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Part 2 Due (7 to 8 pages including #1 and #2 from Part 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.
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.)
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.
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.
Conduct a literature review and list at least five quality academic resources. Note: Wikipedia and other similar 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 1-inch margins on all sides; citations and references must follow the Strayer Writing Standards (SWS). The format is different than other Strayer University courses. Please take a moment to review the SWS documentation for details.
Properly cite all sources.
Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. 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 as follows:
Determine the suitability of an investment strategy that considers external risk factors and a literature review.
Create investment recommendations based on research that includes the rationale and risk mitigation for the chosen strategies. Part 1 (1 to 2 pages)
Provide a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock.
Suggest the primary reasons why the selected stock is a suitable investment for your client. Include a description of your client’s profile. Part 2 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 or his 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.)Your final financial research report will be 6 to 8 pages long and be completed in two parts as noted below. 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 Blackboard1
Financial research
Financial Research Report
Timothy DeYoung
Professor Denel Pierre
FIN 534 – Financial Management
22 February 2020
2
Financial research
Introduction
A financial manager is charged with the mandate of overseeing and handling the financial
matters of an entity. He or she helps identify sound investment opportunities by analyzing the
performance of stock markets. Stocks denote a form of security that signifies that the holder has
proportionate ownership in the corporation issuing them. As such, stockholders have a claim on
the assets and earnings of the company. Stocks are highly profitable investment ventures as the
investor earns dividends periodically, and he or she may sell the stocks at a profit (Kumar, 2017).
In regard to stocks of corporations currently trading in the United States stocks market, The Coca
Cola Company’s stocks provide the ideal investment opportunity. As an international entity, it
produces about 4% of all the beverages consumed globally. The company has a rich history since
its inception in 1886, and it has traded publically in the stock market since its first IPO in 1919
(Hess, 2010). This paper provides the rationale underlying the selection of these stocks as the
ideal investment opportunity.
Rationale
The reason for selecting the Coca Cola stocks is their price to earnings ratio, which is the
measure of the current share price relative to earnings gained per share. This ratio helps identify
the relative value of the shares. It enables comparing the company’s current performance against
its history or other corporations (Konecny, 2018). Stocks with a high price to earnings ratio are
the most ideal as it implies that investors expect high growth rates in the future. The Coca Cola
stocks have an average price of about 60 USD and a price to earnings ratio of 29.
Another reason for selecting the stocks mentioned above is their Beta. Beta refers to a
measure of the volatility of the stocks over the past five years. It identifies the systematic risk
associated with the stocks compared to the systematic risk of the entire market. A high beta
3
Financial research
implies that the stock has a higher risk and vice versa (Matras, 2011). A low beta means the
stock is less volatile; thus, the investments are much safer. The Coca Cola stocks have a beta of
0.39 an indication that they are less risky.
Primary reasons Coca Cola stocks are a suitable investment for the client
The client is an elderly male aged 53 years old and lives in Philadelphia with his wife. He
holds a college degree and works at the Aramark food company but retires in two years. The
client aims to establish a steady stream of income during his retirement. Besides, he is willing to
invest about one thousand dollars into the stocks. The Coca Cola stocks are ideals to the client
since it is an industry familiar to him, considering where he currently works. Secondly, these
stocks pay dividends annually at a yield of about 3%, thus providing him with a steady income.
The global presence of the company enhances its great financial status despite the significant
challenges facing the industry (Fabozzi & Markowitz, 2011). As such, these stocks will best
meet the client’s demands.
4
Financial research
References
Fabozzi, J. & Markowitz, M. (2011). Equity Valuation and Portfolio Management. John Wiley
& Sons.
Hess, D. (2010). Smart Growth: Building an Enduring Business by Managing the Risks of
Growth. Columbia University Press.
Konecny, L. (2018). Stocks and Exchange: The Only Book You Need. Books on Demand.
Kumar, R. (2017). Strategic Financial Management Casebook. Elsevier Science.
Matras, K. (2011). Finding #1 Stocks: Screening, Back-testing and Time-Proven Strategies. John
Wiley & Sons.
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E A WEEK 7 > ASSIGNMENT 1 PART 1 > REVIEW SUBMISSION HISTORY: ASSIGNMENT 1 PART 1 SUBMISSION
Tim Deyoung
Financial Management
(FIN534175GA030-1202-001)
Assignment Details
Σ
Assignment Instructions
Getting Started
GRADE
LAST GRADED ATTEMPT
box
95.50/100
HOME
ATTEMPT
2/23/20 4:59 PM
Financial research
95.50/100
Course Info
My Professor
Announcements
Gradebook
Graduate Toolkit
TUTORING
implies that the stock has a higher risk and vice versa (Matras, 2011). A low beta means the
SafeAssign
9% overall match
stock is less volatile; thus, the investments are much safer. The Coca Cola stocks have a beta of
LIBRARY
Your Course
0.39 an indication that they are less risky.
SUBMISSION
FIN 534 financial research_report.doc
Primary reasons Coca Cola stocks are a suitable investment for the client
CAREER
The client is an elderly male aged 53 years old and lives in Philadelphia with his wife. He
COMMENTS
holds a college degree and works at the Aramark food company but retires in two years. The
client aims to est #ha steady stream of income during his retirement. Besides, he is willing to
Feedback to Learner
2/26/20 7:16 PM
Tim,
MEDIA
invest about one thousand dollars into the stocks. The Coca Cola stocks are ideals to the client
Course Home
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Week 7
Week 8
Week 9
Week 10
Week 11
ing where he currently works. Secondly, these
You have an excellent paper. Review the comments made
on the paper. Keep up the good work!
DENEL PIERRE
DP
02/26/2020, 07:14 PM
One thousand is not enough, he is trying to
grow his wealth for retirement.
ut 3%, thus providing him with a steady income.
its great financial status despite the significant
kowitz, 2011). As such, these stocks will best
OK
Start New
?
meet the client’s demands.
HELP
Help/Resources
Excel Toolkit
Research Hub
O Type here to search
O
Ö
E
g
?
8:16 PM
3/3/2020
99+
Home | iCampus
Bb Assignment 1: Part 2 – FINS
Bb Review Submission Hist X
S Ask a new question – Study
+
0
A https://blackboard.strayer.edu/webapps/assignment/uploadAssignment?content_id=_30092996_18_course_id=_260229_1&group_id=&mode=view
1
To see favorites here, select then , and drag to the Favorites Bar folder. Or import from another browser. Import favorites
18 92
E A WEEK 7 > ASSIGNMENT 1 PART 1 > REVIEW SUBMISSION HISTORY: ASSIGNMENT 1 PART 1 SUBMISSION
Tim Deyoung
Financial Management
(FIN534175GA030-1202-001)
Assignment Details
Σ
Assignment Instructions
Getting Started
GRADE
LAST GRADED ATTEMPT
box
95.50/100
HOME
ATTEMPT
2/23/20 4:59 PM
Financial research
95.50/100
Course Info
My Professor
Announcements
Gradebook
Graduate Toolkit
TUTORING
implies that the stock has a higher risk and vice versa (Matras, 2011). A low beta means the
SafeAssign
9% overall match
stock is less volatile; thus, the investments are much safer. The Coca Cola stocks have a beta of
LIBRARY
Your Course
0.39 an indication that they are less risky.
SUBMISSION
FIN 534 financial research_report.doc
Primary reasons Coca Cola stocks are a suitable investment for the client
CAREER
The client is an elderly male aged 53 years old and lives in Philadelphia with his wife. He
COMMENTS
holds a college degree and works at the Aramark food company but retires in two years. The
Feedback to Learner
2/26/20 7:16 PM
Tim,
MEDIA
client aims to est ha steady stream of income during his retirement. Besides, he is willing to
invest about one thousand dollars into the stocks. The Coca Cola stocks are ideals to the client
Course Home
Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Week 7
Week 8
Week 9
Week 10
Week 11
You have an excellent paper. Review the comments made
on the paper. Keep up the good work!
since it is an industry familiar to him, considering where
DP
DENEL PIERRE
stocks pay dividends annually at a yield of about 3%, thu
02/26/2020, 07:16 PM
The global presence of the company enhances its great fi You should also discuss your client’s risk
tolerance.
challenges facing the industry (Fabozzi & Markowitz, 20
OK
Start New
?
meet the client’s demands.
HELP
Help/Resources
Excel Toolkit
Research Hub
Type here to search
O
Ö
E
B
g
?
8:16 PM
3/3/2020
99+

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