FIN 534 Week 9 Assignment 1
Assignment 1: Financial Research Report
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 invest
- Ratio analysis
- Stock price analysis
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 investorâ€™s 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 companyâ€™s financial data, which you may obtain from the companyâ€™s financial statements. Determine the companyâ€™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 company from your investorâ€™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 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.