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 assignment. You will create an appendix, in which you will insert related information. Instructions This final financial research report will be 6 pages long, including an edited version of the first part of your assignment submitted in Week 7. This assignment requires you to use at least five quality academic resources and cover the following topics: Rationale for choosing the company in which to invest. Ratio analysis. Stock price analysis. Recommendations. Refer to the following resources to assist with completing your assignment: Stock Selection Forbes: Six Rules to Follow When Picking Stocks. CNN Money: Stocks: Investing in Stocks. The Motley Fool: 13 Steps to Investing Foolishly. Seeking Alpha: The Graham And Dodd Method for Valuing Stocks. Investopedia: Guide to Stock-Picking Strategies. Seeking Alpha: Get Your Smart Beta Here! Dividend Growth Stocks as ‘Strategic Beta’ Investments. Market and Company Information U.S. Securities and Exchange Commission: Market Structure. Yahoo! Finance. Mergent Online (Note: This resource is also available through the Strayer Learning Resource Center.) Seeking Alpha (Note: This is also available through the Android or iTunes App store.) Morningstar (Note: You can create a no-cost Basic Access account.) Research Hub, located in the left menu of your course in Blackboard. 1. Include your rationale, primary reasons for stock selection, and client’s profile from Part 1, making any revisions based upon Part 1 feedback if applicable. 2. 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.) 3. 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. 4. 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. 5. Conduct a literature review and list at least five quality academic resources. Note: Wikipedia and other similar websites do not qualify as academic resources. FINANCIAL RESEARCH REPORT TEMPLATE: 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* References . You must have at-least 5 sources total.
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