In this project, your job is to become an expert on a publicly-traded company you choose. Your

research will include fundamental and technical analysis, recent news releases, and analyst

summaries.

Three companies must be selected

It is important to understand that this project demands that you not only gather information but

synthesize and analyze it. Your data and analysis will be correlated to produce a buy or sell

recommendation for each company. You will conduct the simulation for your selected companies.

to include in the report about what you learned from the simulation outcomes and analysis. An

investment statement of trading from beginning to end needs to be attached to the report. The

report needs to be submitted as one document including appendices, title page, table of contents,

etc.

A recommended approach might include:

Introduction

A brief overview of the company

a long paragraph at most Fundamental Analysis

Use three years' worth of data to crunch at least 10 ratios; show your work

comment on the ratios, and the trend over the three years

Technical analysis

look at one year, six-month, 3-month charts for trends, patterns

use three indicators only; focus on what they tell you now

Analysts' Opinions

Provide a summary of recommendations based on your analysis and the analyst’s say on the street. highlight relevant and recent news, good or bad

Simulation Outcomes

Discuss outcomes (profit or loss in %) of your simulations and provide comments if outcomes are

aligned with your expectations or not. Provide a copy of your closing portfolio on the first and last

day of trading. Why do you get expected or unexpected outcomes?