QUESTION
Due Week 9 and worth 300
points
Imagine that you are a
financial manager researching investments for your client that align with its
investment goals. Use the Internet or the Strayer Library to research any U.S. publicly
traded company that you may consider as an investment opportunity for your
client. (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 for which to investRatio analysisStock price analysisRecommendations
Refer
to the following resources to assist with completing your assignment:
Stock Selection
Forbes â â.forbes.com/sites/benzingainsights/2012/06/15/six-rules-to-follow-when-picking-stocks/”>Six Rules to Follow
When Picking StocksâCNN Money â â.cnn.com/pf/money-essentials-stocks/”>Stocks: Investing in stocksâThe Motley Fool â â.fool.com/how-to-invest/thirteen-steps/index.aspx”>13 Steps to
Investing FoolishlyâSeeking Alpha â â.com/article/44626-the-graham-and-dodd-method-for-valuing-stocks”>The Graham And Dodd
Method For Valuing StocksâInvestopedia â â.investopedia.com/university/stockpicking/”>Guide to
Stock-Picking StrategiesâSeeking Alpha â â.com/article/3457406-get-your-smart-beta-here-dividend-growth-stocks-as-strategic-beta-investments”>Get Your Smart Beta
Here! Dividend Growth Stocks As âStrategic Betaâ Investmentsâ
Market and Company
Information
U.S. Securities and Exchange Commission â â.sec.gov/marketstructure/#.VfsQohFVhBd”>Market Structureâ.yahoo.com/?soc_src=mail&soc_trk=ma”>Yahoo! Finance.strayer.edu/login?url=http://www.mergentonline.com/basicsearch.php”>Mergent Online (Note: This resource is
also available through the Strayer Learning Resource Center.).com/”>Seeking Alpha (Note: Also available
through the Android or iTunes App store.).morningstar.com/stocks.html”>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:
Provide a rationale for the
U.S. publicly traded company that you selected, indicating the significant
factors driving your decision as a financial manager.Determine the profile of the
investor for which this company may be a fit, relative to that potential
investorâs investment strategy. Provide support for your rationale.Select any five (5) financial
ratios that you have learned about in the text. Analyze the past three (3)
years of the companyâs financial data, which you may obtain from the
companyâs financial statements. Determine the companyâs financial health.
(Note: Suggested ratios include, but are not limited to, current ratio,
quick ratio, earnings per share, and price earnings ratio.)Based on your financial review,
determine the risk level of the company from your investorâs point of
view. Indicate key strategies that you may use in order to minimize these
perceived risks.Provide your recommendations of
this stock as an investment opportunity. Support your rationale with
resources, such as peer-reviewed articles or material from the Strayer
Library.Use at least five (5) quality
academic resources in this assignment. Note: Wikipedia and other Websites
do not qualify as academic resources.
Points: 300
Assignment 1: Financial Research Report
Criteria
Unacceptable
Below 70% F
Fair
70-79% C
Proficient
80-89% B
Exemplary
90-100% A
1. Provide a rationale
for the U.S. publicly traded company that you selected, indicating the
significant factors driving your decision as a financial manager.
Weight: 15%
Did not submit or
incompletely provided a rationale for the U.S. publicly traded company that you
selected; did not submit or incompletely indicated the significant factors
driving your decision as a financial manager.
Partially provided a
rationale for the U.S. publicly traded company that you selected; partially
indicated the significant factors driving your decision as a financial manager.
Satisfactorily provided
a rationale for the U.S. publicly traded company that you selected;
satisfactorily indicated the significant factors driving your decision as a
financial manager.
Thoroughly provided a
rationale for the U.S. publicly traded company that you selected; thoroughly
indicated the significant factors driving your decision as a financial manager.
2. Determine the
profile of the investor for which this company may be a fit, relative to that
potential investorâs investment strategy. Provide support for your rationale.
Weight: 15%
Did not submit or
incompletely determined the profile of the investor for which this company may
be a fit, relative to that potential investorâs investment strategy. Did not
submit or incompletely provided support for your rationale.
Partially determined
the profile of the investor for which this company may be a fit, relative to
that potential investorâs investment strategy. Partially provided support for
your rationale.
Satisfactorily
determined the profile of the investor for which this company may be a fit,
relative to that potential investorâs investment strategy. Satisfactorily
provided support for your rationale.
Thoroughly determined
the profile of the investor for which this company may be a fit, relative to
that potential investorâs investment strategy. Thoroughly provided support for
your rationale.
3. Select any five (5)
financial ratios that you have learned about in the text. Analyze the past
three (3) years of the companyâs financial data, which you may obtain from the
companyâs financial statements. Determine the companyâs financial health. (Note:
Suggested ratios include, but are not limited to, current ratio, quick ratio,
earnings per share, and price earnings ratio.)
Weight: 20%
Did not submit or
incompletely selected any five (5) financial ratios that you have learned about
in the text. Did not submit or incompletely analyzed the past three (3) years
of the companyâs financial data, which you may obtain from the companyâs
financial statements. Did not submit or incompletely determined the companyâs
financial health.
Partially selected any
five (5) financial ratios that you have learned about in the text. Partially
analyzed the past three (3) years of the companyâs financial data, which you
may obtain from the companyâs financial statements. Partially determined the
companyâs financial health.
Satisfactorily selected
any five (5) financial ratios that you have learned about in the text. Satisfactorily
analyzed the past three (3) years of the companyâs financial data, which you
may obtain from the companyâs financial statements. Satisfactorily determined
the companyâs financial health.
Thoroughly selected any
five (5) financial ratios that you have learned about in the text. Thoroughly
analyzed the past three (3) years of the companyâs financial data, which you
may obtain from the companyâs financial statements. Thoroughly determined the
companyâs financial health.
4. Based on your
financial review, determine the risk level of the company from your investorâs
point of view. Indicate key strategies that you may use in order to minimize
these perceived risks.
Weight: 15%
Did not submit or
incompletely determined the risk level of the company from your investorâs
point of view based on your financial review. Did not submit or incompletely
indicated key strategies that you may use in order to minimize these perceived
risks.
Partially determined
the risk level of the company from your investorâs point of view based on your
financial review. Partially indicated key strategies that you may use in order
to minimize these perceived risks.
Satisfactorily
determined the risk level of the company from your investorâs point of view
based on your financial review. Satisfactorily indicated key strategies that
you may use in order to minimize these perceived risks.
Thoroughly determined
the risk level of the company from your investorâs point of view based on your
financial review. Thoroughly indicated 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 peer-reviewed articles or material from the
Strayer Library.
Weight: 20%
Did not submit or
incompletely provided your recommendations of this stock as an investment
opportunity. Did not submit or incompletely supported your rationale with
resources, such as peer-reviewed articles or material from the Strayer Library.
Partially provided your
recommendations of this stock as an investment opportunity. Partially supported
your rationale with resources, such as peer-reviewed articles or material from
the Strayer Library.
Satisfactorily provided
your recommendations of this stock as an investment opportunity. Satisfactorily
supported your rationale with resources, such as peer-reviewed articles or
material from the Strayer Library.
Thoroughly provided
your recommendations of this stock as an investment opportunity. Thoroughly
supported your rationale with resources, such as peer-reviewed articles or
material from the Strayer Library.
6. 5 references
Weight: 5%
No references provided
Does not meet the
required number of references; some or all references poor quality choices.
Meets number of
required references; all references high quality choices.
Exceeds number of
required references; all references high quality choices.
ANSWER:
Place an order in 3 easy steps. Takes less than 5 mins.