Any equity research report will include the historical financial performance of the company. The financial statements form the basis of facts for the company and those facts contribute to the determination of the buy, hold, or sell investment recommendation. For this assignment, you will use the Mergent database through the university library to retrieve 3 years of financial statements (i.e., the income statement, balance sheet, and statement of cash flow) for your chosen publicly traded company that pays dividends. You should use the same company you picked for your Post Your Introduction discussion forum. Then you will format that financial information using a spreadsheet program like Excel. The video below explains how to format your company’s financial information.
Title this assignment “Appendix A.” Be sure to save both formats (Excel and PDF) of these files for later use.
Note: You will use all of the assignments in Weeks 1 through 4 for your Week 5 final project for this course.
Prior to beginning work on this assignment,
Using the Mergent database in the university library,
Construct Appendix A:
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