Financial manager researching investments
Question # 00538210
Posted By:
Updated on: 06/01/2017 06:49 AM Due on: 06/01/2017
Imagine that you are a financial manager researching investments for your
client. Use the Strayer Learning Resource Center 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.)
The assignment covers 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: 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.
Write a ten to fifteen (10-15) 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. Select any five (5) financial ratios that you have learned about in the
text. Analyze the past three (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.)
4. 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.
5. Provide your recommendations of this stock as an investment
opportunity. Support your rationale with resources, such as peerreviewed articles, material from the Strayer Learning Resource
Center, and reviews by market analysts.
6. Use at least five (5) quality academic resources in this
assignment. Note: Wikipedia and other similar websites do 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.
client. Use the Strayer Learning Resource Center 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.)
The assignment covers 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: 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.
Write a ten to fifteen (10-15) 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. Select any five (5) financial ratios that you have learned about in the
text. Analyze the past three (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.)
4. 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.
5. Provide your recommendations of this stock as an investment
opportunity. Support your rationale with resources, such as peerreviewed articles, material from the Strayer Learning Resource
Center, and reviews by market analysts.
6. Use at least five (5) quality academic resources in this
assignment. Note: Wikipedia and other similar websites do 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.
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Rating:
/5
Solution: Financial manager researching investments