Assignment 1: Financial Research Report

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Assignment 1: Financial Research Report
Due Week 9 and worth 300 points

Imagine that you are a financial manager researching investments for your client. Use the Strayer Learning Resource Center 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.)

The assignment covers the following topics:

Rationale for choosing the company for which to invest
Ratio analysis
Stock price analysis
Recommendations

Refer to the following resources to assist with completing your assignment:

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 ten to fifteen (10-15) page paper in which you:

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 client’s profile.
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 Learning Resource Center, and reviews by market analysts.
Use at least five (5) quality academic resources in this assignment.

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 stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock. Weight: 15%	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: 15%	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. 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.) 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 selected financial ratios for the company; you may obtain this information from the company’s financial statements. 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 the selected financial ratios for the company; you may obtain this information from the company’s financial statements. 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 the selected financial ratios for the company; you may obtain this information from the company’s financial statements. 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 the selected financial ratios for the company; you may obtain this information from the company’s financial statements. Thoroughly determined the company’s financial health.
4. 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: 15%	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.
5. Provide your recommendations of this stock as an investment opportunity. Support your rationale with resources, such as peer-reviewed articles, material from the Strayer Learning Resource Center, and reviews by market analysts. 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, material from the Strayer Learning Resource Center, 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 Learning Resource Center, 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 Learning Resource Center, 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 Learning Resource Center, and reviews by market analysts.
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.
7. 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