Rick Thompson's Stock Investment: Company Analysis

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Compact case

Case

Reference no. 9A99N007

Subject category: Finance, Accounting and Control

Authors: Stephen R Foerster (Ivey Business School, Western University)

Published by: Ivey Publishing

Originally published in: 1999

Version: 2000-04-25

Length: 5 pages

Data source: Generalised experience

Topics: Investment analysis; Investments; Financial reports/disclosure; Valuation

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Abstract

An investment advisor for National Securities Inc had just met with a client who was looking for some interesting stocks to add to his portfolio of investments. He wanted to understand how to analyze a particular company''s financial statements and project earnings, and a target share price. This case allows students to assess a particular company''s financial statements in order to determine, based on the Dupont method, the drivers behind internal growth. The price-earnings valuation method is also presented. This case is the second in a series of three cases that focus on a variety of stock investment decisions. (See ''9A99N006'' and ''9A99N009''.)

Industry:

Security and commodity brokers, dealers