Assignment 1: Financial Research Report
Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define her/his characteristics and goals such as an employee or employer, relatively young (less than 40 years) or close to retirement, having some savings /property, risk taker or risk averter, etc. Next, use the internet to research the stock of any U.S. publicly traded company that you may consider as an investment opportunity for your client, based upon the characteristics of 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.)
This assignment requires you to use at least 3 quality academic resources and covers the following topics:
1.Rationale for choosing the company in which to invest
2.Ratio analysis
3.Stock price analysis
4.Recommendations
Here are some resources to assist with completing the assignment:
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
Seeking Alpha (Note: Also available through the Android or iTunes App store.)
Write a three (3) page paper in which you:
1.Provide a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock.
2.Suggest the primary reasons why the selected stock is a suitable investment for your client. Include a description of your client’s profile.
3.Conduct a literature review and prepare an annotated bibliography of at least 150 words for each of the three (3) resources you use to complete this assignment.
Rubric:
1.Thoroughly provided a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock.
2.Thoroughly suggested the primary reasons why the selected stock is a suitable investment for your client. Thoroughly included a description of your client’s profile.
3.Thoroughly provided three (3) annotated bibliographies of the three resources used
