Financial manager researching investments

 

Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define their characteristics and goals such as an employee or employer, relatively young (less than 40 years) or close to retirement, having some savings/property, a risk taker or risk averter, etc. Next, use Nexis Uni at the Strayer University library, located at Nexis Uni, click on “Company Dossier” 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.)
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.
Refer to the following resources to assist with completing your assignment:
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: This is also available through the Android or iTunes App store.)
Morningstar (Note: You can create a no-cost Basic Access account.)
1. Provide a 2 page rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock.
2. 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. 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 as this is only part 1 of the 2 part assignment.

 

Sample Solution

is homosexuality was causing him a painful guilt feeling. In 1876 he wrote to his brother, Modest, about his decision to \”marry whoever will have me.\” Tchaikovsky took the decision to get married, in order to mitigate the social effects of his homosexuality.
“I am now going through a very critical period of my life. I will go into more detail later, but for now I will simply tell you, I have decided to get married. It is unavoidable. I must do it, not just for myself but for you, Modeste, and all those I love. I think that for both of us our dispositions are the greatest and most insuperable obstacle to happiness, and we must fight our natures to the best of our ability. So far as I am concerned, I will do my utmost to get married this year, and if I lack the necessary courage, I will at any rate abandon my habits forever. Surely you realize how painful it is for me to know that people pity and forgive me when in truth I am not guilty of anything. How appalling to think that those who love me are sometimes ashamed of me. In short, I seek marriage or some sort of public involvement with a woman so as to shut the mouths of assorted contemptible creatures whose opinions mean nothing to me, but who are in a position to cause distress to those near to me”.
One of his admirers, a Moscow Conservatory student Antonina Ivanovna Milyukova, was persistently writing him love letters. She threatened to take her life if Tchaikovsky didn\’t marry her.
Tchaikovsky married Antonina Milyukova in 1877, but frankly told his wife he did not love her though he would be her devoted friend. Not surprisingly, the marriage ended disastrously after a few months, which brought Tchaikovsky close
to a nervous breakdown. He even made a suicide
attempt by throwing himself into a river. The fact helped him accept his unchangeable sexual nature and stop tormenting himself.
She eventually ended up in an insane asylum, where she spent over 20 years and died. They never saw each other again. Although their marriage was terminated legally, Tchaikovsky generously supported her financially until his death.
Tchaikovsky was ordered by his doctors to leave
Russia until his emotional health was restored. He
went to live in Europe for a few years. Tchaikovsky

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