Financial Research Report
Assignment 1: Financial Research Report
This will be assignment for the Strayer University Financial Management FIN 534 course for the MBA program
Please send me two different doc files for the part 1 and part 2 of the assignments
Part 1 Due Week 7 and worth 100 point (2 pages)
Part 2 Due Week 9 and worth 200 points (6 pages: will include 2 pages from part 1)
so basically, 2 pages for part 1, and 4 pages for part 2 which makes the whole assignment as a 6 pages assignment divided in 2 separate doc files
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(dot)strayer(dot)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 pages and be completed in two parts as noted below.
Financial Management
Author Name
Institution Affiliation
Part 1
I have advised my client to invest in Apple Inc. stocks. One of the core reasons for suggesting all this is that Apple Inc. is a reputed company; The stock prices are always good, and customer loyalty is guaranteed. In addition, the company has committed itself to provide the best and most innovative products. In 2007, when the iPod was launched, Apple Inc. took no time to gain global recognition and today, it has become one of the most successful companies in the world. A 2015 report by Forbes reveals that some of its recent items are ranked high in the world of technology, with an approximate value of $625 billion (Forbes, 2015). Since 2012, Apple Inc. has been regarded as the most valuable brand. Its market cap is said to be better than that of Microsoft, Google, and Facebook. As of 2010, Apple’s global revenues were $65 billion, which grow by $127 billion in 2011 and $155 billion in 2012. From 2001 to 2014, the company’s stock prices have increased from $1.45 to $110.35 (Investopedia, 2015). In this period, the ratio of earnings was more than the company’s market shares. It was because of the innovated range of products Apple Inc. had launched and due to great loyalty programs. Most recently, USA Today revealed (2015) that Apple’s stock prices have come down to an extent, dropping by 10% from the high stock prices of $133. This decline does not mean Apple Inc. is not an ideal option for my client, as the value of its stock is still great. Thus, it provides a good buying opportunity for my client. Besides being innovative, Apple Inc. is widely famous for reinventing its existing product lines. For instance, the iPod evolved to the iPod Mini, the iPod Touch, the iPod Shuffle, the iPod Classic, the iPod Nano, the iPhone and the iPad. The same is the condition of its iPhone series, which clearly indicates that Apple Inc. can shape the future of any investor.
Before selecting a suitable option for my client, it was important for me to determine the client’s profile and align it with the most perfect brand so that the goals can be met. The first step I took was to understand my investor. It is a common observation that some investors are ready to invest for a long period as they want the best out of their investments. On the other hand, some investors like to buy stocks that give quick and sufficient returns. My client did not mind investing for a relatively longer period, which is why I chose Apple Inc. for them. The client has significant capital and is interest in long-term commitments and excellent gains rather than quick returns. In addition, my client wants to experience a mild market fluctuation and does not care about the time the company will take to give them some profits.
For this particular client, the strategy I have decided to use is to buy a sufficient number of stocks that can be classified depending on their value and growth rate. The client is okay with the policy that their amount will be held for a long period as they aim to develop capital. By investing in Apple Inc., they will be able to gain huge profits in the coming months or years and can be assured of their bright future.
As already mentioned, I have asked my client to invest in the stock of Apple Inc. One of the core reasons why I have taken this decision is that the company provides investors with good returns, great consumer loyalty programs, and outstanding offers. For many years now, Apple Inc. has grown to an extent, and its products are proudly sold in all parts of the world. In 2015, Forbes published a report in which it was clearly mentioned that most of Apple’s products have topped many lists in the world of technology (Forbes, 2015). The same year, a report was presented by Investopedia in which it was clearly mentioned that from 2001 to 2014, Apple Inc. had seen tremendous success and its stock prices had risen from $1.46 to $110.37 (Investopedia, 2015). In addition to the increased stock prices, the company’s ratio of earnings was ahead of the market shares. This was made possible due to the innovative products Apple Inc. was introducing to the global markets almost daily.
In 2015, USA Today reported that the stock prices dropped somewhat (USA Today, 2015). However, this decline did not leave a bad impact on the investors, and I kept encouraging my client to invest in Apple Inc. as its stocks are worth the prices.
Apple Inc. is widely known for its range of quality products, such as iPod and iPhone, etc. By the whole, the company’s stocks have been receiving good response, and it is the best option for my client. Apple Inc. keeps developing innovative products every month, and its Apple Store has added value to the overall growth and success level of the company.
Part 2
The client was encouraged to invest in Apple’s stocks as they give very good returns. I suggested this company to the client because they want to invest somewhere where long term investments are supported. I want my client to have good returns for the time and money they invest, and I do not think any other company is as effective and well versed as is...
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