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Assume that you have fallen into a windfall (an unexpected gift) of $80,000 Canadian

with the only condition attached to it being that you must invest a minimum of five years.

You may NOT add any of your own money nor borrow additional money for this
investment. You are also restricted to investing into one or two investments of the
following types: stocks (tech stocks and oil/gas companies listed on a Canadian
exchange only; each individual stock counts as one of your maximum two investments),
and ETFs (but not index funds, no mutual funds that are not publicly traded on
exchanges; each separate ETFs counts as one of your maximum two investments). No
other types of investments are permitted. You may choose to leave the money invested
beyond the time indicated if you wish. NOTE: Pick a SPECIFIC stock/fund. You are
not saying "I will invest in stocks", for example, you are saying "I will invest in The
Mosaic Company stocks".

Write a paper discussing your investment decision. It should contain:

1. An analysis of yourself as an investor, discussing your investment priorities and


reasoning (as long as is necessary).
2. A discussion of the general categories of investments that you might choose and why
(or why not) they are attractive.
3. A discussion of the alternatives that you seriously considered.
4. Your investment decision.

You may use any available information regarding the investments. Good sources
include:
- newspapers and periodicals
- websites such as www.sedar.com or www.wikinvest.com (and others) and the
websites of the companies whose stocks you are considering purchasing

Assume that you will be investing the money on the due date of the assignment so you
won't necessarily know the exact state of the market at that time, but you will know its
general direction.

If your investment is denominated in US dollars (remember the stocks/ETFs you pick


must be listed on a Canadian exchange only, but it is possible for the stocks to be dual
listed in exchanges in the US too), you should consider the effects of exchange rate risk
on your investment.

Typically a successful assignment will be in the 5-8-page range, single spaced. Be sure
to discuss the reasons for your choices, and how you are narrowing down the field of
options relative to the criteria you have for your investment's performance.

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