fin 534 week 9 assignment #1 Assignment 1: Financial Research Report Due Week 9 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: Provide a rationale for the U.S. publicly traded company that you selected, indicating the significant factors driving your decision as a financial manager. 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. 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.) 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. 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. Use at least five (5) quality academic resources in this assignment. Note: Wikipedia and other 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 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 optio.

1. fin 534 week 9 assignment #1
Assignment 1: Financial Research Report
Due Week 9 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:
Provide a rationale for the U.S. publicly traded company that
you selected, indicating the significant factors driving your
decision as a financial manager.
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.
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.)
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.
Provide your recommendations of this stock as an investment
opportunity. Support your rationale with resources, such as

2. peer-reviewed articles or material from the Strayer Library.
Use at least five (5) quality academic resources in this
assignment. Note: Wikipedia and other 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 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.
Use technology and information resources to research issues in
financial management.
Write clearly and concisely about financial management using
proper writing mechanics.
Grading for this assignment will be based on answer quality,
logic / organization of the paper, and language and writing

3. skills, using the following rubric.
Points: 300
Assignment 1: Financial Research Report
Criteria
Unacceptable
Below 70% F
Fair
70-79% C
Proficient
80-89% B
Exemplary
90-100% A
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.
Weight: 15%
Did not submit or incompletely provided a rationale for the U.S.
publicly traded company that you selected; did not submit or
incompletely indicated the significant factors driving your
decision as a financial manager.
Partially provided a rationale for the U.S. publicly traded
company that you selected; partially indicated the significant
factors driving your decision as a financial manager.
Satisfactorily provided a rationale for the U.S. publicly traded
company that you selected; satisfactorily indicated the
significant factors driving your decision as a financial manager.
Thoroughly provided a rationale for the U.S. publicly traded
company that you selected; thoroughly indicated 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.
Weight: 15%
Did not submit or incompletely determined the profile of the
investor for which this company may be a fit, relative to that
potential investor’s investment strategy. Did not submit or

4. incompletely provided support for your rationale.
Partially determined the profile of the investor for which this
company may be a fit, relative to that potential investor’s
investment strategy. Partially provided support for your
rationale.
Satisfactorily determined the profile of the investor for which
this company may be a fit, relative to that potential investor’s
investment strategy. Satisfactorily provided support for your
rationale.
Thoroughly determined the profile of the investor for which this
company may be a fit, relative to that potential investor’s
investment strategy. Thoroughly provided 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.)
Weight: 20%
Did not submit or incompletely selected any five (5) financial
ratios that you have learned about in the text. Did not submit or
incompletely analyzed the past three (3) years of the company’s
financial data, which you may obtain from the company’s
financial statements. Did not submit or incompletely determined
the company’s financial health.
Partially selected any five (5) financial ratios that you have
learned about in the text. Partially analyzed the past three (3)
years of the company’s financial data, which you may obtain
from the company’s financial statements. Partially determined
the company’s financial health.
Satisfactorily selected any five (5) financial ratios that you have
learned about in the text. Satisfactorily analyzed the past three
(3) years of the company’s financial data, which you may obtain

5. from the company’s financial statements. Satisfactorily
determined the company’s financial health.
Thoroughly selected any five (5) financial ratios that you have
learned about in the text. Thoroughly analyzed the past three (3)
years of the company’s financial data, which you may obtain
from the company’s financial statements. Thoroughly
determined the company’s financial health.
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.
Weight: 15%
Did not submit or incompletely determined the risk level of the
company from your investor’s point of view based on your
financial review. Did not submit or incompletely indicated key
strategies that you may use in order to minimize these perceived
risks.
Partially determined the risk level of the company from your
investor’s point of view based on your financial review.
Partially indicated key strategies that you may use in order to
minimize these perceived risks.
Satisfactorily determined the risk level of the company from
your investor’s point of view based on your financial review.
Satisfactorily indicated key strategies that you may use in order
to minimize these perceived risks.
Thoroughly determined the risk level of the company from your
investor’s point of view based on your financial review.
Thoroughly indicated 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.
Weight: 20%
Did not submit or incompletely provided your recommendations
of this stock as an investment opportunity. Did not submit or
incompletely supported your rationale with resources, such as

6. peer-reviewed articles or material from the Strayer Library.
Partially provided your recommendations of this stock as an
investment opportunity. Partially supported your rationale with
resources, such as peer-reviewed articles or material from the
Strayer Library.
Satisfactorily provided your recommendations of this stock as
an investment opportunity. Satisfactorily supported your
rationale with resources, such as peer-reviewed articles or
material from the Strayer Library.
Thoroughly provided your recommendations of this stock as an
investment opportunity. Thoroughly supported your rationale
with resources, such as peer-reviewed articles or material from
the Strayer Library.
6. 5 references
Weight: 5%
No references provided
Does not meet the required number of references; some or all
references poor quality choices.
Meets number of required references; all references high quality
choices.
Exceeds number of required references; all references high
quality choices.
7. Clarity, writing mechanics, and formatting requirements
Weight: 10%
More than 6 errors present
5-6 errors present
3-4 errors present
0-2 errors present