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 or his characteristics and goals such as an employee or employer, relatively young (less than 40 years) or close to retirement, having some savings/property, a risk taker or risk averter, etc. Next, use Nexis Uni at the Strayer University library, located at Nexis Uni, click on â€œCompany Dossierâ€ 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 clientâ€™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 6â€“8 pages long and be completed in two parts as noted below. This assignment requires you to use at least five quality academic resources and cover the following topics:
- Rationale for choosing the company in which to invest
- Ratio analysis
- Stock price analysis
Refer to the following resources to assist with completing your assignment:
Market and Company Information
Part 1 Due Week 7 (1â€“2 pages)
- Provide a rationale for the stock that you selected, indicating the significant economic, financial, and other 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 clientâ€™s profile.
- Just list five resources youâ€™ll use to complete this assignment and begin to build your reference list. Remember you must use at least five quality academic resources for the final assignment.