Project: Financial Analysis for Janella

PROJECT: Financial Analysis for Janella

1. Move back into your groups. As a team, you will fnalize your research and recommendations for which company Janella should invest her money in.

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 CSR and competitive advantage.

3. FINALIZE your fnancial recommendations for Janella. For next week’s presentation, be prepared to pitch to Janella which company you recommend she invest her money in and why.

4. During the next session, you and your group will present your fnancial analysis and recommendation for Janella to the cohort. PLAN and ORGANIZE your slides to present to the group.

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 will be found at the back of your workbook titled, “Case Study Company Research.” You may choose to use the information in the back of your workbook or access additional data online.

Today’s Case Study Focus

Use the organization chart on the following pages to organize and track your research and analysis each session.

Session 4 Focus (TODAY):

• Use Yahoo! Finance to fnd and record for each company:

• Today’s Date • Current Stock Price • P/E Ratio

• Corporate Social Responsibility (CSR)

• Competitive Advantage

• Finalize Research and Recommendation for Janella

• Create Slides for Pitch

PREVIEW OF UPCOMING SESSIONS

Session 5 Focus:

• Present your recommendations to the class

Presentation Slides Outline

• Stock A vs. Stock B

• Process by which your team came to their recommendation

• Company A • Pros • Cons • Yahoo! Finance Information

• Company B • Pros • Cons • Company B: Yahoo! Finance Information • We chose to Invest Janella’s money in

___________ because…

• Refection: What surprised you? What was the biggest challenge? What was one thing you each learned during the project?

• Q&A