Wealth Investment Group

September 28, 2003

HOMEWORK - DUE AT OCTOBER 26, 2003 MEETING

LEARNING AND EARNING

Continue research on small/midcap cap company that was picked for previous assignment. Information should include research on 2 key competitors.

Research should include:

  1. Quick Analysis or Quicken Evaluator
  2. Stock Check List
  3. SSG (Can use Motley Fool’s opinion for small caps)"

NOTE: Industry commentaries ranking of sectors, etc. are on the Valueline website.

DEFINITION OF SMALL, MEDIUM & LARGE COMPANIES

  • Small = 500 million in sales
  • Medium = 500 - 4 billion in sales
  • Large = over 4 billion in sales

For clarifications on the assignment, please call Renee or Greg.

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