For Hifsa

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

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%