Financial Research Report

Topic: Financial Research Report
Paper instructions:
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
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.
Your assignment must follow these formatting requirements:
cover page and the reference page are not included in the required
assignment page length.
The specific course learning outcomes associated with this assignment
 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.