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  • Rocky Mountain Chocolate Company: Financial Analysis Research Report

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    mtn3077
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    The document outlines the tasks and status of a financial analysis project on Rocky Mountain Chocolate Factory. It details 5 main sections of the project - background research, preliminary tasks, qualitative research, financial analysis, and final recommendation. For each task, it lists the status as completed, in progress, or not yet started, as well as target due dates. The team has completed some background research but much of the qualitative research and financial analysis remains in progress or not yet started as the project deadline of November 17th approaches.

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    RMCF Tasks

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    The document outlines the tasks and status of a financial analysis project on Rocky Mountain Chocolate Factory. It details 5 main sections of the project - background research, preliminary tasks, qualitative research, financial analysis, and final recommendation. For each task, it lists the status as completed, in progress, or not yet started, as well as target due dates. The team has completed some background research but much of the qualitative research and financial analysis remains in progress or not yet started as the project deadline of November 17th approaches.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    25 views3 pages

    Rocky Mountain Chocolate Company: Financial Analysis Research Report

    Uploaded by

    mtn3077
    The document outlines the tasks and status of a financial analysis project on Rocky Mountain Chocolate Factory. It details 5 main sections of the project - background research, preliminary tasks, qualitative research, financial analysis, and final recommendation. For each task, it lists the status as completed, in progress, or not yet started, as well as target due dates. The team has completed some background research but much of the qualitative research and financial analysis remains in progress or not yet started as the project deadline of November 17th approaches.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    Rocky Mountain Chocolate Company

    Financial Analysis Research Report


    Task Hierarchy

    Task
    I. Background Research a. Gather Data rmcf-rit725.wikispaces.com 1. 10-K & 10-Q 2. Hoovers Report 3. News Articles 4. Press Releases 5. Management Bios 6. Plunkett Report 7. S&P Report 8. Corporate Governance b. Read Primary Sources 1. Adam 2. Bill 3. Matt 4. Nick II. Preliminary Tasks a. Choose team name b. Formatting 1. Upload template to Google Nick 2. Embed styles to document Matt

    Status
    Done Done Done Done Done Done Done Done Done Incomplete Started Started Started Started Incomplete Started Incomplete Done Started

    Due

    Complete
    10/22/11 9/30/11 9/30/11 9/30/11 9/30/11

    10/24/11

    10/22/11 10/18/11 9/30/11 10/22/11

    10/27/11

    10/27/11 11/17/11

    10/21/11

    3. Post revisions to Wiki 4. Font compatibility issue Matt c. Graphics 1. Daily stock price graph Matt 2. EPS chart 3. Market Profile chart Nick 4. Annotated graph w/ benchmark i. Make list of important dates ii. Superimpose captions d. Exhibits 1. Income Statement 2. Balance Sheet 3. Statement of Cash Flows 4. Other Exhibits i. Org chart III. Qualitative Research a. Highlights b. Business Description c. Industry Overview d. Economic/Global risks e. Lessardian Global Analytics f. Investment Summary IV. Financial Analysis a. Earnings b. Income Statement c. Cash Flow d. Balance Sheet & Capital Structure Done Incomplete Done Not Started Done Not Started Not Started Not Started Incomplete Not Started Not Started Not Started Not Started Not Started Incomplete Not Started Not Started Not Started Not Started Not Started Not Started Incomplete Not Started Not Started Not Started Not Started

    Ongoing

    e. Retirement / Pension f. Executive Compensation / Options g. Other Areas (brainstorm) 1. Research & Development 2. Mergers & Acquisitions 3. Managerial Change 4. Legal Actions 5. Shareholder Actions i. Insiders ii. trading volume iii. stock volatility iv. poison pills v. dilution 6. Market / Product Expansion i. Franchising ii. Retail locations 7. Something else?v V. Final Recommendation a. Date of Submission b. Recommendation c. Price Target

    Not Started Not Started Not Started Not Started Not Started Not Started Not Started Not Started Not Started Not Started Not Started Not Started Not Started Not Started Not Started Not Started Not Started Incomplete Not Started Not Started Not Started 11/17/11

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