Westjet Airlines LTD: Investment Strategy case study

State the question, then provide your response.

1.What is your assessment of Westjets performance and financial health?

2.How does Westjet fare against its closest competitors?

3.How would you explain Westjets comparative value metrics?

4.Should Steven Lau buy, sell or hold Westjets shares?

Hints: Question 1: Performance relates to results of operations, as reflected in the income statement and related metrics. Financial health is indicated by the balance sheet and related metrics. Question 2: Make comparisons of the firms profitability (see Exhibits 6, 9, 10), Asset Management (see Exhibits 9, 10), and Growth (see Exhibit 10). Question 3: Valuation metrics refer to values placed on the firm by the market (i.e., stock price) as well as book values reflected on the balance sheet. See Exhibit 9. Question 4: Take a stand as to what Stephen should do and put forth several reasons for your position.