Economics Homework Help

Portfolio Analysis Course Stock Evaluation Project

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This project requires you to research and analyze an assigned publicly traded company; prepare a written report on that company that supports a buy, sell, or hold recommendation by using publicly available information and present and defend your findings. The project is based on the requirements of the CFA Institute’s annual investment research challenge guidelines.

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( https://www.cfainstitute.org/en/societies/challenge )

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Companies:

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Target Corporation (TGT)

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Written Report Guidelines

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The written report must

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• be no longer than 10 pages (not including the front cover page) on A4-sized paper (210 mm × 297 mm, 8.27” × 11.69”). An appendix of maximum 10 pages regarding the details of financial analysis and valuation could be added.
• be properly cited using a generally accepted citation system. Generally accepted citation systems include, but are not limited to, the Chicago Manual of Style, the Harvard referencing system, and MLA (Modern Language Association) style.
• include the following information in a header on the first page:
  • Company name
  • Exchange
  • Ticker symbol
  • Sector/Industry
  • Recommendation (buy/sell/hold)
  • Price (as of 4/30/2021)
  • Target price (% increase/decrease)
  • Business description (5 points)
  • Industry overview and competitive positioning (10 points)
  • Investment summary (15 points)
  • Valuation (20 points)
  • Financial analysis (20 points)
  • Investment risks (15 points)
  • Environmental, social, and governance (15 points)

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• contain only publicly available information;

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Publicly available information includes:

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1. information in company financial statements and press releases,

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2. information in the media about the company and its competitors,

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3. information produced by data aggregators for general use (e.g., Bloomberg, S&P Global, FactSet, etc.)

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be the original work of the team members; be properly cited using a generally accepted citation system

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be prepared from the perspective of an independent research analyst,

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contain (but not limited to*) the following sections:

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*You may also include other headings for important information not otherwise covered above

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( https://www.cfainstitute.org/en/societies/challenge/past-champions )