Provide a brief overview of the information to be provided in the report, including your professional position and company (equity) selected.

Introduction Provide a brief overview of the information to be provided in the report, including your professional position and company (equity) selected. Rationale for Stock Selection Provide an overview of the company’s: o History o Primary products/services provided by firm o Financial Overview: Include references and supporting data regarding the firm’s growth (DO NOT include financial ratios at this time). o Include cited sources. Client Profile Provide a brief description of the client, enabling you to support stock (equity) selection. Be careful that your description matches the risk level of the stock (equity) chosen. o Age o Name o Marital Status o Profession o Amount wanting to invest? Where funds to invest come from? o Investment goals (ex. Growth, income, risk level) o Other (ex. Stocks client currently has) Ratio Analysis Identify five (5) financial ratios over the last three (3) years • Apply trend analysis (last 3 years) to discuss the changes of each ratio. • Discuss the positive and negative influences of each ratio. *If possible, compare each ratio to the industry average (not required). • Suggested ratios include, but are not limited to, current ratio, quick ratio, earnings per share, and price earnings ratio.) Risk Reduction Recommendations Based on your findings from the ratio analysis and the risk structure identified by your client provide the following information (Don’t assume there is no risk): • Provide information of the potential risks associated with the following: o Macroeconomic risks: Domestic economy o Firm specific risks o Client risks (ex. employment loss, health, etc) • Provide alternatives to reduce risks described above (example include but not limited to) o Diversification o Options (calls/puts) o Insurance o Other concepts Recommendation of Stock to Client This is your chance to really sell company (stock) to client. This is your conclusion and recap of what you have already stated. Make sure support your rational with resources such as peer reviewed articles and/or material from Strayer Learning Resource Center as well as reviews by market analyst. *Proper references and citations go a long way*