The summary contains the conclusions from each section of the investment report.
What is your recommendation? Your recommendation is on facts and not opinion.
• Discuss whether your reader should buy, hold, or sell the stock. Why? What factors make it a buy/sell/hold?
A higher scoring paper will present the range of prices at which each stock is a buy and a sell.
• For example, Pepsi might be a buy, if the investor can purchase it at a price less than $58. At prices between $58 and $72, Pepsi is a hold. At prices above $72, Pepsi is a sell.
• Your investment report is written to support your recommendation and conclusions
What likely factors could alter your recommendation? Does it make you more positive or more negative on the stock and why?
• For example, with Pepsi, a recommendation to buy could be changed if the input costs such as sugar rose dramatically enough to reduce the net profit margin.
