1. Equity Project Groups

2. Names Email Addresses Phone Numbers Names Email Addresses Phone Numbers  If you miss a class in which we do group work, your group mates are entitled to worry.

3. Planning Read the Project Outline As you go through decide who will be responsible for what. Document Preservation Value Line & Library Sources Web Sources Data & modeling Decide on the diversifying stock. Read the Project Outline As you go through decide who will be responsible for what. Document Preservation Value Line & Library Sources Web Sources Data & modeling Decide on the diversifying stock.

4. Execution Each person should have A photocopy of the Value Line A photocopy of the project description A copy of the Equity Project Notes from the web page. … complete with notes as to who is responsible for what. Create overlaps so that you can back each other up. Each person should have A photocopy of the Value Line A photocopy of the project description A copy of the Equity Project Notes from the web page. … complete with notes as to who is responsible for what. Create overlaps so that you can back each other up.

5. Meet Decide now where and when you will next meet. Have prepared for the meeting all the material for which you are responsible. A brief note on how the company looks to you as an investment and why. Decide now where and when you will next meet. Have prepared for the meeting all the material for which you are responsible. A brief note on how the company looks to you as an investment and why.

6. Meet Make sure that the two people who have done the modeling came up with the same results. Make sure that you discuss and resolve priors so that the group can agree on one position. Make sure that the two people who have done the modeling came up with the same results. Make sure that you discuss and resolve priors so that the group can agree on one position.

7. Compile Go through the project description and make sure you have all the required information.

8. Write Assign an Proofreader/Editor Assign a Continuity Editor Assign writing tasks. Do the executive summary last. Do the conclusion second last. Assign an Proofreader/Editor Assign a Continuity Editor Assign writing tasks. Do the executive summary last. Do the conclusion second last.

9. Proofread The Proofreader then reads the report carefully for clarity, continuity, grammar, punctuation…

10. Continuity The continuity editor reads the report carefully for detail If the reports states “details are provided in appendix B” he makes sure the details are indeed provided in appendix B All the components required in the report are actually there and in the right order. The continuity editor reads the report carefully for detail If the reports states “details are provided in appendix B” he makes sure the details are indeed provided in appendix B All the components required in the report are actually there and in the right order.

11. Proofread The final step is to bribe a non-finance major to read the report and to ensure that it is clear, complete, and well written.

12. Equity Project