Objective: To evaluate the performance of three publicly held companies. Make a recommendation as to which one would be the best choice to invest in for the long term.
**** Use a spreadsheet format for some key information/metrics for the three companies.
Information that is to be included in your research (for each company):
Company name, their stock symbol, their business and what financial market they are they traded on.
The following are items you should consider evaluating and/or mentioning in your research:
- Last 5 year stock price trend
- What % of their shares are held by institutions & mutual fund holders
- Their performance vs other competitors in the same sector
- Company specific impacts or sector impacts
- What are the analysts saying – what are their opinions?
- What is or may be driving the company performance?
- How has their earnings per share been performing/trending?
- What (if any) advantages/disadvantages might the current Presidential administration present to the company?
- Any international impact? – If so what is it and expected results
- Stockholders opinion on company leadership
- 52 week high low, 1 year price target and systematic risk (beta) value
- Is leadership new or very tenured?
- How does their forward guidance sound?
Report needs to:
- Be 4 -5 pages – double spaced
- Include reference information (separate page)
- Clearly indicate your investment choice and why?
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