Determine the profile of the investor

Assignment Help Finance Basics
Reference no: EM13754943

Imagine that you are a financial manager researching investments for your client that align with its investment goals. Use the Internet 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:

  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.
  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.
  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.)
  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.
  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.
  6. 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. 
  • Include a cover page containing the title of the assignmen. 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.

Reference no: EM13754943

Questions Cloud

Discuss cloud computing and cloud storage : Discuss cloud computing and cloud storage, Describe mass storage devices, including enterprise storage systems, file servers, network attached storage, RAID systems, organizational cloud storage, and storage area network systems.
Advanced qos configuration : Advanced QoS Configuration, Write a paragraph below that summarizes what was accomplished in this lab and what you learned by performing it
How to identify vulnerabilities in an it infrastructure : How to Identify Threats & Vulnerabilities in an IT Infrastructure, Learning Objectives and Outcomes
Rewrite the ip addresses using binary notation : Rewrite the following IP addresses using binary notation- 12.74.16.18/22
Determine the profile of the investor : Imagine that you are a financial manager researching investments for your client that align with its investment goals. Use the Internet to research any U.S. publicly traded company that you may consider as an investment opportunity for your client..
Types of investments : You need to present to your client, Alice Cartwright, the pros and cons of 3 different investments that are available to the average investor. The 3 types of investments that you chose for her first investment are as follows:
Implications of a change in the return on equity : What are the implications of a change in the return on equity with an increase in debt financing?
Describe the country challenges and advantages : Identify a new export country, and describe the country's challenges and advantages.
What is the immigration policy of the united states : What is the immigration policy of the United States has been twisted and has been distorted by the harsh injustice of the national origins quota system?

Reviews

Write a Review

Finance Basics Questions & Answers

  Returns and the bell curve

An investment has an expected return of 8% per year with a standard deviation of 4%. Assuming that the returns on this investment are at least roughly normally distributed, how frequently do you expect to lose money?

  Prepare the statement of cash flows

In order to make the statement of cash flows for Building Blocks Corporation for 2006, the accountant has compiled the following data regarding cash flows:

  What is the hospital corporate cost of capital

St. Vincent's Hospital has a target capital structure of 35 percent debt and 65 percent equity. Its cost of equity (fund capital) estimate is 13.5 percent and its cost of tax-exempt debt estimate is 7 percent. What is the hospital's corporate cost..

  Does the higher coupon bond give a higher rate of return

One bond has a coupon rate of 8% another a coupon rate of 12% both bonds have 10 year maturities and sell at a yield to maturity of 10% if their yields to maturity next year are still 10 % , what is the rate of return on each bond? does the higher co..

  Suppose you find a 65 percent coupon bond with a current

suppose you find a 6.5 percent coupon bond with a current market price of 832. the yield to maturity is 16.28 percent

  What required rate of return for this stock

What required rate of return for this stock would result in a price per share of $40 and if Sonik has an earnings and dividend growth rate of 11%, what required rate of return would result in a price per share of $40?

  When can a decline in the value of a countrys currency

when can a decline in the value of a countrys currency exacerbate adverse selection and moral hazard problems?

  How much income can you generate in a cash account

You manage a $10 million endowment fund and would like to write index calls to generate some income. Suppose the OCT 320 OEX call sells for $1.13, and the current level of the index is 315.66. How much income can you generate in a cash account?

  Fisher effect-us and euro inflation and currency rates

Assume that the U.S and the Euro nominal interest rate are equal. Subsequently, the U.S. nominal rate decreases while the Euro nominal interest rate remains stable.

  What is nominal interest rate on a four-year u.s. government

The default premium is 1 percent. The maturity risk premium on four year bonds is 0.50%. What is the nominal interest rate on a four-year U.S. government bond?

  Calculate the dividend per share to be received

Fritz Corporation has 800,000 shares of preferred stock and 1,800,000 shares of common stock. The cumulative preferred stock has a stated dividend of $1.75 per share.

  What was your total return for the past year

If the bond had 17 years to maturity when you originally purchased it, what was your total return for the past year

Free Assignment Quote

Assured A++ Grade

Get guaranteed satisfaction & time on delivery in every assignment order you paid with us! We ensure premium quality solution document along with free turntin report!

All rights reserved! Copyrights ©2019-2020 ExpertsMind IT Educational Pvt Ltd