Financial Research Report

2

Financial Research Report

(Part 1)

Brandi Gordon

Strayer University

FIN534

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.

2. Suggest the primary reasons why the selected stock is a suitable investment for your client. Include a description of your client’s profile.

3. List five resources you’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.

As a financial manager, I would advise my client to invest in Tesla stock, after evaluating several factors.

Given the fact, that my client is a 30-year-old female, looking to build her financial portfolio. My client is a balanced investor, looking for growth opportunities while trying to minimize loss. She wants more aggressive investments, but will also want to diversify her portfolio to control risks. 

I’ve found that the significant economic, financial, and other factors the led me to consider this stock is the fact the Tesla is a diversified firm.

Tesla is a diversified firm that provides its stakeholders the chance to make investments in a stimulating variety of novel and emergent technologies with just an exclusive stock buy. The company conceptualizes and makes its indigenous battery arrangement and solar engineering device, automobile service hubs, supercharger stations, and self-driving hardware and software. (1)

Also, I would advise my client that they don't want too much in a single company or sector, which could put themselves at risk of huge losses.

The primary reasons why the selected stock is a suitable investment for my client is because Tesla has pushed boundaries and smashed through obstacles for its share price to reach unprecedented heights. Whether it is the company, the man behind it, or the promise it represents, this is a stock story every investor should note.

References that will be used to completed the assignment will be:

1.MSN Money

2. USNews Money

3. Business Upside.

4. Investopedia

5. The Motley Fool

Reference

1. This is the Reason Why You Should Invest in a Tesla Stock (businessupside.com)