Question

RESEARCH Research two to three companies from the same industry. Complete the Golden Gate template by entering the relevant data pertaining to the two or three companies you have selected. o Access company data from www.morningstar.com Note that, inevitably, some data will be missing. This is a general problem, also facing professional analysts. Analyze with data you find on Morningstar.com. You need not fill every cell in my template. If you cannot find a data item there, you need not search further. QUESTIONS 1. What are the competitive advantages or barriers to entry that are most relevant to the industry? 2. What competitive advantages or barriers to entry are most important in generating growth opportunities for the industry? (SWOT Analysis) 3. Which company has better growth opportunities? Justify your response. 4. Which stock is better to buy? Justify your response. Note: Remember, stocks of growth companies are not necessarily growth stocks, and good stocks are not necessarily stocks of good companies. EXAMPLE The following example was conducted on the supermarket industry. The three companies researched are Costco (COST), Whole Foods (WFM), and Walmart (WMY). The following are simple discussion points. It is important that you expand on the main concepts and ideas in your answer. Competitive advantages or barriers to entry that are most relevant to the industry: ? Purchasing power due to volume of purchases and wide or narrow range of products, • Technology, and ? Business model, such as membership dues. Note that the data in the attached examples are dated. Whole Foods (WFM) is now part of Amazon. See also attached screenshots from Morningstar.com for Costco. I show the valuation tab but other tabs are also relevant.

RESEARCH
Research two to three companies from the same industry.
Complete the Golden Gate template by entering the relevant data pertaining to the two or three
companies you have selected.
o Access company data from www.morningstar.com
Note that, inevitably, some data will be missing. This is a general problem, also facing professional
analysts. Analyze with data you find on Morningstar.com. You need not fill every cell in my template. If
you cannot find a data item there, you need not search further.
QUESTIONS
1. What are the competitive advantages or barriers to entry that are most relevant to the industry?
2. What competitive advantages or barriers to entry are most important in generating growth opportunities
for the industry? (SWOT Analysis)
3. Which company has better growth opportunities? Justify your response.
4. Which stock is better to buy? Justify your response.
Note:
Remember, stocks of growth companies are not necessarily growth stocks, and good stocks are not
necessarily stocks of good companies.
EXAMPLE
The following example was conducted on the supermarket industry. The three companies researched are
Costco (COST), Whole Foods (WFM), and Walmart (WMY). The following are simple discussion points. It is
important that you expand on the main concepts and ideas in your answer.
Competitive advantages or barriers to entry that are most relevant to the industry:
? Purchasing power due to volume of purchases and wide or narrow range of products,
• Technology, and
? Business model, such as membership dues.
Note that the data in the attached examples are dated. Whole Foods (WFM) is now part of Amazon. See also
attached screenshots from Morningstar.com for Costco. I show the valuation tab but other tabs are also
relevant.

Added by Chad W.

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