Financial Research Report

 
 
 

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Financial Research Report

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

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:

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