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2 pages/≈550 words
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Style:
APA
Subject:
Accounting, Finance, SPSS
Type:
Coursework
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English (U.S.)
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Financial Research Report: Buy Apple Inc shares (AAPL)

Coursework Instructions:

Introduction
Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define their characteristics and goals such as an employee or employer, relatively young (less than 40 years) or close to retirement, having some savings/property, a risk taker or risk averter, etc. Next, use Nexis Uni at the Strayer University library, located at Nexis Uni, click on “Company Dossier” 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.)
Instructions
Your final financial research report will be 6–8 pages long and be completed in two parts. This assignment only covers the first part. This assignment requires you to use at least five quality academic resources and cover the following topics:
Rationale for choosing the company in 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.
Seeking Alpha (Note: This is 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.
Part 1 (1–2 pages)
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.
This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left-hand menu of your course. Check with your professor for any additional instructions.
Determine the suitability of an investment strategy that considers external risk factors and a literature review.

Coursework Sample Content Preview:

Financial Research Report
Student’s Name:
Institution:
Professor:
Unit Name & Number:
Date of Submission:
Financial Research Report
There are several stock options available for finance managers to choose from. These options often pose a challenge in determining the best stock for clients to invest in depending on their profile (Sheimo, 2005). I would recommend the client to Buy Apple Inc shares (AAPL). Apple Inc is an American tech company that develops, designs, markets, and sells computer software, electronics, mobile communication and media devices, networking solutions, and online services.
Rationale
Ratio Analysis
The company's ROE of 73% against an industry average of 31%. That means that the company's ROE is stronger than its peers. The ROE is sustainable, and the company is good at generating shareholder value.
ROI is 25% against an industry average of 19%, a clear indication that investing in the company is profitable. Investors are likely to get their returns on investments because total returns exceed total costs.
The price to earnings ratio is 35 against an industry average of 15. The ratio is not that high hence not overvalued. Price to book value is 30.49; therefore, the company share price is not overpriced.
The current ratio is 1.36 against an industry average of 1.77. the current ratio is good; therefore, the company can meet its short-term and current obligations; hence its operations cannot be affected.
The debt to equity ratio is 173% against an industry average of 53%. The ratio is still good, indicating that the company can repay its debts; hence no worry for bankruptcy.
The net profit margin is 20% against an industry average of 17%. That shows that the company has a positive profitability growth and an anticipation of more profits in the future.
The dividend growth rate is 9%. The growth has been positive; hence the client will continue enjoying the returns in the long-term.
Stock Price Analysis
The 12-month forecast for Apple Inc stock (AAPL) shows a median target of 133.00 with a high price forecast of 150.00 and a low of 74.10. the median price indicates a ...
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