Company and Market Analysis

Overview: For your final project, the CEO has asked you, the new investment manager of XYZ Tech Company, to produce an investment analysis report. You will prepare an investment analysis report for the company, which will include portfolio analysis that you have compiled, a complete portfolio, and a justification of your investment strategies in an executive summary.

Prompt: Referring to the microeconomic and quantitative data that you have gathered and analyzed, in a  paper, first briefly discuss each company’s stocks and bonds (both corporate and government) for absolute and relative investment performance with regard to industry trends.

Next, with your company and market analysis in mind, begin to construct an investment portfolio that includes a consideration of assets, securities, and rates of return for each of the companies that you will be including in the portfolio.

Apple, Inc. (AAPL)

Caterpillar (CAT)

Consolidated Edison (ED)

Northern Trust (NTRS)

Macy’s (M)