Financial Research Report
view the “Submit a Clickable Rubric Assignment” in the Student Center.
Instructors, training on how to grade is within the Instructor Center.
Assignment 1: Financial Research Report
Due Week 9 and worth 300 points
Imagine that you are a financial manager researching investments for your client. Use the Strayer
Learning Resource Center 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.)
The assignment covers the following topics:
Rationale for choosing the company for which to invest
Ratio analysis
0 Stock price analysis
0 Recommendations
Refer to the following resources to assist with completing your assignment:
Stock Selection
0 Forbes – “Six Rules to Follow When Picking Stocks”
CNN Money – “Stocks: Investing in stocks”
0 The Motley Fool – “13 Steps to Investing Foolishly”
0 Seeking Alpha – “The Graham And Dodd Method For Valuing Stocks”
Investopedia – “Guide to Stock-Picking Strategies”
0 Seeking Alpha – “Get Your Smart Beta Here! Dividend Growth Stocks As ‘Strategic Beta’
Investments”
Market and Company Information
0 U.S. Securities and Exchange Commission – “Market Structure”
Yahoo! Finance
Mergent Online (Note: This resource is also available through the Strayer Learning Resource
Center.)
0 Seeking Alpha (Note: Also available through the Android or iTunes App store.)
0 Momingstar (Note: You can create a no-cost Basic Access account.)
Research Hub, located in the left menu of your course in Blackboard.
Write a ten to fifteen (10-15) page paper in which you:
1. Provide a rationale for the stock that you selected, indicating the significant economic,
financial, and other factors that led you to consider this stock.