Security Analysis

ASSIGNED INVESTMENTS: (1) Pull up the finance.yahoo.com web site on your PC. (2) Find
Vanguard 500 Index Investor Fund (ticker symbol: VFINX). (3) Find the stock named
Nintendo (ticker: NTDOY). Any other investments may not be used for this assignment. (4)
Gather additional information you may need from different websites.
SECURITY ANALYSIS: Security analysts should do detective work to discover valuable
information. For more information consult: (A) Textbook chapters 4 and 5; (B) Google.com;
(C) www.marketwatch.com; (D) www.morningstar.com; (E) www.valueline.com; (F)
Vanguard’s web site; and, (G) Nintendo’s web site.
REQUIRED INFORMATION: Write double-spaced type-written report that has a total of 4
pages of your writing. Where is each corporation’s world headquarters located and where is
its common stock listed? For VFINX, what is its assets under management (AUM), how many
different mutual funds does Vanguard Group (not VFINX) manage, the goal of VFINX’s
portfolio manager, annual turnover rate, the portfolio manager’s education, the fund’s
management fee, load fee, exit fee, and 12b-1 fee. What was NTDOY’s largest one-week gain
during 2016-2021? Explain NTDOY’s history and forecast what you predict lies ahead for the
company. How have VINFX and NTDOY performed over the last few decades? Should you
manage these 2 different investments actively or passively?
REPORT: Write a total of [(two pages for each investment) times (two investments)
equals] four double-spaced typewritten pages which follow your cover page. Staple your (2
+ 2 + 1 =) five-page document together with page numbers typed at the bottom of each
page. You may list your References on a sixth page if you wish, or you may use footnotes
instead. Please do not insert any graphs in your report, you are being graded on your
writing skills.
TITLE OF PAPER (eg, ANALYSIS OF TWO INVESTMENTS)
Write one or a few sentences of introduction before the first heading.
1. HEADING FOR ABOUT 2 PAGES (eg, VANGUARD, or
NINTENDO)
1A. Subheading (eg, Vanguard’s Background)
Vanguard Group invented passive investment management, etc.
1B. Subheading (eg, Analysis of Vanguard)
VFINX earns higher returns than 75% of the 9,000 U.S. mutual funds every year,
etc.
1
2. HEADING FOR ABOUT 2 PAGES (eg, NINTENDO, or
VANGUARD)
1 If you wish, you can cite respectable sources that verify your statements in footnotes
instead of preparing a list of references at the end of your paper.
2A. Subheading (eg, Nintendo’s Background)
Nintendo is headquartered in Japan, but is listed on NASDAQ, etc.
2B. Subheading (eg, Analysis of Nintendo)
Mothers like Nintendo’s games because they do not reward violence and killing as
much
as many other computer games, etc.
2C. Subheading (eg, Thoughts)
Writing a paper like this requires more thinking than scribbling an email.