Scenario 2 The Ten Million Dollar Investment Officer
Congratulations, you graduated from Ohio State and landed a job at a major Wall Street investment firm! You are working with a client who has around ten million dollars to invest in the stock market. She would like a proposal from you on what company to invest in. She says to you, “I’m very careful what I invest in. I want you to find out what companies are likely to grow over the next few years. I’ve already done some Googling myself, so I hope you can dig deeper.”
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She gets up to leave your office, but then turns and says: “Oh, by the way, I should let you know that I am considering proposals from other investment firms too. I will give my business to the firm that presents me with the most convincing, best researched proposal.” Fortunately, your investment firm subscribes to some state-of-the-art databases that you can use for research, databases you used back in your days at Penn State. Plus, you remember a lot of the persuasive techniques you learned back in ENGL 202 class.
You are hoping to get this account–not only for your own career but also to help out some friends and family that need some financial assistance.
Your job: Write a detailed proposal recommending a company to invest in. Please be sure to justify your recommendation. Try to give at least 3-5 strong reasons why you think this company’s stocks are likely to increase in value over the next few years. One good video you can count as a source is “Warren Buffett Stock Basics” (first four minutes only) where you will learn rules for choosing stocks from the world’s most successful investor: https://www.youtube.com/watch?v=_uQjGz6jp2E
(Citing Warren Buffett in your proposal could help build the ethos of your proposal)
Questions to consider:
–What information in company profiles you find from databases makes you think this company is good to invest in?
–Weigh the company’s strengths against weaknesses, and its opportunities against its threats, as listed in a good SWOT analysis. Ultimately is the company in good shape? Or it fairly weak and likely to decline? If the company seems likely to decline in value, perhaps look for another company.
–Are there any estimates on whether the company’s stocks are likely to increase in value? Do you believe these estimates and why or why not?
–What information in business trade journal articles and news articles makes you think this company is good to invest in? Do experts who write for business trade journals such as Wall Street Journal view the company as healthy? If so, you will be more likely to win over your potential client (and her ten million dollar account!) if you can stress that your sources are credible and expert in your proposal.