Financial Research Report

Financial Research 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 assignment. You will create  an appendix, in which you will insert related information.

Instructions

This final financial research report will be 6–8 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

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.

This assignment will be 6–8 pages including points 1 and 2 from Part 1 completed in Week 7.

  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.

This course requires the use of Strayer Writing Standards. For  assistance and information, please refer to the Strayer Writing  Standards link in the left-hand menu of your course. Check with your  professor for any additional instructions.

The specific course learning outcome associated with this assignment is as follows:

  • Create investment recommendations based on research that includes the rationale and risk mitigation for the chosen strategies.
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