09 Jun Template for section 1 Assignment 1: Financial Research Report
Question
PART 4 : financial Management (2 sections)
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 academic library, 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.)
Section 1 (2-3 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.
Template for section 1
Assignment 1: Financial Research Report
Introduction
Provide a brief overview of the information to be provided in the report, including your professional position and company (equity) selected.
Rationale for Stock Selection
Provide an overview of the company’s:
· History
· Primary products/services provided by firm
· Financial Overview: Include references and supporting data regarding the firm’s growth (DO NOT include financial ratios at this time).
· Indicate the significant economic, financial, and other factors that led you to consider this stock.
· Include cited sources.
Client Profile
Provide a brief description of the client, enabling you to support stock (equity) selection. Be careful that your description matches the risk level of the stock (equity) chosen.
· Age
· Marital Status
· Profession
· Investment goals (ex. Growth, income, risk level)
· Other (ex. Stocks client currently has)
!!! Please do not finish Section 2 yet. After I get professor’s feedback from Section 1, I will send it to you next week. Then, you can bring the feedback to continue Section 2
Section 2 (6-8 pages including #1 and #2 from Section 1):
1. Include your rationale, primary reasons for stock selection, and client’s profile from Section 1, making any revisions based upon Section 1 feedback if applicable.
2. 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.)
3. 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.
4. Provide your recommendations of this stock as an investment opportunity. Support your rationale with resources, such as peer-reviewed articles, material from the University Library, and reviews by market analysts.
5. Use at least five (5) quality academic resources in this assignment. Note: Wikipedia and other similar websites do not qualify as academic resources.
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