Question
Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define herorhis
Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define herorhis characteristics and goals such as an employee or employer, relatively young (less than 40 years) or close to retirement, having some savings/property,arisk taker or risk averter, etc. Next, use Nexis Uni at the Strayer University library, located atNexis 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 for this assignment.
Your final financial research report will be longand be completed in two parts as noted below. This assignment requires you to use at leastfivequality 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
- 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:"Marketstructure"
- Yahoo! Finance
- Mergent Online(Note:This resource is also available through the Strayer Learning Resource Center.)
- Seeking Alpha(Note:This is alsoavailable through the Android or iTunes App store.)
- Morningstar
- Research Hub, located in the left menu of your course inBlackboard
- Provide a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock.
- Suggest the primary reasons why the selected stock is a suitable investment for your client. Include a description of your client's profile.
- Just listfiveresources you'll use for the assignment begin to build your reference list. Remember you must use at leastfivequality academic resources for the final assignment.
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