Investment Strategy Case Problem
Written Assignment
Learning Outcomes:
• Apply statistical analysis tools to evaluate data
• Interpret statistical results, apply to decision-making, argue a
decision, and write a report
This week, you will work on the Investment Strategy Case problem on
Page 398 of your text. Keep in mind the structure of your written
report as it is critical. All reports begin with an introduction to
the case. In it you outline briefly what the company does, how it
developed historically, what problems it is experiencing, and how you
are going to approach the issues addressing the questions at the end
of the case. Do this sequentially by writing, for example, “First, we
discuss the environment of Company X…Third, we discuss Company X’s
business-level strategy… Last, we provide recommendations for
turning around Company X’s business.”
Make sure you use plenty of headings and subheadings to structure your
analysis. For example, have separate sections on any important
conceptual tool you use. Thus, you might have a section on Porter’s
five forces model as part of your analysis of the environment. You
might offer a separate section on portfolio techniques when analyzing
a company’s corporate strategy. Tailor the sections and subsections
to the specific issues of importance in the case.
In the third part of the case write-up, present your solutions and
recommendations. Be comprehensive, and make sure they are in line with
the previous analysis so that the recommendations fit together and
move logically from one to the next. The recommendations section is
very revealing because it shows how much work you put into the case
from the quality of your recommendations.
Your paper is to be written in 6th edition APA formatting, and should
be no less than 5 pages in length (excluding cover and reference
page). Also, you should use at least 2 academic references to support
your analysis and critical thinking.