Grading Rubric
ECON 203GRADING RUBRIC FOR ECON 203 PAPERStudent:Description of EvaluationFailing, undeserving of creditPassing, but below standardSatisfactory, meets essential requirementsSuperior Work and clearly above averageWork of DistinctionRelated GradeFD-, D, D+C-, C, C+B-, B, B+A-, A, A+CategoryInputANALYSIS OF THE DATA, APPLICATION OF ECONOMIC CONCEPTS AND FORMULASGradePointsWeightScoreCompleteness (10% of the paper grade)Incomplete in most respects, the paper is unworthy of creditIncomplete in most respects; does not reflect requirementsIncomplete in many respects; reflects few requirementsComplete in most respects; reflects most requirementsComplete in all respects; reflects all requirements010.00%0.00Understanding (20% of the paper grade)Demonstrates an inadequate understanding of the topic(s) and issue(s), is unworthy of creditDemonstrates an inadequate understanding of the topic(s) and issue(s)Demonstrates an acceptable understanding of the topic(s) and issue(s)Demonstrates an accomplished understanding of the topic(s) and issue(s)Demonstrates a sophisticated understanding of the topic(s) and issue(s)020.00%0.00Analysis, evaluation, and recommendations (40% of the paper grade)The analysis, evaluation, and recommendations of the issues are unworthy of creditPresents an incomplete analysis of the issues identified. Makes little or no connection between the issues identified and the strategic concepts studied in the reading. Supports diagnosis and opinions with few reasons and little evidence; argument is one-sided and not objective. Presents realistic or appropriate recommendations with little, if any, support from the information presented and concepts from the readingPresents a superficial analysis of some of the issues identified; omits necessary financial calculations. Makes appropriate but somewhat vague connections between the issues and concepts studied in the reading; demonstrates limited command of the strategic concepts and analytical tools studied. Supports diagnosis and opinions with limited reasons and evidence; presents a somewhat one-sided argument. Presents realistic or appropriate recommendations supported by the information presented and concepts from the readingPresents a thorough analysis of most issues identified; includes most necessary financial calculations. Makes appropriate connections between the issues identified and the strategic concepts studied in the reading; demonstrates good command of the strategic concepts and analytical tools studied. Supports diagnosis and opinions with reasons and evidence; presents a fairly balanced view; interpretation is both reasonable and objective. Presents specific, realistic, and appropriate recommendations supported by the information presented and concepts from the reading.Presents an insightful and thorough analysis of all issues identified; includes all necessary financial calculations. Makes appropriate and powerful connections between the issues identified and ...
Grading RubricECON 203GRADING RUBRIC FOR ECON 203 PAPERStudentD.docx
1. Grading Rubric
ECON 203GRADING RUBRIC FOR ECON 203
PAPERStudent:Description of EvaluationFailing, undeserving
of creditPassing, but below standardSatisfactory, meets
essential requirementsSuperior Work and clearly above
averageWork of DistinctionRelated GradeFD-, D, D+C-, C,
C+B-, B, B+A-, A, A+CategoryInputANALYSIS OF THE
DATA, APPLICATION OF ECONOMIC CONCEPTS AND
FORMULASGradePointsWeightScoreCompleteness (10% of the
paper grade)Incomplete in most respects, the paper is unworthy
of creditIncomplete in most respects; does not reflect
requirementsIncomplete in many respects; reflects few
requirementsComplete in most respects; reflects most
requirementsComplete in all respects; reflects all
requirements010.00%0.00Understanding (20% of the paper
grade)Demonstrates an inadequate understanding of the topic(s)
and issue(s), is unworthy of creditDemonstrates an inadequate
understanding of the topic(s) and issue(s)Demonstrates an
acceptable understanding of the topic(s) and
issue(s)Demonstrates an accomplished understanding of the
topic(s) and issue(s)Demonstrates a sophisticated understanding
of the topic(s) and issue(s)020.00%0.00Analysis, evaluation,
and recommendations (40% of the paper grade)The analysis,
evaluation, and recommendations of the issues are unworthy of
creditPresents an incomplete analysis of the issues identified.
Makes little or no connection between the issues identified and
the strategic concepts studied in the reading. Supports diagnosis
and opinions with few reasons and little evidence; argument is
one-sided and not objective. Presents realistic or appropriate
recommendations with little, if any, support from the
information presented and concepts from the readingPresents a
superficial analysis of some of the issues identified; omits
necessary financial calculations. Makes appropriate but
somewhat vague connections between the issues and concepts
2. studied in the reading; demonstrates limited command of the
strategic concepts and analytical tools studied. Supports
diagnosis and opinions with limited reasons and evidence;
presents a somewhat one-sided argument. Presents realistic or
appropriate recommendations supported by the information
presented and concepts from the readingPresents a thorough
analysis of most issues identified; includes most necessary
financial calculations. Makes appropriate connections between
the issues identified and the strategic concepts studied in the
reading; demonstrates good command of the strategic concepts
and analytical tools studied. Supports diagnosis and opinions
with reasons and evidence; presents a fairly balanced view;
interpretation is both reasonable and objective. Presents
specific, realistic, and appropriate recommendations supported
by the information presented and concepts from the
reading.Presents an insightful and thorough analysis of all
issues identified; includes all necessary financial calculations.
Makes appropriate and powerful connections between the issues
identified and the strategic concepts studied in the reading;
demonstrates complete command of the strategic concepts and
analytical tools studied. Supports diagnosis and opinions with
strong arguments and evidence; presents a balanced and critical
view; interpretation is both reasonable and objective.Presents
detailed, realistic, and appropriate recommendations clearly
supported by the information presented and concepts from the
reading040.00%0.00Research (10% of the paper grade)The
project does not contain any research, that is unworthy of
creditSupplements case study, if at all, with incomplete research
and documentationSupplements case study with limited research
into the present situation of the company; provides limited
documentation of sources consultedSupplements case study with
relevant research into the present situation of the company;
documents all sources of informationSupplements case study
with relevant and extensive research into the present situation
of the company; clearly and thoroughly documents all sources
of information010.00%0.00Writing mechanics (10% of the
3. paper grade)Writing is unfocused, rambling, or contains serious
errors; does not comtain detail and relevant data and
information; poorly organized, that is unworthy of creditWriting
is unfocused, rambling, or contains serious errors; lacks detail
and relevant data and information; poorly organizedWriting
lacks clarity or conciseness and contains numerous errors; gives
insufficient detail and relevant data and information; lacks
organizationWriting is accomplished in terms of clarity and
conciseness and contains only a few errors; includes sufficient
details and relevant data and information; well-
organizedWriting demonstrates a sophisticated clarity,
conciseness, and correctness; includes thorough details and
relevant data and information; extremely well-
organized010.00%0.00APA guidelines (10% of the paper
grade)Does not use APA guidelinesReflects poor knowledge of
APA guidelinesReflects incomplete knowledge of APA
guidelinesUses APA guidelines with minor violations to cite
sourcesUses APA guidelines accurately and consistently to cite
sources010.00%0.00Total100.00%8. Individualized Comments
About Research PaperGrade on Paper0.00Scoring Lookup
TableA95A-91A+98B85B-81B+88C75C-71C+78D65D-
61D+68F40F-0F+55
Sheet6GRADING RUBRIC FOR SECURITIES ANALYSIS
PAPER - COMPREHENSIVE STOCK
ANALYSISStudents:Description of EvaluationFailing,
undeserving of creditPassing, but below standardSatisfactory,
meets essential requirementsSuperior Work and clearly above
averageWork of DistinctionRelated GradeFD-, D, D+C-, C,
C+B-, B, B+A-, A, A+CategoryInputANALYSIS AND
VALUATIONSGradePointsWeightScore1. Analysis of the
Industry and Opportunities for GrowthAn inadequate
examination of factors that is unworthy of creditOnly a
superficial effort to examine strengths, weaknesses and
opportunitiesThe analysis identifies some strengths, weaknesses
and opportunitiesGood effort is made to analyze the strengths,
weaknesses and opportunitiesExcellent and very thorough,
4. comprehensive analysis of strengths, weaknesses and
opportunitiesA956.00%5.702. Financial Analysis of the
Company and Its Comparative Performance in the
IndustryFinancial analysis of the company using ratios and
other performance indicators is so weak and incomplete that it
is unworthy of creditMinimal effort to use appropriate financial
analysis; analysis of the company fails to convey an
understanding of overall performanceFinancial analysis of the
company uses some ratios and other indicators, but the analysis
provides only a marginal understanding of overall
performancePresents a reasonably complete financial analysis of
the company using most of the appropriate ratios and other
indicators and conveys a good understanding of overall
performancePresents a comprehensive financial analysis of the
company using all appropriate ratios and other indicators and
offers an excellent comparative analysis and interpretation of
overall performanceA956.00%5.703. Valuation - Discounted
Cash Flow Analysis and Comparables ValuationEffort to review
and analyze discounted cash flow valuation and valuation by
comparables is unworthy of creditLittle effort and success in
completing a discounted cash flow analysis and valuation by
comparablesMade an average effort to complete or review
discounted cash flow valuation and valuation by comparables;
one method may be particularly weak or missingGood review of
both discounted cash flow valuation and valuation by
comparables; presents good understanding and analysis of
valuation methodsComprehensive analysis of discounted cash
flow valuation and valuation by comparables; demonstrates
excellent understanding and presentation of both valuation
methodologiesA957.00%6.654. Analysis of Analysts' Earnings
Projections and Projected PerformanceAn unacceptable review
of analysts' earnings and performance projectionsLittle effort to
complete an analysis and review of analysts' earnings
projections and projected performanceAn average effort to
evaluate analysts' earnings projections and projected
performanceGood effort to examine and analyze analysts'
5. earnings projections; good effort to examine performance
projectionsComprehensive effort that shows in depth examinatin
and analysis of analysts' earnings projections and how those
projections factor into estimates of future
performanceA956.00%5.70STOCK RISK/ RETURN ANALYSIS
AND TECHNICAL ANALYSIS5. Stock Price Performance
AnalysisNo effort to examine comparative stock returns and
risksSome effort to look at stock returns and risks but analysis
lacks both breadth and depthSome effort to develop comparative
analysis of stock returns and risks of the company, but analysis
is incomplete and cursory in some areasAnalysis includes good
effort to develop a critical comparative analysis of stock returns
and risks; identifies major stockholders, and there is some
analysis of who is buying and selling the stock; good risk
analysis with beta and standard deviationAnalysis shows
thorough and accurate understanding of who owns the company;
excellent comparative analysis of returns and risks; analysis
provides good analysis of who is buying and selling the stock,
and who controls the company; good review of beta and
standard deviationA9512.50%11.886. Technical Analysis of
Company Stock Price Using Online ResourcesNo effort to
complete technical analysisWeak effort to complete technical
analysis with only a couple of indicators; interpretation is
weakAverage effort to complete technical analysis;
understanding of indicators may me marginal and interpretation
may be weakVery good effort to complete technical analysis;
uses good online resources; shows good understanding and
interpretation of indicatorsExcellent effort to complete
technical analysis; good use of good online resources; includes
many of the major indicators along with excellend and accurate
interpretationA9512.50%11.88ORGANIZATION OF PAPER &
CRITICAL THINKING7. Development and Defense of Final
Recommendation Through Professional Analysis and Critical
ThinkingLittle or no effort in development of an appropriate
recommendation; analysis appears to be missing critical
thinkingReport contains a recommendation that has little
6. support from the data and analysis; not much critical thinking is
apparent in the development of recommendationReport contains
a recommendation that is marginally supported by the data and
information in the report, which may be less than complete;
little effort to analyze and think critically about the
recommendationReasonable recommendation developed from
the information and data used in the analysis; good effort to
think critically in the development and defense of a
recommendationExcellent use of key information and data to
think critically and to develop and support a logical
recommendation; recommendation is fully and logically
supported by the historical and comparative analysis and
valuationsA9520.00%19.00PRESENTATION OF PAPER AND
WRITING8. Organization, Format and Presentation of Paper
including Introduction, Body, and SummaryThere appears to be
no logical organization of the paper's contentsPresentation has
numerous blemishes and there may be a general lack of
organizationPaper has some blemishes in presentation and may
have some weaknesses in organizationPaper is neatly presented
without major blemishes and is generally well-organizedPaper
is extremely neat and has no blemishes; its organization is
outstanding and very easily followedA955.00%4.759. Writing,
Grammar, Spelling & Punctuation; Use of APA Citation
MethodologyCombination of grammar, spelling and punctuation
errors that is unworthy of creditPaper contains an unacceptably
large number of spelling and typographical errors along with
numerous mistakes in grammar and writing mechanicsPaper
contains numerous distractions that appear in a combination of
the following forms: 1. Flow in thought; 2. Spelling and
typographical errors; 3. Grammar / mechanicsPaper contains
minimal distractions that appear in a combination of the
following forms: 1. Flow in thought; 2. Spelling and
typographical errors; 3. Grammar / mechanicsPaper is clear and
concise and appropriate grammar is used throughout; all
references are cited appropriately; paper does not have any
significant errorsA955.00%4.7510. Use of Tables, Figures and
7. Other Graphics to Summarize and Support Analysis Presented in
the PaperUse of tables, figures and other graphics in support of
paper is unworthy of creditTables, figures and other graphics do
not provide much support for the paper; they may have
inadequate labels; and numbering sequence is inadequateTables,
figures and other graphics provide marginal support for the
paper; some labels may be incomplete; there may be some
problems with the numbering sequenceTables, figures and other
graphics are descriptive and provide solid support for the paper;
they are properly labeled and numberedTables, figures and other
graphics are very descriptive and provide exceptionally strong
support for the paper; there are no errors in labels or in the
numbering sequenceA955.00%4.7511. Logical and Smooth
Flowing Transitions and Relationships Among Sections of the
Written ReportNo effort made to provide appropriate
transitionsPaper makes minimal use of transitionsSome
transitions used in paperGood transitions used in most
sectionsVery effective transitions are used throughout the
written analysisA955.00%4.75RESEARCH APPROACH AND
USE OF APPROPRIATE PROFESSIONAL SOURCES OF
INFORMATION AND DATA12. Research Sources and
Significance of Research Information and DataNo obvious
effort to use professional research sourcesLittle effort made to
use appropriate professional research sources which may be
accompanied by inadequate documentationSome effort to
identify and use approproate and professional research sources
with some documentationGood effort to identify and use
appropriate and professional research sources; appropriate and
professional use of APA documentationExcellent and successful
effort to identify and use appropriate and professional research
sources including Library Search Engines, Websites, S&P, SEC,
NYSE, Competitors, 10K Report, analyst reports, news releases,
articles, etc.; appropriate and accurate
documentationA953.00%2.8513. Utilization of 10K and Annual
Report, etc.No documented or obvious use of company's' 10K
and Annual ReportLittle evidence of use of the 10K and Annual
8. Report in preparing the analysisPaper provides some indication
that 10K and Annual Report were researched for the paperPaper
includes some references to significant items of information
from 10K and Annual ReportPaper demonstrates comprehensive
use and understanding of information in 10K and Annual
ReportA954.00%3.8014. Utilization of External Contacts
Including Listening to Company's Earnings Call(s), and Contact
with AnalystsNo effort made to make or use external
contactsMade efforts to contact external resources but were
largely unsuccessful resulting in little contribution to the
analysisMade contact with one external person and may have
listened to an earnings call, but interpretation is not well-
developedGood success making contacts with several external
contacts that contributed to understanding company's
operationsOutstanding and excellent use of external contacts
including listening and interpreting earnings calls, contact with
analysts and use of other
resourcesA953.00%2.85Total100.00%15. Individualized
Comments About Research PaperGrade on Paper95.00Scoring
Lookup TableA95A-91A+98B85B-81B+88C75C-71C+78D65D-
61D+68F40F-0F+55
Sheet5GRADING RUBRIC FOR SECURITIES ANALYSIS
PAPER - COMPREHENSIVE STOCK
ANALYSISStudents:Description of EvaluationFailing,
undeserving of creditPassing, but below standardSatisfactory,
meets essential requirementsSuperior Work and clearly above
averageWork of DistinctionRelated GradeFD-, D, D+C-, C,
C+B-, B, B+A-, A, A+CategoryInputANALYSIS AND
VALUATIONSGradePointsWeightScore1. Analysis of the
Industry and Opportunities for GrowthAn inadequate
examination of factors that is unworthy of creditOnly a
superficial effort to examine strengths, weaknesses and
opportunitiesThe analysis identifies some strengths, weaknesses
and opportunitiesGood effort is made to analyze the strengths,
weaknesses and opportunitiesExcellent and very thorough,
comprehensive analysis of strengths, weaknesses and
9. opportunitiesA956.00%5.702. Financial Analysis of the
Company and Its Comparative Performance in the
IndustryFinancial analysis of the company using ratios and
other performance indicators is so weak and incomplete that it
is unworthy of creditMinimal effort to use appropriate financial
analysis; analysis of the company fails to convey an
understanding of overall performanceFinancial analysis of the
company uses some ratios and other indicators, but the analysis
provides only a marginal understanding of overall
performancePresents a reasonably complete financial analysis of
the company using most of the appropriate ratios and other
indicators and conveys a good understanding of overall
performancePresents a comprehensive financial analysis of the
company using all appropriate ratios and other indicators and
offers an excellent comparative analysis and interpretation of
overall performanceA956.00%5.703. Valuation - Discounted
Cash Flow Analysis and Comparables ValuationEffort to review
and analyze discounted cash flow valuation and valuation by
comparables is unworthy of creditLittle effort and success in
completing a discounted cash flow analysis and valuation by
comparablesMade an average effort to complete or review
discounted cash flow valuation and valuation by comparables;
one method may be particularly weak or missingGood review of
both discounted cash flow valuation and valuation by
comparables; presents good understanding and analysis of
valuation methodsComprehensive analysis of discounted cash
flow valuation and valuation by comparables; demonstrates
excellent understanding and presentation of both valuation
methodologiesA957.00%6.654. Analysis of Analysts' Earnings
Projections and Projected PerformanceAn unacceptable review
of analysts' earnings and performance projectionsLittle effort to
complete an analysis and review of analysts' earnings
projections and projected performanceAn average effort to
evaluate analysts' earnings projections and projected
performanceGood effort to examine and analyze analysts'
earnings projections; good effort to examine performance
10. projectionsComprehensive effort that shows in depth examinatin
and analysis of analysts' earnings projections and how those
projections factor into estimates of future
performanceA956.00%5.70STOCK RISK/ RETURN ANALYSIS
AND TECHNICAL ANALYSIS5. Stock Price Performance
AnalysisNo effort to examine comparative stock returns and
risksSome effort to look at stock returns and risks but analysis
lacks both breadth and depthSome effort to develop comparative
analysis of stock returns and risks of the company, but analysis
is incomplete and cursory in some areasAnalysis includes good
effort to develop a critical comparative analysis of stock returns
and risks; identifies major stockholders, and there is some
analysis of who is buying and selling the stock; good risk
analysis with beta and standard deviationAnalysis shows
thorough and accurate understanding of who owns the company;
excellent comparative analysis of returns and risks; analysis
provides good analysis of who is buying and selling the stock,
and who controls the company; good review of beta and
standard deviationA9512.50%11.886. Technical Analysis of
Company Stock Price Using Online ResourcesNo effort to
complete technical analysisWeak effort to complete technical
analysis with only a couple of indicators; interpretation is
weakAverage effort to complete technical analysis;
understanding of indicators may me marginal and interpretation
may be weakVery good effort to complete technical analysis;
uses good online resources; shows good understanding and
interpretation of indicatorsExcellent effort to complete
technical analysis; good use of good online resources; includes
many of the major indicators along with excellend and accurate
interpretationA9512.50%11.88ORGANIZATION OF PAPER &
CRITICAL THINKING7. Development and Defense of Final
Recommendation Through Professional Analysis and Critical
ThinkingLittle or no effort in development of an appropriate
recommendation; analysis appears to be missing critical
thinkingReport contains a recommendation that has little
support from the data and analysis; not much critical thinking is
11. apparent in the development of recommendationReport contains
a recommendation that is marginally supported by the data and
information in the report, which may be less than complete;
little effort to analyze and think critically about the
recommendationReasonable recommendation developed from
the information and data used in the analysis; good effort to
think critically in the development and defense of a
recommendationExcellent use of key information and data to
think critically and to develop and support a logical
recommendation; recommendation is fully and logically
supported by the historical and comparative analysis and
valuationsA9520.00%19.00PRESENTATION OF PAPER AND
WRITING8. Organization, Format and Presentation of Paper
including Introduction, Body, and SummaryThere appears to be
no logical organization of the paper's contentsPresentation has
numerous blemishes and there may be a general lack of
organizationPaper has some blemishes in presentation and may
have some weaknesses in organizationPaper is neatly presented
without major blemishes and is generally well-organizedPaper
is extremely neat and has no blemishes; its organization is
outstanding and very easily followedA955.00%4.759. Writing,
Grammar, Spelling & Punctuation; Use of APA Citation
MethodologyCombination of grammar, spelling and punctuation
errors that is unworthy of creditPaper contains an unacceptably
large number of spelling and typographical errors along with
numerous mistakes in grammar and writing mechanicsPaper
contains numerous distractions that appear in a combination of
the following forms: 1. Flow in thought; 2. Spelling and
typographical errors; 3. Grammar / mechanicsPaper contains
minimal distractions that appear in a combination of the
following forms: 1. Flow in thought; 2. Spelling and
typographical errors; 3. Grammar / mechanicsPaper is clear and
concise and appropriate grammar is used throughout; all
references are cited appropriately; paper does not have any
significant errorsA955.00%4.7510. Use of Tables, Figures and
Other Graphics to Summarize and Support Analysis Presented in
12. the PaperUse of tables, figures and other graphics in support of
paper is unworthy of creditTables, figures and other graphics do
not provide much support for the paper; they may have
inadequate labels; and numbering sequence is inadequateTables,
figures and other graphics provide marginal support for the
paper; some labels may be incomplete; there may be some
problems with the numbering sequenceTables, figures and other
graphics are descriptive and provide solid support for the paper;
they are properly labeled and numberedTables, figures and other
graphics are very descriptive and provide exceptionally strong
support for the paper; there are no errors in labels or in the
numbering sequenceA955.00%4.7511. Logical and Smooth
Flowing Transitions and Relationships Among Sections of the
Written ReportNo effort made to provide appropriate
transitionsPaper makes minimal use of transitionsSome
transitions used in paperGood transitions used in most
sectionsVery effective transitions are used throughout the
written analysisA955.00%4.75RESEARCH APPROACH AND
USE OF APPROPRIATE PROFESSIONAL SOURCES OF
INFORMATION AND DATA12. Research Sources and
Significance of Research Information and DataNo obvious
effort to use professional research sourcesLittle effort made to
use appropriate professional research sources which may be
accompanied by inadequate documentationSome effort to
identify and use approproate and professional research sources
with some documentationGood effort to identify and use
appropriate and professional research sources; appropriate and
professional use of APA documentationExcellent and successful
effort to identify and use appropriate and professional research
sources including Library Search Engines, Websites, S&P, SEC,
NYSE, Competitors, 10K Report, analyst reports, news releases,
articles, etc.; appropriate and accurate
documentationA953.00%2.8513. Utilization of 10K and Annual
Report, etc.No documented or obvious use of company's' 10K
and Annual ReportLittle evidence of use of the 10K and Annual
Report in preparing the analysisPaper provides some indication
13. that 10K and Annual Report were researched for the paperPaper
includes some references to significant items of information
from 10K and Annual ReportPaper demonstrates comprehensive
use and understanding of information in 10K and Annual
ReportA954.00%3.8014. Utilization of External Contacts
Including Listening to Company's Earnings Call(s), and Contact
with AnalystsNo effort made to make or use external
contactsMade efforts to contact external resources but were
largely unsuccessful resulting in little contribution to the
analysisMade contact with one external person and may have
listened to an earnings call, but interpretation is not well-
developedGood success making contacts with several external
contacts that contributed to understanding company's
operationsOutstanding and excellent use of external contacts
including listening and interpreting earnings calls, contact with
analysts and use of other
resourcesA953.00%2.85Total100.00%15. Individualized
Comments About Research PaperGrade on Paper95.00Scoring
Lookup TableA95A-91A+98B85B-81B+88C75C-71C+78D65D-
61D+68F40F-0F+55
Sheet4GRADING RUBRIC FOR SECURITIES ANALYSIS
PAPER - COMPREHENSIVE STOCK
ANALYSISStudents:Description of EvaluationFailing,
undeserving of creditPassing, but below standardSatisfactory,
meets essential requirementsSuperior Work and clearly above
averageWork of DistinctionRelated GradeFD-, D, D+C-, C,
C+B-, B, B+A-, A, A+CategoryInputANALYSIS AND
VALUATIONSGradePointsWeightScore1. Analysis of the
Industry and Opportunities for GrowthAn inadequate
examination of factors that is unworthy of creditOnly a
superficial effort to examine strengths, weaknesses and
opportunitiesThe analysis identifies some strengths, weaknesses
and opportunitiesGood effort is made to analyze the strengths,
weaknesses and opportunitiesExcellent and very thorough,
comprehensive analysis of strengths, weaknesses and
opportunitiesA956.00%5.702. Financial Analysis of the
14. Company and Its Comparative Performance in the
IndustryFinancial analysis of the company using ratios and
other performance indicators is so weak and incomplete that it
is unworthy of creditMinimal effort to use appropriate financial
analysis; analysis of the company fails to convey an
understanding of overall performanceFinancial analysis of the
company uses some ratios and other indicators, but the analysis
provides only a marginal understanding of overall
performancePresents a reasonably complete financial analysis of
the company using most of the appropriate ratios and other
indicators and conveys a good understanding of overall
performancePresents a comprehensive financial analysis of the
company using all appropriate ratios and other indicators and
offers an excellent comparative analysis and interpretation of
overall performanceA956.00%5.703. Valuation - Discounted
Cash Flow Analysis and Comparables ValuationEffort to review
and analyze discounted cash flow valuation and valuation by
comparables is unworthy of creditLittle effort and success in
completing a discounted cash flow analysis and valuation by
comparablesMade an average effort to complete or review
discounted cash flow valuation and valuation by comparables;
one method may be particularly weak or missingGood review of
both discounted cash flow valuation and valuation by
comparables; presents good understanding and analysis of
valuation methodsComprehensive analysis of discounted cash
flow valuation and valuation by comparables; demonstrates
excellent understanding and presentation of both valuation
methodologiesA957.00%6.654. Analysis of Analysts' Earnings
Projections and Projected PerformanceAn unacceptable review
of analysts' earnings and performance projectionsLittle effort to
complete an analysis and review of analysts' earnings
projections and projected performanceAn average effort to
evaluate analysts' earnings projections and projected
performanceGood effort to examine and analyze analysts'
earnings projections; good effort to examine performance
projectionsComprehensive effort that shows in depth examinatin
15. and analysis of analysts' earnings projections and how those
projections factor into estimates of future
performanceA956.00%5.70STOCK RISK/ RETURN ANALYSIS
AND TECHNICAL ANALYSIS5. Stock Price Performance
AnalysisNo effort to examine comparative stock returns and
risksSome effort to look at stock returns and risks but analysis
lacks both breadth and depthSome effort to develop comparative
analysis of stock returns and risks of the company, but analysis
is incomplete and cursory in some areasAnalysis includes good
effort to develop a critical comparative analysis of stock returns
and risks; identifies major stockholders, and there is some
analysis of who is buying and selling the stock; good risk
analysis with beta and standard deviationAnalysis shows
thorough and accurate understanding of who owns the company;
excellent comparative analysis of returns and risks; analysis
provides good analysis of who is buying and selling the stock,
and who controls the company; good review of beta and
standard deviationA9512.50%11.886. Technical Analysis of
Company Stock Price Using Online ResourcesNo effort to
complete technical analysisWeak effort to complete technical
analysis with only a couple of indicators; interpretation is
weakAverage effort to complete technical analysis;
understanding of indicators may me marginal and interpretation
may be weakVery good effort to complete technical analysis;
uses good online resources; shows good understanding and
interpretation of indicatorsExcellent effort to complete
technical analysis; good use of good online resources; includes
many of the major indicators along with excellend and accurate
interpretationA9512.50%11.88ORGANIZATION OF PAPER &
CRITICAL THINKING7. Development and Defense of Final
Recommendation Through Professional Analysis and Critical
ThinkingLittle or no effort in development of an appropriate
recommendation; analysis appears to be missing critical
thinkingReport contains a recommendation that has little
support from the data and analysis; not much critical thinking is
apparent in the development of recommendationReport contains
16. a recommendation that is marginally supported by the data and
information in the report, which may be less than complete;
little effort to analyze and think critically about the
recommendationReasonable recommendation developed from
the information and data used in the analysis; good effort to
think critically in the development and defense of a
recommendationExcellent use of key information and data to
think critically and to develop and support a logical
recommendation; recommendation is fully and logically
supported by the historical and comparative analysis and
valuationsA9520.00%19.00PRESENTATION OF PAPER AND
WRITING8. Organization, Format and Presentation of Paper
including Introduction, Body, and SummaryThere appears to be
no logical organization of the paper's contentsPresentation has
numerous blemishes and there may be a general lack of
organizationPaper has some blemishes in presentation and may
have some weaknesses in organizationPaper is neatly presented
without major blemishes and is generally well-organizedPaper
is extremely neat and has no blemishes; its organization is
outstanding and very easily followedA955.00%4.759. Writing,
Grammar, Spelling & Punctuation; Use of APA Citation
MethodologyCombination of grammar, spelling and punctuation
errors that is unworthy of creditPaper contains an unacceptably
large number of spelling and typographical errors along with
numerous mistakes in grammar and writing mechanicsPaper
contains numerous distractions that appear in a combination of
the following forms: 1. Flow in thought; 2. Spelling and
typographical errors; 3. Grammar / mechanicsPaper contains
minimal distractions that appear in a combination of the
following forms: 1. Flow in thought; 2. Spelling and
typographical errors; 3. Grammar / mechanicsPaper is clear and
concise and appropriate grammar is used throughout; all
references are cited appropriately; paper does not have any
significant errorsA955.00%4.7510. Use of Tables, Figures and
Other Graphics to Summarize and Support Analysis Presented in
the PaperUse of tables, figures and other graphics in support of
17. paper is unworthy of creditTables, figures and other graphics do
not provide much support for the paper; they may have
inadequate labels; and numbering sequence is inadequateTables,
figures and other graphics provide marginal support for the
paper; some labels may be incomplete; there may be some
problems with the numbering sequenceTables, figures and other
graphics are descriptive and provide solid support for the paper;
they are properly labeled and numberedTables, figures and other
graphics are very descriptive and provide exceptionally strong
support for the paper; there are no errors in labels or in the
numbering sequenceA955.00%4.7511. Logical and Smooth
Flowing Transitions and Relationships Among Sections of the
Written ReportNo effort made to provide appropriate
transitionsPaper makes minimal use of transitionsSome
transitions used in paperGood transitions used in most
sectionsVery effective transitions are used throughout the
written analysisA955.00%4.75RESEARCH APPROACH AND
USE OF APPROPRIATE PROFESSIONAL SOURCES OF
INFORMATION AND DATA12. Research Sources and
Significance of Research Information and DataNo obvious
effort to use professional research sourcesLittle effort made to
use appropriate professional research sources which may be
accompanied by inadequate documentationSome effort to
identify and use approproate and professional research sources
with some documentationGood effort to identify and use
appropriate and professional research sources; appropriate and
professional use of APA documentationExcellent and successful
effort to identify and use appropriate and professional research
sources including Library Search Engines, Websites, S&P, SEC,
NYSE, Competitors, 10K Report, analyst reports, news releases,
articles, etc.; appropriate and accurate
documentationA953.00%2.8513. Utilization of 10K and Annual
Report, etc.No documented or obvious use of company's' 10K
and Annual ReportLittle evidence of use of the 10K and Annual
Report in preparing the analysisPaper provides some indication
that 10K and Annual Report were researched for the paperPaper
18. includes some references to significant items of information
from 10K and Annual ReportPaper demonstrates comprehensive
use and understanding of information in 10K and Annual
ReportA954.00%3.8014. Utilization of External Contacts
Including Listening to Company's Earnings Call(s), and Contact
with AnalystsNo effort made to make or use external
contactsMade efforts to contact external resources but were
largely unsuccessful resulting in little contribution to the
analysisMade contact with one external person and may have
listened to an earnings call, but interpretation is not well-
developedGood success making contacts with several external
contacts that contributed to understanding company's
operationsOutstanding and excellent use of external contacts
including listening and interpreting earnings calls, contact with
analysts and use of other
resourcesA953.00%2.85Total100.00%15. Individualized
Comments About Research PaperGrade on Paper95.00Scoring
Lookup TableA95A-91A+98B85B-81B+88C75C-71C+78D65D-
61D+68F40F-0F+55
Sheet2GRADING RUBRIC FOR SECURITIES ANALYSIS
PAPER - COMPREHENSIVE STOCK
ANALYSISStudents:Description of EvaluationFailing,
undeserving of creditPassing, but below standardSatisfactory,
meets essential requirementsSuperior Work and clearly above
averageWork of DistinctionRelated GradeFD-, D, D+C-, C,
C+B-, B, B+A-, A, A+CategoryInputANALYSIS AND
VALUATIONSGradePointsWeightScore1. Analysis of the
Industry and Opportunities for GrowthAn inadequate
examination of factors that is unworthy of creditOnly a
superficial effort to examine strengths, weaknesses and
opportunitiesThe analysis identifies some strengths, weaknesses
and opportunitiesGood effort is made to analyze the strengths,
weaknesses and opportunitiesExcellent and very thorough,
comprehensive analysis of strengths, weaknesses and
opportunitiesA956.00%5.702. Financial Analysis of the
Company and Its Comparative Performance in the
19. IndustryFinancial analysis of the company using ratios and
other performance indicators is so weak and incomplete that it
is unworthy of creditMinimal effort to use appropriate financial
analysis; analysis of the company fails to convey an
understanding of overall performanceFinancial analysis of the
company uses some ratios and other indicators, but the analysis
provides only a marginal understanding of overall
performancePresents a reasonably complete financial analysis of
the company using most of the appropriate ratios and other
indicators and conveys a good understanding of overall
performancePresents a comprehensive financial analysis of the
company using all appropriate ratios and other indicators and
offers an excellent comparative analysis and interpretation of
overall performanceA956.00%5.703. Valuation - Discounted
Cash Flow Analysis and Comparables ValuationEffort to review
and analyze discounted cash flow valuation and valuation by
comparables is unworthy of creditLittle effort and success in
completing a discounted cash flow analysis and valuation by
comparablesMade an average effort to complete or review
discounted cash flow valuation and valuation by comparables;
one method may be particularly weak or missingGood review of
both discounted cash flow valuation and valuation by
comparables; presents good understanding and analysis of
valuation methodsComprehensive analysis of discounted cash
flow valuation and valuation by comparables; demonstrates
excellent understanding and presentation of both valuation
methodologiesA957.00%6.654. Analysis of Analysts' Earnings
Projections and Projected PerformanceAn unacceptable review
of analysts' earnings and performance projectionsLittle effort to
complete an analysis and review of analysts' earnings
projections and projected performanceAn average effort to
evaluate analysts' earnings projections and projected
performanceGood effort to examine and analyze analysts'
earnings projections; good effort to examine performance
projectionsComprehensive effort that shows in depth examinatin
and analysis of analysts' earnings projections and how those
20. projections factor into estimates of future
performanceA956.00%5.70STOCK RISK/ RETURN ANALYSIS
AND TECHNICAL ANALYSIS5. Stock Price Performance
AnalysisNo effort to examine comparative stock returns and
risksSome effort to look at stock returns and risks but analysis
lacks both breadth and depthSome effort to develop comparative
analysis of stock returns and risks of the company, but analysis
is incomplete and cursory in some areasAnalysis includes good
effort to develop a critical comparative analysis of stock returns
and risks; identifies major stockholders, and there is some
analysis of who is buying and selling the stock; good risk
analysis with beta and standard deviationAnalysis shows
thorough and accurate understanding of who owns the company;
excellent comparative analysis of returns and risks; analysis
provides good analysis of who is buying and selling the stock,
and who controls the company; good review of beta and
standard deviationA9512.50%11.886. Technical Analysis of
Company Stock Price Using Online ResourcesNo effort to
complete technical analysisWeak effort to complete technical
analysis with only a couple of indicators; interpretation is
weakAverage effort to complete technical analysis;
understanding of indicators may me marginal and interpretation
may be weakVery good effort to complete technical analysis;
uses good online resources; shows good understanding and
interpretation of indicatorsExcellent effort to complete
technical analysis; good use of good online resources; includes
many of the major indicators along with excellend and accurate
interpretationA9512.50%11.88ORGANIZATION OF PAPER &
CRITICAL THINKING7. Development and Defense of Final
Recommendation Through Professional Analysis and Critical
ThinkingLittle or no effort in development of an appropriate
recommendation; analysis appears to be missing critical
thinkingReport contains a recommendation that has little
support from the data and analysis; not much critical thinking is
apparent in the development of recommendationReport contains
a recommendation that is marginally supported by the data and
21. information in the report, which may be less than complete;
little effort to analyze and think critically about the
recommendationReasonable recommendation developed from
the information and data used in the analysis; good effort to
think critically in the development and defense of a
recommendationExcellent use of key information and data to
think critically and to develop and support a logical
recommendation; recommendation is fully and logically
supported by the historical and comparative analysis and
valuationsA9520.00%19.00PRESENTATION OF PAPER AND
WRITING8. Organization, Format and Presentation of Paper
including Introduction, Body, and SummaryThere appears to be
no logical organization of the paper's contentsPresentation has
numerous blemishes and there may be a general lack of
organizationPaper has some blemishes in presentation and may
have some weaknesses in organizationPaper is neatly presented
without major blemishes and is generally well-organizedPaper
is extremely neat and has no blemishes; its organization is
outstanding and very easily followedA955.00%4.759. Writing,
Grammar, Spelling & Punctuation; Use of APA Citation
MethodologyCombination of grammar, spelling and punctuation
errors that is unworthy of creditPaper contains an unacceptably
large number of spelling and typographical errors along with
numerous mistakes in grammar and writing mechanicsPaper
contains numerous distractions that appear in a combination of
the following forms: 1. Flow in thought; 2. Spelling and
typographical errors; 3. Grammar / mechanicsPaper contains
minimal distractions that appear in a combination of the
following forms: 1. Flow in thought; 2. Spelling and
typographical errors; 3. Grammar / mechanicsPaper is clear and
concise and appropriate grammar is used throughout; all
references are cited appropriately; paper does not have any
significant errorsA955.00%4.7510. Use of Tables, Figures and
Other Graphics to Summarize and Support Analysis Presented in
the PaperUse of tables, figures and other graphics in support of
paper is unworthy of creditTables, figures and other graphics do
22. not provide much support for the paper; they may have
inadequate labels; and numbering sequence is inadequateTables,
figures and other graphics provide marginal support for the
paper; some labels may be incomplete; there may be some
problems with the numbering sequenceTables, figures and other
graphics are descriptive and provide solid support for the paper;
they are properly labeled and numberedTables, figures and other
graphics are very descriptive and provide exceptionally strong
support for the paper; there are no errors in labels or in the
numbering sequenceA955.00%4.7511. Logical and Smooth
Flowing Transitions and Relationships Among Sections of the
Written ReportNo effort made to provide appropriate
transitionsPaper makes minimal use of transitionsSome
transitions used in paperGood transitions used in most
sectionsVery effective transitions are used throughout the
written analysisA955.00%4.75RESEARCH APPROACH AND
USE OF APPROPRIATE PROFESSIONAL SOURCES OF
INFORMATION AND DATA12. Research Sources and
Significance of Research Information and DataNo obvious
effort to use professional research sourcesLittle effort made to
use appropriate professional research sources which may be
accompanied by inadequate documentationSome effort to
identify and use approproate and professional research sources
with some documentationGood effort to identify and use
appropriate and professional research sources; appropriate and
professional use of APA documentationExcellent and successful
effort to identify and use appropriate and professional research
sources including Library Search Engines, Websites, S&P, SEC,
NYSE, Competitors, 10K Report, analyst reports, news releases,
articles, etc.; appropriate and accurate
documentationA953.00%2.8513. Utilization of 10K and Annual
Report, etc.No documented or obvious use of company's' 10K
and Annual ReportLittle evidence of use of the 10K and Annual
Report in preparing the analysisPaper provides some indication
that 10K and Annual Report were researched for the paperPaper
includes some references to significant items of information
23. from 10K and Annual ReportPaper demonstrates comprehensive
use and understanding of information in 10K and Annual
ReportA954.00%3.8014. Utilization of External Contacts
Including Listening to Company's Earnings Call(s), and Contact
with AnalystsNo effort made to make or use external
contactsMade efforts to contact external resources but were
largely unsuccessful resulting in little contribution to the
analysisMade contact with one external person and may have
listened to an earnings call, but interpretation is not well-
developedGood success making contacts with several external
contacts that contributed to understanding company's
operationsOutstanding and excellent use of external contacts
including listening and interpreting earnings calls, contact with
analysts and use of other
resourcesA953.00%2.85Total100.00%15. Individualized
Comments About Research PaperGrade on Paper95.00Scoring
Lookup TableA95A-91A+98B85B-81B+88C75C-71C+78D65D-
61D+68F40F-0F+55
Sheet1GRADING RUBRIC FOR SECURITIES ANALYSIS
PAPER - COMPREHENSIVE STOCK
ANALYSISStudents:Description of EvaluationFailing,
undeserving of creditPassing, but below standardSatisfactory,
meets essential requirementsSuperior Work and clearly above
averageWork of DistinctionRelated GradeFD-, D, D+C-, C,
C+B-, B, B+A-, A, A+CategoryInputANALYSIS AND
VALUATIONSGradePointsWeightScore1. Analysis of the
Industry and Opportunities for GrowthAn inadequate
examination of factors that is unworthy of creditOnly a
superficial effort to examine strengths, weaknesses and
opportunitiesThe analysis identifies some strengths, weaknesses
and opportunitiesGood effort is made to analyze the strengths,
weaknesses and opportunitiesExcellent and very thorough,
comprehensive analysis of strengths, weaknesses and
opportunitiesA956.00%5.702. Financial Analysis of the
Company and Its Comparative Performance in the
IndustryFinancial analysis of the company using ratios and
24. other performance indicators is so weak and incomplete that it
is unworthy of creditMinimal effort to use appropriate financial
analysis; analysis of the company fails to convey an
understanding of overall performanceFinancial analysis of the
company uses some ratios and other indicators, but the analysis
provides only a marginal understanding of overall
performancePresents a reasonably complete financial analysis of
the company using most of the appropriate ratios and other
indicators and conveys a good understanding of overall
performancePresents a comprehensive financial analysis of the
company using all appropriate ratios and other indicators and
offers an excellent comparative analysis and interpretation of
overall performanceA956.00%5.703. Valuation - Discounted
Cash Flow Analysis and Comparables ValuationEffort to review
and analyze discounted cash flow valuation and valuation by
comparables is unworthy of creditLittle effort and success in
completing a discounted cash flow analysis and valuation by
comparablesMade an average effort to complete or review
discounted cash flow valuation and valuation by comparables;
one method may be particularly weak or missingGood review of
both discounted cash flow valuation and valuation by
comparables; presents good understanding and analysis of
valuation methodsComprehensive analysis of discounted cash
flow valuation and valuation by comparables; demonstrates
excellent understanding and presentation of both valuation
methodologiesA957.00%6.654. Analysis of Analysts' Earnings
Projections and Projected PerformanceAn unacceptable review
of analysts' earnings and performance projectionsLittle effort to
complete an analysis and review of analysts' earnings
projections and projected performanceAn average effort to
evaluate analysts' earnings projections and projected
performanceGood effort to examine and analyze analysts'
earnings projections; good effort to examine performance
projectionsComprehensive effort that shows in depth examinatin
and analysis of analysts' earnings projections and how those
projections factor into estimates of future
25. performanceA956.00%5.70STOCK RISK/ RETURN ANALYSIS
AND TECHNICAL ANALYSIS5. Stock Price Performance
AnalysisNo effort to examine comparative stock returns and
risksSome effort to look at stock returns and risks but analysis
lacks both breadth and depthSome effort to develop comparative
analysis of stock returns and risks of the company, but analysis
is incomplete and cursory in some areasAnalysis includes good
effort to develop a critical comparative analysis of stock returns
and risks; identifies major stockholders, and there is some
analysis of who is buying and selling the stock; good risk
analysis with beta and standard deviationAnalysis shows
thorough and accurate understanding of who owns the company;
excellent comparative analysis of returns and risks; analysis
provides good analysis of who is buying and selling the stock,
and who controls the company; good review of beta and
standard deviationA9512.50%11.886. Technical Analysis of
Company Stock Price Using Online ResourcesNo effort to
complete technical analysisWeak effort to complete technical
analysis with only a couple of indicators; interpretation is
weakAverage effort to complete technical analysis;
understanding of indicators may me marginal and interpretation
may be weakVery good effort to complete technical analysis;
uses good online resources; shows good understanding and
interpretation of indicatorsExcellent effort to complete
technical analysis; good use of good online resources; includes
many of the major indicators along with excellend and accurate
interpretationA9512.50%11.88ORGANIZATION OF PAPER &
CRITICAL THINKING7. Development and Defense of Final
Recommendation Through Professional Analysis and Critical
ThinkingLittle or no effort in development of an appropriate
recommendation; analysis appears to be missing critical
thinkingReport contains a recommendation that has little
support from the data and analysis; not much critical thinking is
apparent in the development of recommendationReport contains
a recommendation that is marginally supported by the data and
information in the report, which may be less than complete;
26. little effort to analyze and think critically about the
recommendationReasonable recommendation developed from
the information and data used in the analysis; good effort to
think critically in the development and defense of a
recommendationExcellent use of key information and data to
think critically and to develop and support a logical
recommendation; recommendation is fully and logically
supported by the historical and comparative analysis and
valuationsA9520.00%19.00PRESENTATION OF PAPER AND
WRITING8. Organization, Format and Presentation of Paper
including Introduction, Body, and SummaryThere appears to be
no logical organization of the paper's contentsPresentation has
numerous blemishes and there may be a general lack of
organizationPaper has some blemishes in presentation and may
have some weaknesses in organizationPaper is neatly presented
without major blemishes and is generally well-organizedPaper
is extremely neat and has no blemishes; its organization is
outstanding and very easily followedA955.00%4.759. Writing,
Grammar, Spelling & Punctuation; Use of APA Citation
MethodologyCombination of grammar, spelling and punctuation
errors that is unworthy of creditPaper contains an unacceptably
large number of spelling and typographical errors along with
numerous mistakes in grammar and writing mechanicsPaper
contains numerous distractions that appear in a combination of
the following forms: 1. Flow in thought; 2. Spelling and
typographical errors; 3. Grammar / mechanicsPaper contains
minimal distractions that appear in a combination of the
following forms: 1. Flow in thought; 2. Spelling and
typographical errors; 3. Grammar / mechanicsPaper is clear and
concise and appropriate grammar is used throughout; all
references are cited appropriately; paper does not have any
significant errorsA955.00%4.7510. Use of Tables, Figures and
Other Graphics to Summarize and Support Analysis Presented in
the PaperUse of tables, figures and other graphics in support of
paper is unworthy of creditTables, figures and other graphics do
not provide much support for the paper; they may have
27. inadequate labels; and numbering sequence is inadequateTables,
figures and other graphics provide marginal support for the
paper; some labels may be incomplete; there may be some
problems with the numbering sequenceTables, figures and other
graphics are descriptive and provide solid support for the paper;
they are properly labeled and numberedTables, figures and other
graphics are very descriptive and provide exceptionally strong
support for the paper; there are no errors in labels or in the
numbering sequenceA955.00%4.7511. Logical and Smooth
Flowing Transitions and Relationships Among Sections of the
Written ReportNo effort made to provide appropriate
transitionsPaper makes minimal use of transitionsSome
transitions used in paperGood transitions used in most
sectionsVery effective transitions are used throughout the
written analysisA955.00%4.75RESEARCH APPROACH AND
USE OF APPROPRIATE PROFESSIONAL SOURCES OF
INFORMATION AND DATA12. Research Sources and
Significance of Research Information and DataNo obvious
effort to use professional research sourcesLittle effort made to
use appropriate professional research sources which may be
accompanied by inadequate documentationSome effort to
identify and use approproate and professional research sources
with some documentationGood effort to identify and use
appropriate and professional research sources; appropriate and
professional use of APA documentationExcellent and successful
effort to identify and use appropriate and professional research
sources including Library Search Engines, Websites, S&P, SEC,
NYSE, Competitors, 10K Report, analyst reports, news releases,
articles, etc.; appropriate and accurate
documentationA953.00%2.8513. Utilization of 10K and Annual
Report, etc.No documented or obvious use of company's' 10K
and Annual ReportLittle evidence of use of the 10K and Annual
Report in preparing the analysisPaper provides some indication
that 10K and Annual Report were researched for the paperPaper
includes some references to significant items of information
from 10K and Annual ReportPaper demonstrates comprehensive
28. use and understanding of information in 10K and Annual
ReportA954.00%3.8014. Utilization of External Contacts
Including Listening to Company's Earnings Call(s), and Contact
with AnalystsNo effort made to make or use external
contactsMade efforts to contact external resources but were
largely unsuccessful resulting in little contribution to the
analysisMade contact with one external person and may have
listened to an earnings call, but interpretation is not well-
developedGood success making contacts with several external
contacts that contributed to understanding company's
operationsOutstanding and excellent use of external contacts
including listening and interpreting earnings calls, contact with
analysts and use of other
resourcesA953.00%2.85Total100.00%15. Individualized
Comments About Research PaperGrade on Paper95.00Scoring
Lookup TableA95A-91A+98B85B-81B+88C75C-71C+78D65D-
61D+68F40F-0F+55
Sheet3GRADING RUBRIC FOR SECURITIES ANALYSIS
PAPER - COMPREHENSIVE STOCK
ANALYSISStudents:Description of EvaluationFailing,
undeserving of creditPassing, but below standardSatisfactory,
meets essential requirementsSuperior Work and clearly above
averageWork of DistinctionRelated GradeFD-, D, D+C-, C,
C+B-, B, B+A-, A, A+CategoryInputANALYSIS AND
VALUATIONSGradePointsWeightScore1. Analysis of the
Industry and Opportunities for GrowthAn inadequate
examination of factors that is unworthy of creditOnly a
superficial effort to examine strengths, weaknesses and
opportunitiesThe analysis identifies some strengths, weaknesses
and opportunitiesGood effort is made to analyze the strengths,
weaknesses and opportunitiesExcellent and very thorough,
comprehensive analysis of strengths, weaknesses and
opportunitiesA956.00%5.702. Financial Analysis of the
Company and Its Comparative Performance in the
IndustryFinancial analysis of the company using ratios and
other performance indicators is so weak and incomplete that it
29. is unworthy of creditMinimal effort to use appropriate financial
analysis; analysis of the company fails to convey an
understanding of overall performanceFinancial analysis of the
company uses some ratios and other indicators, but the analysis
provides only a marginal understanding of overall
performancePresents a reasonably complete financial analysis of
the company using most of the appropriate ratios and other
indicators and conveys a good understanding of overall
performancePresents a comprehensive financial analysis of the
company using all appropriate ratios and other indicators and
offers an excellent comparative analysis and interpretation of
overall performanceA956.00%5.703. Valuation - Discounted
Cash Flow Analysis and Comparables ValuationEffort to review
and analyze discounted cash flow valuation and valuation by
comparables is unworthy of creditLittle effort and success in
completing a discounted cash flow analysis and valuation by
comparablesMade an average effort to complete or review
discounted cash flow valuation and valuation by comparables;
one method may be particularly weak or missingGood review of
both discounted cash flow valuation and valuation by
comparables; presents good understanding and analysis of
valuation methodsComprehensive analysis of discounted cash
flow valuation and valuation by comparables; demonstrates
excellent understanding and presentation of both valuation
methodologiesA957.00%6.654. Analysis of Analysts' Earnings
Projections and Projected PerformanceAn unacceptable review
of analysts' earnings and performance projectionsLittle effort to
complete an analysis and review of analysts' earnings
projections and projected performanceAn average effort to
evaluate analysts' earnings projections and projected
performanceGood effort to examine and analyze analysts'
earnings projections; good effort to examine performance
projectionsComprehensive effort that shows in depth examinatin
and analysis of analysts' earnings projections and how those
projections factor into estimates of future
performanceA956.00%5.70STOCK RISK/ RETURN ANALYSIS
30. AND TECHNICAL ANALYSIS5. Stock Price Performance
AnalysisNo effort to examine comparative stock returns and
risksSome effort to look at stock returns and risks but analysis
lacks both breadth and depthSome effort to develop comparative
analysis of stock returns and risks of the company, but analysis
is incomplete and cursory in some areasAnalysis includes good
effort to develop a critical comparative analysis of stock returns
and risks; identifies major stockholders, and there is some
analysis of who is buying and selling the stock; good risk
analysis with beta and standard deviationAnalysis shows
thorough and accurate understanding of who owns the company;
excellent comparative analysis of returns and risks; analysis
provides good analysis of who is buying and selling the stock,
and who controls the company; good review of beta and
standard deviationA9512.50%11.886. Technical Analysis of
Company Stock Price Using Online ResourcesNo effort to
complete technical analysisWeak effort to complete technical
analysis with only a couple of indicators; interpretation is
weakAverage effort to complete technical analysis;
understanding of indicators may me marginal and interpretation
may be weakVery good effort to complete technical analysis;
uses good online resources; shows good understanding and
interpretation of indicatorsExcellent effort to complete
technical analysis; good use of good online resources; includes
many of the major indicators along with excellend and accurate
interpretationA9512.50%11.88ORGANIZATION OF PAPER &
CRITICAL THINKING7. Development and Defense of Final
Recommendation Through Professional Analysis and Critical
ThinkingLittle or no effort in development of an appropriate
recommendation; analysis appears to be missing critical
thinkingReport contains a recommendation that has little
support from the data and analysis; not much critical thinking is
apparent in the development of recommendationReport contains
a recommendation that is marginally supported by the data and
information in the report, which may be less than complete;
little effort to analyze and think critically about the
31. recommendationReasonable recommendation developed from
the information and data used in the analysis; good effort to
think critically in the development and defense of a
recommendationExcellent use of key information and data to
think critically and to develop and support a logical
recommendation; recommendation is fully and logically
supported by the historical and comparative analysis and
valuationsA9520.00%19.00PRESENTATION OF PAPER AND
WRITING8. Organization, Format and Presentation of Paper
including Introduction, Body, and SummaryThere appears to be
no logical organization of the paper's contentsPresentation has
numerous blemishes and there may be a general lack of
organizationPaper has some blemishes in presentation and may
have some weaknesses in organizationPaper is neatly presented
without major blemishes and is generally well-organizedPaper
is extremely neat and has no blemishes; its organization is
outstanding and very easily followedA955.00%4.759. Writing,
Grammar, Spelling & Punctuation; Use of APA Citation
MethodologyCombination of grammar, spelling and punctuation
errors that is unworthy of creditPaper contains an unacceptably
large number of spelling and typographical errors along with
numerous mistakes in grammar and writing mechanicsPaper
contains numerous distractions that appear in a combination of
the following forms: 1. Flow in thought; 2. Spelling and
typographical errors; 3. Grammar / mechanicsPaper contains
minimal distractions that appear in a combination of the
following forms: 1. Flow in thought; 2. Spelling and
typographical errors; 3. Grammar / mechanicsPaper is clear and
concise and appropriate grammar is used throughout; all
references are cited appropriately; paper does not have any
significant errorsA955.00%4.7510. Use of Tables, Figures and
Other Graphics to Summarize and Support Analysis Presented in
the PaperUse of tables, figures and other graphics in support of
paper is unworthy of creditTables, figures and other graphics do
not provide much support for the paper; they may have
inadequate labels; and numbering sequence is inadequateTables,
32. figures and other graphics provide marginal support for the
paper; some labels may be incomplete; there may be some
problems with the numbering sequenceTables, figures and other
graphics are descriptive and provide solid support for the paper;
they are properly labeled and numberedTables, figures and other
graphics are very descriptive and provide exceptionally strong
support for the paper; there are no errors in labels or in the
numbering sequenceA955.00%4.7511. Logical and Smooth
Flowing Transitions and Relationships Among Sections of the
Written ReportNo effort made to provide appropriate
transitionsPaper makes minimal use of transitionsSome
transitions used in paperGood transitions used in most
sectionsVery effective transitions are used throughout the
written analysisA955.00%4.75RESEARCH APPROACH AND
USE OF APPROPRIATE PROFESSIONAL SOURCES OF
INFORMATION AND DATA12. Research Sources and
Significance of Research Information and DataNo obvious
effort to use professional research sourcesLittle effort made to
use appropriate professional research sources which may be
accompanied by inadequate documentationSome effort to
identify and use approproate and professional research sources
with some documentationGood effort to identify and use
appropriate and professional research sources; appropriate and
professional use of APA documentationExcellent and successful
effort to identify and use appropriate and professional research
sources including Library Search Engines, Websites, S&P, SEC,
NYSE, Competitors, 10K Report, analyst reports, news releases,
articles, etc.; appropriate and accurate
documentationA953.00%2.8513. Utilization of 10K and Annual
Report, etc.No documented or obvious use of company's' 10K
and Annual ReportLittle evidence of use of the 10K and Annual
Report in preparing the analysisPaper provides some indication
that 10K and Annual Report were researched for the paperPaper
includes some references to significant items of information
from 10K and Annual ReportPaper demonstrates comprehensive
use and understanding of information in 10K and Annual
33. ReportA954.00%3.8014. Utilization of External Contacts
Including Listening to Company's Earnings Call(s), and Contact
with AnalystsNo effort made to make or use external
contactsMade efforts to contact external resources but were
largely unsuccessful resulting in little contribution to the
analysisMade contact with one external person and may have
listened to an earnings call, but interpretation is not well-
developedGood success making contacts with several external
contacts that contributed to understanding company's
operationsOutstanding and excellent use of external contacts
including listening and interpreting earnings calls, contact with
analysts and use of other
resourcesA953.00%2.85Total100.00%15. Individualized
Comments About Research PaperGrade on Paper95.00Scoring
Lookup TableA95A-91A+98B85B-81B+88C75C-71C+78D65D-
61D+68F40F-0F+55
ASSIGN-1--PM-PROJECT PLANNING, EXECUTION AND
CLOSURE
1. Project Communications Management ASSIGNMENT
Effective communication is more than something that the
project manager must schedule. It is more like a means of doing
business. The project manager will not only need to
communicate with his or her staff; he or she will also need to
communicate with his or her supervisors and with the primary
stakeholders to report back progress or obstacles. It can be
argued that the most important quality of a project manager is
good communication skills. Without effective communication,
the project manager risks the disintegration of the project rather
than integration of the project.
Using what you know about your stakeholders, develop a
communication management plan for the IRTC project. This
should identify the project stakeholders who must be reached.
For each group of stakeholders or individuals, describe the
communication mechanism, the frequency of communication,
the format, other parties involved, the initiator's
34. responsibilities, and the recipients' responsibilities. Explain
your rationale for your plan.
Assignment Guidelines:
· Address the following in 1,250–1,500 words:
· Use a Stakeholder Register to identify the project stakeholders
that must be engaged for the IRTC project.
· For each group of stakeholders or individuals,
· Describe the required communication mechanism.
· Explain the necessary frequency of communication.
· Explain the communication format.
· Explain whether or not there are secondary stakeholders
involved.
· Explain the responsibilities of both the initiator and recipient.
· Summarize your final communication plan, and explain the
rationale behind it.
2ND: ASSIGNMENT System Security Certification and
Accreditation
NIST 800-37 PRECOESS ON A 3 –4 new pages in the Case
Study Report, Microsoft Word document
Your CIO asked you to identify security controls in the
Information Assurance (IA) family that are relevant to the
database, using your sound reasoning and professional
judgment. Based on the assumption that your system is a
moderate, moderate, moderate… which of the IA family
controls do you believe would be relevant to the database and
why? Using NIST SP 800-53, create a table. Include columns
for the control, the description, and comments. Be sure to
include comments in your matrix regarding why or why not the
control applies. (NOTE: not all of the controls should be
applicable).
The project deliverables for Week 3 are as follows:
· Update the Case Study Report title page with new date and
project name.