这种作业一般包含以下部分,Security analyses and selection,Security performance tracking and portfolio construction,Portfolio performance summary


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Required: You are a financial analyst. You are required to research on individual stocks and provide investment portfolio analysis report on stocks and investment portfolio suggestions for the first quarter of 2016. You can collect data from Finance.yahoo.com, Morningstar.com, Fred.stlouisfed.org. To complete the report, you are required to conduct following analyses:


Part A (25 marks): Security analyses and selection. Please use a “top-down” approach to select stocks listed on NYSE/AMEX. You are required to complete two tasks: 1) Macro economy and industry analyses. Please write a summary on economic condition based on key economic indicators, e.g., GDP, CPI, unemployment rate. Please select three industries and provide the rationale and criteria used for selection (data supporting your rationale, e.g. industry growth, PE ratio; graphs describe historical industry growth and compare with other industries); 2) Company selection (within industry).


Part B (40 marks): Security performance tracking and portfolio construction. You are required to complete three tasks: 1) Stock performance tracking. Please record performance of the 20 stocks and calculate weekly profit gain or loss using an Excel Spreadsheet (see the Performance Tracking Spreadsheet template in Appendix B); 2) Portfolio construction. Please use the mean-variance (short sale is not allowed) approach taught in class to construct an investment portfolio using the 20 stocks selected in Part A. Assuming the portfolio has to be rebalanced every week (i.e. update weights on individual stocks each week) and the risk aversion parameter is ‘2’.


Part C (25 marks): Portfolio performance summary. Please use portfolio performance evaluation metrics to evaluate the performance of your portfolio and provide a written summary describing the performance of both individual stocks and the portfolio, discuss why the overall portfolio performed well or poorly, predict the future performance of each stock in your overall portfolio and offer suggestions to improve portfolio performance. You should consider growth measurements and further diversification.

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The Assessment:
In your Assessment you should address the following brief: With reference to academic literature, discuss the issues to be considered when analysing research data.


In your response, you must draw on and cite at least four methodological journal articles and two empirical journal articles:
▪ 代写Methodological journals include Organizational Research Methods, Journal of Mixed Methods Research and Qualitative Research (see ‘Reading list’, ‘the literature review’ folder on Blackboard (Bb) or the Library website for more)
▪ Articles that report and discuss the results of academic research projects are to be considered as empirical; examples of journals that include such articles are vast, but include The International Journal of Human Resource Management; Journal of International Business Studies; Work, Employment and Society; Organization Studies; and Academy of Management Journal. For more journal titles, see ‘Module Handbook’, ‘the literature review’ folder on Bb or the Library website


Approaching the Assessment:
In addressing the Assessment brief, it is expected that you will use your knowledge of data analysis (as per methodological literature), to critique not only your chosen analytic approach(es) but also studies reported in empirical articles.
You choose how to address the Assessment brief and we do not wish to be prescriptive, but you might start by considering the data analysis approach that most interests you (this could be the approach that you are likely to use in your future studies or work role). Then, 代写search the methodological literature to source articles that discuss your chosen approach. Following this, search for empirical articles that use your chosen approach to data analysis and critique the study; specifically, critiquing the author(s) data analysis approach against their research aims, design, findings and contributions.
On the other hand, in addressing the Assessment brief, you might choose to critique empirical research that use a different approach to data analysis for a similar data set (e.g. different approaches to the analysis of media news items or interview data); or that use similar approaches to data analysis for different data sets, questions or topics (e.g. content analysis across secondary and primary data).

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WEEK 1: MARKETING ENVIROMENT & STRATEGY代写

Ch 13. Discuss what the term SMART objectives refers to and why it is important from a marketing perspective.

Ch 13: Discuss the BCG Growth-Market Share Matrix and explain when and why a company would use this tool.

Ch 05: Discuss the macro-environmental factors and provide one example of what Whole Foods would have to consider in each.


WEEK 2: ETHICAL DECISION MAKING & MARKETING RESEARCH代写

Ch 15. Discuss the difference between shareholders and stakeholders. Provide an example of a three stakeholders if Massey University decided to increase tuition.

Ch 15. Discuss the Ross (1930) Prima Facie Six Duties Framework as presented in the 1983 article by Laczniak and in lectures. Please address each of the six key questions from this framework.

Ch 15, Discuss the Garrett (1966) Proportionality Framework as presented in the 1983 article by Laczniak and in lectures. Please address each of the three key questions from this framework.


WEEK 03: BUYING BEHAVOIR & STP代写

Ch 02. You are thinking about buying a box of chocolate. Discuss the three (3) broad categories of influences on consumer decision-making and provide an example from each category to illustrate your answers.

Ch 02. Your company makes projector screens. Your job is to service the universities. Discuss the concept of a Buying Centre and provide examples of each role.

Ch 02. Discuss Maslow’s Hierarchy of Needs and its relationship to marketing.

CH 02. Discuss the three attitudinal components and give an example of each.


Ch 06: Discuss the four characteristics of a market using the case example of elderly and ipads.

Ch 06: Discuss the four consumer segmentation variables. How would these be useful to segment the market for a company selling clothing.

Ch 06: Discuss the five criteria used to evaluate market segments.

Ch 06: Discuss the four targeting strategies. Which strategy is the case company using. Support your answer with examples from the case.