1. In this report, it will be no more than 4-pages doubled spaced (verbiage only). Of course if pictures and graphs are included it will be longer. But the verbiage portion should be generally no more than 4-pages doubled spaced. This would equate to approximately 2-pages per investment theme. 2. Clearly state your idea and the security/stock used to express that idea. 3. Fundamental analysis: include supportive evidence including, macro-economic backdrop germane to your idea, industry/sector specific data, and finally firm-level. 4. Technical analysis: the timing aspects of your idea will include, “the when” everything in above #3 will happen. For example, your idea and security/stock may be a good investment idea but “the when” to take that investment theme live and go into a trade is a different story. For example, since Q3 2016 macro-economic data has soften and peaking but has not peaked. Although the economic backdrop lends itself well for a short-bias investment strategy, the data has not peaked. Simply we are nearing a recession, but the recession has not materialized which is an essential element for a short-bias strategy. Simply, a self-directed-active-aggressive investor may decide to short various markets, just simply “not now.” 5. Model development: You will use at a minimum two-stage technical analysis of the security you are using to express your investment idea. The two-stage process simply means you are using two rules to time your investment. Example of S&P 500 that we are currently developing in class. 6. Conclusion: reiterate your findings without bias to “sell” me on the idea that your particular investment idea will work. 1. In this report, it will be no more than 4-pages doubled spaced (verbiage only). Of course if pictures and graphs are included it will be longer. But the verbiage portion should be generally no more than 4-pages doubled spaced. This would equate to approximately 2-pages per investment theme. 2. Clearly state your idea and the security/stock used to express that idea. 3. Fundamental analysis: include supportive evidence including, macro-economic backdrop germane to your idea, industry/sector specific data, and finally firm-level. 4. Technical analysis: the timing aspects of your idea will include, “the when” everything in above #3 will happen. For example, your idea and security/stock may be a good investment idea but “the when” to take that investment theme live and go into a trade is a different story. For example, since Q3 2016 macro-economic data has soften and peaking but has not peaked. Although the economic backdrop lends itself well for a short-bias investment strategy, the data has not peaked. Simply we are nearing a recession, but the recession has not materialized which is an essential element for a short-bias strategy. Simply, a self-directed-active-aggressive investor may decide to short various markets, just simply “not now.” 5. Model development: You will use at a minimum two-stage techn.

1. 1. In this report, it will be no more than 4-pages doubled spaced
(verbiage only). Of course if
pictures and graphs are included it will be longer. But the
verbiage portion should be generally no
more than 4-pages doubled spaced. This would equate to
approximately 2-pages per investment
theme.
2. Clearly state your idea and the security/stock used to express
that idea.
3. Fundamental analysis: include supportive evidence including,
macro-economic backdrop
germane to your idea, industry/sector specific data, and finally
firm-level.
4. Technical analysis: the timing aspects of your idea will
include, “the when” everything in above #3
will happen. For example, your idea and security/stock may be a
good investment idea but “the
when” to take that investment theme live and go into a trade is a
different story. For example,
since Q3 2016 macro-economic data has soften and peaking but
has not peaked. Although the
economic backdrop lends itself well for a short-bias investment
strategy, the data has not peaked.
Simply we are nearing a recession, but the recession has not
materialized which is an essential
element for a short-bias strategy. Simply, a self-directed-active-
aggressive investor may decide to
short various markets, just simply “not now.”
5. Model development: You will use at a minimum two-stage
technical analysis of the security you
are using to express your investment idea. The two-stage
process simply means you are using
two rules to time your investment. Example of S&P 500 that we
are currently developing in class.

2. 6. Conclusion: reiterate your findings without bias to “sell” me
on the idea that your particular
investment idea will work.
1. In this report, it will be no more than 4-pages doubled spaced
(verbiage only). Of course if
pictures and graphs are included it will be longer. But the
verbiage portion should be generally no
more than 4-pages doubled spaced. This would equate to
approximately 2-pages per investment
theme.
2. Clearly state your idea and the security/stock used to express
that idea.
3. Fundamental analysis: include supportive evidence including,
macro-economic backdrop
germane to your idea, industry/sector specific data, and finally
firm-level.
4. Technical analysis: the timing aspects of your idea will
include, “the when” everything in above #3
will happen. For example, your idea and security/stock may be a
good investment idea but “the
when” to take that investment theme live and go into a trade is a
different story. For example,
since Q3 2016 macro-economic data has soften and peaking but
has not peaked. Although the
economic backdrop lends itself well for a short-bias investment
strategy, the data has not peaked.
Simply we are nearing a recession, but the recession has not
materialized which is an essential
element for a short-bias strategy. Simply, a self-directed-active-
aggressive investor may decide to
short various markets, just simply “not now.”
5. Model development: You will use at a minimum two-stage
technical analysis of the security you
are using to express your investment idea. The two-stage
process simply means you are using
two rules to time your investment. Example of S&P 500 that we

3. are currently developing in class.
6. Conclusion: reiterate your findings without bias to “sell” me
on the idea that your particular
investment idea will work.
MARKETING PLAN GROUP PROJECT
Product Release Assessment & Presentation
A significant portion of your career in marketing and business
will involve
working with others towards a common goal. Additionally, there
will be
many cases in your career where you will need to present
material to
colleagues in a clear and concise manner. This project is
designed to
allow you an opportunity to develop your presentation skills, as
well as an
opportunity to begin to apply international marketing
knowledge into
action.
Students will be placed in groups consisting of about 5-6
people. Every
member of the group is required to participate in the final
presentation. It is
up to the group to ensure that all members are doing their fair
share of the
work. Any issues involving group members and work habits
should be
brought to the attention of the instructor well BEFORE the
group presents to

4. the rest of the class.
Instructions:
1. Your group is required to develop a basic marketing plan for
an upcoming
product release. Products will be assigned by the instructor.
2. The written plan should cover AT LEAST the following items
:
i. Table of Contents & Executive Summary (1-2 sentence
synopsis of every section)
ii. Introduction & Brief history of the firm
iii. Description of your product’s competitive environment
and other products marketed by the firm:
• Recent sales/profit history of the firm
• Industry overview and trends (support with data/statistics)
• Key competitors
iv. Marketing Plan:
• SWOT analysis
• Target markets

5. • Segmentation base(s)
• Marketing mix
• Product: positioning, perceptual map label/package
• Pricing: pricing strategy
• Distribution: market coverage, channels structure(s)
(includes the Internet if it is used for direct sales)
• Promotion: Advertising (TV, newspaper, magazine, on-
line, etc.)
• Personal Selling (salesforce organization, size, role of sales
rep., etc.)
• Sales Promotion (use of contests, rebates, coupons, in all
media)
• Public Relations (description of PR efforts for new/existing
products and description of programs that would promote
social responsibility)
Please note for the most part, these products are in the
introductory

6. stage with regard to life cycle so your marketing plan should
reflect this reality. Groups must analyze whatever information
is
available on current strategies, however, the main role is to
determine the appropriate marketing plan that should be
followed
by the company going forward. Finally, groups should
recommend 3 growth strategies for the organization.
v. Recommendations
• Choose only one of the market-product strategies covered
in Chapter 2 (market penetration, market development,
product development, diversification) and explain why it is
being recommended for your product/company (focusing on
the new product, market or both)
• Provide 3 recommendations as to how the marketing plan
(target market, segmentation, marketing mix—each of the 4
P’s) will need to be modified in order to implement this
strategy.
Based on these recommendations, each group will be

7. required to submit at least 2 TANGIBLE
examples/prototypes of how they would implement their
strategies (promotional materials, signage, website mockup
improvements, social responsibility initiatives, etc.)
vi. Appendices (tables, charts, etc.)
Please keep in mind the following:
• Students are expected to dress in business attire (suits, etc.)
for
this presentation, set up their equipment and props. If group
members arrive late, the entire group will be penalized points
for the oral presentation.
• Speakers will be evaluated on eye contact with the class,
minimal use of notes, enthusiasm, effective use of Powerpoint
slides and communication effectiveness.
• Speakers may use note cards but they should not be read or
used as a crutch
Please note this is a GENERAL outline. In other words, I’m

8. trying to
determine how well the group understands the theory and
concepts
discussed in the course.
The entire written portion of the project should be somewhere
between 10-
15 pages, double-spaced, 12 point font, 1 inch margins. Be sure
to use
headings and subheadings and a table of contents. You must use
APA format.
One paper will be submitted per group.
The paper should look like it came from one entity. DO NOT
have
everyone write their portion independently expecting to staple
the
paper together the morning it’s due. Grammar and spelling DO
count.
Significant points will be deducted for lack of proofreading.
3. You will present your ideas to your classmates in a well-
prepared
presentation that will last no longer than 15 minutes. Please
allow 10-15
additional minutes for questions and comments. The
presentation should be
rehearsed and should appear to be professional. It would be
advisable
(though not required) to use a tool such as PowerPoint to assist
you in your
presentation.
The specifics of your presentation are largely up to the group,
but be sure to
include marketing concepts and terms discussed in class and

9. found in the
text. Your presentation should be attention-grabbing, and your
ideas and
strategies should be fundamentally sound. It should be
clear that the group knows major functional areas of marketing
and how they
apply to the situation.
Please be mindful that social loafing is unacceptable. Each team
member is expected
to contribute fully to this assignment or the may be FIRED from
the group. Groups
must provide a signed letter by all other group members
requesting the individual
be fired.