SEC 10-K Paper and Power Point Presentation Instructions

(1) SEC 10-K Paper: 4 - 5 pages in length, single-spaced, with double spacing between paragraphs. One inch margins on all sides. APA Style for in text citations and a works cited list. You would include the web link for the SEC 10-K, our textbook, and any other resources, including the FASB Codification resource explained above. This paper will be a detailed summary of your research and work on your company over the course of this term. (Please see below questions that must be answered from the DIRECTV SEC 10-K report prior to writing the paper and completing the power point presentation).

RESOURCES:

FASB Codification Database link: http://aaahq.org/ascLogin.cfm (log-in: username: AAA51628, password: DMj57NN)

(2) SEC 10-K Power Point Presentation: 6 slides plus a cover slide and a works cited slide. This presentation will be based on your SEC 10-K paper and will allow your classmates and me to see highlights of your paper. Remember a good Power Point presentation does not include paragraphs of information. Graphics, tables, and analysis may be presented.
Information on the PPT portion of the Writing Assignment

1) A PPT presentation captures the highlights of what you wish to present to your audience. It does not include paragraphs of information, but should be able to tell a story on its own - it is more than a summary, but less than an actual written assignment

2) Tables, graphs, charts can add to the presentation, but ensure they are labeled properly.

3) Dollar amounts should have a "$" and percentage amounts should be displayed with a "%" Two decimal places work well -

4) You can have a cover slide, and/or an agenda slide; you can also have a conclusion or summary slide and end with "Any Questions" and a works cited slide should be included as appropriate

5) No doubt you have been in classes where professors have utilized PPT in their lecture. Use what you like about those presentations; avoid what you disliked. Animation works well, but everyone doesn't have the same experience base, so don't worry if you don't know how to do this - same holds true for music or video enhancements. Add some color where appropriate

6) Capture the highlights of your research and analysis, and consolidate / condense your information in PPT

The following questions must be answered from the DIRECTV SEC 10-K REPORT prior to the paper & PPT being complete:

Category: Revenue and Net Income

1. What was the corporation's net sales, cost of goods sold, and gross profit?

2. What was the corporation's net interest expense?

Category: Comprehensive Income

1. What is the account and amount of the top line item on the Statement (or Consolidated Statement) of Comprehensive Income?

2. What items appear under "Other Comprehensive Income (Loss)"?

3. What is the account and the amount of the bottom line item on the Statement (or Consolidated Statement) of Comprehensive Income?

Category: Analysis

1. Calculate the following ratios for the most recent year and comment on the results of your ratio analysis.

a. Gross profit margin

b. Net profit margin

c. Times interest earned

Week 3:

Category: Stock Market

1. What is Standard & Poor's 500?

2. What is the Dow Jones Industrial Average (DOW)?

Category: Assets and LIabilities

1. What were total current assets?

2. What were total current liabilities?

Category: Analysis

1. Calculate the following ratios for the most recent year and comment on the results of your ratio analysis.

a. Current ratio

b. Quick ratio

Week 4:

Category: Capital stock

1. Describe any other accounts reported in the Stockholder's Equity section of the Balance Sheet.

2. Discuss Treasury Stock transactions during the current year, if any.
Category: Retained Earnings

1. Use the following equation and show how the Retained Earnings account has changed during the year. [Hint: the beginning balance of Retained Earnings is also equal to the ending balance of Retained Earnings in the prior year.]

Retained earnings, beginning balance
+ Net Income
- Dividends
= Retained earnings, ending balance

[Note: if the Statement of Stockholder's Equity shows other accounts in the computation of Retained Earnings, please ask the professor for guidance]

Category: Analysis

1. Calculate the following ratios for the most current year and comment on the results of your ratio analysis.

a. Return on stockholder's equity

b. Earnings per share

Week 5:

Category: Operating Activities

1. Describe where Net Income is shown on the Statement of Cash Flows and state the amount. Refer back to the Income Statement to verify the amounts reported for Net Income are equal.

2. What amount(s) is reported for depreciation and or amortization?

3. Are any gains or losses reported on the Statement of Cash Flows? If so, provide a summary of transaction(s) that resulted in the gains and or losses. [Hint: you may need to review the Notes to Financial Statements to learn which transactions resulted in gains/losses].

Category: Investing and Financing Activities

1. Describe financing activities used by your corporation to increase cash (or other assets).

2. Discuss financing activities that reduced cash.

Category: Analysis

1. Calculate the following ratio for the most current year and comment on the results of your ratio analysis.

a. Free cash flow