memo

Attachments

write a memo
Financial Analysis and Investment
Scenario – you have $10M to invest as a Fidelity Investments Sector analyst.
You specialize in one industry – pick the industry.

Pick a U.S. based publicly held company to study, and 2 of its key industry competitors:

http://finance.yahoo.com/lookup (Links to an external site.)

Not: companies already discussed in the notes, nor in class.

Compare their performance on 5 or 6 key measures we discuss in lecture, by creating and comparing them in a table.

Review news, and pick which of 3 companies has best prospects for next 12 months.

Write a short commentary on each company.

Allocate $10M across 3 companies ? how would you invest in the 3 firms? Use ending stock price of either February 24 or March 1, depending on when you plan to turn it in. Would you spread the investment across them, or buy just one, or two? HINT ‘ – Do NOT ‘chicken out’ by allocating 33.3% to each of the 3 firms – I will deduct for that.

Make sure you cite all sources used, especially analyst reports.

This can either be a REPORT to the mutual fund, or a memo to your client Ms. IM GREEDY. Your choice