Tag: Finance

Refer to the attached documents

The requirements below must be met for your paper to be accepted and graded:

Write between 500-750 words (approximately 2 – 4 pages) using Microsoft Word in APA style.

Use font size 12 and 1” margins.

Include cover page and reference page.

At least 80% of your paper must be original content/writing.

No more than 20% of your content/information may come from references.

Use at least three references from outside the course material; one reference must be from EBSCOhost. Text book, lectures, and other materials in the course may be used, but are not counted toward the three reference requirement.
Cite all reference material (data, dates, graphs, quotes, paraphrased words, values, etc.) in the paper and list on a reference page in APA style.

References must come from sources such as scholarly journals found in EBSCOhost or on Google Scholar, government websites and publications, reputable news media (e.g. CNN , The Wall Street Journal, The New York Times) websites and publications, etc. Sources such as Wikis, Yahoo Answers, eHow, blogs, etc. are not acceptable for academic writing.

Historic Redstone Castle is for sale

A castle built for the man who founded the town of Redstone, CO, can now be yours, for $19.75 million. (Sherman, T.)

A coal magnate, John Cleveland Osgood, built the castle for his wife near the town of Redstone, which was founded as a company town for people working in the coal mining industry. Construction began in 1897 and was completed in 1902. (Sherman, T.)

In the early 1900s, John Cleveland Osgood was known as the King of Coal in the West. He was sixth richest of the Robber Barons, a group of elite industrialists. As a social and industrial experiment, Osgood decided he wanted to build a town in the Colorado mountains that would provide better living conditions for the miners working nearby. Instead of the tents and tiny cabins common in mining towns, Osgood built Swiss-style cottages – with electricity and running water – along the river. He also built a clubhouse with a theater, school, library, lodge, community garden and stables. (Kesting, A.).

Known as Redstone Castle and as the “Ruby of the Rockies,” the 42-room castle has almost 30,000 square feet of interior space. It also has over 150 acres of land, surrounded by beautiful scenery along the Crystal River. (Sherman, T.)

It’s not the first time the castle has been up for sale in recent years. Steve and April Carver purchased it at an auction for $2.2 million in 2016. (Oravetz, J.)

The Carvers worked to renovate and restore the castle and have operated it as a hotel since 2018. (Oravetz, J.)

It features nine restored boutique suites, where dignitaries such as Teddy Roosevelt and the Rockefellers once slept. It was also open to the public for guided tours on weekends and was available to host weddings and other private events. (Oravetz, J.)

References

Sherman, T. (2020, Sep 23). Historic Colorado Castle in the Rockies Can Be Yours—Antique Ski Lift Included, from https://www.realtor.com/news/unique-homes/historic-colorado-castle-antique-ski-lift-included/

Kesting, Amanda (2019, February 22). You can spend the night in a 117-year-old castle in this tiny Colorado mountain town, from https://www.9news.com/article/life/style/colorado-guide/you-can-spend-the-night-in-a-117-year-old-castle-in-this-tiny-colorado-mountain-town/73-3dc8bd41-828a-4a0d-8f79-61d15614e4cb
Oravetz, Janet. (2020, September 16). Historic Redstone Castle for sale once again, from https://www.realtor.com/news/unique-homes/general-robert-e-lees-boyhood-home-sale/
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In your initial response to the topic you have to answer all questions.

1. Calculate the annual compound growth rate of the Redstone Castle price since the house was purchased by Steve and April Carver (in 2016) until it was listed for sale in 2020. (The growth rate should be calculated to two decimals in percentage form. Round the number of years to the whole number). Please show your work.

2. Assume that the average compound growth rate prevailed since John Cleveland Osgood built the Castle in 1902 until 2016 was 5.52% per year compounded annually. Calculate the price of the house in 1902. (Round the number of years to the whole number). (TIP: To get the answer correctly you need to use the price of the house in your calculations in dollars with all zeros). Please show your work.

3. You were using the time value of money concept to answer question #2. Think about the timeline for that problem. What year is considered as the time point 0 in that problem? Please explain your answer

4. Assume that the average compound growth rate you were using in the question #2 now is compounded daily. Calculate the price of the house in 1902. Compare with your answer to the question #2. (Round the number of years to the whole number). (TIP: To get the answer correctly you need to use the price of the house in your calculations in dollars with all zeros). Please show your work.

5. Assume that the house was purchased for the price listed in 2020. A commercial bank loaned the buyer the whole price (zero down payment) for 30 years. The loan must be repaid in equal monthly payments at the end of the month. The annual interest rate on the loan is 3.45% of the unpaid balance. What is the amount of the monthly payments? Please show your work.

6. Reflection – the students also should include a paragraph in the initial response in their own words reflecting on specifically what they learned from the assignment and how they think they could apply what they learned in the workplace or in everyday life.

Suggested Structure:
The presentation is open to your own interpretation of the project but should
include the following items as a minimum:
1) Executive summary (objectives and content)
2) Rationale for the project (describe the current situation)
3) Ratio analysis (financial and non-financial)
4) Project financials (investment valuation methods)
5) Project risks (minimum one each of financial and non-financial)
6) Critical discussion of the methods (if the company did not invest in
the project)
7) Final recommendation to the investment committee for the chosen
funding method and supporting reasons for the choice

Here is your opportunity to dream! Choose a vacation destination anywhere in the world (to which you must fly) for a 2-week trip (assume you have vacation time from work to take the trip) that you would like to take exactly 10 years from today. This can either be an individual vacation, a couple trip, or a family excursion, depending on your life circumstances.
After you pick your destination (remember, dream big), determine the following: (PLEASE SEE THE TRIP DESTINATION AND SOME COST IN THE ATTACHED FILE)

-Determine travel expenses for all members of the group.
-Identify lodging expenses for the entire time period of the trip.
-Estimate the daily food expenses.
-Make a list of activities that you would like to engage in every day of the trip. Determine a cost for each day’s activity list (e.g., tickets to amusement parks, museum entrance fees, boat trips, scuba diving, deep sea fishing, entertainment venues).
-Make a list and associated cost estimate of any other expenses that you believe should be included in a total cost estimate for your vacation (e.g., pet boarding, house sitting, airport parking fees).
-Determine if someone earning a high income or someone earning minimum wage would be able to afford this trip?

Note: You must research all aspects of your list to substantiate your cost estimates; that is, you must demonstrate and/or document how you derived each cost estimate in the list.

After gathering and organizing all collected data, prepare a document describing your destination (including your reason for choosing that location), listing (and substantiating) all costs of the trip (this can be done in a table and must be clear and provide sufficient detail so that the reader understands your interest and passion for your vacation), and determining a total cost of your dream vacation from the time you leave to the time you return.

Assuming that your estimated total cost will grow by 2.5% per year (due to inflation), demonstrate how you would compute the expected future cost of your dream vacation.

Suppose that you can invest money every month into a fee-free mutual fund and that this fund is expected to have a 10% nominal annual rate of return. Using your estimated future cost (including inflation) as future value, determine the amount of money you must save each month for the next 10 years (i.e., 120 months) to achieve your goal. Then, determine the monthly amount you must save if you delay your trip for an additional 5 years (that is, you will take the trip 15 years from today = 180 months) instead of 10 years from today. (Note: Be sure to add the 5 additional years of inflation to the estimated future cost.) Write an explanation for your calculations so the reader is completely clear on how you derived your required monthly deposits.

Based on this numerical representation of your dream vacation, write a well-contemplated critical analysis of your trip. For example, explore questions such as: is this something that you think is worth saving for, have you changed your mind after seeing the reality of the required sacrifice, are you rethinking the location or luxury level of your accommodations or daily outings, and so on.

Note that you must properly cite all reference sites that you used to collect data to estimate your costs value, etc.

Length: 8 to 10-slide PowerPoint presentation, not including title page and references; (You may wish to include appendix pages in your presentation to accommodate any tables, figures, or images that do not fit within your presentation.)

References: As this is your dream vacation, you will be responsible for researching and providing your references. Please list at least three references.

Your presentation should demonstrate thoughtful consideration of the ideas and concepts presented in the course and provide new thoughts and insights relating directly to this topic. Your response should reflect scholarly writing and current APA standards.

Answer the following questions (for quantitative questions, show your work):

1.How does the present value of a lump sum compare to the present value of an annuity?
2.How does the future value of an ordinary annuity compare to the future value of an annuity due?
3.How does the present value of an annuity compare to the present value of an annuity due?
4.What is the value today of $500 received in 3 years if the going rate of interest is 10% per year?
5.An individual has $3,000 today. What will that be worth in 7 years if the going rate of interest is 4% per year?
6.What is the present value of $250 received at the end of each year for the next 8 years if the interest rate is 4.5% per year?

Length: 1-3 pages, not including cover page and references

References: Please include three sources with your submission.

Your paper should demonstrate thoughtful consideration of the ideas and concepts presented in the course and provide new thoughts and insights relating directly to this topic. Your response should reflect scholarly writing and current APA standards.

Here is the background information on your task
Your client has asked you for an analysis of the market environment and outlook, looking to identify potential winners and losers and a trade idea they can present to their board.

They have asked for your assistance in analyzing opportunities in different asset classes and deriving an attractive trade.

These topics are kept broad for you to decide what is most appropriate.

News events / industry development you can choose to analyze (choose one asset class to elaborate):

The US / China trade tensions and its potential impacts on different asset classes in different markets

The recent policy changes of US Fed and European central banks and its impact on different asset classes in different markets

The development of 5G technology – choose one sector to elaborate (e.g. semiconductors, telecom, mobile, hardware tech, network equipment, etc.)

Autos – the development and usage of EV globally – choose one related sector or market to elaborate (e.g. Auto parts)

China consumption upgrade cycle – choose one sector to elaborate (e.g. healthcare, education, dairy, liquor, etc.)

COVID-19 outbreak and its impact on different sectors – choose one sector to elaborate (e.g. healthcare, consumer staples, education, information technology, communication services, real estate, etc.)

Asset Classes you can choose to recommend a trade idea:

Equities
Credit
Rates
FX
Commodities

3
Here is your task
Please summarize the following points in either a Word, PDF or PowerPoint format.

1. Market Analysis

Select an industry development (suggested topics above) and analyze its key impacts on the market.

2. Opportunity Analysis

Choose any of 5 Asset Classes: Equities, Credit, Rates, FX, or Commodities and elaborate on how it will benefit/suffer particularly from the changed market conditions.

3. Trade Idea

Present your client with a specific trade idea based on your analysis above.

You are required to choose 1 out of the 5 Asset Classes available for the trade recommendation. In your answer, we suggest explaining why you chose that specific asset class over the others, why you expected to gain or lose, your time horizon and target P

Hello writer, this is the final assignment of the class. Please read the instructions file carefully and download the other two files as you will see that they are required to be used.

For the company, I selected SHAKE SHACK. Please use shake shack as your company selection in the paper.

PLEASE LET ME KNOW IF YOU NEED MORE PAGES <3

GOOD LUCK!

Develop the Financial Plan of your proposed solution.

Because this is a course in a MBA Capstone Research Project, we must always analyze the financial aspect of any strategic decision. Therefore your analysis is expected to be quantitative as well as qualitative.
The cases discussed throughout the MBA curriculum can give you some good ideas of what kind of information to include in your Research Project. Additionally, use the textbook for MGT516, Strategic Management as guide (especially Chapter 12.A Resources for Case Research and 12.B Case Study Analysis Methodology using the Strategic Audit).
Finally, your recommendations as a consultant should have included only few of the 54 (or less) Strategic Segmented SBAs.
As a consultant you should be thinking of an entrepreneurial venture that involves those SBAs and can be started with a capital investment not exceeding $1 million USD (If more capital is needed, please indicate it in your paper).
Therefore, you will submit the financial plan of your proposed solution (SBAs with more Future Prospects and Future Competitive Position Potential) using Financial pro-formas. For example: income statement with assumptions detailed, start-up costs for the first six months of operation – inventory, rent, etc. Or, a Case Study Analysis Methodology using the Strategic Audit.

Develop the Financial Plan of your proposed solution.

Because this is a course in a MBA Capstone Research Project, we must always analyze the financial aspect of any strategic decision. Therefore your analysis is expected to be quantitative as well as qualitative.
The cases discussed throughout the MBA curriculum can give you some good ideas of what kind of information to include in your Research Project. Additionally, use the textbook for MGT516, Strategic Management as guide (especially Chapter 12.A Resources for Case Research and 12.B Case Study Analysis Methodology using the Strategic Audit).
Finally, your recommendations as a consultant should have included only few of the 54 (or less) Strategic Segmented SBAs.
As a consultant you should be thinking of an entrepreneurial venture that involves those SBAs and can be started with a capital investment not exceeding $1 million USD (If more capital is needed, please indicate it in your paper).
Therefore, you will submit the financial plan of your proposed solution (SBAs with more Future Prospects and Future Competitive Position Potential) using Financial pro-formas. For example: income statement with assumptions detailed, start-up costs for the first six months of operation – inventory, rent, etc. Or, a Case Study Analysis Methodology using the Strategic Audit.

Instructions Using MS Excel spreadsheet, create an assessment for each of the following problems: Calculate the monthly mortgage payment. Instructions
Using MS Excel spreadsheet, create an assessment for each of the following problems:

Calculate the monthly mortgage payment of principal and interest for a loan with an initial balance of $250,000, an annual stated interest rate of 5%, and 30 years to maturity. Use Excel to develop this response and present your result within a separate page of the spreadsheet. Would only someone who makes a high income be able to afford this mortgage payment? Or would someone who makes the minimum wage be able to afford this mortgage payment?

Develop the amortization table for the loan outlined in problem 1. Use an Excel spreadsheet to develop and present this table. Present this result in a separate page of the spreadsheet.

Use the structure of problem 1 to develop a summary table that shows how the monthly payment would adjust for all options with an interest rate at 4%, 5%, and 6% as well as a maturity at 15 years, 20 years, and 30 years. Use Excel to develop and present this summary table. Present the results in a separate page of the spreadsheet.

Assume that you want to retire in 30 years. You intend to invest $500 per month into a mutual fund that you expect to return 8% per year. If you continue making these monthly investments for 30 years, what amount of money will you have at the end of the 30th year? Use Excel to develop and present this result. Present the result in a separate page of the spreadsheet.

Use problem 4 to develop a summary table that shows the accumulation for all options with an assumed return of 6%, 7%, 8%, 10%, and 12% as well as an investment of $100, $500, and $750. Use Excel to develop and present this summary table. Present the result in a separate page of the spreadsheet.

Write your answers to the qualitative questions in an MS Word document and paste your spreadsheet analyses into the document.

Length: 5-7 pages, not including title or reference pages

References: Include a minimum of 5 scholarly resources

Instructions Using MS Excel spreadsheet, create an assessment for each of the following problems: Calculate the monthly mortgage payment