Finance 311

Trade Simulation Recap

Professor Andrews

Tuesday, Thursday: 11-12:15

Please provide a summary of your trading simulation experience. Your summary should include commentary on the following points:

Please list the name of one of your positions that you are optimistic (or pessimistic) about. What are the future prospects for the Company?

What is the companys business model? Who are their competitors?

Is the company a leader in its sector?

Is the company considered a growth or value stock?

Is the Firm growing top line revenue?

Is the Firm growing its profitability?

What new projects may be on the horizon for the Firm?

What has the stock performance been in recent years? i.e. during the pandemic and post pandemic.

What challenges doe the company face in the short and long term?

Will high inflation impact the Firm is a positive or negative way?

How does the Firms ROE and P/E ratios compare to its peers?

Compared to its peers, is the Firm considered over valued or undervalued? Please provide data and commentary to support your opinion.

Note 1 : A lot of this information you should be able to obtain from the research report provided to you. With that said, it will take some analysis to come to a conclusion. Your summary should be written similar to the commentary provided in the research report, and in your own words.

Note 2: The research report is not law. You are allowed to disagree. Reports are written by people who collect data and give their opinion. As such, they are not always right, they could be wrong. Form your own opinion about the company based upon what you know and the data.

AAPLpdf.pdf

https://blackboard.roosevelt.edu/bbcswebdav/pid-2843729-dt-content-rid-12213365_1/xid-12213365_1