Assignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docx

Assignment 1: Financial Research Report
Part 1 Due Week 7 and worth 100 points (Due Date : 19 May)
Part 2 Due Week 9 and worth 200 points
Imagine that you are a financial manager researching
investments for your client. Think of a friend or a family
member as a client. Define her/his characteristics and goals
such as an employee or employer, relatively young (less than 40
years) or close to retirement, having some savings /property,
risk taker or risk averter, etc. Next, use the Strayer University
library, located at https://research.strayer.edu/, 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.)
Your final financial research report will be 6-8 pages and be
completed in two parts as noted below. This assignment requires
you to use at least 5 quality academic resources and covers 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:
Annotated Bibliography

· Annotated Bibliographies
· Annotated Bibliography Samples
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
· Mergent Online (Note: This resource is also available through
the Strayer Learning Resource Center.)
· Seeking Alpha (Note: 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.
Write a six to eight (6-8) page paper in which you:
Part 1 Due Week 7 (one to two (1-2) pages in addition to the
annotated bibliography):

1. Provide a rationale for the stock that you selected, indicating
the significant economic, financial, and other factors that led
you to consider this stock.
2. Suggest the primary reasons why the selected stock is a
suitable investment for your client. Include a description of
your client’s profile.
3. Conduct a literature review and prepare an annotated
bibliography of at least 150 words for each of the five
(5) resources you’ll use to complete this assignment and begin
to build your reference list. Remember you must use at least (5)
quality academic resources for the final assignment.
Part 2 Due Week 9 (six to eight (6-8) pages including #1 and #2
from Part 1):
1. Include your rationale, primary reasons for stock selection,
and client’s profile from Part 1, making any revisions based
upon Part 1 feedback if applicable.
2. Select any five (5) financial ratios that you have learned
about in the text. Analyze the past three (3) years of the
selected financial ratios for the company; you may obtain this
information 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.)
3. Based on your financial review, determine the risk level of
the stock from your investor’s point of view. Indicate key
strategies that you may use in order to minimize these perceived
risks.
4. Provide your recommendations of this stock as an investment
opportunity. Support your rationale with resources, such as
peer-reviewed articles, material from the Strayer University
Library, and reviews by market analysts.

5. Use at least five (5) quality academic resources in this
assignment. Note: Wikipedia and other similar 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.
Running head: FINANCIAL MANAGEMENT
4
First Name Last Name
University
Fin 534
Prof. First Name Last Name
Date
Due: Week7 & 9; 300 points
Length: 6-8 pages
Topic: You are a financial manager researching investments for
your client. Use the Strayer Learning Resource Center to
research the stock of any U.S. publicly traded company that you

may consider as an investment opportunity for your client.
Key Components:
· Rationale for choosing the company in which to invest
· Ratio analysis
· Stock price analysis
· Recommendations
References: Use at least five (5) quality academic resources in
this assignment. Note: Wikipedia and other similar websites do
not qualify as academic resources.
· Suggested sources for company information (other sites may
be used):
· U.S. Securities and Exchange Commission – “Market
Structure”
· Yahoo! Finance
· Mergent Online (Note: This resource is also available through
the Strayer Learning Resource Center.)
· Seeking Alpha (Note: 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.
Key components of research paper:
· Provide a rationale for the stock that you selected, indicating

· Suggest the primary reasons why the selected stock is a
about in the text.
2. Analyze the past three (3) years of the selected financial
ratios for the company; you may obtain this information from
the company’s financial statements.
3. Determine the company’s financial health.
· Based on your financial review, determine the risk level of the
stock 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
peer-reviewed articles, material from the Strayer Learning
Resource Center, and reviews by market analysts.
PLEASE REMOVE THE TEXT IN RED THROUGHOUT THE
PAPER AND REPLACE WITH THE REQUIRED
INFORMATION!!
Introduction
Provide a brief overview of the information to be provided in
the report, including your professional position and company
(equity) selected.
Rationale for Stock Selection
Provide an overview of the company’s:

· History
· Primary products/services provided by firm
· Financial Overview: Include references and supporting data
regarding the firm’s growth (DO NOT include financial ratios at
this time).
· Indicate the significant economic, financial, and other factors
that led you to consider this stock.
· Include cited sources.
Client Profile
Provide a brief description of the client, enabling you to support
stock (equity) selection. Be careful that your description
matches the risk level of the stock (equity) chosen.
· Age
· Marital Status
· Profession
· Investment goals (ex. Growth, income, risk level)
· Other (ex. Stocks client currently has)
Ratio Analysis
Identify five (5) financial ratios over the last three (3) years
· Apply trend analysis (last 3 years) to discuss the changes of
each ratio.
· Discuss the positive and negative influences of each ratio.
*If possible, compare each ratio to the industry average (not
required).
· Suggested ratios include, but are not limited to, current ratio,
quick ratio, earnings per share, and price earnings ratio.)

Risk Reduction Recommendations
Based on your findings from the ratio analysis and the risk
structure identified by your client provide the following
information (Don’t assume there is no risk):
· Provide information of the potential risks associated with the
following:
· Macroeconomic risks: Domestic economy
· Firm specific risks
· Client risks (ex. employment loss, health, etc)
· Provide alternatives to reduce risks described above (example
include but not limited to)
· Diversification
· Options (calls/puts)
· Insurance
· Other concepts
Recommendation of Stock to Client
This is your chance to really sell company (stock) to client.
This is your conclusion and
recap of what you have already stated. Make sure support your
rational with resources such as peer reviewed articles and/or
material from Strayer Learning Resource Center as well as
reviews by market analyst. Be sure to make the recommendation
of the stock to the client*Proper references and citations go a
long way*
References
Be sure to cite all sources and provide a minimum of five (5)
quality, academic resources (ex. Wikipedia is NOT an academic
resource). Be sure to include in-text cites and apply appropriate

format.
The following cite provides examples of APA format:
http://www.apastyle.org/
My feedback from Professor ( 0/100 points )
The first day of class I specifically said do not do your paper on
Apple. You also have a 69% similarity. So you can choose
another company and redo the part of the assignment that is due
or you can keep current grade. Please call, text , or email to let
me know if you are going to redo paper.
Friend’s feedback sample assign ( She got 63/100 points )
I think you were confused by the assignment. You need to go
back and pick a stock and not an exchange. I recommend that
you use Ford since that is one of the stocks you started working
with in the beginning of class. Your client profile is not to bad
but you do need more detail in it such as clients wife's name,
the children's ages and names, the amount that client is willing
to invest and what kind of risk is he willing to take? Use my
feedback above as well to help you.
1
Running Head: Financial Research Report
PAGE
4
Financial Research Report
Name
FIN 534 - Financial Management
Professor Name
Date
Introduction

This is an investment report agreement between Mr. John Wise
and I, a financial manager of the New York stock exchange
company. Mr. John wishes to invest in the financial market of
New York for a period of 30 years. The investment will
continue for 5 more years after his retirement. I am a financial
analyst with a vast experience in the stock exchange market.
The rationale for stock selected
New York is a good stock market to invest from most of the
online stock market exchanges restrict the amount of the initial
investment that a newcomer in the market can invest. But for
New York, it is considered friendly as it allows individuals to
start investing with the lowest amount possible, that is $100.
Another bigger reason for choosing this type of stock is that it
has been the leader of the market since the year 2003. Most of
the investors like the company for its friendly term for
investment and retunes on investment. It has a wide range of
types of stocks to choose; this means one investor can have
more than one stock within the company. This makes it a
lucratively investing company any investor who wishes to have
more than one venture can channel their capital to. Similarly,
the company offers stock bonds; this would be another better
option to invest from ("New York Stock Exchange: A-Z
Company Listing", n.d.).
Moreover, this company offers a retirement plan investment to
its members for the case of my client. I strongly feel that this
suits him as the investment he chose to make will shape his
future. The market may be flooded on the stock exchange, then
a shift to the other investment would be possible. The growth
rate of the New York stock market has been on the lead for
more than 225 years since it was started (Balakrishnan, 2013).
My client is planning to invest in a retirement plan as well as
the immediate profit making plan, which is withdrawable.
Currently, my client is 35 years old and plan to retire at the age

of 65 years old. I believe that starting with $10,000 yielding 7%
monthly for 30 years, a good return is expected ("NYSE:
Transactions, Statistics and Data Library", 2019). New York is
a good stock investment for my client.
Client Profile
Mr. John is currently 35 years old of age. He is married with
two children. All the children are still in high school but
expected to join colleges or University in the next two years.
Mr. John is a train engineer who works as a plant manager in a
company that manufactures vehicles. He has been working for
ten years at General Motors Company Limited. He aims to
invest in the stock exchange market for the next 30 years.
Starting now he will invest till he retires and extends by 5 more
years after he retires. This investment is expected to grow
annually by 7% his current income is $23,000 annually if he
invests 50% of his income the in at his retirement he would
expect to have a lot of savings. Investing in the stock market
has several risks in that one can lose when the dollar exchange
rate fluctuates. However, the profit return in most cases will
have an extraordinary good return. The wealth will be
distributed in the areas of real estate as well, where the return is
a long term.
Annotated biography
This report is about investment in the stock market. The
company chosen for this investment in New York is one of the
best stock providers in the market that is the main reason. The
company provides a friendly and wide variety of areas to invest
on. The report looks into the yield the stock market brings in
the long run, one of the best option reported in this report is the
retirement investment plan benefit which the investor will reap
big in the long run. New York provides a lot of variety of
investment options which attract most of the investment from
individuals who wish to retire or join to make a profit for a
specific period of time usually more than five years. However,

this report is for individuals who wish to invest in a retirement
plan his investment would turn him to a millionaire by the time
he retires ("New York Stock Exchange news coverage – Market-
Watch", n.d.).
Reference
NYSE: Transactions, Statistics and Data Library. (2019).
Retrieved from https://www.nyse.com/data/transactions-
statistics-data-library#2019
Balakrishnan, N., & Pal, S. (2013). Lognormal lifetimes and
likelihood-based inference for flexible cure rate models based
on COM-Poisson family. Computational Statistics & Data
Analysis, 67, 41-67. 10.1016/j.csda.2013.04.018
New York Stock Exchange news coverage – Market Watch.
Retrieved from https://www.marketwatch.com/investing/new-
york-stock-exchange
https://www.nyse.com/publicdocs/nyse/data/Monthly_Consolida
ted_Volume_by_Symbol_201904.pdf
New York Stock Exchange: A-Z Company Listing. Retrieved
from http://www.advfn.com/nyse/newyorkstockexchange.asp
Running Head: APPLE INC FINANCIAL RESEARCH REPORT
1
11
Running Head: APPLE INC FINANCIAL RESEARCH REPORT
2
Attajit Boonsawad
Strayer University
FIN 534 Financial Management

Dr. Inez Black
21 May 2019
Introduction
Being a financial manager, my responsibilities entail
researching for the investments which a client can invest in
Apple Inc can carry out which are in line with their
organizational goals. In doing this, I will provide the rationale
for the choices made and why such investments should be made.
I will carry out the analysis of such investments. Basing on the
financial reviews, the risks which a client interested in Apple
Inc can encounter while investing is put into an account and
most importantly, provide ways which can help in mitigating
them (Machajewski, 2016).
Company Background
Apple Inc can be described as a Multinational organization with
its main offices located in California founded by Steve Jobs
together with Wayne Ronald in the year 1976. The major role of
the company was to manufacture and distribute personal
computers. The company has since then expanded its operations.
In the year 2001, a new product was introduced in the market,
which was iPod followed by iTunes in the year 2003. Currently,
Apple Inc manufactures the markets media with mobile tools for
communication in addition to personal computers. Therefore,
their products entail the iPhone and the iPad together with the
Apple TV, among many other products. They also design
operating systems while selling digital contents.
Investment Rationale
To advice the client to put his funds in Apple Inc, the various
factors that strenghten the advice on such investment entail
looking at the success of the organization over time as well as

the stock prices. In addition, customer loyalty is looked on and
most importantly, the commitment of the company to
innovation. After the launch of the iPod in the year 2007, the
company has tremendously grown to become the most
successful company in the wholevworld (Machajewski, 2016).
In addition to innovation, Apple Inc. is widely understood for
funding its activities so as to improve on their outcome.
Investor Profile & Investment Strategy
Earlier to selecting the company for my client to contribute, it
is exceptionally pivotal to survey the client’s profile and
coordinate it with a company that would meet its objectives. In
arrange to do you've got to get it your speculator. A few
financial specialists like to purchase stock and hold them to see
the increment in esteem over a long period. A few financial
specialists like to purchase stock and rapidly offer them for a
fast benefit. Based on cautious examination of the company and
the type of client that would be fascinated by contributing in
this company I decided that to invest in Apple Inc. nowadays
the client’s profile ought to be one that's adjusted with a
medium chance.
In this case, my client fits that profile. My client has
noteworthy capital and thus, is curious about long-term picks up
instead of speedy returns and is willing to experience mild
showcase vacillations. My client does not care almost time;
instep, my client is inquisitive about coherent speculations that
will increase in esteem over time. The methodology I am
utilizing for my client is to purchase a critical sum of stock
that's classified as both development and esteem, and holding
them for a long period to create capital (Jargosch & Jurich,
2014). With this procedure, Apple Inc. is the perfect
speculation. Contribute in Apple Inc. development stocks
presently and create capital for long-standing time operations.
Financial Review

To bolster my suggestion for my client to contribute to Apple
Inc. I had to decide the budgetary wellbeing of the company. To
do so, I had to survey and analyze the past three a long time of
Apple Inc. budgetary records. To help with the investigation of
the company’s monetary reports to deciding the monetary
wellbeing of the company, ratios are utilized to memorize more
approximately a company’s current budgetary wellbeing as well
as its potential. Based on my client’s venture profile, I utilized
the taking after proportions to conduct my investigation: fast,
profit per share, obligation to value, current, and essential
winning control.
The speedy proportion measures the company’s liquidity. The
speedy proportion appears in the event that the company has
sufficient cash and fluid assets to pay off its current liabilities
or short-term obligation, without exchanging stock, promptly in
the event that require be. To decide the fast proportion, subtract
inventories from current resources and separate the adjust by
current liabilities. As of June 7, 2015, Apple Inc. speedy
proportion was 1.05 based on the taking after figures: current
resources $70,953,000, stock $2,042,000 and current liabilities
$65,285,000 (Jargosch & Jurich, 2014) This implies that as in
the event that June 7, 2015, for each dollar in current liabilities,
Apple Inc. had $1.05 in fluid resources.
At the conclusion of 2014, Apple Inc. fast proportion was 1.04
based on the taking after figures: current resources $68,531,000,
stock $2,111,000 and current liabilities $63,448,000. This
implies that in 2014 for each dollar in current liabilities, Apple
Inc. had $1.04 in fluid resources. At the conclusion of 2013,
Apple Inc. fast proportion was 1.63 based on the taking after
figures: current resources $73,286,000, stock $1,764,000 and
current liabilities $43,658,000. This implies that in 2013 for
each dollar in current liabilities, Apple Inc. had $1.63 in fluid
resources. The fast proportions for the past three a long time
illustrate that Apple Inc. is more than able to pay off its current

liabilities without having to exchange stock, which
demonstrates that Apple Inc. is in great monetary wellbeing (Sr,
2019).
The current proportion, comparative to the speedy proportion,
too, measures the company’s liquidity. The current proportion
appears the extent of current resources of commerce in
connection to its current liabilities. To decide the current
proportion, isolate current resources by current liabilities. As of
June 7, 2015, Apple Inc. current proportion was 1.09 based on
the taking after figures: current resources $70,953,000 and
current liabilities $65,285,000. This implies that as on the off
chance that June 7, 2015, for each dollar in current liabilities,
Apple Inc. had $1.09 in current resources. At the conclusion of
2014, Apple Inc. current proportion was 1.08 based on the
taking after figures: current resources $68,531,000 and current
liabilities $63,448,000. This implies that in 2014, for each
dollar in current liabilities, Apple Inc. had $1.08 in current
resources.
At the conclusion of 2013, Apple Inc. current proportion was
1.68 based on the taking after figures: current resources
$73,286,000 and current liabilities $43,658,000. This implies
that in 2013, for each dollar in current liabilities, Apple Inc.
had $1.68 in current resources. The current proportions for the
past three a long time illustrate that Apple Inc.’s resources
exceed its liabilities. This shows that Apple Inc. is in great
money related to wellbeing.
The obligation to value proportion decides the company’s
budgetary advantage. Obligation to value shows the relative
extent of shareholders value and obligation utilized to fund the
company’s resources. To decide the obligation to value
proportion, partition adds up to risk by shareholders value. As
of June 7, 2015, Apple Inc. obligation to value proportion was
1.17 based on the taking after figures: add up to liabilities

$147,474,000 and shareholders’ value $125,677,000. This
implies as of June 7, 2015; Apple Inc. had $1.17 of obligation
for each dollar of value.
After 2014, Apple Inc. obligation to value proportion was 1.07
based on the taking after figures: add up to liabilities
$120,292,000 and shareholders’ value $111,547,000. This
implies in 2014; Apple Inc. had $1.07 of obligation for each
dollar of value. The tall obligation to value proportion for the
past two a long time demonstrates that a company is taking on
the extra obligation to back expanded operations. Apple Inc.
increment in operations is ascribed to its nonstop center on item
advancement, which demonstrates the company’s potential for
development (Zylla-Woellner, 2013).
The essential winning control proportion decides in case a
company is commendable of the venture. The fundamental
gaining control of the company’s resources some time recently
impacts of charges and use. To decide fundamental winning
control, isolate profit sometime recently intrigued and charges
(EBIT) by adding up to deals. After 2014, Apple Inc.
fundamental gaining control proportion was 0.32 based on the
taking after figures: profit sometime recently intrigued and
charges $53,483,000 and adds up to deals $182,795,000. This
implies after 2014, 32% of Apple Inc. deals were credited to
EBIT.
After 2013, Apple Inc. fundamental winning control proportion
was 0.29 based on the taking after figures: profit sometime
recently intrigued and charges $50,155,000 and adds up to deals
$170,910,000. This implies after 2013, 29% of Apple Inc. deals
were credited to EBIT. The ceaseless increment in gaining
control proportion over the past three a long time demonstrates
that Apple Inc. proceeds to develop and create wage with their
imaginative items. Based on the investigation of the budgetary
reports, it is obvious that Apple Inc. illustrates exceptional

monetary wellbeing, steadiness, the colossal potential for
development. Besides, the examination conducted bolsters my
proposal for my client to contribute to Apple Inc.
Risk Analysis
To do due to constancy to my client, I must consider the hazard
related to this speculation and give proposals to moderate such
hazard. Based on the money related audit, the hazard level from
my client’s point of seeing is medium. My client came to this
conclusion due to the concern of the chance of putting so much
exertion into development, what if the current item lines begin
to lose force as did with the iPod, what in case the unused items
that are being created are not a victory. Besides, as the near-
term profit are centered on iPhone deals, a lull within the
smartphone advertise development will influence stock costs.
On the off chance that Apple Inc. loses cash due to smartphone
advertise slamming, will they be able to support development.
My client states that Apple Inc. stock was at first driven by the
iPod and after that, the dispatch of the iPhone. The victory of
its other unused imaginative items such as the spilling
administrations, cloud administrations; observes, etc. are
anticipated to deliver future development and is most likely the
cause for the tall obligation to value ratio but what if it isn't
(Russell & Cohn, 2012). As innovation efforts proceed, Apple
Inc. is as it were able to preserve its benefits by upgrading its
current item lines, what on the off chance that they are
incapable of remaining ahead of the showcase and starting to
lose deals.
My client gets it that the foot line is right presently, the
shoppers are pouring cash into Apple Inc. due to the tall request
of their beat of line items such as Mac, iPhone, iPad. Shoppers
cherish unused innovation and cherish that Apple Inc. has got to
offer in this way distant and the truth that Apple Inc. proceeds
to remains ahead of the diversion. My client appraised Apple

Inc. as a medium chance since the proportion examination
conducted on the budgetary reports all back that Apple is in
great monetary wellbeing and is proceeding to focus on getting
the buyers the leading most imaginative items. Too, my client
gets it shopper dependability to Apple Inc. brand items and is
certain that the inventive modern wanders will materialize and
make my client affluent.
In spite of the fact that my client is alright with this medium
chance, I must supply methodologies to assist relieve the
dangers. One procedure to relieve hazard is an enhancement.
My client can blend a wide assortment of ventures inside its
portfolio to relieve the hazard that might happen. I would too
exhort my client to contribute to other stocks that don't connect
to Apple Inc. to anticipate having all capital in one division
(Russell & Cohn, 2012). In conclusion, I would prompt my
client to keep short-term cash saves in its portfolio to meet
crisis subsidizing needs.
Stock Price Analysis
The stock of Apple Inc is shown to be up to 97 percent for the
past years and also 273 percent for the past five years.
Currently, the stock is affordable with its growth being healthy
and at an affordable rate. It is denoted that in the year 2015, the
board of directors of Apple Inc reported an increase in the
return on capital by more than 50 percent. The board as well
reported an increase in the share repurchases which was
authorized to 140 billion dollars (Katie, 2013).
References
Jargosch, R. E., & Jurich, J. (2014). Apple Inc Patent Landscape
Analysis – January 1, 1994 to December 31, 2013. IPGenix
LLC.
Katie, J. (2013). Critical Marketing Audit: The Case of Apple
Inc.

Machajewski, S. (2016). Steve Jobs: Founder of Apple Inc. New
York, NY: The Rosen Publishing Group.
Russell, J., & Cohn, R. (2012). Apple Inc. Book on Demand.
Sr, P. E. (2019). Apple Inc. 2018 Financial Statements
Analyzed...: And Explained in Understandable Terms (Helpful...
Right?). R-Rated Education.
Zylla-Woellner, J. (2013). Corporate Strategy for Apple Inc
Company. Munich, Germany: GRIN Verlag.
Grading for this assignment will be based on answer quality,
logic / organization of the paper, and language and writing
skills, using the following rubric.
Points: 100
Assignment 1: Financial Research Report Part 1
Criteria
Unacceptable
Below 70% F
Fair
70-79% C
Proficient
80-89% B
Exemplary
90-100% A
1. Provide a rationale for the stock that you selected, indicating
Weight: 30%
Did not submit or incompletely provided a rationale for the
stock that you selected, indicating the significant economic,
financial, and other factors that led you to consider this stock.
Partially provided a rationale for the stock that you selected,

indicating the significant economic, financial, and other factors
Satisfactorily provided a rationale for the stock that you
selected, indicating the significant economic, financial, and
other factors that led you to consider this stock.
Thoroughly provided a rationale for the stock that you selected,
indicating the significant economic, financial, and other factors
2. Suggest the primary reasons why the selected stock is a
Weight: 30%
Did not submit or incompletely suggested the primary reasons
why the selected stock is a suitable investment for your client.
Did not submit or incompletely included a description of your
client’s profile.
Partially suggested the primary reasons why the selected stock
is a suitable investment for your client. Partially included a
description of your client’s profile.
Satisfactorily suggested the primary reasons why the selected
stock is a suitable investment for your client. Satisfactorily
included a description of your client’s profile.
Thoroughly suggested the primary reasons why the selected
stock is a suitable investment for your client. Thoroughly
included a description of your client’s profile.
3. Conduct a literature review and prepare an annotated
bibliography for at least five (5) references, minimum of 150
words each.
Weight: 30%
No references provided
Does not meet the required number of references or word count;
some or all references poor quality choices.
Meets number of required references and word count; all
references high quality choices.
Exceeds number of required references; meets word count; all

references high quality choices.
4. 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
Part 2
Points: 200
Assignment 1: Financial Research Report Part 2
Criteria
Unacceptable
Below 70% F
Fair
70-79% C
Proficient
80-89% B
Exemplary
90-100% A
1. Include your rationale, primary reasons for stock selection,
and client’s profile from Part 1, making any revisions based
upon Part 1 feedback if applicable.
Weight: 5%
Did not submit or incompletely included your rationale, primary
reasons for stock selection, and client’s profile from Part 1.
Partially included your rationale, primary reasons for stock
selection, and client’s profile from Part 1.
Satisfactorily included your rationale, primary reasons for stock
Thoroughly included your rationale, primary reasons for stock
about in the text. Analyze the past three (3) years of the
selected financial ratios for the company. 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: 25%
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 selected
financial ratios for the company. 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 selected financial ratios for the company. 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 selected financial ratios for the company.
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 selected financial ratios for the company. Thoroughly
determined the company’s financial health.
3. Based on your financial review, determine the risk level of
the stock from your investor’s point of view. Indicate key
strategies that you may use in order to minimize these perceived
risks.
Weight: 25%
Did not submit or incompletely determined the risk level of the
stock 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 stock 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 stock from your
Satisfactorily indicated key strategies that you may use in order
to minimize these perceived risks.

Thoroughly determined the risk level of the stock from your
Thoroughly indicated key strategies that you may use in order
to minimize these perceived risks.
4. Provide your recommendations of this stock as an investment
Weight: 25%
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
Partially provided your recommendations of this stock as an
investment opportunity. Partially supported your rationale with
resources, such as peer-reviewed articles, material from the
Strayer University Library, and reviews by market analysts.
Satisfactorily provided your recommendations of this stock as
an investment opportunity. Satisfactorily supported your
rationale with resources, such as peer-reviewed articles,
material from the Strayer University Library, and reviews by
market analysts.
Thoroughly provided your recommendations of this stock as an
investment opportunity. Thoroughly supported your rationale
with resources, such as peer-reviewed articles, material from
the Strayer University Library, and reviews by market analysts.
5. Five (5) quality references
Weight: 10%
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.

6. 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

Assignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docx

Recommended

Recommended

More Related Content

More from felicitytaft14745

More from felicitytaft14745 (20)

Recently uploaded

Recently uploaded (20)

Assignment 1 Financial Research ReportPart 1 Due Week 7 and wor.docx