ASSIGNMENT | Financial Research Report

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.)

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Instructions
Your final financial research report will be 6–8 pages long and be completed in two parts. 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:
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.
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.

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Part 1 (1–2 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.
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.
This course requires the use of Strayer Writing Standards. For assistance and information, please refer to the Strayer Writing Standards link in the left-hand menu of your course. Check with your professor for any additional instructions.
The specific course learning outcome associated with this assignment is as follows:
Determine the suitability of an investment strategy that considers external risk factors and a literature review.

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SAMPLE SOLUTION

Before deciding on the type or nature of stock, it is vital to consider personal characteristics. This is because the nature of stock that one decides to invest in considers the client’s various attributes, such as the go-getters, risk takes. Analyzing these aspects helps the client identify the best stock that fits their preferences, income from stock such as dividend, the client preference buying when the stock is low, and selling when the value is high. Therefore, it is vital to do the basic fundamental valuation, which is quite straightforward since it only takes limited time and energy (Hayes, 2020).

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The preferred investment company is the American Express Company (AXP) since it shows potential growth. With the interruptions caused by the COBID-19, the stock declined in valuation, meaning they are retailing at lower prices (O’Connell, 2019). Since buying stock, the value can be realized in two ways; buying the stock at lower costs and selling when high; secondly, the dividends earned through busing the stock (Fisher, 2020). The AXP is a preferred company for investment since it has promising growth and the earning per share is reasonably high. According to Dhir (2019), the AXP is among the popular stock among hedge funds. Therefore, this shows that the company is among the top investment preferences since the managers can trounce the market through the impressive margin …