• Apple, Inc. (AAPL)
• Caterpillar (CAT)
• Consolidated Edison (ED)
• Northern Trust (NTRS)
• Macys (M)

1. Financial Markets
   1. Analyze the five-year performance of the domestic economyrelative to the financial markets (using the portfolio analysis template).
   2. Explain specific market performance data based on compiled asset valuation model inputs supported by database research of five-year sector and industry performance and current trends.
   3. Evaluate the impact of the five-year and current macroeconomic data on asset prices.
2. Company Valuation
   1. Analyze the companys financial items and key ratios for a comparison to peers and industry (using the portfolio analysis template).
   2. Determine the intrinsic value of assets by inputting data into the various asset valuation models.
3. Stakeholders
   1. Identify five key stakeholders and their needs in relation to the companys portfolio.
   2. Identify the common stockholders primary objective and their required return on equity.