Case 2

Part 2 Due Week 9 (six to eight (6-8) pages including #1 and #2 from Part 1):

  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.
  2. 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.)
  3. 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.
  4. 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.
  5. Use at least five (5) quality academic resources in this assignment. Note: Wikipedia and other similar websites do not qualify as academic resources.

Part 2 Due Week 9 (six to eight (6-8) pages including #1 and #2 from Part 1):

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.

2. 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.)

3. 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.

4. 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.

5. 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.

Points: 200Assignment 1: Financial Research Report Part 2
CriteriaUnacceptableBelow 70% FFair70-79% CProficient80-89% BExemplary90-100% A
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. Weight: 5%Did not submit or incompletely included your rationale, primary reasons for stock selection, and client’s profile from Part 1.Partially included your rationale, primary reasons for stock selection, and client’s profile from Part 1.Satisfactorily included your rationale, primary reasons for stock selection, and client’s profile from Part 1.Thoroughly included your rationale, primary reasons for stock selection, and client’s profile from Part 1.
2. 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. 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.) Weight: 25%Did not submit or incompletely selected any five (5) financial ratios that you have learned about in the text. Did not submit or incompletely analyzed the past three (3) years of selected financial ratios for the company. Did not submit or incompletely determined the company’s financial health.Partially selected any five (5) financial ratios that you have learned about in the text. Partially analyzed the past three (3) years of selected financial ratios for the company.  Partially determined the company’s financial health.Satisfactorily selected any five (5) financial ratios that you have learned about in the text. Satisfactorily analyzed the past three (3) years of selected financial ratios for the company. Satisfactorily determined the company’s financial health.Thoroughly selected any five (5) financial ratios that you have learned about in the text. Thoroughly analyzed the past three (3) years of selected financial ratios for the company. Thoroughly determined the company’s financial health.
3. 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. Weight: 25%Did not submit or incompletely determined the risk level of the stock from your investor’s point of view based on your financial review. Did not submit or incompletely indicated key strategies that you may use in order to minimize these perceived risks.Partially determined the risk level of the stock from your investor’s point of view based on your financial review. Partially indicated key strategies that you may use in order to minimize these perceived risks.Satisfactorily determined the risk level of the stock from your investor’s point of view based on your financial review. Satisfactorily indicated key strategies that you may use in order to minimize these perceived risks.Thoroughly determined the risk level of the stock from your investor’s point of view based on your financial review. Thoroughly indicated key strategies that you may use in order to minimize these perceived risks.
4. 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. Weight: 25%Did not submit or incompletely provided your recommendations of this stock as an investment opportunity. Did not submit or incompletely supported your rationale with resources, such as peer-reviewed articles, material from the Strayer University Library, and reviews by market analysts.Partially provided your recommendations of this stock as an investment opportunity. Partially supported your rationale with resources, such as peer-reviewed articles, material from the Strayer University Library, and reviews by market analysts. Satisfactorily provided your recommendations of this stock as an investment opportunity. Satisfactorily supported your rationale with resources, such as peer-reviewed articles, material from the Strayer University Library, and reviews by market analysts.Thoroughly provided your recommendations of this stock as an investment opportunity. Thoroughly supported your rationale with resources, such as peer-reviewed articles, material from the Strayer University Library, and reviews by market analysts.
5. Five (5) quality references  Weight: 10%No references providedDoes not meet the required number of references; some or all references poor quality choices.Meets number of required references; all references high quality choices.Exceeds number of required references; all references high quality choices.
6. Clarity, writing mechanics, and formatting requirements Weight: 10%More than 6 errors present  5-6 errors present  3-4 errors present  0-2 errors present