Publicly traded companies

Create a detailed report based on Scenarios in Chapter 10 of the textbook:
Create a 10-minute presentation, offering the details of your report using audio, video and visuals that illustrate your points
Scenarios
A community foundation has hired you to help them make decisions about where to invest their endowment. The foundation offers grants and no-interest loans to locally based nonprofit groups who serve the community. It currently has $1 million in an
endowment fund.
o Choose three publicly traded companies and research them.
 Consider the background of the company
 Consider the mission and vision
 How has the stock faired? What are the trends?
 What are analysts saying about the stock?
 Create a picture of the company’s revenue streams and profits.
 What plans do they have for the future? New products, services, moves, expansions, etc.
 Who is running the company? What is their reputation?
 Who is on the board?
 How are the board, CEO and other management team members doing in facing challenges, treating employees, etc.
 What ethical issues have they faced? How?
 What news about the company might be of interest to the foundation as they make a decision about where to invest their money?
o Based on your research, decide whether each company would be good a good place to invest the foundation’s money.
 Explain why or why not.

Title: Investment Analysis for the Community Foundation: Evaluating Potential Companies for Endowment Investment Introduction:
  • Begin the presentation with an engaging introduction to capture the audience’s attention.
  • Introduce the scenario of a community foundation seeking guidance on investing their endowment fund.
  • Provide a brief overview of the presentation agenda, which includes researching three publicly traded companies and evaluating their suitability for investment.
1. Researching the Companies:
  • Select three publicly traded companies and provide a background on each.
  • Discuss the mission and vision of each company, highlighting their commitment to social responsibility or community impact.
  • Analyze the historical performance of each company’s stock and present trends in their stock prices.
  • Present insights from analysts’ reports regarding the future prospects of each company.
  • Create a visual representation of the revenue streams and profits of each company to provide a holistic understanding.
  • Explore the plans of each company for the future, including new products, services, expansions, or moves.
  • Evaluate the reputation of the company’s leadership, including the CEO and management team.
  • Discuss the composition of the company’s board and highlight any notable members.
2. Ethical Considerations and Corporate Behavior:
  • Identify any ethical issues or controversies that the companies have faced in the past.
  • Examine how each company has addressed these ethical issues and the impact on their reputation.
  • Evaluate how the company’s board, CEO, and management team have handled challenges and treated employees.
  • Discuss any corporate social responsibility initiatives undertaken by the companies and their alignment with the community foundation’s values.
  • Highlight any news or developments about the companies that could be relevant to the foundation’s investment decision.
3. Investment Decision:
  • Based on the research conducted, present a recommendation for each company as a potential investment for the community foundation’s endowment.
  • Justify each recommendation by explaining the alignment between the company’s mission, financial performance, and ethical behavior with the foundation’s goals.
  • Discuss the potential risks and opportunities associated with each company’s investment.
  • Consider the long-term sustainability and growth prospects of the companies.
  • Present any additional factors that the foundation should consider when making their investment decision, such as market conditions or industry trends.
Conclusion:
  • Summarize the key findings and recommendations for each company.
  • Emphasize the importance of aligning the foundation’s investment with their mission and values.
  • Encourage the audience to further evaluate the companies and consider the potential impact of their investment decisions.
  • Conclude with a memorable closing statement.
Visuals:
  • Utilize charts, graphs, and infographics to illustrate stock performance, revenue streams, and profitability.
  • Include images of the company’s leadership, board members, and relevant products or services.
  • Incorporate visually appealing slide designs to enhance the overall presentation.
Audio and Video:
  • Use a confident and engaging tone

Sample Answer