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Mathematics & Economics
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Apple's Client Profile, Stocks, and the Reasons for Stock Selection

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The Text book that I am using is Analysis for Financial Management by Robert C. Higgins, Jennifer L. Koski and Todd Mitton.

Assignment 1: Part 2 – FIN534029VA016-1204-001 https://blackboard.strayer.edu/webapps/blackboard/content/listContent.jsp?course_id=_268097_1&content_id=_31222980_1 1/2 Rationale for choosing the company in which to invest Ratio analysis Stock price analysis Recommendations 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" 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: 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 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. Just 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. 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. 2. Select any five financial ratios that you have learned about in the text. Analyze the past 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.) 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. 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. 5. Conduct a literature review and list at least five quality academic resources. Note: Wikipedia and other similar websites do not qualify as academic resources. Assignment 1: Financial Research Report Part 2 Due Week 9 and worth 155 points Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define her or his 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.) Your final financial research report will be 6 to 8 pages long and be completed in two parts as noted below. This assignment requires you to use at least five quality academic resources and cover the following topics: Refer to the following resources to assist with completing your assignment: Stock Selection Market and Company Information Part 1 Due Week 7 (1 to 2 pages) Part 2 Due Week 9 (6 to 8 pages including #1 and #2 from Part 1) 5/18/2020 Assignment 1: Part 2 – FIN534029VA016-1204-001 https://blackboard.strayer.edu/webapps/blackboard/content/listContent.jsp?course_id=_268097_1&content_id=_31222980_1 2/2 Be typed, double-spaced, using Times New Roman font (size 12), with 1-inch margins on all sides; citations and references must follow the Strayer Writing Standards (SWS). The format is different than other Strayer University courses. Please take a moment to review the SWS documentation for details. Properly cite all sources. 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. Determine the suitability of an investment strategy that considers external risk factors and a literature review. Create investment recommendations based on research that includes the rationale and risk mitigation for the chosen strategies. Your assignment must follow these formatting requirements: The specific course learning outcomes associated with this assignment are as follows:

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Stocks (Apple)
Name:
Institution:
Introduction
Stocks are securities and they represent ownership share in a company. It is critical to understand that most often, companies are willing to issue stock as a strategic means of raising money which is needed to facilitate operations of the business and making investments. Additionally, buying shares is also makes it possible for investors to earn profit from their investments. Most importantly, there are different ways through which people can earn through stock; first, the investors can sell their stock when the prices are high and this makes it possible to earn extra cash. Additionally, the shareholders can also gain from the dividends paid to shareholders. Most often, before making investment decisions, the investors are required to examine and evaluate the financial situation of their target companies as this would make it possible to prevent risks that may be associated with the failure of the organization. Analyzing the company before making investments is ideal in preventing avoidable losses because when a company makes a loss, the shareholders may lose their investments. This literature evaluated why a client who is interested in making a long-term investment should consider in buying Apple stock.
Client profile
The client is an employee working for a big company located in the United States and wishes to make long-term investments from his savings. There are different characteristics presented by the client that might influence his success in the stock market. First, he is patients, and this is demonstrated by his willingness to wait for an extended period until the plan materializes. Additionally, the client is interested in getting a well-defined investing strategy, which can guarantee a good return in a minimum of ten years. Additionally, the client is a risk-taker and is not focused on diversifying his investments; rather, he wants to concentrate on his portfolio (Martins, 2020). Additionally, the client is patient and has faith in investing in one company and sticking to the investment plan. Ideally, the client has indicated that he is not interested in getting into the buying and selling trends; this shows that he is determined in developing, implementing, and following the initial investment plan developed.
Reasons for stock selection
Apple is an ideal company where the client can make investments. Ideally, the electronics giant has demonstrated its potential in promoting future growth. It is critical to comprehend that although the company’s operations have been affected the coronavirus pandemic, analysts are hopeful that Apple’s financials will spring back after the global economy recovers (Yang, 2020). Besides, investors who have owned Apple stock for the last decade have been adequately and generously awarded since the company’s shares are up about 1000% over the same period. Besides, investing in Apple is also promising because the firm is leading the technology industry and its innovative culture, as well as the company’s visionary products, have attracted potential customers from all over the world.
Besides, Apple has recorded attractive earning over the last few years, and this demonstrated the company’s consis...
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