Students: Please View The Submit Clickable Rubric Ass 482760

Students Please View The Submit A Clickable Rubric Assignment In

Students, please view the "Submit a Clickable Rubric Assignment" in the Student Center. Instructors, training on how to grade is within the Instructor Center. 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:

  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. 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.)
  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.
  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.
  6. Use at least five (5) quality academic resources in this assignment. Note: Wikipedia and other similar websites do not qualify as academic resources.

Your assignment must follow these formatting requirements: . Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions. . Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.

Paper For Above instruction

The task at hand is to prepare a comprehensive financial research report that evaluates the investment potential of a publicly traded U.S. company. This report requires an in-depth analysis that combines financial ratios, stock valuation methods, and strategic assessments to support an investment recommendation aligned with a hypothetical client’s financial goals. The core of this project is to demonstrate a thorough understanding of fundamental and technical aspects of stock analysis, coupled with strategic risk mitigation and tailored recommendations backed by credible academic and market research sources.

The process begins with selecting an appropriate company listed on U.S. stock exchanges. The choice should be backed by a clear rationale considering significant economic and financial factors such as market position, industry trends, recent financial performance, and macroeconomic influences. A detailed analysis will follow, examining the company's financial health over the past three years using key ratios like liquidity ratios (current and quick ratios), profitability metrics (earnings per share), valuation ratios (price-to-earnings ratio), and other relevant indicators. This analysis helps assess the company’s financial stability, growth trajectory, and market valuation.

In addition to quantitative analysis, the report will include qualitative assessments, such as aligning the company’s profile with the client’s investment objectives. For instance, if the client values growth stocks with high dividend yields, the analysis will revolve around whether the selected stock meets those criteria, supported by recent dividend growth trends and strategic market positioning.

Risk assessment is a critical component, where the analysis considers market volatility, company-specific risks (such as debt levels or competitive pressures), and broader economic cycles. Strategies for risk mitigation could include diversification, options hedging, or setting stop-loss limits, which will be elaborated upon based on the company's risk profile derived from the financial data.

Finally, the report culminates with a well-supported investment recommendation. This section synthesizes quantitative findings, strategic insights, and external expert opinions from peer-reviewed journals and market analyses. The recommendation will specify whether the stock is a buy, hold, or sell, with justification rooted in the data and strategic considerations.

Throughout this project, credible academic sources, industry reports, and market analysis platforms such as Morningstar, Seeking Alpha, and the U.S. Securities and Exchange Commission will underpin the findings and recommendations. Proper APA citations and references will be included to lend academic rigor and credibility to the analysis.

References

  • Graham, B., & Dodd, D. L. (1934). Security analysis. McGraw-Hill.
  • Fama, E. F., & French, K. R. (1992). The cross-section of expected stock returns. Journal of Finance, 47(2), 427-465.
  • Investopedia. (2023). Guide to stock-picking strategies. Retrieved from https://www.investopedia.com
  • Morningstar. (2023). Company financials and stock analysis. Retrieved from https://www.morningstar.com
  • Seeking Alpha. (2023). Market analyst reports and stock reviews. Retrieved from https://seekingalpha.com
  • U.S. Securities and Exchange Commission. (2023). Market structure and filings. Retrieved from https://sec.gov
  • Thompson, J. M. (2010). Investment analysis and portfolio management. McGraw-Hill Education.
  • Fama, E. F. (1970). Efficient capital markets: A review of theory and empirical work. Journal of Finance, 25(2), 383-417.
  • Barber, B. M., & Lyon, J. D. (1996). Detecting abnormal operating performance: The use of financial statement information. Journal of Accounting Research, 34(3), 261-286.
  • Brigham, E. F., & Ehrhardt, M. C. (2016). Financial management: Theory & practice. Cengage Learning.

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