Strategy Case Study

Strategy:

Our company’s strategy is to invest in retail industry’s top performing firms which will reduce the risk and also looking at the holiday and Christmas season around we’re looking to invest in Retail and consumer goods stocks that’ll give higher returns.

Below are the important criteria

Why this industry?

Retail and technology industries have steady demand over the years and have high seasonal demands. Considering the holiday season, retails (online and stores) and technology companies are expected to make huge sale which will boost that Q4 income. This will help us to get the maximum return in the short run around Dec 3rd week.

Why choosing 3 stocks?

Companies we chose to invest in are Amazon, Macys, Walmart, Best buy. These companies have been around for years, and doing good business. Moreover these companies are industry leaders who’re giving higher returns compared to its peers in the industry. Table below would give a snapshot of the company’s performance and returns and future short term predictions.

What are the risks?

While we’re investing in industry leaders and in the diverse portfolio, main risk we see is low spending from customers due to inflation and federal issues going on in the capital. Federal shutdown has affected the sentiments of the American public and there’s a sense of fear prevalent. While this is risk that will negatively influence the stock market, risk will be spread across the industry and all the stocks, still our diversified portfolio will give good returns.

List of Stocks & Earnings:

Amazon:

Company Background:

Amazon.com, Inc. is the world's largest online retailer. Amazon’s mission is to be Earth’s most customer-centric company, where customers can find and discover anything they might want to buy online, and endeavors to offer its customers the lowest possible prices. Amazon.com started as an online bookstore, but soon diversified, offering millions of unique new, refurbished, and used items in various categories.

Stock

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