Equities and sophisticated investors, Finance Basics

Assignment Help:

Assignment

Gary and Beth have accepted the asset allocation that you have given them, but are now looking to you to give them some advice on what stocks they should purchase. Remember, Gary and Beth have the goal of saving $100,000 for a house deposit within 5 years, and require a higher rate of return than they can get in the banks. As they are only investing a small amount initially, and the position will be combined with other asset classes, it has been decided that five equities will be sufficient to begin. Based on their goals and the risk tolerance you determined they had several weeks ago, select the five most appropriate equities from the attached list. Be aware, while they are not sophisticated investors, they will need to be convinced that your equities are right for them. You will also need to explain the criteria you are using to select these equities. 

 


Related Discussions:- Equities and sophisticated investors

Explain financial funds and supply , What does it mean to say that individu...

What does it mean to say that individuals as a group are net suppliers of funds for financial institutions? What do you think the consequences might be in financial markets if indi

Define two instances of liquidity ratio and efficiency ratio, Define two in...

Define two instances of Efficiency Ratio, Liquidity Ratio, Leverage Ratio? 1. Define two instances each of 'Efficiency Ratio', 'Liquidity Ratio', 'Leverage Ratio' and 'Prof

Jobbers or speculators - stock market, Jobbers or Speculators - Stock Marke...

Jobbers or Speculators - Stock Market 1. This is a dealer who that trades in securities in his own right like a principal. 2. He can set prices and make active the market w

policies decided by the proprietor, Some of the policies decided by the pr...

Some of the policies decided by the proprietor are: 1) Time of operating the business 2) Promotion through advertising or special offers 3) Dealing with suppliers and cus

Blue chips and going short or long on share - stock market, Blue Chips and ...

Blue Chips and Going Short or Long on Share - Stock Market Blue Chips Are first class securities of firms that have sound share capital and are internationally

Calculate the current price of the common stock, Church Inc. is presently e...

Church Inc. is presently enjoying relatively high growth because of a surge in the demand for its new product. Management expects earnings and dividends to grow at a rate of 25% f

Describe the accruals-based financial statements, On 1 January 2008, a youn...

On 1 January 2008, a young artist called Michelangelo signed a contract with a charity named Art Angels, which supports young artists to do large projects. The agreement requires M

Calculate the beta which measure risk, Stone Container is a major producer ...

Stone Container is a major producer of cardboard boxes. Stone Container has $10M in outstanding equity. In addition, it has $2M in outstanding debt. The debt is a ten-yearmortgage

Capital budgeting, Definition of 'Capital Budgeting': The process in w...

Definition of 'Capital Budgeting': The process in which a business calculates whether projects such as building a new plant or investing in a long-term risk are worth pursuing

Comparison between modern and traditional methods, Comparison between Moder...

Comparison between Modern and Traditional Methods Both modern and traditional methods will indicate or show strong weaknesses which like a company cannot use either to choose

Write Your Message!

Captcha
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