Chapter three Financial Forecasting 1. Clarkson Lumber Co. Source: Harvard Case Quantity: 297013 Size: 6 pages Year: 1997 An up to date version of a previous chestnut, this finest vendor asks college students to assess the efficiency of a small, quickly growing enterprise, to challenge the need for Think about financing in the future and various technique managing firm progress. College students must resolve why the company is unable to repay, undertaking the company’s future capacity to repay, and suggest a plan that protects the bank and, hopefully, meets the company’s needs. The reader’s problem is investigating these bulletins and the company’s monetary statements to determine what went incorrect and how severe the state of affairs is.
Krispy Kreme Doughnuts, Inc. Source: Darden Case Quantity: UVA-F-1479 Size: Sixteen pages Yr: 2005 Krispy Kreme was one of many quickest rising corporations in America, but this Garcia’s Hybrid Drawing Techniques for Interior Design all ended in late 2004 after a collection of bulletins triggered buyers to reassess the company’s prospects. 2. WestJet Airways Ltd.: Funding Strategy Source: Ivey College of Business (Obtainable on Harvard site.) Case Quantity: 909N23 Size: 15 pages 12 months: 2009 A portfolio supervisor is considering funding for a rapidly rising Canadian airline. Chapters 1 and a pair Interpreting Financial Statements and Evaluating Financial Performance 1. Case of the Unidentified Industries — 2006 Supply: Harvard Case Quantity: 207096 Length: Three pages 12 months: 2006 The case contains widespread-dimension stability sheets and monetary ratios for 14 firms, every consultant of a different business.
Hampton Machine Instrument Co Supply: Harvard Case Quantity: 280103 Size: 6 pages Yr: 1979 A best-promoting case despite its age, Hampton Machine Software provides invaluable drill in constructing professional forma forecasts and money budgets and in reconciling the 2. Wal-Mart Shops, Inc. Supply: Harvard Case Quantity: 101011 Size: 19 pages Year: 1997 Sears and Wal-Mart had very related returns on equity in 1997. The challenge is to know how every firm generates its ROE. Your portfolio will have to be rebalanced time and time once more to make sure these sectors performing better than assumed don’t evolve into too big a share of your invested belongings. College students must make a month-to-month pro forma projection.