Business: Hewlett-Packard
HP Inc
NYSE: HPQ
PLEASE READ INSTRUCTIONS!!
SEC 10-K Report:
The SEC 10-K assignment will consist of research to write a paper on an annual SEC 10-K report filed by a public company with the U.S. Securities and Exchange Commission (SEC). The focus of this assignment is on the financial statements as a whole and the concepts related to the topics covered in this course. You will conduct internet based research to select a public company of your choice from the list of companies included in the Fortune 100 companies, and locate its most recent SEC 10-K report for your project. As part of this project, you will participate each week in the discussions specifically designed to guide you through this project. You will share your experience with your fellow students to learn from each other through discussion postings. There are two deliverables: (1) SEC 10-K Paper, and (2) SEC 10-K Power Point presentation based on your paper. Additional information will be provided by your professor.
Report SEC 10-K
Instructions
Microsoft Word document:
• Copy and paste key financial statements into your word document
o They do not affect page count
o You may find graphics in the SEC 10-K that illustrate topics
o These items will assist readers as they review your paper
• Identify highlights of your financial analysis, and contrast to a non-manufacturing (or manufacturing) corporation's financial statements using your OWN WORDS.
• What do you learn about the company?
• What areas are changing and may be opportunities for cost control and improved profits?
• Pricing and Sales: how are sales changing? While the SEC 10-K may not reveal details (consider competitive advantage versus required disclosure)
• As sales change, how does gross profit and net income change?
• Vertical analysis, comparatively, from year to year, is helpful
• Estimated length: five to seven (5-7) pages
• 1 inch margins top & bottom; 1 to 1.25 inches on left & right sides
• Line spacing: single spacing with double spacing between paragraphs
• Font size: 12 CPI
• Font style: Times New Roman
Power Point Presentation SEC 10-K
Instructions
Microsoft Power Point presentation:
• Imagine that you are preparing slides to make a formal presentation to the senior management team of the corporation on opportunities for the future.
• You may wish to add audio to the Power Point presentation file or provide speaker's notes embedded into the file in the notes section.
• Prepare the following
o Cover slide
1. Brief description of corporation
2. Financial statement ratios you created and computed
3. Cost of goods sold calculation
4. Comparison of profitability of various product lines
5. Potential opportunities to control costs in particular product lines, departments, divisions, etc.
6. Recommendations for sustaining existing product(s) lines based on cost analysis
7. Recommendations for eliminating or transitioning existing product(s) lines based on cost analysis
8. Recommendations for potential market opportunities
9. Concluding thoughts
Power Point Presentation SEC 10-K
Instructions
Microsoft Power Point presentation:
• Imagine that you are preparing slides to make a formal presentation to the senior management team of the corporation on opportunities for the future.
• You may wish to add audio to the Power Point presentation file or provide speaker's notes embedded into the file in the notes section.
• Prepare the following
o Cover slide
1. Brief description of corporation
2. Financial statement ratios you created and computed
3. Cost of goods sold calculation
4. Comparison of profitability of various product lines
5. Potential opportunities to control costs in particular product lines, departments, divisions, etc.
6. Recommendations for sustaining existing product(s) lines based on cost analysis
7. Recommendations for eliminating or transitioning existing product(s) lines based on cost analysis
8. Recommendations for potential market opportunities
9. Concluding thoughts.