Investment Research Assignment

Where are you going to invest your $100,000?  Why?

Your recommendation should comprehensively but succinctly provide sufficient information for the investor to approve your recommendation by being able to address the investor’s reasonable questions including the following:

• What is your objective? What is the problem?  What are you trying to figure out?  

• What historical financial information helped you make your decision – ratios, growth rates, margins, projections, competition?  

• What role does risk play and how do you account for it in your analysis?

• What industry information helped you make your decision – such as competition, overall markets, and state of the economy?  

• What are you assuming about the future?  

• What are the critical factors that led you to choose the option you chose?

• What decision analysis tools helped you to make your decision?  
  
  

Please limit your response to 3 pages, typed, double-spaced, plus no more than 2 pages of exhibits.  This is both a math and a story assignment: your math has to support your story and your story has to support your math.  3 pages of text plus 2 pages of exhibits is not a lot to cover this assignment; you need to be concise, relevant, and convincing in those 5 pages.

There is no right answer.  But there are right approaches, wrong answers and wrong approaches.  You will be graded on the quality of your approach, the accuracy of your analysis, and how convincing your argument is.