Capm case study

You are to present a proposal that specifically meets the requirements of case assigned. Your proposal should be from 4 – 6 pages not including title page, reference section or appendix material, double spaces formatted with Times Roman 12 pt. You should begin the finished presentation with a title page. The Case Study must follow APA rules in structure and presentation.

While your Case Study should be presented in written narrative format it is expected that appropriate charts, graphs and tables maybe a part of your presentation. The charts, graphs and tables should, however, be included as appendix material and appropriately referenced within the body of your Case Study material. Do not include the charts, graphs and tables within the body of your presentation directly.

Case assigned: FRED ALBERTS, ROOKIE
FRED'S ACCOUNT

Fred pressed the 'return' key, carrying out the trades he had figured would give him a good return. He had opened the online stock trading account in order to learn about the process of trading and to take advantage of his academic knowledge of how the markets determine stock values. He had taken several finance classes in his undergraduate degree, and had enjoyed learning the way investors decide how much to bid on stocks. Fred figured he could take advantage of this knowledge in creating more wealth than he could if he just invested in an investment fund.

THE BROKER'S ADVICE

When he opened the trading account, Fred had signed up for telephone access to a broker. The account allowed him a certain number of calls and a certain amount of time in consultation with the broker each month. Now, Fred had quite a sum of free cash in the account, money he had transferred from an investment fund that he was not very happy with. The amount he had to invest was about $68,000. He decided to take advantage of the advisement service, and made his first telephone call.

"Welcome to Bettertrade services, Mr. Alberts. My name is Brad Cendron. How can I assist you today?", the voice asked.

"Yes; I would like to get your advice on how to invest a sum of money. My objective is to invest this amount in stocks that appear to be undervalued by the market. Can you recommend about ten stocks that would fit that description?", Fred asked.