Assignment 1: Financial
Research Report
Due Week 10 and worth 300 points
Imagine that you are a
financial manager researching investments for your client that align with its
investment goals. Use the Internet or the Strayer Library to research any U.S.
publicly traded company that you may consider as an investment opportunity for
your client. (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.)
The assignment covers
the following topics:
·
Rationale for choosing the company
for which to invest
·
Ratio analysis
·
Stock price analysis
·
Recommendations
Write a ten to fifteen
(10-15) page paper in which you:
1.
Provide a rationale for the U.S.
publicly traded company that you selected, indicating the significant factors
driving your decision as a financial manager.
2.
Determine the profile of the investor
for which this company may be a fit, relative to that potential investor’s
investment strategy. Provide support for your rationale.
3.
Select any five (5) financial ratios
that you have learned about in the text. Analyze the past three (3) years of
the company’s financial data, which you may obtain 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.)
4.
Based on your financial review,
determine the risk level of the company from your investor’s point of view.
Indicate key strategies that you may use in order to minimize these perceived
risks.
5.
Provide your recommendations of this
stock as an investment opportunity. Support your rationale with resources, such
as peer-reviewed articles or material from the Strayer Library.
6.
Use at least five (5) quality academic
resources in this assignment. Note: Wikipedia and other Websites to not qualify
as academic resources.
Your assignment must
follow these formatting requirements:
·
Be typed, double spaced, using Times
New Roman font (size 12), with one-inch margins on all sides; citations and
references must follow APA or school-specific format. Check with your professor
for any additional instructions.
·
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:
·
Critique financial management
strategies that support business operations in various market environments.
·
Analyze financial statements for key
ratios, cash flow positions, and taxation effects.
·
Review fixed income strategies using
time value of money concept, bond valuation methods, and interest rate
calculations.
·
Estimate the risk and return on
financial investments.
·
Apply financial management options to
corporate finance.
·
Determine the cost of capital and how
to maximize returns.
·
Formulate cash flow analysis for
capital projects including project risks and returns.
·
Evaluate how corporate valuation and
forecasting affect financial management.
·
Analyze how capital structure
decision-making practices impact financial management.
·
Design working capital management
concepts to enhance tactical financial strategies.
·
Use technology and information
resources to research issues in financial management.
·
Write clearly and concisely about
financial management using proper writing mechanics.
Clickhere to view the grading rubric for this assignment.
