 2010. This report covers the period from September 12, 2010 until November 8, 2010. Throughout this report we refer to this period as the “investment period”. Investment Objective The Fund is allocated so that it may accomplish three objectives: growth of capital and the conservation both principal and current income. Investment Strategies The Fund invests primarily in common stocks. Selection of the Fund’s assets was based on a top-down investment approach. Based on our macro analysis, we decided to invest...
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...MGT/448 Global Business Strategies LSB04BSM09 REQUIRED TEXT/MATERIAL: Books 1. The World Is Flat A Brief History of the Twenty-first Century (Friedman) 2. International Business: Competing in the Global Marketplace, 5/e (Hill) 3. The Lexus and the Olive Tree: Understanding Globalization (Friedman) 4. Managing Cultural Differences (Harris, Moran) 5. Global E-Commerce Strategies for Small Business, (Da Costa, Laffont, Tirole) Scholarly Articles 1. International Business: Environments and Operations, (Daniels, Radebaugh, Sullivan) Journal of Political Economy 2. International Real Business Cycles, (Backus, Kehoe and Kyland) Journal of Political Economy 3. Going global: Using information technology to advance the competitiveness of the virtual, (Boudreau, Loch, Robey, Straub) Academy of Management Executive 4. Working with Americans, (Thompson) The FLAME of Claremont Graduate University Websites: 1. Economist.com (The Economist Magazine) 2. FT.com (Financial Times Newspaper) 3. cia.gov/cia/publications/factbook (CIA world Fact Book) 4. loc.gov/rr/international/portals.html (Library of Congress Country Info) 5. windowontheworldinc.com/countryprofile/index.html (Tips for Global Business Etiquette 6. transparency.org (Transparency International) 7. scholar.google.com (Google for academic search) INSTRUCTOR: Taj Ahmad Eldridge, MBA, Ph.D Int’l Political Economics & World Politics candidate WELCOME: Buenas noches, Banji mashite, Boa noite...
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...Original Contributions Data Mining Applications in Healthcare Hian Chye Koh and Gerald Tan A B S T R A C T Data mining has been used intensively and extensively by many organizations. In healthcare, data mining is becoming increasingly popular, if not increasingly essential. Data mining applications can greatly benefit all parties involved in the healthcare industry. For example, data mining can help healthcare insurers detect fraud and abuse, healthcare organizations make customer relationship management decisions, physicians identify effective treatments and best practices, and patients receive better and more affordable healthcare services. The huge amounts of data generated by healthcare transactions are too complex and voluminous to be processed and analyzed by traditional methods. Data mining provides the methodology and technology to transform these mounds of data into useful information for decision making. This article explores data mining applications in healthcare. In particular, it discusses data mining and its applications within healthcare in major areas such as the evaluation of treatment effectiveness, management of healthcare, customer relationship management, and the detection of fraud and abuse. It also gives an illustrative example of a healthcare data mining application involving the identification of risk factors associated with the onset of diabetes. Finally, the article highlights the limitations of data mining and discusses some future directions....
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... Consequences, Now comes the time to finally start assessing the merits of each of the alternatives you considered. And the primary way of doing this is by evaluating the consequences of each choice. Tradeoffs If you got this far without a solution, it’s probably because your decision is really tricky. It also means that it has conflicting objectives — and that you’ll need to consider some hard tradeoffs between them. Week 3 Data Quality Issues When transferring data from one program to another (ie from Excel to Access), you need to consider the following: * Uniformity (data has transferred in the same manner for all records in a file). * Version (ensure format of original data and variables has not changed when data was transformed). * Completeness check (all records are transferred in the file). * Conformity check (does data look right?). * Spot check (trace some records back to their source file eg. 10 random records to see they have transferred correctly). Cleaning Data One of first and most important steps in data analysis is to verify that your data values are correct, or conform to a set of rules. * For example a variable called Gender would be expected to have only 2 values (M or F). * You need to consider the variables and their values firstly to see they are appropriate for the data they contain. * MS Access and SAS have a number of ways you can use to check for...
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...Contents IntroductionDay 1MarketingDay 2Ethics Day 3AccountingDay 4Organizational BehaviorDay 5Quantitative AnalysisDay 6 FinanceDay 7OperationsDay 8Economics Day 9StrategyDay 10MBA Mini-Courses ResearchPublic SpeakingNegotiating International BusinessBusiness LawTenDay MBA DiplomaAppendix: Quantitative Analysis TablesBibliographyMBA Abbreviation LexiconIndex AcknowledgmentsAbout the AuthorPraise for the Ten-Day MBACopyrightAbout the Publisher Introduction After I earned my MBA, I had a chance to reflect on the two most exhausting and fulfilling years of my life. As I reviewed my course notes, I realized that the basics of an MBA education were quite simple and could easily be understood by a wider audience. Thousands of Ten-Day MBA readers have proven it! Readers are applying their MBA knowledge every day to their own business situations. Not only useful in the United States, The Ten-Day MBA has been translated into many languages around the world. So many people are curious about business education, including doctors, lawyers, businesspeople, and aspiring MBAs. This book answers their questions. The Ten-Day MBA really delivers useful information quickly and easily. Current MBA students have written me that they even use the book to review for exams. Ten-Day MBAs are “walking the walk and talking the talk” of MBAs every business day. It’s proven that this book can work for you. Written for the impatient student, The Ten-Day MBA allows readers to really grasp the fundamentals...
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...Contents IntroductionDay 1MarketingDay 2Ethics Day 3AccountingDay 4Organizational BehaviorDay 5Quantitative AnalysisDay 6 FinanceDay 7OperationsDay 8Economics Day 9StrategyDay 10MBA Mini-Courses ResearchPublic SpeakingNegotiating International BusinessBusiness LawTenDay MBA DiplomaAppendix: Quantitative Analysis TablesBibliographyMBA Abbreviation LexiconIndex AcknowledgmentsAbout the AuthorPraise for the Ten-Day MBACopyrightAbout the Publisher Introduction After I earned my MBA, I had a chance to reflect on the two most exhausting and fulfilling years of my life. As I reviewed my course notes, I realized that the basics of an MBA education were quite simple and could easily be understood by a wider audience. Thousands of Ten-Day MBA readers have proven it! Readers are applying their MBA knowledge every day to their own business situations. Not only useful in the United States, The Ten-Day MBA has been translated into many languages around the world. So many people are curious about business education, including doctors, lawyers, businesspeople, and aspiring MBAs. This book answers their questions. The Ten-Day MBA really delivers useful information quickly and easily. Current MBA students have written me that they even use the book to review for exams. Ten-Day MBAs are “walking the walk and talking the talk” of MBAs every business day. It’s proven that this book can work for you. Written for the impatient student, The Ten-Day MBA allows readers to really grasp the fundamentals...
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...Sanjin Slavuljica Professor Farooqi Corporate Finance March 16, 2016 MID TERM EXAM ALL DOLLAR AMOUNTS FOR APPLE ARE IN THOUSANDS PART 1: Financial Position Statements – ON EXCEL (Under Balance Sheet, Income Statement, and Statement of Cash Flows) PART 2: Financial Ratios and Charts– ON EXCEL (Under Balance sheet) PART 3: Industry average of ratios Apple falls in many different categories for industry type. The most common and according to Yahoo finance, Apple is in the electronic equipment industry. Following will be the industry average for all of the ratios found in part 2. Electronics Equipment average Ratios: -Current Ratio= 3.45 times -Return on Equity (ROE)= 4.16 percent -Return on Assets (ROA)= 10.14 - Profit Margin= 3.80 percent -Shares Outstanding= 47.14 million -Price to Earnings= 60.36 times -Price to Book=2.35 times -Price to Sales= 2.19 times -Revenue= $882.51 million -Gross Profit= $459.38 million -EBITDA= $106.44 million -Net Income= $33.54 million -Total Debt= $309.96 million -Debt-to-Equity= .38 -Book Value Per Share= 17.41 times -Cash Flow from Operations= $65.1 million -Short Ratio= 6.76 times -EPS= .70 -Price to Earnings to Growth .98 times -Total Asset 1.46 Billion -Market Capitalization -Current Assets= $828.48 million -Current Liabilities= $240.33 million Quick Ratio= .47 times -I could not find a cash ratio for the electronic equipment industry. -Inventory Turnover= 12.29 -Days’ Sales in inventory=...
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...How to Adapt to a New Organizational Culture after a Merger/Acquisition Introduction The organization that I will be researching is Wachovia Bank. Wachovia is a diversified financial services company that provides a broad range of retail banking and brokerage, asset and wealth management, and corporate and investment banking products and services. They are one of the largest providers of financial services in the United States, with retail and commercial banking operations in 21 states from Connecticut to Florida and west to Texas and California, and nationwide retail brokerage, mortgage lending and auto finance businesses. Its retail brokerage operations under the Wachovia Securities brand name manage client assets through offices nationwide. Globally, clients are served in selected corporate and institutional sectors and through more than 40 international offices. Over the last several years Wachovia has always been in the position of purchasing smaller banks. And with most acquisitions, Wachovia has implemented their policies and procedures without taken into account how this would affect the existing employees of the company that was bought. Now for the first time, in company history, Wachovia finds itself on the other side of the table. I’m currently a Business Analyst at Wachovia. I’ve been with the company for almost 2 years, but I’ve been there long enough to understand and adapt to the culture, their policies & procedures, their implementation of diversity within...
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...Term Project Part A: Understanding Financial Statements Locate and use an annual report STEP 1: The Company Assigned to you Find the most recent annual report online for the Canadian public company assigned to the last 2 digits of your student number as per the table provided below. The annual report obtained from SEDAR must contain audited financial statements and the MDA (management's discussion and analysis). Last 2 Company Assigned digits of your student number 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 Acadian Timber Corp. Acorn Energy, Inc. Adobe Systems Incorporated Advanced Micro Devices, Inc. AEterna Zentaris Inc. Ag Growth International Inc. Agrium Inc. Air Canada AlarmForce Industries Inc. ANI Pharmaceuticals, Inc. Bank of America Corporation Bank of Montreal Bank of Nova Scotia, The Barclays Bank PLC Barrick Gold Corporation BCE Inc. Brookfield Asset Management Inc Caledonia Mining Corporation Canadian Imperial Bank of Commerce Canadian National Railway Co. Canadian Oil Sands Limited Canadian Pacific Railway Limited Canadian Tire Corporation, Ltd Last 2 Company Assigned digits of your student number 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 Gildan Activewear Inc. Glencore Canada Corporation Helix BioPharma Corp. High Liner Foods Incorporated Hydro One Inc. IMAX Corporation Imperial Oil Limited Inovio Pharmaceuticals, Inc. Leon's...
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......................................... 12 Industry Trends ................................................................................................... 13 How the Industry Operates ............................................................................... 23 Key Industry Ratios and Statistics ................................................................... 29 How to Analyze a Retail Company ................................................................... 31 Glossary ................................................................................................................ 36 Industry References ........................................................................................... 37 Comparative Company Analysis ...................................................................... 38 This issue updates the one dated November 2012. The next update of this Survey is scheduled for December 2013. CONTACTS: INQUIRIES & CLIENT RELATIONS 800.852.1641 clientrelations@ standardandpoors.com SALES 877.219.1247 wealth@spcapitaliq.com MEDIA Marc Eiger 212.438.1280 marc.eiger@spcapitaliq.com S&P CAPITAL IQ 55 Water Street New York, NY 10041 Topics Covered by Industry Surveys Aerospace & Defense Airlines Alcoholic Beverages & Tobacco Apparel & Footwear: Retailers & Brands Autos & Auto Parts Banking Biotechnology Broadcasting, Cable & Satellite Chemicals Communications Equipment Computers: Commercial Services Computers: Consumer Services & the Internet...
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...http://vk.com/caseogolics CASE INTERVIEW SECRETS A FORMER MCKINSEY INTERVIEWER REVEALS HOW TO GET MULTIPLE JOB OFFERS IN CONSULTING VICTOR CHENG Innovation Press Seattle This book and the information contained herein are for informative purposes only. The information in this book is distributed on an as-is basis, without warranty. The author makes no legal claims, express or implied, and the material is not meant to substitute legal or financial counsel. The author, publisher, and/or copyright holder assume no responsibility for the loss or damage caused or allegedly caused, directly or indirectly, by the use of information contained in this book. The author and publisher specifically disclaim any liability incurred from the use or application of the contents of this book. All rights reserved. No part of this book may be reproduced or transmitted in any form by any means, including electronic, mechanical, photocopy, recording, or otherwise, without the prior written permission of the publisher. Throughout this book, trademarked names are referenced. Rather than using a trademark symbol with every occurrence of a trademarked name, we state that we are using the names in an editorial fashion only and to the benefit of the trademark owner, with no intention of infringement of the trademark. Copyright © 2012 Victor Cheng All rights reserved. Published by Innovation Press 93 S. Jackson St., #75551, Seattle, WA 98104 ISBN 978-0-9841835-3-1 For Julia and the girls FREE BONUS...
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...JOHN A. QUELCH CAROLE CARLSON Reed Supermarkets: A New Wave of Competitors At 4:30 p.m. on December 6, 2010, Meredith Collins, VP of Marketing for Reed Supermarkets, walked down the sidewalk of the 10-store strip mall that housed Reed’s Westgate Plaza branch in Columbus, Ohio. Collins didn’t shop; instead she took mental notes about store traffic, first at the Reed store and then at an indirect but increasingly worrisome kind of competitor—a dollar store. The Reed was predictably well lit and inviting, and Collins could see three registers open and two or three customers in line at each. “Not too bad” she thought, “but not what I would hope for at this time of day, this close to the holidays.” She’d felt the same way at two other Reeds she’d visited that day . Collins walked on to the Dollar General (DG). A fairly steady stream of shoppers entered DG’s doors, their progress slowed by families exiting with plastic bags jammed full. When Collins looked inside, she noticed workers filling what was obviously a new freezer case—the first freezer she had seen in a dollar store that day. This DG was doing just as well, to judge from this glimpse, as the Family Dollar she’d walked past half an hour earlier at North Valley—but no better than the Aldi store she had visited in the morning. That Aldi trip was interesting: a bright and spotless mini- supermarket, run by a giant firm from Germany that carried one-tenth the food items that a Reed did and sold virtually no brand names, only...
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...periods so that several reports over time can be compared if so desired? 6. Are actual and budget for the same period? 7. Are the figures annualized? 8. Test one line-item calculation. Is the math for the dollar difference computed correctly? Is the percentage properly computed based on a percentage of the budget figure? 333 334 APPENDIX A Checklists Checklist A-2 Building a Budget 1. What is the proposed volume for the new budget period? 2. What is the appropriate inflow (revenues) and outflow (cost of services delivered) relationship? 3. What will the appropriate dollar cost be? (Note: this question requires a series of assumptions about the nature of the operation for the new budget period.) 3a. Forecast service-related workload. 3b. Forecast non–service-related workload. 3c. Forecast special project workload if applicable. 3d. Coordinate assumptions for proportionate share of interdepartmental projects. 4. Will additional resources be available? 5. Will this budget accomplish the appropriate managerial objectives for the organization? Checklist A-3 Balance Sheet Review 1. What is the date on the balance sheet? 2. Are there large discrepancies in balances between the prior year and the current year? 3. Did total assets increase over the prior year? 4. Did current assets increase, decrease, or stay about the same? 5. Did current liabilities increase, decrease, or stay about the same? 6. Did land, plant,...
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...…………………………………………….. 5 4) COMPANY DESCRIPTION........................…………………………………………………. 6 5) STRATEGIC FOCUS AND PLAN...........................................................................................8 a) Mission Statement (Current) .......................................................................................... 8 b) New or Revised Mission Statement ................................................................................8 i) Vision Statement (Current) ................................................................................. 9 ii) New or Revised Vision Statement ..................................................................... 9 c) Goals............................................................................................................................... 9 1) Non-financial Goals ..........................................................................................9 2) Financial Goals ................................................................................................ 10 d) Core Competency and Sustainable Competitive Advantage........................................ 10 6) SITUATION ANALYSES ...................................................................................................... 11 a) SWOT Analysis.............................................................................................................11 b) Industry Analysis .............................................................................
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