Financial Research Report

Imagine that you are a financial manager researching investments for your client. 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 in which to invest
• Ratio analysis
• Stock price analysis
• Recommendations

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.
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. Select any five (5) financial ratios that you have learned about in the text. Analyze the past three (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.)
4. 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.
5. Provide your recommendations of this stock as an investment opportunity. Support your rationale with resources, such as peer-reviewed articles and reviews by market analysts.
6. Use at least five (5) quality academic resources in this assignment. 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 one-inch margins on all sides; citations and references must follow APA or school-specific format. Check with your professor for any additional instructions.
• 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:

• Critique financial management strategies that support business operations in various market environments.
• Analyze financial statements for key ratios, cash flow positions, and taxation effects.
• Review fixed income strategies using time value of money concept, bond valuation methods, and interest rate calculations.
• Estimate the risk and return on financial investments.
• Apply financial management options to corporate finance.
• Determine the cost of capital and how to maximize returns.
• Formulate cash flow analysis for capital projects including project risks and returns.
• Evaluate how corporate valuation and forecasting affect financial management.
• Analyze how capital structure decision-making practices impact financial management.
• Use technology and information resources to research issues in financial management.
• Write clearly and concisely about financial management using proper writing mechanics.

For this assignment, please answer these questions:

1. Why is it important for entrepreneurs to develop financial plans for their companies?

2. How should a small business manager use the ratios discussed in this chapter?

3. Outline the key points of the 12 ratios discussed in this chapter. What signals does each give a business owner

a. current ratio

b.quick ratio

c.debt ratio

d. debt to net worth ratio

e. times interest earned

f.average inventory turnover

g.average collection period

h.average payable period

i.net sales to total assets

j.net profit on sales

k.net profit to assets

l.net profit to equity

INSTRUCTIONS

The TMA must be done with strict compliance to the guidelines and instructions stated, otherwise there will

be penalties in form of marks deduction as per the university’s policy.

You are encouraged to collaborate with others in studying, but submitted work copied from or written jointly with

others is not acceptable. Submitting work that has been done by someone else and persistent borrowing of other

people’s work without citation are obvious instances of plagiarism and are regarded as cheating.

Paying for work from other sources and submitting it as your own is also cheating. It is intellectually

dishonest to cheat. If a case of plagiarism is proven, this is a serious offence and the disciplinary procedures will be

followed, as described under the Examination Policy of the AOU. Cases of plagiarism will receive a mark of “Zero”

on the assignment. Please refer to AOU plagiarism policy.

1. TMA must be written in ESSAY (discussion) format, BULLETS and NUMBERING to be avoided. Avoid writing

TMA in first person tense. E.g. “I suggest that …” or “In this TMA I am going to discuss…”etc.

2. Word count should be exact with 10%(More/less) tolerance.

3. You must acknowledge all sources of information using full Harvard Style Referencing (In-text referencing

plus list of references at the end) Minimum of 5 references are required. MUST include E-library and

course materials.

4. Wikipedia is not recommended as a reference.

5. Copy and paste-plagiarized work will be detected by TURNITIN and heavily penalized.

6. TMAs to tutors through emails and late submission not permitted.

7. Strictly use the PT3 Form with yellow color mark accompanying this TMA.

Any other non-compliance to guidelines and requirements will be penalized

B301A TMA SPRING SEMESTER 2017-2018

WARNING: THERE WILL BE NO EXTENSION OF CUT-OFF DATE UNDER ANY CIRCUMSTANCE.

Please Note that this particular TMA is meant to respond to recommendations given by EE

to encourage and develop greater critical analytical skills especially at level 6, by

encouraging the students to read more widely; the greater use of comparative case

studies; and encouraging part-time students to reflect on the application of the

theories discussed to their own workplace.

The TMA is based on the concepts from Readings for Block 3-Reading 1

Question

Analyzing the external environment is a critical step in recognizing and understanding the

opportunities and threats that organizations face.

Assuming that you are strategy specialist, take industry environment of your own country as

the focal point 🙁 Bahrain, Lebanon, Oman, Jordan, Kuwait, Egypt, Saudi Arabia, Sudan)

Required:

1-Critically analyze and discuss the impact of internet and digital technologies on each of the

Five Competitive Forces. (1000 words)

2. Critically highlight and discuss four threats of entry to new entrants in small scale

entrepreneurship in your country and suggest ways to overcome them. (500 words)

Please choose from this list of books and write a four page paper on one of them:

• How to Win Friends & Influence People – Carnegie, Dale. New York, Pocket Books. 1981.

• 7 Habits of Highly Effective People – Covey, Stephen R. New York, Simon & Schuster. 1989.

• Fierce Conversations – Scott, Susan. New York, A Berkley Book. 2002.
• Time Tactics of Successful People – Griessman, Eugene, McGraw Hill, 2004.
• Talk Like TED – Gallo, Carmine (2013).
• Essentialism – McKeown, Greg (2014).

You are to write a four-page paper on your book, citing and summarizing “key take-aways” and how you can apply at least five principles to your own career/life. Type the report using 1.5 line spacing and either Calibri or Times Roman Font.

Here’s the grading criteria:
Well written and thorough – 5 principles x 10 points each (Ask yourself: Did I use concrete and specific examples when discussing the principles covered throughout the book?) 50 points

Application was evident – 5 application examples at 30 points each (Make sure to give in-depth examples of how principles can be applied to your career/life) 150 points

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