September – December 2023 Stock Project

Business & Finance

Due in 40 hours.around 12 pages-Single SpacesEach student will choose a stock to research and write an Investment Report followed by an oral presentation to the class who will be serving as the ad hoc Investment Committee.  Each student will make an Investment Recommendation to either “buy”, “hold”, or “short” the stock based on the company’s fundamentals and overall investment merits.  The Investment Report4will include an Executive Summary, Company Profile, Management Overview, Industry Analysis, Recent Developments, Bull Story, Bear Story, Income Statement, Balance Sheet, Cash Flow Statement, Valuation Ratios, Valuation Target, Stocks Charts, and Summary Statement (buy, hold, sell recommendation).

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