INVESTMENT EXERCISE
You will be submitting a stock analysis.
You will be writing a term paper that will be due May 6th. The research that you do should be presented in an original format. No screenshots, pdfs of phone
downloads or copied webpages are acceptable.
Choose Three Publicly Traded Companies on the NYSE or NASDAQ (Note: You may not choose Tesla, Nike, Starbucks or Uber).
Complete the business model Canvas for each company.
Read about the Business Model Canvas
https://medium.com/seed-digital/how-to-business-model-canvas-explained-ad3676b6fe4a
Business Model Canvas Template
https://canvanizer.com/downloads/business_model_canvas_poster.pdf
Complete a S.W.O.T. Analysis for each of the 3 companies.
Read through the article below.
https://www.wordstream.com/blog/ws/2017/12/20/swot-analysis (Links to an external site.)
Complete a PESTEL analysis for each company
Read about the PESTEL analysis
https://www.professionalacademy.com/blogs/marketing-theories-pestel-analysis/
Do a competitive analysis for each company using Porters Five Forces Model.
Read about Porter’s Five Forces
https://www.investopedia.com/terms/p/porter.asp
Read more here
https://www.isc.hbs.edu/strategy/business-strategy/Pages/the-five-forces.aspx
here (Links to an external site.)
https://www.isc.hbs.edu/strategy/business-strategy/pages/the-five-forces.asp
Describe what you have learned about your 3 companies.
What was the most important or useful thing you learned from doing this project? (Not about the companies, but what skills you have gained).
Include research references at the end of each company’s summary. References should include: Name of magazine, newspaper, report, or Website, Author, Title of Article, Date, and Page. A separate reference is required for each company. Minimum of three different references for the assignment. Start with the suggested references at the bottom of this page.
Suggested References:
Newspapers: Wall Street Journal, NY Times, SF Chronicle, Mercury News, Press Democrat, North Bay Business Journal, Silicon Valley Business Journal, SF Business Journal
Magazines: Business Week, Money, Kiplinger, Smart Money, Forbes, Fortune
Television: Mad Money, CNBC, Nightly Business Report
Online: Fool.com, zacks.com, valueline.com, thestreet.com, Yahoo Finance, Google Finance, NYSE.com
All the above magazines and newspapers have websites.
Grading:
Refer to the Rubric to see how points are earned.
Rubric
Investment Exercise – Term Paper
Investment Exercise – Term Paper
Criteria Ratings Pts
This criterion is linked to a Learning OutcomeBusiness model canvas
Complete a Business Model Template for each of three Publicly Traded Companies.
15 to >10.0 pts
Three
Completed for three companies
10 to >5.0 pts
Two
Completed for two companies
5 to >0.0 pts
One
Completed for one company
0 pts
No Submission
No attempt was made
15 pts
This criterion is linked to a Learning OutcomeS.W.O.T. Analysis
Prepare a complete S.W.O.T. Analysis for each of three Publicly Traded Companies.
Each S,W,O,T must include at least three elements.
15 to >10.0 pts
Three
Completed for three companies
10 to >5.0 pts
Two
Completed for two companies
5 to >0.0 pts
One
Completed for one company
0 pts
No Submission
No attempt was made
15 pts
This criterion is linked to a Learning OutcomePESTEL Analysis
Prepare a PESTEL Analysis for each of three Publicly Traded Companies.
15 to >10.0 pts
Three
Completed for three companies
10 to >5.0 pts
Two
Completed for two companies
5 to >0.0 pts
One
Completed for one company
0 pts
No Submission
No attempt was made
15 pts
This criterion is linked to a Learning OutcomePorter’s Five Forces
Address the five forces for each of three Publicly Traded Companies. Identify the industry most closely associated with the company and how they compete.
15 to >10.0 pts
Three
Completed for three companies
10 to >5.0 pts
Two
Completed for two companies
5 to >0.0 pts
One
Completed for one company
0 pts
No Submission
No attempt was made
15 pts
This criterion is linked to a Learning OutcomeSUMMARY
What have you learned about your companies?
30 to >20.0 pts
Three
Thorough Summary for three companies
20 to >10.0 pts
Two
Thorough Summary for two companies
10 to >0.0 pts
One
Thorough Summary for one company
0 pts
No Submission
No attempt was made
30 pts
This criterion is linked to a Learning OutcomeReferences
At least one reference cited for each company and they must be different.
9 pts
Three
One unique reference cited for three companies
6 pts
Two
One unique reference cited for two companies
3 pts
One
One unique reference was cited for one company
0 pts
No Submission
No references were cited
9 pts
This criterion is linked to a Learning OutcomeMost Important and Useful Lesson
What was the most important and useful thing you learned from doing this Investment Exercise? (Not about the companies, but what skills you have gained). 150 word minimum.
11 to >7.0 pts
Insights Expressed Clearly
7 to >3.0 pts
Some Insights as to value
3 to >0.0 pts
Minor Insights Expressed
0 pts
No Submission
No attempt was made
11 pts
Total Points: 110
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