Financial Research Report
Imagine that you are a financial manager researching investments for your client- Use
the Strayer Learning Resource Center to research the stock of any US. publicly traded
company that you may consider as an investment opportunity for your client. Your
investment should align with your client’s investment goals.
Ratio analysis
Stock price analysis
Recommendations
Refer to the following resources to assist with completing your assignment:
Stock Selection
StOCk Selecnon
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
US. 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.)
Momingstar (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- Note: Wikipedia and
other similar websites do not qualify as academic resources.