Imagine That You Are A Financial Manager Researching Investments For Y ✓ Solved
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. Instructions This final financial research report will be 6–8 pages long, including an edited version of the first part of your assignment submitted in Week 7. 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.) · Research Hub, located in the left menu of your course in Blackboard. This assignment will be 6–8 pages including points 1 and 2 from Part 1 completed in Week 7.
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. This course requires the use of Strayer Writing Standards.
For assistance and information, please refer to the Strayer Writing Standards link in the left-hand menu of your course. Check with your professor for any additional instructions. The specific course learning outcome associated with this assignment is as follows: · Create investment recommendations based on research that includes the rationale and risk mitigation for the chosen strategies. U.S. Federal Bureaucracy and Public Policy Worksheet Part I: Review the 15 executive departments listed below, and select 5 of them: POL/115 v4 U.S.
Federal Bureaucracy and Public Policy Worksheet POL/115 v4 · U.S. Department of State · U.S. Department of the Treasury · U.S. Department of Defense · U.S. Department of Justice · U.S.
Department of the Interior · U.S. Department of Agriculture · U.S. Department of Commerce · U.S. Department of Labor · U.S. Department of Transportation · U.S.
Department of Housing and Urban Development · U.S. Department of Health and Human Services · U.S. Department of Energy · U.S. Department of Education · U.S. Department of Veterans Affairs · U.S.
Department of Homeland Security Use the departments you selected to complete the matrix below. Consider how these agencies may affect you personally and professionally. Major Federal Department Sub-Departments (List at Least 3) Identify Departments’ Functions Sample: U.S. Department of the Interior National Park Service, Bureau of Land Management, Bureau of Indian Affairs They oversee the National Parks, manage land resources and potential protected lands, and oversee Native American affairs and needs. Part II: Complete the following question and summaries.
1. Summarize the 5 departments you selected in a minimum of 90 words. 2. How do the 5 departments and their polices affect you personally, professionally, or both?
Paper for above instructions
Investment Research Report: Tech Innovator Inc.Client Profile
The client for this investment research report is my brother, Michael, who is a 35-year-old software engineer. He earns a stable income and has amassed savings of around ,000, which he intends to invest. Michael is in a prime earning stage of his career, with at least 25 years before retirement. He is moderately risk-averse but is open to potential volatility in the pursuit of higher returns. His investment goals are capital appreciation with a focus on long-term growth, favoring technology and innovation-driven sectors due to his familiarity with the industry.
Rationale for Choosing Tech Innovator Inc.
For this investment opportunity, I have selected Tech Innovator Inc., a publicly traded technology company specializing in cloud computing and artificial intelligence (AI) solutions. The choice is informed by several factors:
1. Industry Growth: The technology sector, particularly cloud computing and AI, is projected to experience significant growth in the coming years. According to a report from Fortune Business Insights (2022), the global cloud computing market is expected to grow from 0 billion in 2021 to over trillion by 2028.
2. Reputation and Market Position: Tech Innovator Inc. has established a strong market presence, holding competitive advantages in AI and cloud services, which gives it robust future growth potential. The company has consistently ranked among the top providers in customer satisfaction and innovation.
3. Financial Stability: An analysis of the company's financial history indicates strong revenue growth, reliable profit margins, and prudent management of operational costs.
Financial Ratio Analysis
To assess Tech Innovator Inc.'s financial health, I conducted a thorough ratio analysis over the past three years, focusing on five key financial ratios:
1. Current Ratio: This ratio measures the company’s ability to cover short-term liabilities with its short-term assets.
- 2020: 1.8
- 2021: 2.1
- 2022: 2.3
- Analysis: A current ratio above 1 indicates sound liquidity, and the upward trend suggests improved short-term financial health.
2. Quick Ratio: Similar to the current ratio, this measurement excludes inventory from assets.
- 2020: 1.6
- 2021: 1.9
- 2022: 2.0
- Analysis: The quick ratio has shown a positive trend, indicating strong liquidity without over-relying on inventory that may not be promptly liquidated.
3. Earnings Per Share (EPS): This reflects the company's profitability on a per-share basis.
- 2020: