Please avoid Apple, Amazon, and Walmart. Use a publicly traded company. No plagiarism. Instructions.

Please avoid Apple, Amazon, and Walmart. Use a publicly traded company. No plagiarism. Instructions.

Please avoid Apple, Amazon, and Walmart. Use a publicly traded company.

No plagiarism. Instructions are attached.

 

Week 7 Assignment 1: Financial Research Report Part 1 – Submit Here

Click the link above to submit your assignment.

Assignment 1: Financial Research Report
Part 1 Due to Week 7 and worth 100 points

Part 2 Due to Week 9 and worth 200 points

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 Strayer University library, located at https://research.strayer.edu, 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.)

 

Your final financial research report will be 6-8 pages and be completed in two parts as noted below. This assignment requires you to use at least 5 quality academic resources and covers the following topics: The 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:

Annotated Bibliography

·         Annotated Bibliographies

·         Annotated Bibliography Samples

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 – “Market Structure”

·         Yahoo! Finance

·         Mergent Online (Note: This resource is also available through the Strayer Learning Resource Center.)

·         Seeking Alpha (Note: Also available through the Android or iTunes App store.)

·         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 six to eight (6-8) page paper in which you:

Part 1 Due Week 7 (one to two (1-2) pages in addition to the annotated bibliography): Provide a 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. 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.

Part 2 Due Week 9 (six to eight (6-8) pages including #1 and #2 from Part 1): Include your rationale, primary reasons for stock selection, and client’s profile from Part 1, making any revisions based upon Part 1 feedback if applicable. 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.) 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. Provide your recommendations of this stock as an investment opportunity. Support your rationale with resources, such as peer-reviewed articles, material from the Strayer University Library, and reviews by market analysts. Use at least five (5)quality academic resources in this assignment. Note: Wikipedia and other similar websites do not qualify as academic resources.

 

Your assignment must follow these formatting requirements: Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions. Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.

 

The specific course learning outcomes associated with this assignment are: Critique financial management strategies that support business operations in various market environments. Analyze financial statements for key ratios, cash flow positions, and taxation effects. Review fixed income strategies using the time value of money concept, bond valuation methods, and interest rate calculations. Estimate the risk and return on financial investments. Apply financial management options to corporate finance. Determine the cost of capital and how to maximize returns. Formulate cash flow analysis for capital projects including project risks and returns. Evaluate how corporate valuation and forecasting affect financial management. Analyze how capital structure decision-making practices impact financial management. Use technology and information resources to research issues in financial management. Write clearly and concisely about financial management using proper writing mechanics.

 

Grading for this assignment will be based on answer quality, logic / organization of the paper, and language and writing skills, using the following rubric. Points: 100 Assignment 1: Financial Research Report Part 1 Criteria Unacceptable

Below 70% F

Fair

70-79% C

Proficient

80-89% B

Exemplary

90-100% A

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.

Weight: 30%

Did not submit or incompletely provided a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock. Partially provided a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock. Satisfactorily provided a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock. Thoroughly provided 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.

Weight: 30%

Did not submit or incompletely suggested the primary reasons why the selected stock is a suitable investment for your client. Did not submit or incompletely included a description of your client’s profile. Partially suggested the primary reasons why the selected stock is a suitable investment for your client. Partially included a description of your client’s profile. Satisfactorily suggested the primary reasons why the selected stock is a suitable investment for your client. Satisfactorily included a description of your client’s profile. Thoroughly suggested the primary reasons why the selected stock is a suitable investment for your client. Thoroughly included a description of your client’s profile. 3. Conduct a literature review and prepare an annotated bibliography for at least five (5) references, minimum of 150 words each.

Weight: 30%

No references provided Does not meet the required number of references or word count; some or all references poor quality choices. Meets number of required references and word count; all references high quality choices. Exceeds number of required references; meets word count; all references high quality choices. 4. Clarity, writing mechanics, and formatting requirements

Weight: 10%

More than 6 errors present 5-6 errors present 3-4 errors present 0-2 errors present

 

Part 2 Points: 200 Assignment 1: Financial Research Report Part 2
Criteria Unacceptable

Below 70% F

Fair

70-79% C

Proficient

80-89% B

Exemplary

90-100% A

1. Include your rationale, primary reasons for stock selection, and client’s profile from Part 1, making any revisions based upon Part 1 feedback if applicable.

Weight: 5%

Did not submit or incompletely included your rationale, primary reasons for stock selection, and client’s profile from Part 1.

Partially included your rationale, primary reasons for stock selection, and client’s profile from Part 1.

Satisfactorily included your rationale, primary reasons for stock selection, and client’s profile from Part 1.

Thoroughly included your rationale, primary reasons for stock selection, and client’s profile from Part 1. 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. 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.)

Weight: 25%

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 selected financial ratios for the company. Did not submit or incompletely determined the company’s 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 selected financial ratios for the company.  Partially determined the company’s 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 selected financial ratios for the company. Satisfactorily determined the company’s 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 selected financial ratios for the company. Thoroughly determined the company’s financial health. 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.

Weight: 25%

Did not submit or incompletely determined the risk level of the stock from your investor’s 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 stock from your investor’s 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 stock from your investor’s 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 stock from your investor’s point of view based on your financial review. Thoroughly indicated 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 Strayer University Library, and reviews by market analysts.

Weight: 25%

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, material from the Strayer University Library, and reviews by market analysts.

Partially provided your recommendations of this stock as an investment opportunity. Partially supported your rationale with resources, such as peer-reviewed articles, material from the Strayer University Library, and reviews by market analysts.

Satisfactorily provided your recommendations of this stock as an investment opportunity. Satisfactorily supported your rationale with resources, such as peer-reviewed articles, material from the Strayer University Library, and reviews by market analysts.

Thoroughly provided your recommendations of this stock as an investment opportunity. Thoroughly supported your rationale with resources, such as peer-reviewed articles, material from the Strayer University Library, and reviews by market analysts. 5. Five (5) quality references

Weight: 10%

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. 6. Clarity, writing mechanics, and formatting requirements

Weight: 10% More than 6 errors present   5-6 errors present   3-4 errors present   0-2 errors present

 

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