GRADING RUBRIC FOR ECON 203 PAPER

Student:
Description of Evaluation

Failing, undeserving Passing, but below Satisfactory, meets Superior Work and
of credit standard essential requirements clearly above average Work of Distinction
Related Grade
F D-, D, D+ C-, C, C+ B-, B, B+ A-, A, A+
Category Input
ANALYSIS OF THE DATA, APPLICATION OF ECONOMIC CONCEPTS AND FORMULAS Grade Points Weight Score

Completeness Incomplete in most Incomplete in most Incomplete in many Complete in most

Complete in all respects;
(10% of the paper respects, the paper is respects; does not respects; reflects few respects; reflects most #N/A 10.00% #N/A
reflects all requirements
grade) unworthy of credit reflect requirements requirements requirements

Demonstrates an
Demonstrates an Demonstrates an Demonstrates an
Understanding inadequate Demonstrates a sophisticated
inadequate acceptable accomplished
(20% of the paper understanding of the understanding of the topic(s) #N/A 20.00% #N/A
understanding of the understanding of the understanding of the
grade) topic(s) and issue(s), and issue(s)
topic(s) and issue(s) topic(s) and issue(s) topic(s) and issue(s)
is unworthy of credit

Presents a superficial Presents a thorough

analysis of some of analysis of most issues
Presents an insightful and
Presents an the issues identified; identified; includes most
thorough analysis of all
incomplete analysis omits necessary necessary financial
issues identified; includes all
of the issues financial calculations. calculations. Makes
necessary financial
identified. Makes Makes appropriate but appropriate connections
calculations. Makes
little or no connection somewhat vague between the issues
appropriate and powerful
between the issues connections between identified and the
connections between the
identified and the the issues and strategic concepts
issues identified and the
strategic concepts concepts studied in studied in the reading;
strategic concepts studied in
studied in the the reading; demonstrates good
the reading; demonstrates
reading. Supports demonstrates limited command of the
Analysis, The analysis, complete command of the
diagnosis and command of the strategic concepts and
evaluation, and evaluation, and strategic concepts and
opinions with few strategic concepts and analytical tools studied.
recommendations recommendations analytical tools studied. #N/A 40.00% #N/A
reasons and little analytical tools Supports diagnosis and
(40% of the paper of the issues are Supports diagnosis and
evidence; argument is studied. Supports opinions with reasons
grade) unworthy of credit opinions with strong
one-sided and not diagnosis and and evidence; presents a
arguments and evidence;
objective. Presents opinions with limited fairly balanced view;
presents a balanced and
realistic or reasons and evidence; interpretation is both
critical view; interpretation is
appropriate presents a somewhat reasonable and
both reasonable and
recommendations one-sided argument. objective. Presents
objective.Presents detailed,
with little, if any, Presents realistic or specific, realistic, and
realistic, and appropriate
support from the appropriate appropriate
recommendations clearly
information presented recommendations recommendations
supported by the information
and concepts from the supported by the supported by the
presented and concepts from
reading information presented information presented
the reading
and concepts from the and concepts from the
reading reading.

Supplements case Supplements case study with

Supplements case study
The project does not study with limited relevant and extensive
Supplements case with relevant research
contain any research into the research into the present
Research (10% of study, if at all, with into the present situation
research, that is present situation of situation of the company; #N/A 10.00% #N/A
the paper grade) incomplete research of the company;
unworthy of credit the company; provides clearly and thoroughly
and documentation documents all sources of
limited documentation documents all sources of
information
of sources consulted information

Writing is
unfocused, Writing lacks clarity Writing is accomplished
Writing demonstrates a
rambling, or Writing is unfocused, or conciseness and in terms of clarity and
sophisticated clarity,
contains serious rambling, or contains contains numerous conciseness and contains
Writing mechanics conciseness, and correctness;
errors; does not serious errors; lacks errors; gives only a few errors;
(10% of the paper includes thorough details and #N/A 10.00% #N/A
comtain detail and detail and relevant insufficient detail and includes sufficient
grade) relevant data and
relevant data and data and information; relevant data and details and relevant data
information; extremely well-
information; poorly poorly organized information; lacks and information; well-
organized
organized, that is organization organized
unworthy of credit

APA guidelines Reflects poor Reflects incomplete Uses APA guidelines Uses APA guidelines
Does not use APA
(10% of the paper knowledge of APA knowledge of APA with minor violations to accurately and consistently to #N/A 10.00% #N/A
guidelines
grade) guidelines guidelines cite sources cite sources
 Total 100.00%
8. Individualized
Grade on
Comments About #N/A
Paper
Research Paper

Scoring Lookup Table

A 95
A- 91
A+ 98
B 85
B- 81
B+ 88
C 75
C- 71
C+ 78
D 65
D- 61
D+ 68
F 40
F- 0
F+ 55
NG RUBRIC FOR SECURITIES ANALYSIS PAPER - COMPREHENSIVE STOCK ANALYSIS
Students:
Description of Evaluation
Satisfactor Superior
y, meets Work and
Failing, Passing, essential clearly
undeservin but below requiremen above Work of
g of credit standard ts average Distinction
Related Grade
F D-, D, D+ C-, C, C+ B-, B, B+ A-, A, A+
Category Input
ANALYSIS AND VALUATIONS Grade Points Weight Score

Excellent
Only a The Good and very
1. Analysis An superficial analysis effort is thorough,
of the inadequate effort to identifies made to comprehen
Industry examinatio examine some analyze the sive
and n of factors strengths, strengths, strengths, analysis of A 95 6.00% 5.70
Opportunit that is weaknesse weaknesse weaknesse strengths,
ies for unworthy s and s and s and weaknesse
Growth of credit opportuniti opportuniti opportuniti s and
es es es opportuniti
es

Presents a
Presents a comprehen
reasonably sive
Financial
complete financial
Financial Minimal analysis of
financial analysis of
analysis of effort to the
analysis of the
the use company
2. the company
company appropriate uses some
Financial company using all
using financial ratios and
Analysis of using most appropriate
ratios and analysis; other
the of the ratios and
other analysis of indicators,
Company appropriate other
performanc the but the
and Its ratios and indicators A 95 6.00% 5.70
e company analysis
Comparati other and offers
indicators fails to provides
ve indicators an
is so weak convey an only a
Performan and excellent
and understand marginal
ce in the conveys a comparativ
incomplete ing of understand
Industry good e analysis
that it is overall ing of
understand and
unworthy performanc overall
ing of interpretati
of credit e performanc
overall on of
e
performanc overall
e performanc
e
 Comprehe
nsive
Made an Good
analysis of
average review of
discounted
effort to both
Effort to Little effort cash flow
complete discounted
review and and valuation
or review cash flow
3. analyze success in and
discounted valuation
Valuation - discounted completing valuation
cash flow and
Discounted cash flow a by
valuation valuation
Cash Flow valuation discounted comparabl
and by
Analysis and cash flow es; A 95 7.00% 6.65
valuation comparabl
and valuation analysis demonstrat
by es;
Comparabl by and es
comparabl presents
es comparabl valuation excellent
es; one good
Valuation es is by understand
method understand
unworthy comparabl ing and
may be ing and
of credit es presentatio
particularly analysis of
n of both
weak or valuation
valuation
missing methods
methodolo
gies

Comprehe
nsive effort
Good that shows
Little effort effort to in depth
to An average examine examinatin
4. Analysis An
complete effort to and and
of unacceptab
an analysis evaluate analyze analysis of
Analysts' le review
and review analysts' analysts' analysts'
Earnings of analysts'
of analysts' earnings earnings earnings
Projections earnings A 95 6.00% 5.70
earnings projections projections projections
and and
projections and ; good and how
Projected performanc
and projected effort to those
Performan e
projected performanc examine projections
ce projections
performanc e performanc factor into
e e estimates
projections of future
performanc
e

STOCK RISK/ RETURN ANALYSIS AND TECHNICAL ANALYSIS

 Analysis
shows
Analysis thorough
includes and
good effort accurate
to develop understand
a critical ing of who
comparativ owns the
Some e analysis company;
effort to of stock excellent
develop returns and comparativ
Some
comparativ risks; e analysis
effort to
e analysis identifies of returns
No effort look at
of stock major and risks;
5. Stock to examine stock
returns and stockholde analysis
Price comparativ returns and
risks of the rs, and provides A 95 12.50% 11.88
Performan e stock risks but
company, there is good
ce Analysis returns and analysis
but some analysis of
risks lacks both
analysis is analysis of who is
breadth
incomplete who is buying and
and depth
and buying and selling the
cursory in selling the stock, and
some areas stock; who
good risk controls
analysis the
with beta company;
and good
standard review of
deviation beta and
standard
deviation
 Excellent
effort to
Very good complete
Average
effort to technical
effort to
complete analysis;
Weak complete
technical good use
6. effort to technical
analysis; of good
Technical complete analysis;
No effort uses good online
Analysis of technical understand
to online resources;
Company analysis ing of
complete resources; includes A 95 12.50% 11.88
Stock Price with only a indicators
technical shows many of
Using couple of may me
analysis good the major
Online indicators; marginal
understand indicators
Resources interpretati and
ing and along with
on is weak interpretati
interpretati excellend
on may be
on of and
weak
indicators accurate
interpretati
on

ORGANIZATION OF PAPER & CRITICAL THINKING

Excellent
Report use of key
contains a informatio
recommen Reasonable n and data
Report
dation that recommen to think
contains a
is dation critically
recommen
7. marginally developed and to
Little or no dation that
Developme supported from the develop
effort in has little
nt and by the data informatio and
developme support
Defense of and n and data support a
nt of an from the
Final informatio used in the logical
appropriate data and
Recommen n in the analysis; recommen
recommen analysis;
dation report, good effort dation; A 95 20.00% 19.00
dation; not much
Through which may to think recommen
analysis critical
Profession be less critically in dation is
appears to thinking is
al Analysis than the fully and
be missing apparent in
and complete; developme logically
critical the
Critical little effort nt and supported
thinking developme
Thinking to analyze defense of by the
nt of
and think a historical
recommen
critically recommen and
dation
about the dation comparativ
recommen e analysis
dation and
valuations

PRESENTATION OF PAPER AND WRITING

 Paper is
8. Paper has
Presentatio Paper is extremely
Organizati some
There n has neatly neat and
on, Format blemishes
appears to numerous presented has no
and in
be no blemishes without blemishes;
Presentatio presentatio
logical and there major its
n of Paper n and may A 95 5.00% 4.75
organizatio may be a blemishes organizatio
including have some
n of the general and is n is
Introductio weaknesse
paper's lack of generally outstandin
n, Body, s in
contents organizatio well- g and very
and organizatio
n organized easily
Summary n
followed

Paper Paper
contains contains Paper is
Paper numerous minimal clear and
contains an distractions distractions concise
unacceptab that appear that appear and
Combinati
9. Writing, ly large in a in a appropriate
on of
Grammar, number of combinatio combinatio grammar is
grammar,
Spelling & spelling n of the n of the used
spelling
Punctuatio and following following throughout
and
n; Use of typographi forms: 1. forms: 1. ; all A 95 5.00% 4.75
punctuatio
APA cal errors Flow in Flow in references
n errors
Citation along with thought; 2. thought; 2. are cited
that is
Methodolo numerous Spelling Spelling appropriate
unworthy
gy mistakes in and and ly; paper
of credit
grammar typographi typographi does not
and writing cal errors; cal errors; have any
mechanics 3. 3. significant
Grammar / Grammar / errors
mechanics mechanics
 Tables, Tables,
Tables, figures and figures and
Tables,
figures and other other
10. Use of figures and
other graphics graphics
Tables, other
graphics provide are very
Figures Use of graphics
do not marginal descriptive
and Other tables, are
provide support for and
Graphics figures and descriptive
much the paper; provide
to other and
support for some exceptional
Summarize graphics in provide A 95 5.00% 4.75
the paper; labels may ly strong
and support of solid
they may be support for
Support paper is support for
have incomplete the paper;
Analysis unworthy the paper;
inadequate ; there may there are
Presented of credit they are
labels; and be some no errors in
in the properly
numbering problems labels or in
Paper labeled and
sequence is with the the
numbered
inadequate numbering numbering
sequence sequence

11. Logical
and
Smooth Very
Flowing No effort Paper Good effective
Some
Transitions made to makes transitions transitions
transitions
and provide minimal used in are used A 95 5.00% 4.75
used in
Relationshi appropriate use of most throughout
paper
ps Among transitions transitions sections the written
Sections of analysis
the Written
Report

RESEARCH APPROACH AND USE OF APPROPRIATE PROFESSIONAL SOURCES OF INFORMATION AND DATA
 Excellent
and
successful
effort to
identify
and use
appropriate
and
Good professiona
Little effort effort to l research
made to Some identify sources
use effort to and use including
12.
appropriate identify appropriate Library
Research No
professiona and use and Search
Sources obvious
l research approproat professiona Engines,
and effort to
sources e and l research Websites,
Significanc use A 95 3.00% 2.85
which may professiona sources; S&P, SEC,
e of professiona
be l research appropriate NYSE,
Research l research
accompani sources and Competitor
Informatio sources
ed by with some professiona s, 10K
n and Data
inadequate documenta l use of Report,
documenta tion APA analyst
tion documenta reports,
tion news
releases,
articles,
etc.;
appropriate
and
accurate
documenta
tion

Paper Paper
Paper
includes demonstrat
No Little provides
some es
documente evidence of some
13. references comprehen
d or use of the indication
Utilization to sive use
obvious 10K and that 10K
of 10K and significant and
use of Annual and Annual A 95 4.00% 3.80
Annual items of understand
company's' Report in Report
Report, informatio ing of
10K and preparing were
etc. n from informatio
Annual the researched
10K and n in 10K
Report analysis for the
Annual and Annual
paper
Report Report
 Outstandin
g and
Good
14. excellent
Made Made success
Utilization use of
efforts to contact making
of External external
contact with one contacts
Contacts contacts
external external with
Including No effort including
resources person and several
Listening made to listening
but were may have external
to make or and
largely listened to contacts A 95 3.00% 2.85
Company's use interpretin
unsuccessf an earnings that
Earnings external g earnings
ul resulting call, but contributed
Call(s), contacts calls,
in little interpretati to
and contact
contributio on is not understand
Contact with
n to the well- ing
with analysts
analysis developed company's
Analysts and use of
operations
other
resources

Total 100.00%
15.
Individuali
zed
Grade on
Comments 95.00
Paper
About
Research
Paper

Scoring Lookup Table

A 95
A- 91
A+ 98
B 85
B- 81
B+ 88
C 75
C- 71
C+ 78
D 65
D- 61
D+ 68
F 40
F- 0
F+ 55
TION AND DATA
NG RUBRIC FOR SECURITIES ANALYSIS PAPER - COMPREHENSIVE STOCK ANALYSIS
Students:
Description of Evaluation
Satisfactor Superior
y, meets Work and
Failing, Passing, essential clearly
undeservin but below requiremen above Work of
g of credit standard ts average Distinction
Related Grade
F D-, D, D+ C-, C, C+ B-, B, B+ A-, A, A+
Category Input
ANALYSIS AND VALUATIONS Grade Points Weight Score

Excellent
Only a The Good and very
1. Analysis An superficial analysis effort is thorough,
of the inadequate effort to identifies made to comprehen
Industry examinatio examine some analyze the sive
and n of factors strengths, strengths, strengths, analysis of A 95 6.00% 5.70
Opportunit that is weaknesse weaknesse weaknesse strengths,
ies for unworthy s and s and s and weaknesse
Growth of credit opportuniti opportuniti opportuniti s and
es es es opportuniti
es

Presents a
Presents a comprehen
reasonably sive
Financial
complete financial
Financial Minimal analysis of
financial analysis of
analysis of effort to the
analysis of the
the use company
2. the company
company appropriate uses some
Financial company using all
using financial ratios and
Analysis of using most appropriate
ratios and analysis; other
the of the ratios and
other analysis of indicators,
Company appropriate other
performanc the but the
and Its ratios and indicators A 95 6.00% 5.70
e company analysis
Comparati other and offers
indicators fails to provides
ve indicators an
is so weak convey an only a
Performan and excellent
and understand marginal
ce in the conveys a comparativ
incomplete ing of understand
Industry good e analysis
that it is overall ing of
understand and
unworthy performanc overall
ing of interpretati
of credit e performanc
overall on of
e
performanc overall
e performanc
e
 Comprehe
nsive
Made an Good
analysis of
average review of
discounted
effort to both
Effort to Little effort cash flow
complete discounted
review and and valuation
or review cash flow
3. analyze success in and
discounted valuation
Valuation - discounted completing valuation
cash flow and
Discounted cash flow a by
valuation valuation
Cash Flow valuation discounted comparabl
and by
Analysis and cash flow es; A 95 7.00% 6.65
valuation comparabl
and valuation analysis demonstrat
by es;
Comparabl by and es
comparabl presents
es comparabl valuation excellent
es; one good
Valuation es is by understand
method understand
unworthy comparabl ing and
may be ing and
of credit es presentatio
particularly analysis of
n of both
weak or valuation
valuation
missing methods
methodolo
gies

Comprehe
nsive effort
Good that shows
Little effort effort to in depth
to An average examine examinatin
4. Analysis An
complete effort to and and
of unacceptab
an analysis evaluate analyze analysis of
Analysts' le review
and review analysts' analysts' analysts'
Earnings of analysts'
of analysts' earnings earnings earnings
Projections earnings A 95 6.00% 5.70
earnings projections projections projections
and and
projections and ; good and how
Projected performanc
and projected effort to those
Performan e
projected performanc examine projections
ce projections
performanc e performanc factor into
e e estimates
projections of future
performanc
e

STOCK RISK/ RETURN ANALYSIS AND TECHNICAL ANALYSIS

 Analysis
shows
Analysis thorough
includes and
good effort accurate
to develop understand
a critical ing of who
comparativ owns the
Some e analysis company;
effort to of stock excellent
develop returns and comparativ
Some
comparativ risks; e analysis
effort to
e analysis identifies of returns
No effort look at
of stock major and risks;
5. Stock to examine stock
returns and stockholde analysis
Price comparativ returns and
risks of the rs, and provides A 95 12.50% 11.88
Performan e stock risks but
company, there is good
ce Analysis returns and analysis
but some analysis of
risks lacks both
analysis is analysis of who is
breadth
incomplete who is buying and
and depth
and buying and selling the
cursory in selling the stock, and
some areas stock; who
good risk controls
analysis the
with beta company;
and good
standard review of
deviation beta and
standard
deviation
 Excellent
effort to
Very good complete
Average
effort to technical
effort to
complete analysis;
Weak complete
technical good use
6. effort to technical
analysis; of good
Technical complete analysis;
No effort uses good online
Analysis of technical understand
to online resources;
Company analysis ing of
complete resources; includes A 95 12.50% 11.88
Stock Price with only a indicators
technical shows many of
Using couple of may me
analysis good the major
Online indicators; marginal
understand indicators
Resources interpretati and
ing and along with
on is weak interpretati
interpretati excellend
on may be
on of and
weak
indicators accurate
interpretati
on

ORGANIZATION OF PAPER & CRITICAL THINKING

Excellent
Report use of key
contains a informatio
recommen Reasonable n and data
Report
dation that recommen to think
contains a
is dation critically
recommen
7. marginally developed and to
Little or no dation that
Developme supported from the develop
effort in has little
nt and by the data informatio and
developme support
Defense of and n and data support a
nt of an from the
Final informatio used in the logical
appropriate data and
Recommen n in the analysis; recommen
recommen analysis;
dation report, good effort dation; A 95 20.00% 19.00
dation; not much
Through which may to think recommen
analysis critical
Profession be less critically in dation is
appears to thinking is
al Analysis than the fully and
be missing apparent in
and complete; developme logically
critical the
Critical little effort nt and supported
thinking developme
Thinking to analyze defense of by the
nt of
and think a historical
recommen
critically recommen and
dation
about the dation comparativ
recommen e analysis
dation and
valuations

PRESENTATION OF PAPER AND WRITING

 Paper is
8. Paper has
Presentatio Paper is extremely
Organizati some
There n has neatly neat and
on, Format blemishes
appears to numerous presented has no
and in
be no blemishes without blemishes;
Presentatio presentatio
logical and there major its
n of Paper n and may A 95 5.00% 4.75
organizatio may be a blemishes organizatio
including have some
n of the general and is n is
Introductio weaknesse
paper's lack of generally outstandin
n, Body, s in
contents organizatio well- g and very
and organizatio
n organized easily
Summary n
followed

Paper Paper
contains contains Paper is
Paper numerous minimal clear and
contains an distractions distractions concise
unacceptab that appear that appear and
Combinati
9. Writing, ly large in a in a appropriate
on of
Grammar, number of combinatio combinatio grammar is
grammar,
Spelling & spelling n of the n of the used
spelling
Punctuatio and following following throughout
and
n; Use of typographi forms: 1. forms: 1. ; all A 95 5.00% 4.75
punctuatio
APA cal errors Flow in Flow in references
n errors
Citation along with thought; 2. thought; 2. are cited
that is
Methodolo numerous Spelling Spelling appropriate
unworthy
gy mistakes in and and ly; paper
of credit
grammar typographi typographi does not
and writing cal errors; cal errors; have any
mechanics 3. 3. significant
Grammar / Grammar / errors
mechanics mechanics
 Tables, Tables,
Tables, figures and figures and
Tables,
figures and other other
10. Use of figures and
other graphics graphics
Tables, other
graphics provide are very
Figures Use of graphics
do not marginal descriptive
and Other tables, are
provide support for and
Graphics figures and descriptive
much the paper; provide
to other and
support for some exceptional
Summarize graphics in provide A 95 5.00% 4.75
the paper; labels may ly strong
and support of solid
they may be support for
Support paper is support for
have incomplete the paper;
Analysis unworthy the paper;
inadequate ; there may there are
Presented of credit they are
labels; and be some no errors in
in the properly
numbering problems labels or in
Paper labeled and
sequence is with the the
numbered
inadequate numbering numbering
sequence sequence

11. Logical
and
Smooth Very
Flowing No effort Paper Good effective
Some
Transitions made to makes transitions transitions
transitions
and provide minimal used in are used A 95 5.00% 4.75
used in
Relationshi appropriate use of most throughout
paper
ps Among transitions transitions sections the written
Sections of analysis
the Written
Report

RESEARCH APPROACH AND USE OF APPROPRIATE PROFESSIONAL SOURCES OF INFORMATION AND DATA
 Excellent
and
successful
effort to
identify
and use
appropriate
and
Good professiona
Little effort effort to l research
made to Some identify sources
use effort to and use including
12.
appropriate identify appropriate Library
Research No
professiona and use and Search
Sources obvious
l research approproat professiona Engines,
and effort to
sources e and l research Websites,
Significanc use A 95 3.00% 2.85
which may professiona sources; S&P, SEC,
e of professiona
be l research appropriate NYSE,
Research l research
accompani sources and Competitor
Informatio sources
ed by with some professiona s, 10K
n and Data
inadequate documenta l use of Report,
documenta tion APA analyst
tion documenta reports,
tion news
releases,
articles,
etc.;
appropriate
and
accurate
documenta
tion

Paper Paper
Paper
includes demonstrat
No Little provides
some es
documente evidence of some
13. references comprehen
d or use of the indication
Utilization to sive use
obvious 10K and that 10K
of 10K and significant and
use of Annual and Annual A 95 4.00% 3.80
Annual items of understand
company's' Report in Report
Report, informatio ing of
10K and preparing were
etc. n from informatio
Annual the researched
10K and n in 10K
Report analysis for the
Annual and Annual
paper
Report Report
 Outstandin
g and
Good
14. excellent
Made Made success
Utilization use of
efforts to contact making
of External external
contact with one contacts
Contacts contacts
external external with
Including No effort including
resources person and several
Listening made to listening
but were may have external
to make or and
largely listened to contacts A 95 3.00% 2.85
Company's use interpretin
unsuccessf an earnings that
Earnings external g earnings
ul resulting call, but contributed
Call(s), contacts calls,
in little interpretati to
and contact
contributio on is not understand
Contact with
n to the well- ing
with analysts
analysis developed company's
Analysts and use of
operations
other
resources

Total 100.00%
15.
Individuali
zed
Grade on
Comments 95.00
Paper
About
Research
Paper

Scoring Lookup Table

A 95
A- 91
A+ 98
B 85
B- 81
B+ 88
C 75
C- 71
C+ 78
D 65
D- 61
D+ 68
F 40
F- 0
F+ 55
TION AND DATA
NG RUBRIC FOR SECURITIES ANALYSIS PAPER - COMPREHENSIVE STOCK ANALYSIS
Students:
Description of Evaluation
Satisfactor Superior
y, meets Work and
Failing, Passing, essential clearly
undeservin but below requiremen above Work of
g of credit standard ts average Distinction
Related Grade
F D-, D, D+ C-, C, C+ B-, B, B+ A-, A, A+
Category Input
ANALYSIS AND VALUATIONS Grade Points Weight Score

Excellent
Only a The Good and very
1. Analysis An superficial analysis effort is thorough,
of the inadequate effort to identifies made to comprehen
Industry examinatio examine some analyze the sive
and n of factors strengths, strengths, strengths, analysis of A 95 6.00% 5.70
Opportunit that is weaknesse weaknesse weaknesse strengths,
ies for unworthy s and s and s and weaknesse
Growth of credit opportuniti opportuniti opportuniti s and
es es es opportuniti
es

Presents a
Presents a comprehen
reasonably sive
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STOCK RISK/ RETURN ANALYSIS AND TECHNICAL ANALYSIS

 Analysis
shows
Analysis thorough
includes and
good effort accurate
to develop understand
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comparativ owns the
Some e analysis company;
effort to of stock excellent
develop returns and comparativ
Some
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effort to
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5. Stock to examine stock
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risks of the rs, and provides A 95 12.50% 11.88
Performan e stock risks but
company, there is good
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but some analysis of
risks lacks both
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breadth
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and depth
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some areas stock; who
good risk controls
analysis the
with beta company;
and good
standard review of
deviation beta and
standard
deviation
 Excellent
effort to
Very good complete
Average
effort to technical
effort to
complete analysis;
Weak complete
technical good use
6. effort to technical
analysis; of good
Technical complete analysis;
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Stock Price with only a indicators
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on is weak interpretati
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ORGANIZATION OF PAPER & CRITICAL THINKING

Excellent
Report use of key
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Report
dation that recommen to think
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PRESENTATION OF PAPER AND WRITING

 Paper is
8. Paper has
Presentatio Paper is extremely
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on, Format blemishes
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logical and there major its
n of Paper n and may A 95 5.00% 4.75
organizatio may be a blemishes organizatio
including have some
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 Tables, Tables,
Tables, figures and figures and
Tables,
figures and other other
10. Use of figures and
other graphics graphics
Tables, other
graphics provide are very
Figures Use of graphics
do not marginal descriptive
and Other tables, are
provide support for and
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to other and
support for some exceptional
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the paper; labels may ly strong
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Analysis unworthy the paper;
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labels; and be some no errors in
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Paper labeled and
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11. Logical
and
Smooth Very
Flowing No effort Paper Good effective
Some
Transitions made to makes transitions transitions
transitions
and provide minimal used in are used A 95 5.00% 4.75
used in
Relationshi appropriate use of most throughout
paper
ps Among transitions transitions sections the written
Sections of analysis
the Written
Report

RESEARCH APPROACH AND USE OF APPROPRIATE PROFESSIONAL SOURCES OF INFORMATION AND DATA
 Excellent
and
successful
effort to
identify
and use
appropriate
and
Good professiona
Little effort effort to l research
made to Some identify sources
use effort to and use including
12.
appropriate identify appropriate Library
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l research approproat professiona Engines,
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tion documenta reports,
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Paper Paper
Paper
includes demonstrat
No Little provides
some es
documente evidence of some
13. references comprehen
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of 10K and significant and
use of Annual and Annual A 95 4.00% 3.80
Annual items of understand
company's' Report in Report
Report, informatio ing of
10K and preparing were
etc. n from informatio
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Report analysis for the
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paper
Report Report
 Outstandin
g and
Good
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efforts to contact making
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contact with one contacts
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Analysts and use of
operations
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resources

Total 100.00%
15.
Individuali
zed
Grade on
Comments 95.00
Paper
About
Research
Paper

Scoring Lookup Table

A 95
A- 91
A+ 98
B 85
B- 81
B+ 88
C 75
C- 71
C+ 78
D 65
D- 61
D+ 68
F 40
F- 0
F+ 55
TION AND DATA
NG RUBRIC FOR SECURITIES ANALYSIS PAPER - COMPREHENSIVE STOCK ANALYSIS
Students:
Description of Evaluation
Satisfactor Superior
y, meets Work and
Failing, Passing, essential clearly
undeservin but below requiremen above Work of
g of credit standard ts average Distinction
Related Grade
F D-, D, D+ C-, C, C+ B-, B, B+ A-, A, A+
Category Input
ANALYSIS AND VALUATIONS Grade Points Weight Score

Excellent
Only a The Good and very
1. Analysis An superficial analysis effort is thorough,
of the inadequate effort to identifies made to comprehen
Industry examinatio examine some analyze the sive
and n of factors strengths, strengths, strengths, analysis of A 95 6.00% 5.70
Opportunit that is weaknesse weaknesse weaknesse strengths,
ies for unworthy s and s and s and weaknesse
Growth of credit opportuniti opportuniti opportuniti s and
es es es opportuniti
es

Presents a
Presents a comprehen
reasonably sive
Financial
complete financial
Financial Minimal analysis of
financial analysis of
analysis of effort to the
analysis of the
the use company
2. the company
company appropriate uses some
Financial company using all
using financial ratios and
Analysis of using most appropriate
ratios and analysis; other
the of the ratios and
other analysis of indicators,
Company appropriate other
performanc the but the
and Its ratios and indicators A 95 6.00% 5.70
e company analysis
Comparati other and offers
indicators fails to provides
ve indicators an
is so weak convey an only a
Performan and excellent
and understand marginal
ce in the conveys a comparativ
incomplete ing of understand
Industry good e analysis
that it is overall ing of
understand and
unworthy performanc overall
ing of interpretati
of credit e performanc
overall on of
e
performanc overall
e performanc
e
 Comprehe
nsive
Made an Good
analysis of
average review of
discounted
effort to both
Effort to Little effort cash flow
complete discounted
review and and valuation
or review cash flow
3. analyze success in and
discounted valuation
Valuation - discounted completing valuation
cash flow and
Discounted cash flow a by
valuation valuation
Cash Flow valuation discounted comparabl
and by
Analysis and cash flow es; A 95 7.00% 6.65
valuation comparabl
and valuation analysis demonstrat
by es;
Comparabl by and es
comparabl presents
es comparabl valuation excellent
es; one good
Valuation es is by understand
method understand
unworthy comparabl ing and
may be ing and
of credit es presentatio
particularly analysis of
n of both
weak or valuation
valuation
missing methods
methodolo
gies

Comprehe
nsive effort
Good that shows
Little effort effort to in depth
to An average examine examinatin
4. Analysis An
complete effort to and and
of unacceptab
an analysis evaluate analyze analysis of
Analysts' le review
and review analysts' analysts' analysts'
Earnings of analysts'
of analysts' earnings earnings earnings
Projections earnings A 95 6.00% 5.70
earnings projections projections projections
and and
projections and ; good and how
Projected performanc
and projected effort to those
Performan e
projected performanc examine projections
ce projections
performanc e performanc factor into
e e estimates
projections of future
performanc
e

STOCK RISK/ RETURN ANALYSIS AND TECHNICAL ANALYSIS

 Analysis
shows
Analysis thorough
includes and
good effort accurate
to develop understand
a critical ing of who
comparativ owns the
Some e analysis company;
effort to of stock excellent
develop returns and comparativ
Some
comparativ risks; e analysis
effort to
e analysis identifies of returns
No effort look at
of stock major and risks;
5. Stock to examine stock
returns and stockholde analysis
Price comparativ returns and
risks of the rs, and provides A 95 12.50% 11.88
Performan e stock risks but
company, there is good
ce Analysis returns and analysis
but some analysis of
risks lacks both
analysis is analysis of who is
breadth
incomplete who is buying and
and depth
and buying and selling the
cursory in selling the stock, and
some areas stock; who
good risk controls
analysis the
with beta company;
and good
standard review of
deviation beta and
standard
deviation
 Excellent
effort to
Very good complete
Average
effort to technical
effort to
complete analysis;
Weak complete
technical good use
6. effort to technical
analysis; of good
Technical complete analysis;
No effort uses good online
Analysis of technical understand
to online resources;
Company analysis ing of
complete resources; includes A 95 12.50% 11.88
Stock Price with only a indicators
technical shows many of
Using couple of may me
analysis good the major
Online indicators; marginal
understand indicators
Resources interpretati and
ing and along with
on is weak interpretati
interpretati excellend
on may be
on of and
weak
indicators accurate
interpretati
on

ORGANIZATION OF PAPER & CRITICAL THINKING

Excellent
Report use of key
contains a informatio
recommen Reasonable n and data
Report
dation that recommen to think
contains a
is dation critically
recommen
7. marginally developed and to
Little or no dation that
Developme supported from the develop
effort in has little
nt and by the data informatio and
developme support
Defense of and n and data support a
nt of an from the
Final informatio used in the logical
appropriate data and
Recommen n in the analysis; recommen
recommen analysis;
dation report, good effort dation; A 95 20.00% 19.00
dation; not much
Through which may to think recommen
analysis critical
Profession be less critically in dation is
appears to thinking is
al Analysis than the fully and
be missing apparent in
and complete; developme logically
critical the
Critical little effort nt and supported
thinking developme
Thinking to analyze defense of by the
nt of
and think a historical
recommen
critically recommen and
dation
about the dation comparativ
recommen e analysis
dation and
valuations

PRESENTATION OF PAPER AND WRITING

 Paper is
8. Paper has
Presentatio Paper is extremely
Organizati some
There n has neatly neat and
on, Format blemishes
appears to numerous presented has no
and in
be no blemishes without blemishes;
Presentatio presentatio
logical and there major its
n of Paper n and may A 95 5.00% 4.75
organizatio may be a blemishes organizatio
including have some
n of the general and is n is
Introductio weaknesse
paper's lack of generally outstandin
n, Body, s in
contents organizatio well- g and very
and organizatio
n organized easily
Summary n
followed

Paper Paper
contains contains Paper is
Paper numerous minimal clear and
contains an distractions distractions concise
unacceptab that appear that appear and
Combinati
9. Writing, ly large in a in a appropriate
on of
Grammar, number of combinatio combinatio grammar is
grammar,
Spelling & spelling n of the n of the used
spelling
Punctuatio and following following throughout
and
n; Use of typographi forms: 1. forms: 1. ; all A 95 5.00% 4.75
punctuatio
APA cal errors Flow in Flow in references
n errors
Citation along with thought; 2. thought; 2. are cited
that is
Methodolo numerous Spelling Spelling appropriate
unworthy
gy mistakes in and and ly; paper
of credit
grammar typographi typographi does not
and writing cal errors; cal errors; have any
mechanics 3. 3. significant
Grammar / Grammar / errors
mechanics mechanics
 Tables, Tables,
Tables, figures and figures and
Tables,
figures and other other
10. Use of figures and
other graphics graphics
Tables, other
graphics provide are very
Figures Use of graphics
do not marginal descriptive
and Other tables, are
provide support for and
Graphics figures and descriptive
much the paper; provide
to other and
support for some exceptional
Summarize graphics in provide A 95 5.00% 4.75
the paper; labels may ly strong
and support of solid
they may be support for
Support paper is support for
have incomplete the paper;
Analysis unworthy the paper;
inadequate ; there may there are
Presented of credit they are
labels; and be some no errors in
in the properly
numbering problems labels or in
Paper labeled and
sequence is with the the
numbered
inadequate numbering numbering
sequence sequence

11. Logical
and
Smooth Very
Flowing No effort Paper Good effective
Some
Transitions made to makes transitions transitions
transitions
and provide minimal used in are used A 95 5.00% 4.75
used in
Relationshi appropriate use of most throughout
paper
ps Among transitions transitions sections the written
Sections of analysis
the Written
Report

RESEARCH APPROACH AND USE OF APPROPRIATE PROFESSIONAL SOURCES OF INFORMATION AND DATA
 Excellent
and
successful
effort to
identify
and use
appropriate
and
Good professiona
Little effort effort to l research
made to Some identify sources
use effort to and use including
12.
appropriate identify appropriate Library
Research No
professiona and use and Search
Sources obvious
l research approproat professiona Engines,
and effort to
sources e and l research Websites,
Significanc use A 95 3.00% 2.85
which may professiona sources; S&P, SEC,
e of professiona
be l research appropriate NYSE,
Research l research
accompani sources and Competitor
Informatio sources
ed by with some professiona s, 10K
n and Data
inadequate documenta l use of Report,
documenta tion APA analyst
tion documenta reports,
tion news
releases,
articles,
etc.;
appropriate
and
accurate
documenta
tion

Paper Paper
Paper
includes demonstrat
No Little provides
some es
documente evidence of some
13. references comprehen
d or use of the indication
Utilization to sive use
obvious 10K and that 10K
of 10K and significant and
use of Annual and Annual A 95 4.00% 3.80
Annual items of understand
company's' Report in Report
Report, informatio ing of
10K and preparing were
etc. n from informatio
Annual the researched
10K and n in 10K
Report analysis for the
Annual and Annual
paper
Report Report
 Outstandin
g and
Good
14. excellent
Made Made success
Utilization use of
efforts to contact making
of External external
contact with one contacts
Contacts contacts
external external with
Including No effort including
resources person and several
Listening made to listening
but were may have external
to make or and
largely listened to contacts A 95 3.00% 2.85
Company's use interpretin
unsuccessf an earnings that
Earnings external g earnings
ul resulting call, but contributed
Call(s), contacts calls,
in little interpretati to
and contact
contributio on is not understand
Contact with
n to the well- ing
with analysts
analysis developed company's
Analysts and use of
operations
other
resources

Total 100.00%
15.
Individuali
zed
Grade on
Comments 95.00
Paper
About
Research
Paper

Scoring Lookup Table

A 95
A- 91
A+ 98
B 85
B- 81
B+ 88
C 75
C- 71
C+ 78
D 65
D- 61
D+ 68
F 40
F- 0
F+ 55
TION AND DATA
NG RUBRIC FOR SECURITIES ANALYSIS PAPER - COMPREHENSIVE STOCK ANALYSIS
Students:
Description of Evaluation
Satisfactor Superior
y, meets Work and
Failing, Passing, essential clearly
undeservin but below requiremen above Work of
g of credit standard ts average Distinction
Related Grade
F D-, D, D+ C-, C, C+ B-, B, B+ A-, A, A+
Category Input
ANALYSIS AND VALUATIONS Grade Points Weight Score

Excellent
Only a The Good and very
1. Analysis An superficial analysis effort is thorough,
of the inadequate effort to identifies made to comprehen
Industry examinatio examine some analyze the sive
and n of factors strengths, strengths, strengths, analysis of A 95 6.00% 5.70
Opportunit that is weaknesse weaknesse weaknesse strengths,
ies for unworthy s and s and s and weaknesse
Growth of credit opportuniti opportuniti opportuniti s and
es es es opportuniti
es

Presents a
Presents a comprehen
reasonably sive
Financial
complete financial
Financial Minimal analysis of
financial analysis of
analysis of effort to the
analysis of the
the use company
2. the company
company appropriate uses some
Financial company using all
using financial ratios and
Analysis of using most appropriate
ratios and analysis; other
the of the ratios and
other analysis of indicators,
Company appropriate other
performanc the but the
and Its ratios and indicators A 95 6.00% 5.70
e company analysis
Comparati other and offers
indicators fails to provides
ve indicators an
is so weak convey an only a
Performan and excellent
and understand marginal
ce in the conveys a comparativ
incomplete ing of understand
Industry good e analysis
that it is overall ing of
understand and
unworthy performanc overall
ing of interpretati
of credit e performanc
overall on of
e
performanc overall
e performanc
e
 Comprehe
nsive
Made an Good
analysis of
average review of
discounted
effort to both
Effort to Little effort cash flow
complete discounted
review and and valuation
or review cash flow
3. analyze success in and
discounted valuation
Valuation - discounted completing valuation
cash flow and
Discounted cash flow a by
valuation valuation
Cash Flow valuation discounted comparabl
and by
Analysis and cash flow es; A 95 7.00% 6.65
valuation comparabl
and valuation analysis demonstrat
by es;
Comparabl by and es
comparabl presents
es comparabl valuation excellent
es; one good
Valuation es is by understand
method understand
unworthy comparabl ing and
may be ing and
of credit es presentatio
particularly analysis of
n of both
weak or valuation
valuation
missing methods
methodolo
gies

Comprehe
nsive effort
Good that shows
Little effort effort to in depth
to An average examine examinatin
4. Analysis An
complete effort to and and
of unacceptab
an analysis evaluate analyze analysis of
Analysts' le review
and review analysts' analysts' analysts'
Earnings of analysts'
of analysts' earnings earnings earnings
Projections earnings A 95 6.00% 5.70
earnings projections projections projections
and and
projections and ; good and how
Projected performanc
and projected effort to those
Performan e
projected performanc examine projections
ce projections
performanc e performanc factor into
e e estimates
projections of future
performanc
e

STOCK RISK/ RETURN ANALYSIS AND TECHNICAL ANALYSIS

 Analysis
shows
Analysis thorough
includes and
good effort accurate
to develop understand
a critical ing of who
comparativ owns the
Some e analysis company;
effort to of stock excellent
develop returns and comparativ
Some
comparativ risks; e analysis
effort to
e analysis identifies of returns
No effort look at
of stock major and risks;
5. Stock to examine stock
returns and stockholde analysis
Price comparativ returns and
risks of the rs, and provides A 95 12.50% 11.88
Performan e stock risks but
company, there is good
ce Analysis returns and analysis
but some analysis of
risks lacks both
analysis is analysis of who is
breadth
incomplete who is buying and
and depth
and buying and selling the
cursory in selling the stock, and
some areas stock; who
good risk controls
analysis the
with beta company;
and good
standard review of
deviation beta and
standard
deviation
 Excellent
effort to
Very good complete
Average
effort to technical
effort to
complete analysis;
Weak complete
technical good use
6. effort to technical
analysis; of good
Technical complete analysis;
No effort uses good online
Analysis of technical understand
to online resources;
Company analysis ing of
complete resources; includes A 95 12.50% 11.88
Stock Price with only a indicators
technical shows many of
Using couple of may me
analysis good the major
Online indicators; marginal
understand indicators
Resources interpretati and
ing and along with
on is weak interpretati
interpretati excellend
on may be
on of and
weak
indicators accurate
interpretati
on

ORGANIZATION OF PAPER & CRITICAL THINKING

Excellent
Report use of key
contains a informatio
recommen Reasonable n and data
Report
dation that recommen to think
contains a
is dation critically
recommen
7. marginally developed and to
Little or no dation that
Developme supported from the develop
effort in has little
nt and by the data informatio and
developme support
Defense of and n and data support a
nt of an from the
Final informatio used in the logical
appropriate data and
Recommen n in the analysis; recommen
recommen analysis;
dation report, good effort dation; A 95 20.00% 19.00
dation; not much
Through which may to think recommen
analysis critical
Profession be less critically in dation is
appears to thinking is
al Analysis than the fully and
be missing apparent in
and complete; developme logically
critical the
Critical little effort nt and supported
thinking developme
Thinking to analyze defense of by the
nt of
and think a historical
recommen
critically recommen and
dation
about the dation comparativ
recommen e analysis
dation and
valuations

PRESENTATION OF PAPER AND WRITING

 Paper is
8. Paper has
Presentatio Paper is extremely
Organizati some
There n has neatly neat and
on, Format blemishes
appears to numerous presented has no
and in
be no blemishes without blemishes;
Presentatio presentatio
logical and there major its
n of Paper n and may A 95 5.00% 4.75
organizatio may be a blemishes organizatio
including have some
n of the general and is n is
Introductio weaknesse
paper's lack of generally outstandin
n, Body, s in
contents organizatio well- g and very
and organizatio
n organized easily
Summary n
followed

Paper Paper
contains contains Paper is
Paper numerous minimal clear and
contains an distractions distractions concise
unacceptab that appear that appear and
Combinati
9. Writing, ly large in a in a appropriate
on of
Grammar, number of combinatio combinatio grammar is
grammar,
Spelling & spelling n of the n of the used
spelling
Punctuatio and following following throughout
and
n; Use of typographi forms: 1. forms: 1. ; all A 95 5.00% 4.75
punctuatio
APA cal errors Flow in Flow in references
n errors
Citation along with thought; 2. thought; 2. are cited
that is
Methodolo numerous Spelling Spelling appropriate
unworthy
gy mistakes in and and ly; paper
of credit
grammar typographi typographi does not
and writing cal errors; cal errors; have any
mechanics 3. 3. significant
Grammar / Grammar / errors
mechanics mechanics
 Tables, Tables,
Tables, figures and figures and
Tables,
figures and other other
10. Use of figures and
other graphics graphics
Tables, other
graphics provide are very
Figures Use of graphics
do not marginal descriptive
and Other tables, are
provide support for and
Graphics figures and descriptive
much the paper; provide
to other and
support for some exceptional
Summarize graphics in provide A 95 5.00% 4.75
the paper; labels may ly strong
and support of solid
they may be support for
Support paper is support for
have incomplete the paper;
Analysis unworthy the paper;
inadequate ; there may there are
Presented of credit they are
labels; and be some no errors in
in the properly
numbering problems labels or in
Paper labeled and
sequence is with the the
numbered
inadequate numbering numbering
sequence sequence

11. Logical
and
Smooth Very
Flowing No effort Paper Good effective
Some
Transitions made to makes transitions transitions
transitions
and provide minimal used in are used A 95 5.00% 4.75
used in
Relationshi appropriate use of most throughout
paper
ps Among transitions transitions sections the written
Sections of analysis
the Written
Report

RESEARCH APPROACH AND USE OF APPROPRIATE PROFESSIONAL SOURCES OF INFORMATION AND DATA
 Excellent
and
successful
effort to
identify
and use
appropriate
and
Good professiona
Little effort effort to l research
made to Some identify sources
use effort to and use including
12.
appropriate identify appropriate Library
Research No
professiona and use and Search
Sources obvious
l research approproat professiona Engines,
and effort to
sources e and l research Websites,
Significanc use A 95 3.00% 2.85
which may professiona sources; S&P, SEC,
e of professiona
be l research appropriate NYSE,
Research l research
accompani sources and Competitor
Informatio sources
ed by with some professiona s, 10K
n and Data
inadequate documenta l use of Report,
documenta tion APA analyst
tion documenta reports,
tion news
releases,
articles,
etc.;
appropriate
and
accurate
documenta
tion

Paper Paper
Paper
includes demonstrat
No Little provides
some es
documente evidence of some
13. references comprehen
d or use of the indication
Utilization to sive use
obvious 10K and that 10K
of 10K and significant and
use of Annual and Annual A 95 4.00% 3.80
Annual items of understand
company's' Report in Report
Report, informatio ing of
10K and preparing were
etc. n from informatio
Annual the researched
10K and n in 10K
Report analysis for the
Annual and Annual
paper
Report Report
 Outstandin
g and
Good
14. excellent
Made Made success
Utilization use of
efforts to contact making
of External external
contact with one contacts
Contacts contacts
external external with
Including No effort including
resources person and several
Listening made to listening
but were may have external
to make or and
largely listened to contacts A 95 3.00% 2.85
Company's use interpretin
unsuccessf an earnings that
Earnings external g earnings
ul resulting call, but contributed
Call(s), contacts calls,
in little interpretati to
and contact
contributio on is not understand
Contact with
n to the well- ing
with analysts
analysis developed company's
Analysts and use of
operations
other
resources

Total 100.00%
15.
Individuali
zed
Grade on
Comments 95.00
Paper
About
Research
Paper

Scoring Lookup Table

A 95
A- 91
A+ 98
B 85
B- 81
B+ 88
C 75
C- 71
C+ 78
D 65
D- 61
D+ 68
F 40
F- 0
F+ 55
TION AND DATA
NG RUBRIC FOR SECURITIES ANALYSIS PAPER - COMPREHENSIVE STOCK ANALYSIS
Students:
Description of Evaluation
Satisfactor Superior
y, meets Work and
Failing, Passing, essential clearly
undeservin but below requiremen above Work of
g of credit standard ts average Distinction
Related Grade
F D-, D, D+ C-, C, C+ B-, B, B+ A-, A, A+
Category Input
ANALYSIS AND VALUATIONS Grade Points Weight Score

Excellent
Only a The Good and very
1. Analysis An superficial analysis effort is thorough,
of the inadequate effort to identifies made to comprehen
Industry examinatio examine some analyze the sive
and n of factors strengths, strengths, strengths, analysis of A 95 6.00% 5.70
Opportunit that is weaknesse weaknesse weaknesse strengths,
ies for unworthy s and s and s and weaknesse
Growth of credit opportuniti opportuniti opportuniti s and
es es es opportuniti
es

Presents a
Presents a comprehen
reasonably sive
Financial
complete financial
Financial Minimal analysis of
financial analysis of
analysis of effort to the
analysis of the
the use company
2. the company
company appropriate uses some
Financial company using all
using financial ratios and
Analysis of using most appropriate
ratios and analysis; other
the of the ratios and
other analysis of indicators,
Company appropriate other
performanc the but the
and Its ratios and indicators A 95 6.00% 5.70
e company analysis
Comparati other and offers
indicators fails to provides
ve indicators an
is so weak convey an only a
Performan and excellent
and understand marginal
ce in the conveys a comparativ
incomplete ing of understand
Industry good e analysis
that it is overall ing of
understand and
unworthy performanc overall
ing of interpretati
of credit e performanc
overall on of
e
performanc overall
e performanc
e
 Comprehe
nsive
Made an Good
analysis of
average review of
discounted
effort to both
Effort to Little effort cash flow
complete discounted
review and and valuation
or review cash flow
3. analyze success in and
discounted valuation
Valuation - discounted completing valuation
cash flow and
Discounted cash flow a by
valuation valuation
Cash Flow valuation discounted comparabl
and by
Analysis and cash flow es; A 95 7.00% 6.65
valuation comparabl
and valuation analysis demonstrat
by es;
Comparabl by and es
comparabl presents
es comparabl valuation excellent
es; one good
Valuation es is by understand
method understand
unworthy comparabl ing and
may be ing and
of credit es presentatio
particularly analysis of
n of both
weak or valuation
valuation
missing methods
methodolo
gies

Comprehe
nsive effort
Good that shows
Little effort effort to in depth
to An average examine examinatin
4. Analysis An
complete effort to and and
of unacceptab
an analysis evaluate analyze analysis of
Analysts' le review
and review analysts' analysts' analysts'
Earnings of analysts'
of analysts' earnings earnings earnings
Projections earnings A 95 6.00% 5.70
earnings projections projections projections
and and
projections and ; good and how
Projected performanc
and projected effort to those
Performan e
projected performanc examine projections
ce projections
performanc e performanc factor into
e e estimates
projections of future
performanc
e

STOCK RISK/ RETURN ANALYSIS AND TECHNICAL ANALYSIS

 Analysis
shows
Analysis thorough
includes and
good effort accurate
to develop understand
a critical ing of who
comparativ owns the
Some e analysis company;
effort to of stock excellent
develop returns and comparativ
Some
comparativ risks; e analysis
effort to
e analysis identifies of returns
No effort look at
of stock major and risks;
5. Stock to examine stock
returns and stockholde analysis
Price comparativ returns and
risks of the rs, and provides A 95 12.50% 11.88
Performan e stock risks but
company, there is good
ce Analysis returns and analysis
but some analysis of
risks lacks both
analysis is analysis of who is
breadth
incomplete who is buying and
and depth
and buying and selling the
cursory in selling the stock, and
some areas stock; who
good risk controls
analysis the
with beta company;
and good
standard review of
deviation beta and
standard
deviation
 Excellent
effort to
Very good complete
Average
effort to technical
effort to
complete analysis;
Weak complete
technical good use
6. effort to technical
analysis; of good
Technical complete analysis;
No effort uses good online
Analysis of technical understand
to online resources;
Company analysis ing of
complete resources; includes A 95 12.50% 11.88
Stock Price with only a indicators
technical shows many of
Using couple of may me
analysis good the major
Online indicators; marginal
understand indicators
Resources interpretati and
ing and along with
on is weak interpretati
interpretati excellend
on may be
on of and
weak
indicators accurate
interpretati
on

ORGANIZATION OF PAPER & CRITICAL THINKING

Excellent
Report use of key
contains a informatio
recommen Reasonable n and data
Report
dation that recommen to think
contains a
is dation critically
recommen
7. marginally developed and to
Little or no dation that
Developme supported from the develop
effort in has little
nt and by the data informatio and
developme support
Defense of and n and data support a
nt of an from the
Final informatio used in the logical
appropriate data and
Recommen n in the analysis; recommen
recommen analysis;
dation report, good effort dation; A 95 20.00% 19.00
dation; not much
Through which may to think recommen
analysis critical
Profession be less critically in dation is
appears to thinking is
al Analysis than the fully and
be missing apparent in
and complete; developme logically
critical the
Critical little effort nt and supported
thinking developme
Thinking to analyze defense of by the
nt of
and think a historical
recommen
critically recommen and
dation
about the dation comparativ
recommen e analysis
dation and
valuations

PRESENTATION OF PAPER AND WRITING

 Paper is
8. Paper has
Presentatio Paper is extremely
Organizati some
There n has neatly neat and
on, Format blemishes
appears to numerous presented has no
and in
be no blemishes without blemishes;
Presentatio presentatio
logical and there major its
n of Paper n and may A 95 5.00% 4.75
organizatio may be a blemishes organizatio
including have some
n of the general and is n is
Introductio weaknesse
paper's lack of generally outstandin
n, Body, s in
contents organizatio well- g and very
and organizatio
n organized easily
Summary n
followed

Paper Paper
contains contains Paper is
Paper numerous minimal clear and
contains an distractions distractions concise
unacceptab that appear that appear and
Combinati
9. Writing, ly large in a in a appropriate
on of
Grammar, number of combinatio combinatio grammar is
grammar,
Spelling & spelling n of the n of the used
spelling
Punctuatio and following following throughout
and
n; Use of typographi forms: 1. forms: 1. ; all A 95 5.00% 4.75
punctuatio
APA cal errors Flow in Flow in references
n errors
Citation along with thought; 2. thought; 2. are cited
that is
Methodolo numerous Spelling Spelling appropriate
unworthy
gy mistakes in and and ly; paper
of credit
grammar typographi typographi does not
and writing cal errors; cal errors; have any
mechanics 3. 3. significant
Grammar / Grammar / errors
mechanics mechanics
 Tables, Tables,
Tables, figures and figures and
Tables,
figures and other other
10. Use of figures and
other graphics graphics
Tables, other
graphics provide are very
Figures Use of graphics
do not marginal descriptive
and Other tables, are
provide support for and
Graphics figures and descriptive
much the paper; provide
to other and
support for some exceptional
Summarize graphics in provide A 95 5.00% 4.75
the paper; labels may ly strong
and support of solid
they may be support for
Support paper is support for
have incomplete the paper;
Analysis unworthy the paper;
inadequate ; there may there are
Presented of credit they are
labels; and be some no errors in
in the properly
numbering problems labels or in
Paper labeled and
sequence is with the the
numbered
inadequate numbering numbering
sequence sequence

11. Logical
and
Smooth Very
Flowing No effort Paper Good effective
Some
Transitions made to makes transitions transitions
transitions
and provide minimal used in are used A 95 5.00% 4.75
used in
Relationshi appropriate use of most throughout
paper
ps Among transitions transitions sections the written
Sections of analysis
the Written
Report

RESEARCH APPROACH AND USE OF APPROPRIATE PROFESSIONAL SOURCES OF INFORMATION AND DATA
 Excellent
and
successful
effort to
identify
and use
appropriate
and
Good professiona
Little effort effort to l research
made to Some identify sources
use effort to and use including
12.
appropriate identify appropriate Library
Research No
professiona and use and Search
Sources obvious
l research approproat professiona Engines,
and effort to
sources e and l research Websites,
Significanc use A 95 3.00% 2.85
which may professiona sources; S&P, SEC,
e of professiona
be l research appropriate NYSE,
Research l research
accompani sources and Competitor
Informatio sources
ed by with some professiona s, 10K
n and Data
inadequate documenta l use of Report,
documenta tion APA analyst
tion documenta reports,
tion news
releases,
articles,
etc.;
appropriate
and
accurate
documenta
tion

Paper Paper
Paper
includes demonstrat
No Little provides
some es
documente evidence of some
13. references comprehen
d or use of the indication
Utilization to sive use
obvious 10K and that 10K
of 10K and significant and
use of Annual and Annual A 95 4.00% 3.80
Annual items of understand
company's' Report in Report
Report, informatio ing of
10K and preparing were
etc. n from informatio
Annual the researched
10K and n in 10K
Report analysis for the
Annual and Annual
paper
Report Report
 Outstandin
g and
Good
14. excellent
Made Made success
Utilization use of
efforts to contact making
of External external
contact with one contacts
Contacts contacts
external external with
Including No effort including
resources person and several
Listening made to listening
but were may have external
to make or and
largely listened to contacts A 95 3.00% 2.85
Company's use interpretin
unsuccessf an earnings that
Earnings external g earnings
ul resulting call, but contributed
Call(s), contacts calls,
in little interpretati to
and contact
contributio on is not understand
Contact with
n to the well- ing
with analysts
analysis developed company's
Analysts and use of
operations
other
resources

Total 100.00%
15.
Individuali
zed
Grade on
Comments 95.00
Paper
About
Research
Paper

Scoring Lookup Table

A 95
A- 91
A+ 98
B 85
B- 81
B+ 88
C 75
C- 71
C+ 78
D 65
D- 61
D+ 68
F 40
F- 0
F+ 55
TION AND DATA