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Assignment 1: Financial Research Report
Part 1 Due Week 7 and worth 100 points
Part 2 Due Week 9 and worth 200 points
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, use the Strayer University library, located at https://research.strayer.edu, 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.)
Your final financial research report will be 6-8 pages and be completed in two parts as noted below. This assignment requires you to use at least 5 quality academic resources and covers the following topics:
Refer to the following resources to assist with completing your assignment:
Annotated Bibliography
Stock Selection
Market and Company Information
Write an eight (8) page paper in which you:
Part 1 Due Week 7 (two (2) pages in addition to the annotated bibliography):
Part 2 Due Week 9 (eight (8) pages including #1 and #2 from Part 1):
Your assignment must follow these formatting requirements:
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