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Investment Project This 10-12 week project involves investing a “mock” $100,000 in a portfolio of at least 5 different stocks (maximum $20,000 in any one stock); there is no maximum. Students will acquire stock “ideas” from any source, except from other students. Then, students will research their ideas, invest, monitor and adjust? their portfolio for the duration of the project, It is the specific intent of this project that students not only enjoy the satisfaction of reward for bard work and the thrill of investment success, but also the frustrations of ignorance, confusion, lack of confidence, distrust and the interplay of greed and fear. It is sincerely believed that investment losses will contribute more to understanding and long-term success in the financial world than immediate gains. Suffer well! The broadest goal of this project is that students will learn a bit, however modest, about investing. I hope you learn nothing, or at most very little, about speculating. While of course you may sell stocks and buy others as goals are reached or decisions change, I do not want to see active buying and selling (daily) in pursuit of trading gains, The Investment Project “Report,” due approximately 3 weeks before the semester ends, will include the following: Minimum 1-page (12 font, double-spaced, 1-inch margins, 12-font title) analysis* on each of $ stocks that you are convinced would be good, investments, (not why a stock was a good investment) and; imum 1-page (same parameters) analysis* on each of 2 stocks in which you would not invest, (not why a stock was not a good investment) and; * Analysis must include financial information on the company (as opposed to the stock). Such information might include sales, sales growth (quarterly, yearly, eic.), market share, earnings, earnings growth, profit margins, costs (as 2 % of assets, sales, etc.), etc. Other information, such as new products or processes, new markets, current market price, or a change in management can be critical to successfal investment decisions.

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