Its a busy Friday afternoon at Investia Solutions, and the team is in the middle of a strategy session. Suddenly, an email notification pings on Celines laptop. Its from a client, Dean, a successful real estate mogul who has actively been buying properties across Quebec. Dean has come into a significant cash reserve of $10 million due to a recent property sale and is looking for prudent investment opportunities in the stock market to maximize his returns without taking excessive risks.

Dean has a conservative risk appetite, preferring steady growth over high-risk, high-reward investments. Hes looking for companies with solid financial performance, stable growth, and reliable revenue streams. He wants to see an annual return of at least 7% on his stock investments.

Alfie, with his knack for client relationships, can already envision how Investia Solutions can help Dean navigate his investment needs. Deans portfolio currently consists of a 60% allocation to real estate, 30% in bonds, and 10% in stocks. Hes open to adjusting this allocation to accommodate his new investment strategy. His cash reserve, accumulated from the property sale, stands at $10 million. His desired annual return on his stock investments is 7%, and his risk tolerance is low to moderate.

As the consultants, your job is to help Investia Solutions analyze potential stock investments for Dean, basing this on the analysis of financial statements and business transactions of potential companies. Remember, Dean is relying on your expertise to make the most of his cash reserves.

Deliverables for This Weeks Case Study

1. Make an introduction.

2. Make an Executive summary.

3. A comprehensive financial statement analysis of 5 potential companies for stock investment. This analysis should include key financial metrics such as revenue growth,profit margin,and return on equity.

4. A detailed report, supported by data and graphs, providing a clear picture of each companys financial performance and potential for future growth.

5. A presentation to Dean, showcasing your findings and providing clear and concise investment advice. Include potential risks and rewards associated with each investment opportunity.