1. Companies selected for project
1. Industry sector: Travel and leisure Company name: Carnival plc
2. Industry sector: Support Services Company name: Bunzl plc
3. Industry sector: Banks Company name: Standard Chartered
4. Industry sector: Media Company name: Personal plc
2. Approach to the project
I use the Fundamental Analysis and “top-down” approach to select appropriate stock.
3. Justification for choices
Dylan (47) and Ella (45) have been married for 20 years and have one daughter Alice who studies in a collage. Dylan is associate solicitor and earns £54,000. Ella is an economics professor, University of Bristol who earns £42,000 per year. They still have 8 years mortgage that £10,000 per year. They can save £40,000 per year. Moreover, for now, they want to travel when they retire. They need to some profit to cover their travel and raise their living standards.
It has a long time when they retire, and they do not have ability to cover the high-risk stocks. And I will choice the stocks which has intermediate risk. According to the situation of the family I choice bank, travel & leisure, media and support services by the industry analysis that has stable returns.
