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Pages:
3 pages/β‰ˆ825 words
Sources:
Check Instructions
Style:
APA
Subject:
Accounting, Finance, SPSS
Type:
Research Paper
Language:
English (U.S.)
Document:
MS Word
Date:
Total cost:
$ 18.95
Topic:

Rationale For Choosing The Company In Which To Invest

Research Paper Instructions:

Assignment 1: Financial Research Report
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:

Stocks
Name:
Institution:
Introduction
Ideally, stocks are securities that represent an ownership share in a given company. It is also critical to understand that companies are also willing and ready to issue stock as a means of raising the amount of money required to grow by investing in the business. On the other side, buying stock make it possible for investors to grow their money. Ideally, there are different ways through which people can earn money by investing in the stock. For example, people can sell their stock during the day when the prices increase, and investors can also gain through the dividends paid to shareholders. Before selecting the company where to invest, it is critical to examine the operations and success of the firm in the markets since it can help in predicting the success or failure of the organization. This is vital because when the company suffers a loss, the shareholders may lose their money. This literature examines why a client who is interested in making a long-term investment should invest in Apple.
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.
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.
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