FIN 534 Financial Analysis Assignment
Added on - Oct 2019
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FIN 534 – Assignments and RubricsAssignment 1: Financial Research ReportDue Week 9 and worth 300 pointsImagine that you are a financial manager researching investments for your client. Use the StrayerLearning Resource Center to research the stock of any U.S. publicly traded company that you mayconsider as an investment opportunity for your client. Your investment should align with your client’sinvestment goals. (Note:Please ensure that you are able to find enough information about this companyin order to complete this assignment. You will create an appendix, in which you will insert relatedinformation.)The assignment covers the following topics:Rationale for choosing the company in which to investRatio analysisStock price analysisRecommendationsRefer to the following resources to assist with completing your assignment:Stock SelectionForbes– “Six Rules to Follow When Picking Stocks”, located athttp://www.forbes.com/sites/benzingainsights/2012/06/15/six-rules-to-follow-when-picking-stocks/CNN Money – “Stocks: Investing in stocks”, located athttp://money.cnn.com/pf/money-essentials-stocks/The Motley Fool – “13 Steps to Investing Foolishly”, located athttp://www.fool.com/how-to-invest/thirteen-steps/index.aspxSeeking Alpha – “The Graham And Dodd Method For Valuing Stocks”, located athttp://seekingalpha.com/article/44626-the-graham-and-dodd-method-for-valuing-stocksInvestopedia – “Guide to Stock-Picking Strategies”, located athttp://www.investopedia.com/university/stockpicking/Seeking Alpha – “Get Your Smart Beta Here! Dividend Growth Stocks As ‘Strategic Beta’Investments”, located athttp://seekingalpha.com/article/3457406-get-your-smart-beta-here-dividend-growth-stocks-as-strategic-beta-investmentsMarket and Company InformationU.S. Securities and Exchange Commission – “Market Structure”, located athttp://www.sec.gov/marketstructure/#.VfsQohFVhBdYahoo! Finance, located athttp://finance.yahoo.comMergent Online, located athttp://libdatab.strayer.edu/login?url=http://www.mergentonline.com/basicsearch.php(Note:This resource is available through the Strayer Learning ResourceCenter.)Seeking Alpha, located athttp://seekingalpha.com. Also available through the Android oriTunes App store.Morningstar, located athttp://www.morningstar.com/stocks.html. (Note:You can create a no-cost Basic Access account.)Research Hub, located in the left menu of your course in Blackboard.Write a ten to fifteen (10-15) page paper in which you: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.
FIN 534 – Assignments and Rubrics2.Suggest the primary reasons why the selected stock is a suitable investment for your client.Include a description of your client’s profile.3.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 thecompany’s financial statements. Determine the company’s financial health. (Note:Suggestedratios include, but are not limited to, current ratio, quick ratio, earnings per share, and priceearnings ratio.)4.Based on your financial review, determine the risk level of the stock from your investor’s point ofview. Indicate 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 rationalewith resources, such as peer-reviewed articles, material from the Strayer Learning ResourceCenter, and reviews by market analysts.6.Use at least five (5) quality academic resources in this assignment.Note:Wikipedia and othersimilar 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 allsides; citations and references must follow APA or school-specific format. Check with yourprofessor for any additional instructions.Include a cover page containing the title of the assignment, the student’s name, the professor’sname, the course title, and the date. The cover page and the reference page are not included inthe required assignment page length.The specific course learning outcomes associated with this assignment are:Critique financial management strategies that support business operations in various marketenvironments.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, andinterest 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, andlanguage and writing skills, using the following rubric.Points: 300Assignment 1: Financial Research ReportCriteriaUnacceptableBelow 70% FFair70-79% CProficient80-89% BExemplary90-100% A1. Provide a rationale forthe stock that youselected, indicating thesignificant economic,financial, and otherfactors that led you toDid not submit orincompletelyprovided a rationalefor the stock thatyou selected; didnot submit orPartially provided arationale for thestock that youselected; partiallyindicated thesignificantSatisfactorilyprovided a rationalefor the stock thatyou selected;satisfactorilyindicated theThoroughlyprovided a rationalefor the stock thatyou selected;thoroughly indicatedthe significant