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Assignment

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.

The assignment covers: Rationale for choosing the company for which to invest, ratio analysis, stock analysis, and recommendations:

1. The financial statements should be in the appendix.

2. Rationale: Provide a rationale for the stock you selected, indicating the significant economic, financial, and other factors that led you to consider that stock. Ex: Why you think this is a good company, include industry trends (technology) and market trends (hardware). You can include a description of your client’s profile.

3. Use yahoo finance to create a ratio analysis (include the following): Current ratio, quick ratio, inventory turnover, days sales outstanding, fixed assets turnover, total assets turnover, debt ratio, liabilities-to-assets ratio, TIE, EBITDA coverage, profit margin, basic earning power, ROA, ROE, price/earnings, price/cash flow, and market book.

4. Include a chart of how the stock market has moved in the last year; what you think is the reason behind the stock price movements; would you invest in the company, yes or no, and why; what are the risk related to stock and how to come back from those risk.

Note: you can use Annual Report, K-10, and the company website

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