Investments opportunities for a client

by | Jan 8, 2022 | Assignment

Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define her/his characteristics and goals such as an employee or employer, relatively young (less than 40 years) or close to retirement, having some savings /property, risk taker or risk averter, etc. Next, use the Strayer University library, located at, 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.) Your final financial research report will be 5 pages. This assignment requires you to use at least 5 quality academic resources and covers 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: 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.

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