Industry-wide concerns and strategies

 

 

Provide background information of the industry
Issues common to the industry
Trends that have been identified
Industry-wide concerns and strategies
Major competitors
Emerging technologies related to the industry
Company
Nature and History of the Company
recent major events that affected company operations
Stock Classes and Ownership
review of stock price trends in the past five years
provide explanations for significant changes whether high or low
Product and Service Information
Key Customers and Suppliers
Governmental or Regulatory Environment
Current Operations
Strategies, Mission, and Goals for the Company
Located in the MD&A and other parts of the annual report (10-K).
Press releases or company website is another possible source
Discuss the Marketing Strategy
Company Expectations
Business Risks
Market Data and Analysis including Competition
Porter’s Five Forces
Analyze the company using Porter’s five forces.

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