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You are invited by a local investment services firm, Edge Equity Investments, to interview for the position of investment manager in their local office. The position requires you to identify and promote investment opportunities offering superior returns to clients. Returns are a combination of dividends and increases in share value over time. This position will expand your skills in financial analysis and move your career forward in an exciting direction, and the firm is offering you an attractive benefits package in addition to a comfortable salary.
Prior to the interview, you must produce a report determining whether to recommend investment in Southwest Airlines listed on the New York Stock Exchange. Given the research you prepared as you invested funds received from a recent inheritance, you have decided to research this same firm.
Instructions:
Your task is to produce an Investment Analysis Report (with a maximum of 2,200 words, tables/graphs not included) appraising the return on equity of the firm you selected for review over the past two years using the latest 10-Q and the corresponding 10-Q from the previous year (so if you are using the 3rd quarter 10-Q, the comparison should be the 3rd quarter 10-Q from the previous year).
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