Business Studies on Security Analysis Project

Guidelines for the Security Analysis Project 

The company is Costco Wholesale Corporation (COST)

Your report, graphs, tables, and calculations must be processed on MS Excel.  You should have a cover page including your group name, names of group members, stock symbol, and firm name, etc. Please only submit one Excel file to each group via Canvas.

Costco Wholesale Corporation (COST)

  1. Fundamental ratio analysis and industry analysis

Provide an executive summary on the firm you are assigned.

Study the industry of the stock you are assigned. Which industry is your firm engaged in (provide the different business lines of your firm)?

Sources:

Wall Street Journal

Chapter 12, 20, 21 in Bodie, Kane, and Marcus for Part I

Chapter 5, 6, 7, 13, 14, 18 in Bodie, Kane, and Marcus for Part II

Chapter 14 in Bodie, Kane, and Marcus for Part III

Yahoo Finance @ http://finance.yahoo.com/

Economic data-FRED ® @ http://research.stlouisfed.org/fred2/

Economic Report of the President @ https://www.gpoaccess.gov/eop/index.html

Federal Reserve Bulletin @ https://www.federalreserve.gov/FOMC/BeigeBook/2007/

Survey of Current Business @ https://www.bea.gov/scb/index.htm

Humphrey Hawkins Testimony and Report @ https://www.federalreserve.gov/boarddocs/hh/

Note:   Late reports without pre-approval from the instructor will receive no credit.