This document provides feedback on a student's financial research report submitted in two parts. For part 1, the feedback notes that the student can add more details about their client's profile. For part 2, the feedback suggests providing more information about the client, such as their marital status and other financial obligations. It also notes that the student included references but not an annotated bibliography. The document outlines the grading criteria for both parts of the assignment.

1. Feedback Financial Research Report Part 1
Thank you for redoing assignment so quickly. The only area
that I see that you can add more that may help along the second
section of your paper is your client profile section. I have made
notes above for your review.
30 (30%)
Points Range:27 (27%) - 30 (30%)
Thoroughly provided a rationale for the stock that you selected,
indicating the significant economic, financial, and other factors
that led you to consider this stock.
Feedback:
Great job providing economic and financial factors.
26.7 (26.7%)
Points Range:24 (24%) - 26.7 (26.7%)
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.
Feedback:
In this section you can provide more about the client. You
stated what he is looking for but you did not state if client is
married. You did not state if client has other liabilities that he
is paying or what his overall financial situation is.
20.7 (20.7%)
Points Range:0 (0%) - 20.7 (20.7%)
No references provided
Feedback:
In this section you have reference but you do not have an
annotated bibliography. It is incorrect.

2. 10 (10%)
Points Range:9 (9%) - 10 (10%)
0-2 errors present
Feedback:
No errors detected.
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
the significant economic, financial, and other factors that led
you to consider this stock.
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
that led you to consider this stock.
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,

3. 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.
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

4. 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
selection, and client’s profile from Part 1.
Thoroughly included your rationale, primary reasons for stock
selection, and client’s profile from Part 1.
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. 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

5. 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
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 stock 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.
4. Provide your recommendations of this stock as an investment
opportunity. Support your rationale with resources, such as

6. peer-reviewed articles, material from the Strayer University
Library, and reviews by market analysts.
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
peer-reviewed articles, material from the Strayer University
Library, and reviews by market analysts.
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

7. 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

8. · 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

9. 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.

10. 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.

11. · 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.