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8 pages/β‰ˆ2200 words
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Check Instructions
Style:
APA
Subject:
Accounting, Finance, SPSS
Type:
Research Paper
Language:
English (U.S.)
Document:
MS Word
Date:
Total cost:
$ 44.93
Topic:

Finance Research Report. Accounting, Finance, SPSS Research Paper

Research Paper Instructions:

This is a Two Part Assignment. please complete the entire two parts . seperating the first part and included all parts in second part.
Part 1 Due Week 7 and worth 100 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:
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
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
Part 1 Due Week 7 (1 to 2 pages)
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.
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.
Part 2 Due Week 9 (6 to 8 pages including #1 and #2 from Part 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.
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.)
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 University Library, and reviews by market analysts.
Conduct a literature review and list at least five quality academic resources. 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 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.
The specific course learning outcomes associated with this assignment are as follows:
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.

Research Paper Sample Content Preview:

Finance Research Report
Student’s name
The professor's name
The course title
Date
Part 1Rationale for selecting stock
The Coca-Cola Company (KO) owns more than 500 brands of non-alcoholic beverages, mainly soft drinks, but also a wide range of non-carbonated beverages, such as juices, ready juices, ready-to-drink teas and coffees, as well sports and energy drinks. Coca-Cola's operates in the domestic US market and international market, and even with slow growth the company is a stable. The company has a huge network of proprietary operations, independent bottling partners, distributors, wholesalers, and retailers. In 2019, the net operating revenues increased by $ 2,966 million or 9 % to $ 37,266 million compared to $34,300 million in the previous year Coca-Cola, 2019). Coca-Cola also continues to strengthen the core business.
The company has increased its market share in all the markets in which it is present, even as there is increased focus on healthy diets and beverages that affected the demand for carbonated and sugar drinks. The returns on profitability is an appropriate measure for evaluating the attractiveness of a company’s stock and Coca-Cola has a return value that is higher than that of the peer group. The net operating revenues was $ 37, 266 million in 2019 compared to $ 44, 294 million in 2015, but the net income was $ 8, 920 m in 2019 and $ 7, 351 m in 2015 (Coca-Cola, 2019). Even after considering corrections and crises the Coca-Cola stock has a stable dividend as there has been sales revenue and net income growth.
Coca-Cola has a strong brand equity, which gives the company has a competitive edge over the peers in the marketplace. The company produces, sells, and distributes different types of beverages globally and is a market leader in the non alcoholic beverage industry. Coca-Cola’s strong operational capability and distribution has allowed the company to extend its franchise in different markets. Coca-Cola, Diet Coke, Fanta and Sprite are among the most well known nonalcoholic beverage brands and consumers from different market segments continue to choose the Coca-Cola brand Coca-Cola.
Primary reasons for selecting stock and the client’s profile
The investor is middle aged in the early 40s and is employed, has savings and has in the past relied on index investing to generate returns based on the broad market and investing passively. Thus, the investor focuses on the long haul, but wants to choose few stocks with promising returns. The investor profile is classified according to their level of risk aversion and is generally classified as conservative, moderate and aggressive. This particular investor is conservative as there is low risk tolerance and as a long-term investor the investment will increase value and provide income until he can cash out the returns. Despite being a conservative investor he prefers equity assets to fixed income even as the latter have lower returns and are less risky.
The bottling company has increased its market share in all the markets in which it is present and has maintained profitability over decades. The gross margin is good, and the company leader has a competitive advantage in the soft drinks market. Furthermore, Coca-Cola...
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