Financial Research Report (two parter)

Financial Research Report

Introduction

Imagine that you are a financial manager researching investments for your client.
Define their characteristics and goals: John is a 32-year-old IT analyst working as a government contractor in a defense company. He is not married and has no kids and as such is a risk taker. He has $15,000 in savings, and owns his home, a moderately sized 2-bedroom condo and drives a late model VW STI, which is fully paid.
Next, research the stock of any U.S. publicly traded company that you may consider as an investment opportunity for your client (Tesla, SmileDirectClub, or GW Pharmaceuticals). 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.)

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.

Part 1 (1–2 pages)

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. 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.

Part 2 (5-7 pages)

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 financial ratios that you have learned about in the text. Analyze the past 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. Conduct a literature review and list at least five quality academic resources. Note: Wikipedia and other similar websites do not qualify as academic resources.