As the fund manager for a large mutual fund, you are preparing for a conference

Question

As the fund manager for a large mutual fund, you are preparing for a conference call with all your major investors. You plan to e-mail everyone with an attachment that will serve as a guide for the upcoming call. You know investors' time is limited, so you want to be focused in your brief report. Because there are numerous figures to discuss, you will be including 1 or more charts all in the same document.
For each of the following points, prepare both a paragraph of commentary and an appropriate chart to support it.(I CHOSE WALMART AS I FIGURED IT WOULD BE ONE OF THE EASIEST TO WORK WITH). (PLEASE NOTE EACH POINT NEEDS A CHART AND PARAGRAPH TO GO UNDER IT) THANKYOU VERY MUCH TO THE PERSON WHO HELPS WITH THIS..

•Find the last 4 years' sales and profit or net income data for a major retail corporation.
•Calculate profit as a percentage of sales; be careful to place the decimal point correctly.
•Prepare a paragraph of explanation/interpretation of the data as if this were a small part of a lengthy report to potential investors.
•Prepare a chart to display all the information in a meaningful way.

Explanation / Answer

•Prepare a paragraph of explanation/interpretation of the data as if this were a small part of a lengthy report to potential investors. Over the past 4 years Wal-Mart has experience a steady increase in both net income and percentage of gross profits. As we all know net income is excess of revenues and gains of a business over expenses and losses during a given period of time. Gross profit: gross receipts less the cost of goods or production but before the deduction of such other costs as rent or salaries. The results from the net income and percentage gross profit columns will be explained individually. The net income from 2006 to 2007 increased by $7695, signally a revenue increase and a cost of operations decrease. The following years 2008 through 2010 show a study increase, however, the amount of the increase was substantially lower. 2007 to 2008 yielded $1447, 2008 to 2009 yielded $669 and 2009 to 2010 yielded $935. As you can see there was another increase in net income shifting from $669 to $935. It is encouraging to see in these tough economic times that our revenues are recovering. The percentage of gross profit shows the same trend as the net income. From 2006 to 2007 the percentage rose by .7%. Many times in the world of finance .5% is an estimated goal percentage. Anything above that exceeds previous expectations. 2007 to 2008 yielded .6%, 2008 to 2009 yielded .2% and 2009 to 2010 yields .4%. Based on these figures Wal-Mart will need to perform an evaluation to discover costs that can be lowered on all levels of the business and new/existing revenues that can be increased in the business.

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