Homework: Financial Research Report
Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define her or his characteristics and goals such as an employee or employer, relatively young (less than 40 years) or close to retirement, having some savings/property, a risk taker or risk averter, etc. Next, use Nexis Uni at the Strayer University library, located at Nexis Uni, click on "Company Dossier" to research the stock of any U.S. publicly traded company that you may consider as an investment opportunity for your client. Your investment should align with your client's investment goals. (Note: Please ensure that you are able to find enough information about this company in order to complete this homework. You will create an appendix, in which you will insert related information.)
Your financial research report will be 6 to 8 pages long and be completed in two parts as noted below. This homework requires you to use at least five quality academic resources and cover the following topics:
a) Rationale for choosing the company in which to invest
b) Ratio analysis
c) Stock price analysis
d) Recommendations
Part A
i. Provide a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock.
ii. Suggest the primary reasons why the selected stock is a suitable investment for your client. Include a description of your client's profile.
iii. Just list five resources you'll use to complete this homework and begin to build your reference list. Remember you must use at least five quality academic resources for the final homework.
Part B
i. Include your rationale, primary reasons for stock selection, and client's profile from Part A, making any revisions based upon Part A feedback if applicable.
ii. Select any five financial ratios that you have learned about in the text. Analyze the past 3 years of the selected financial ratios for the company; you may obtain this information from the company's financial statements. Determine the company's financial health.
iii. Based on your financial review, determine the risk level of the stock from your investor's point of view. Indicate key strategies that you may use in order to minimize these perceived risks.
iv. Provide your recommendations of this stock as an investment opportunity.
v. Conduct a literature review and list at least five quality academic resources.
Format your homework according to the following formatting requirements:
i) The answer should be typed, using Times New Roman font (size 12), double spaced, with one-inch margins on all sides.
ii) The response also includes a cover page containing the title of the homework, the student's name, the course title, and the date. The cover page is not included in the required page length.
iii) Also include a reference page. The Citations and references must follow APA format. The reference page is not included in the required page length.
The specific course learning outcomes associated with this homework are as follows:
a) Determine the suitability of an investment strategy that considers external risk factors and a literature review.
b) Create investment recommendations based on research that includes the rationale and risk mitigation for the chosen strategies.