The Global Portfolio Analysis Center

Lubin School of Business and Economics
1, Pace Plaza, New York, N.Y.

Director: P.V. Viswanath
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Pace Stock Analysis Competition
$500 Prize Money
 
 

The NYSSA Challenge

Workshop Information

Winning Pace Team 2002-3 Challenge

Information on students interested in forming teams

If you want to represent Pace in the Second NYSSA Challenge, you need to compete in the Pace Stock Analysis Competition, first. Winners from this competition will go to the Second NYSSA Investment Challenge. The winning team in this competition will also receive a prize of $500.

To register your team for the Intra-Pace competition, contact Kai-Stefan Einvik or Prof. P.V. Viswanath. Registration Deadline -- October 15 (contact Kai-Stefan or Prof. P.V. in case of difficulty). Click here for information on students who have expressed an interest in forming a team -- contact them directly. But let Prof. P.V. Viswanath know as well, so he can put your name on the list.

Another place to go for competition-related information is the Pace Finance Club website.

Teams should consist of 3-5 graduate or undergraduate Pace students. Team members must be currently registered and plan to be registered next term as well.

 For the Pace Stock Analysis Competition, your team must analyze the following company, traded on the AMEX, and produce an Initiating Coverage Research Report -- National Beverage Corp trading under the ticker symbol FIZ.

According to the National Beverage Corp's website, "it is a 'total beverage company' that develops, manufactures, markets and distributes a complete portfolio of quality beverage products throughout the United States." Among its brands are Shasta and Faygo multi-flavored and cola soft drinks.

Produce a research report consisting of no more than five pages of textual analysis plus supporting documents.  Supporting documents, such as tables may include no more than five more pages.  The research report itself should have the following components, or other subheadings that include similar information:  (You may include a cover page in addition to the page limits described above. )

  • Investment Summary
  • Valuation (including Relative Valuation and Discounted Cash Flow Valuation)
  • Business Description
  • Other Headings, Relative to Company
  • Industry Overview and Competitive Positioning
  • Financial Analysis
  • Investment risks

Following these sections, you should have an Income Statement and a Balance Sheet for the company, as well as any other relevant statements or exhibits. The Income Statement and Balance Sheet, containing forecast estimates for the coming year(s) should be prepared in accordance with the NYSSA Report Model Template. The report must also contain a Market Profile, prepared according to the NYSSA Market Profile Template.

A copy of the NYSSA template is included here for your guidance.

Note: Indicate where your data came from. There are many sources of information about companies, and you are free to use any of them as long as you properly indicate what you have used.  However, passing off the work of others as your own is plagiarism and is unacceptable in this competition.  You are expected to do your own analysis.

You must also be ready to make a fifteen minute oral presentation ready with Powerpoint Slides.  The last date for submission of the report and the Powerpoint slides will be in the first week of November -- contestants will be notified, later, of the precise date.