Part 1 – 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 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 your 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) Refer to the following resources to assist with completing the assignment:
Annotated Bibliography – Annotated Bibliographies, Annotated Bibliography Samples 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 – Set Your Smart Beta Here? Dividend Growth Stocks as Strategic Beta Investments Market Company Information – U.S. Securities and Exchange Commission – Market Structure Yahoo Finance Mergent Online Seeking Alpha – Note: Available through the Android or ITunes App Store Morningstar – You can create a no-cost Basic Access account. Part 1 Due Week 7 (one – two 1-2) pages in addition to the annotated bibliography): 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 – Conduct a literature review and prepare an annotate bibliography of at least 150 words for each of the five (5) resources you’ll use to complete this Assignment and begin to build your reference list. Remember you must use at least (5) quality academic resources.
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