FIN 534 Assignment 1 - Financial Research Report

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FIN 534

Assignment 1: Financial Research Report FIN 534 Part 1 Due May 20th and worth 100 points


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 Strayer University library, located at, 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.)




Your final financial research report will be 6-8 pages and be completed in two parts as noted below. This assignment requires you to use at least 5 quality academic resources and 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:

Annotated Bibliography

· Annotated Bibliographies

· Annotated Bibliography Samples


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 six to eight (6-8) page paper in which you:

Part 1 Due Week 7 (one to two (1-2) pages in addition to the annotated bibliography):

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 five (5) resources you’ll use to complete this assignment and begin to build your reference list. Remember you must use at least (5) quality academic resources for the final assignment.

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