Assignment 1: Financial
Research Report
Due Week 10 and worth 300 points
Imagine that you are a
financial manager researching investments for your client that align with its
investment goals. Use the Internet or the Strayer Library to research any U.S.
publicly traded company that you may consider as an investment opportunity for
your client. (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.)
The assignment covers
the following topics:
·
Rationale for choosing the
company for which to invest
·
Ratio analysis
·
Stock price analysis
·
Recommendations
Write a ten to fifteen
(10-15) page paper in which you:
1.
Provide a rationale for the
U.S. publicly traded company that you selected, indicating the significant
factors driving your decision as a financial manager.
2.
Determine the profile of
the investor for which this company may be a fit, relative to that potential
investor’s investment strategy. Provide support for your rationale.
3.
Select any five (5)
financial ratios that you have learned about in the text. Analyze the past
three (3) years of the company’s financial data, which you may obtain 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.)
4.
Based on your financial
review, determine the risk level of the company from your investor’s point of
view. Indicate key strategies that you may use in order to minimize these
perceived risks.
5.
Provide your
recommendations of this stock as an investment opportunity. Support your
rationale with resources, such as peer-reviewed articles or material from the
Strayer Library.
6.
Use at least five (5)
quality academic resources in this assignment. Note: Wikipedia and other
Websites to not qualify as academic resources.
Your assignment must
follow these formatting requirements:
·
Be typed, double spaced,
using Times New Roman font (size 12), with one-inch margins on all sides;
citations and references must follow APA or school-specific format. Check with
your professor for any additional instructions.
·
Include a cover page
containing the title of the assignment, the student’s name, the professor’s
name, the course title, and the date. The cover page and the reference page are
not included in the required assignment page length.