Your client has just inherited some money

QUESTION

Your client has just inherited some money and has decided to invest it in stock. He is not interested in mutual funds because he prefers to have personal control over his investments. He currently has a diversified portfolio of stock to which this new investment will be added. Your client wants to invest about $25,000, but plans to maintain a conservative investing strategy, so as to keep risk as low as possible.Your client has asked you to evaluate the most recent reports of several corporations as possible investment options. Choose three corporations whose stock is listed on the NYSE or the NASDAQ and whose annual reports you can study. Compare information found among the three, and prepare a report for Mr. Teheran that provides three favorable options, but outlines the differences with each. Keep in mind that Mr. Teheran will only invest in one firm, but you are providing him three options.Make sure you have correct references and citations so that your client could do follow up research, or find more information on his own after reading your report.

 

ANSWER:

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