Project: Financial Planning for Janella

PROJECT: Financial Planning for Janella

YOU HAVE BEEN HIRED!

Janella, a 39-year-old professional, has hired your group as her wealth management advisors. She has given you $100,000 to invest for the next 3 years.

Your group will research, analyze and compare the below companies. During RTSWS session #5, your group will pitch one company’s stock to Janella to invest in.

Lululemon vs. Nike

Instructions:

1. Split up into about 5 teams of students (depending on cohort size). As a team, you will be conducting a case study on the two companies to determine which has a higher potential total return.

My Group Members:

2. Use the table on the following pages to track and organize information from relevant articles and your stock analysis. During today’s session, your group will focus on company backgrounds and the pros and cons of each company.

After completing the case study and comparison of your two companies, you will use the information gathered to pitch (or recommend) which company’s stock Janella should invest in (during RTSWS session #5).

Project Resources:

• Google or Search Engine • Yahoo! Finance: https://fnance.yahoo.com/ • Company websites • News articles • Data and articles on each company beginning on page 88. • All ofine resources can be found at the back of your workbook titled, “Case Study Company Resources.” You may choose to use the information in the back of your workbook or access current data online.