Homework: Financial Report
Overview
Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define their 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.
Instructions
This financial research report will be 6 to 8 pages long, including an edited version of the first part of your homework submitted. This homework requires you to use at least five quality academic resources and cover the following topics:
o Rationale for choosing the company in which to invest.
o Ratio analysis.
o Stock price analysis.
o Recommendations.
Refer to the following resources to assist with completing your homework:
Stock Selection
o Forbes: Six Rules to Follow When Picking Stocks.
o CNN Money: Stocks: Investing in Stocks.
o The Motley Fool: 13 Steps to Investing Foolishly.
o Seeking Alpha: The Graham And Dodd Method for Valuing Stocks.
o Investopedia: Guide to Stock-Picking Strategies.
o Seeking Alpha: Get Your Smart Beta Here! Dividend Growth Stocks as ‘Strategic Beta' Investments.
Market and Company Information
o U.S. Securities and Exchange Commission: Market Structure.
o Yahoo! Finance.
o Mergent Online (Note: This resource is also available through the Strayer Learning Resource Center.)
o Seeking Alpha (Note: This is also available through the Android or iTunes App store.)
o Morningstar (Note: You can create a no-cost Basic Access account.)
o Research Hub, located in the left menu of your course in Blackboard.
Length: 6 to 8 pages.
• Include your rationale, primary reasons for stock selection, and client's profile, making any revisions based upon feedback if applicable.
• 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. (Note: Suggested ratios include, but are not limited to, current ratio, quick ratio, earnings per share, and price earnings ratio.)
• 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.
• Provide your recommendations of this stock as an investment opportunity. Support your rationale with resources, such as peer-reviewed articles, material from the Strayer University Library, and reviews by market analysts.
• Conduct a literature review and list at least five quality academic resources. Note: Wikipedia and other similar websites do not qualify as academic resources.
Create investment recommendations based on research that includes the rationale and risk mitigation for the chosen strategies.
Format your homework according to the give formatting requirements:
• The answer must be using Times New Roman font (size 12), double spaced, typed, with one-inch margins on all sides.
• The response also includes a cover page containing the student's name, the title of the homework, the course title, and the date. The cover page is not included in the required page length.
• Also include a reference page. The references and Citations should follow APA format. The reference page is not included in the required page length.