Select an industry or sector you find interesting.

First discuss the industry in general, it past, current and potential trends. Include if youd like an economic forecast of the next 12-18 months as well as a forecast of how the industry will do given your forecast. Prepare a comparative valuation analysis of the companies in that industry group.

Then given your economic assumptions, outline what companies within the industry might fare best in the future operating environment you have outlined. For each company, please be specific as to why they will fare well in your hypothetical environment. Select your top picks from the sector.