Constellation Brands (STZ)

Financial Analysis Research Competition

Task Hierarchy
Please check out what you are currently working on by typing your Name next to your task.

Task
I. Background Research a. Gather Data https://www.dropbox.com/home/GIRC#:::727 67038 gircc.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. Colin 2. David 3. Matt 4. Mayush 5. Steve c. Visit Company 1. Information Meeting

Status
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Due

Complete

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2. Operations Tour (pending) II. Preliminary Tasks a. Choose team name b. Formatting 1. Upload template to Google Matt 2. Embed styles to document Matt 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 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

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f. Investment Summary IV. Financial Analysis a. Earnings b. Income Statement c. Cash Flow d. Balance Sheet & Capital Structure 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? i. Monte Carlo simulation Matt V. Final Recommendation a. Date of Submission b. Recommendation

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c. Price Target

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