Security Analysis Assignment Question 1 There are several examples of the various types of mutual funds. In fact the list is listless but the most common ones include; Aggressive growth funds, Growth funds, Growth and Income Funds, Value Funds, International Equity Funds, US Government Income Funds, Municipal Bond Funds, Corporate Bond Funds, High Yield Bond Funds, Treasury Bills, Money Market Funds among many more. Load Mutual Funds are funds that have a sales charge or commission attached when they are
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FI 575 2011 FINANCIAL STATEMENT ANALYSIS J P MORGAN CHASE Vs. CITIGROUP TO : PROF FRANK OWARISH BY : RAYAN SEQUEIRA ZHOUXIA WANG HOMAR WRIGHT DARA SIU WAN HO TABLE OF CONTENTS EXECUTIVE SUMMARY 3 INDUSTRY BACKGROUND 4 COMPANY PROFILE 6 RATIO ANALYSIS 8 ANALYSIS OF OPERATING ACTIVITIES 9 ANALYSIS OF INVESTING ACTIVITIES 11 ANALYSIS OF FINANCING ACTIVITIES 13 COMMON SIZE ANALYSIS 19 DEBT AND EQUITY FINANCING 20 INDUSTRY STANDARDS
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...........................1 II. The Auditors……………………………………………………………………………………….2 III. Events Affecting The Financial Statements………………………………………..2 IV. Assets & Liabilities………………………………………………………………………………3-4 V. Company Stock……………………………………………………………………………………4-5 VI. The Income Statement………………………………………………………………………..5-6 VII. The Statement of Cash Flows……………………………………………………………...6-8 VIII. Summary……………………………………………………………………………………………..8 IX. Works Cited…………………………………………………………………………………………9
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with money, but one of the most notable things they do for a business is handle the financial statements. Financial statements are essentially the backbone of what accountants do for a business. It consists of four separate financial statements in a specific order starting with an income statement, retained earnings statement, balance sheet, and a statement of cash flows. Businesses use an income statement to report if their operations during a certain period of time have been a success of a failure
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on management. As such, this choice will have an impact on a company's balance sheet, income statement and cash flow statement. It will also have an impact on a company's financial ratios. Here is what the decision will have an impact on: Net income - Capitalizing costs and depreciating them over time will show a smoother pattern of reported incomes. Expensing firms have higher variability in reported income. In terms of profitability, in the early years, a company that capitalizes costs will have
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WAlmart | Accounting Cycle Paper | Accounting Cycle of Walmart | | Melanie Bartholomew | September 2, 2012 | When a company, like Walmart, begins to prepare financial statements and reports at the end of an accounting cycle they generally use Generally Accepted Accounting Principles and “the collective process of recording and processing the accounting events” (Definition of ‘Accounting Cycle’, 2012), known as the accounting cycle. There are nine steps involved in the accounting cycle
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Financial Statement Differentiation Raven Vaughn Accounting 561 November 7, 2011 George Bray Financial Statement Differentiation This paper briefly introduces the four types of documents in a financial statement, the information they contain, and their importance to investors, managers, and creditors. Financial Statements Four documents make up a complete financial statement: income statement, statement of retained earnings, balance sheet, and statement of cash flow (Kimmel
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Direct and Indirect Cash Flows Companies will typically prepare a cash flow statement every month to determine when it can be expected that an inflow of cash will begin. Officially, these are known as the statement of cash flows. An accounting department can choose from two different methods to prepare the cash flow statements, these are the direct and indirect methods. Each of these methods will approach the reporting of cash flow from different angles, but each method will result if the same
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given point in time. This includes items such as cash, inventory, machinery and buildings Liabilities represent debt (which of course must be paid back), while equity represents the total value of money that the owners have contributed to the business - including retained earnings, which is the profit made in previous years. The Income Statement While the balance sheet takes a snapshot approach in examining a business, the income statement measures a company's performance over a specific
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In order to fully understand the true financial health of a company, the end user should carefully look over the statement of cash flows. Sure, investors and financial analyst can use the published numbers in the income statement and balance sheet to get a look at how a given company arrived a profit/loss, but it is the statement of cash flows which really helps a user to understand the quality of earnings. However, corporate management can embellish and overstate earnings simply by the affects resulting
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