KEY TERMS GLOSSARY

Case Study Task:

The students will be completing a case study and stock analysis over the upcoming sessions. Within their research, they will focus on comparing two companies: Lululemon and Nike.

Lululemon vs. Nike

Within their groups, students will research and determine where their client, Janella Sims, should invest her money.

They will track company earnings, performance and headlines to come up with a recommendation of which is the best company for Janella to invest in.

Tip: Talk through the case study outline and color coded sections with the students to help keep them on track.

During today’s session #2, students will be focusing on researching important company background, revenue, expenses, strengths and weaknesses for both companies they are analyzing.

During ALL sessions, they will always record today’s date, the current price of each companies’ stock and the P/E ratio of each stock.

Reflection: (3 minutes)

Call on a few students to share…

What surprised you about your company research?

Encourage students to have conversations with their parents, families, friends and teachers about the research they are doing.

Reminders for Next Session: (3 minutes)

Discuss the next session date and have students record it in their workbook for reference.

Encourage students to continue working on their company research for their presentations.