Category: Investments

Resource summary:
Session 6 (Theory): Roles of Corporate Headquarters (Irdeto)
Session 7 : Scope of the Corporation (Disney)
Session 9: Paper Review
Management Speaking-strategy
2023 H1 release.pdf
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how your assessment of the market trend influenced this trade
o how and why you traded this stock, what factors led you to choose it?
o was it in a Weinstein stage 2 uptrend?
o was it above its last green line top? If not, why did you buy it?
o how and why you chose to buy it at that time
o how you used TC2000 scans or PCFs if at all
o the exact technical set-up (s) you used to purchase the stock
o how you used technical and fundamental indicators
o how you used IBD or MarketSmith?
G. Make sure your analysis also answers all of the following questions:
o Did this stock come from a particular IBD or MarketSmith Stock List?
o If not, how did you find it and how did it do compared to stocks you traded from the one of those lists? Which did better?
o Why did you choose this stock to buy and to write about?
o How did the market’s action affect this trade?
o How much money have you gained or lost from this trade if you already exited? If the position is still open, compute as of stock’s closing value on 11/22?
o Which specific indicators did you use or ignore?
o Why?
o Explain the set-up you used to purchase this stock and set your initial stop. How did you adjust your stop, if you did?
o How did this set-up and specific indicators help you to handle this position?
o How would use of one of the weekly charts have helped this trade or would it have helped you to better time your entry and/or exit? If you exited, did you check a weekly chart before exiting?
o If exited, what happened to this stock after you exited?
o Was stock in:
▪ A weekly yellow band pattern (F6)?
▪ A weekly RWB guppy pattern or a weekly 4/10/30 avg up-trend pattern (4w>10wk>30wk)
o Why did you exit?
▪ Did you buy it back? Why or why not?
o If position is still open, what objective rule do you have to determine exit? ​

Using Apple, Amazon, Vanguard, and Coca Cola, create a 6 week portfolio from October 9 – November 27 tracking these stocks. Each week you can choose to sell shares buy shares or stay consistent. This portfolio can be created and tracked using excel. You can also find information on these stocks from yahoo finance. Please include a write for each week. If you have any other questions feel free to reach out.

These links or additional documents are not included in the required page length.
Write a 4-6 page paper in which you do the following:
Provide a detailed overview of the stock of the publicly traded U.S. corporation you selected in the assignment of Week 4. Provide the rationale for your selection and plans for a diversified portfolio.
Select five financial ratios, then analyze the past three years of financial data for the investment (please obtain data from the financial statements or the equivalent).
Analyze the price of the investment to stock market beta for the past five years.
Create a trend line that depicts the price movement for the investment against the market index movement using elements of Microsoft Office, such as Excel, Visio, MS Project, or one of their equivalents (such as Open Project, Dia, and OpenOffice), as appropriate. Note: The graphically depicted solution is not included in the required page length.
Determine the type of investor who would be the best candidate for the chosen investment (e.g., a risk-averse investor, an aggressive investor, a broker, and a dealer in the market). Provide a rationale for why this investment is a solid choice. Support your assertion that someone with the investor profile you outlined should invest in this stock.
Use at least five quality academic resources in this assignment. Note: Wikipedia and similar websites do not qualify as academic resource

Create a 1 page Morningstar Report based on the portfolio created on Morningstar (of 75 stocks). See attachment. Explain your analysis.

Imagine that you are a potential investor researching a U.S. investment of your choice. Your choice can be any investment that is highly marketable, which means that you must be able to sell it at a market price very easily, and develop a strategic diversification plan for a great return. Publicly traded stock, corporate bonds, government bonds, real estate, mutual funds, and derivatives are all examples of highly marketable investments. However, for this assignment, select the stock of a publicly traded U.S. corporation.
You will be required to collect financial statements, relevant financial information, or both that details the past three years (fiscal or calendar) of the chosen investment. (These statements can usually be located within the organization’s website under “investor information” or something similar. Many times, these statements can also be found on Yahoo! Finance, Google Finance, or MSN Money. You may also visit the Strayer University LibraryLinks to an external site.)
You will also be required to research your chosen investment’s price for the past five years, as well as a related market index for this investment for the past five years. An example of an applicable market index is the Standard and Poor’s Stock Market Index, commonly called the S&P 500.
To complete this assignment, write a 3-5 page paper in which you do the following:
Select the stock of a publicly traded U.S. corporation that you wish to research for your portfolio diversification, with at least two supporting fundamental reasons such as price to earnings (P/E), price to book (P/B), price to cash flow from operation (P/CFO), and price to dividend (P/D). Provide at least one technical screen such as uptrend.
Provide a brief (one-paragraph) explanation of the systematic
risk and potential return associated with the investment you’ve selected.
List five resources to demonstrate that there is enough information to support your decision regarding your selected investment.

Objectives
Understand the differences between private and public equity; primary and secondary markets. Discover the two major types of of stock market indexes. Develop a well-written paper focusing on the stock market. The goal is to obtain a better understanding of the stock market.
STOCK MARKET ANALYSIS Criteria
Stock Market Analysis Preparation: Review chapter five in completing your Course Project #1, which is due Week 3.
Analysis Submission: Your Course Project #1 is due Week 3. Please submit your assignment (80 points) by the end of Week 3.
Analysis Requirements: Your Course Project consists of understanding the stock market, learning about private and public markets, as well as stock market indexes. Your course project #1 will consist of a 2-3 page paper following APA format (double spaced). The project should include a title page, history, incorporate investment information, and reference page (minimum 2 references).
Stock Market History: Provide a brief history of the stock market (minimum 2-3 paragraphs).
Private Equity: Describe the private equity market including the different components that make up the market. Pick one component of the private equity market and provide an example (minimum 2-3 paragraphs).
Public Markets: Explain about the Primary and Secondary Markets. Provide detailed information about the different markets and how they operate (minimum 2-3 paragraphs).
Stock Market Indexes: Expand on the details surrounding Price Weighted and Value weighted indexes. Provide some details on how to calculate index returns (minimum 2-3 paragraphs).
Implement Stock Market Knowledge: Conclude the project with an explanation of how an investor can implement the stock market analysis into a investing strategy (minimum 1-2 paragraphs).

Write a 2 page paper on whether or not you would like to invest in real estate. If you would, would you try to flip houses or would you like to rent out properties? Why? Use at least one source from a credible website and cite it property in MLA format

Imagine you are the head of responsible investing for your bank’s asset management division.
Prepare a Memo to the board of the bank about:
a) climate-related risks and how worrying they are.
b) materiality of climate investment opportunities and advise them on how the bank should factor the climate risks in its corporate strategy, including investment in clean and environmentally friendly projects.
c) propose an investment strategy for your bank for the next 5 years.
The key objective of this assignment is to enable students to discuss the impact of climate change on institutional strategies.