Now that you have done the research and made a selection on the stock of a publicly traded U.S. corporation in your first assignment, in Week 4, it’s time to take a closer look a
Now that you have done the research and made a selection on the stock of a publicly traded U.S. corporation in your first assignment, in Week 4, it's time to take a closer look at your choice with a detailed analysis. To complete this assignment, refer to the scenario from your first assignment, Investment Selection.
Note: Please include any financial statements or relevant financial information in an appendix after the "Sources" page in your paper. These links or additional documents are not included in the required page length.
Write a 4-6 page paper in which you do the following:
- Provide a detailed overview of the stock of the publicly traded U.S. corporation you selected in the assignment of Week 4. Provide the rationale for your selection and plans for a diversified portfolio.
- Select five financial ratios, then analyze the past three years of financial data for the investment (please obtain data from the financial statements or the equivalent).
- Analyze the price of the investment to stock market beta for the past five years.
- Create a trend line that depicts the price movement for the investment against the market index movement using elements of Microsoft Office, such as Excel, Visio, MS Project, or one of their equivalents (such as Open Project, Dia, and OpenOffice), as appropriate. Note: The graphically depicted solution is not included in the required page length.
- Determine the type of investor who would be the best candidate for the chosen investment (e.g., a risk-averse investor, an aggressive investor, a broker, and a dealer in the market). Provide a rationale for why this investment is a solid choice. Support your assertion that someone with the investor profile you outlined should invest in this stock.
- Use at least five quality academic resources in this assignment. Note: Wikipedia and similar websites do not qualify as academic resources. Visit the Strayer University Library.
This course requires the use of Strayer Writing Standards (SWS). The library is your home for SWS assistance, including citations and formatting. Please refer to the Library site for all support. Check with your professor for any additional instructions.
The specific course learning outcome associated with this assignment is:
- Propose why an investment is solid and who should invest in it.
View RubricWeek 8 Assignment – Investment AnalysisWeek 8 Assignment – Investment AnalysisCriteriaRatingsPtsProvide a detailed overview of the stock of a publicly traded U.S. corporation you selected in Assignment 1 of Week 4. Provide the rationale for your selection and plans for a diversified portfolio.18.75 to >16.87 ptsExemplaryThoroughly provided a detailed overview of the stock of a publicly traded U.S. corporation selected in Assignment 1. Thoroughly provided the rationale for the selection and plans for a diversified portfolio.16.87 to >14.99 ptsCompetentSatisfactorily provided a detailed overview of the stock of a publicly traded U.S. corporation selected in Assignment 1. Satisfactorily provided the rationale for the selection and plans for a diversified portfolio.14.99 to >13.12 ptsSatisfactoryPartially provided a detailed overview of the stock of a publicly traded U.S. corporation selected in Assignment 1. Partially provided the rationale for the selection and plans for a diversified portfolio.13.12 to >11.24 ptsNeeds ImprovementInsufficiently provided a detailed overview of the stock of a publicly traded U.S. corporation selected in Assignment 1. Insufficiently provided the rationale for the selection and plans for a diversified portfolio.11.24 to >0 ptsUnacceptableDid not submit or incompletely provided a detailed overview of the stock of a publicly traded U.S. corporation selected in Assignment 1. Did not submit or incompletely provided the rationale for the selection and plans for a diversified portfolio./ 18.75 ptsSelect five financial ratios, then analyze the past three years of financial data for the investment (please obtain data from the financial statements or the equivalent).25 to >22.49 ptsExemplaryThoroughly selected five financial ratios, then thoroughly analyzed the past three years of financial data for the investment.22.49 to >19.99 ptsCompetentSatisfactorily selected five financial ratios, then satisfactorily analyzed the past three years of financial data for the investment.19.99 to >17.49 ptsSatisfactoryPartially selected five financial ratios, then partially analyzed the past three years of financial data for the investment.17.49 to >14.99 ptsNeeds ImprovementInsufficiently selected five financial ratios, then insufficiently analyzed the past three years of financial data for the investment.14.99 to >0 ptsUnacceptableDid not submit or incompletely selected five financial ratios, then did not submit or incompletely analyzed the past three years of financial data for the investment./ 25 ptsAnalyze the price of the investment to stock market beta for the past five years.18.75 to >16.87 ptsExemplaryThoroughly analyzed the price of the investment to stock market beta for the past five years.16.87 to >14.99 ptsCompetentSatisfactorily analyzed the price of the investment to stock market beta for the past five years.14.99 to >13.12 ptsSatisfactoryPartially analyzed the price of the investment to stock market beta for the past five years.13.12 to >11.24 ptsNeeds ImprovementInsufficiently analyzed the price of the investment to stock market beta for the past five years.11.24 to >0 ptsUnacceptableDid not submit or incompletely analyzed the price of the investment to stock market beta for the past five years./ 18.75 ptsCreate a trend line that depicts the price movement for the investment against the market index movement using elements of Microsoft Office, such as Excel, Visio, MS Project, or one of their equivalents (such as Open Project, Dia, and OpenOffice), as appropriate. Note: The graphically depicted solution is not included in the required page length.18.75 to >16.87 ptsExemplaryThoroughly created a trend line that depicts the price movement for the investment against the market index movement using elements of Microsoft Office, such as Excel, Visio, MS Project, or one of their equivalents (such as Open Project, Dia, and OpenOffice), as appropriate.16.87 to >14.99 ptsCompetentSatisfactorily created a trend line that depicts the price movement for the investment against the market index movement using elements of Microsoft Office, such as Excel, Visio, MS Project, or one of their equivalents (such as Open Project, Dia, and OpenOffice), as appropriate.14.99 to >13.12 ptsSatisfactoryPartially created a trend line that depicts the price movement for the investment against the market index movement using elements of Microsoft Office, such as Excel, Visio, MS Project, or one of their equivalents (such as Open Project, Dia, and OpenOffice), as appropriate.13.12 to >11.24 ptsNeeds ImprovementInsufficiently created a trend line that depicts the price movement for the investment against the market index movement using elements of Microsoft Office, such as Excel, Visio, MS Project, or one of their equivalents (such as Open Project, Dia, and OpenOffice), as appropriate.11.24 to >0 ptsUnacceptableDid not submit or incompletely created a trend line that depicts the price movement for the investment against the market index movement using elements of Microsoft Office, such as Excel, Visio, MS Project, or one of their equivalents (such as Open Project, Dia, and OpenOffice), as appropriate./ 18.75 ptsDetermine the type of investor who would be the best candidate for the chosen investment (such as a risk-averse investor, an aggressive investor, a broker, and a dealer in the market). Provide a rationale for why this investment is a solid choice. Support your assertion that someone with the investor profile you outlined should invest in this stock.25 to >22.49 ptsExemplaryThoroughly determined the type of investor who would be the best candidate for the chosen investment (e.g., a risk-averse investor, an aggressive investor, a broker, and a dealer in the market). Thoroughly provided a rationale for why this investment is a solid choice. Thoroughly supported the assertion that someone with the investor profile outlined should invest in this stock.22.49 to >19.99 ptsCompetentSatisfactorily determined the type of investor who would be the best candidate for the chosen investment (such as a risk-averse investor, an aggressive investor, a broker, and a dealer in the market). Satisfactorily provided a rationale for why this investment is a solid choice. Satisfactorily supported the assertion that someone with the investor profile outlined should invest in this stock.19.99 to >17.49 ptsSatisfactoryPartially determined the type of investor who would be the best candidate for the chosen investment (such as a risk-averse investor, an aggressive investor, a broker, and a dealer in the market). Partially provided a rationale for why this investment is a solid choice. Partially supported the assertion that someone with the investor profile outlined should invest in this stock.17.49 to >14.99 ptsNeeds ImprovementInsufficiently determined the type of investor who would be the best candidate for the chosen investment (such as a risk-averse investor, an aggressive investor, a broker, and a dealer in the market). Did not submit or incompletely provided a rationale for why this investment is a solid choice. Did not submit or did not support the assertion that someone with the investor profile outlined should invest in this stock.14.99 to >0 ptsUnacceptableDid not submit or incompletely determined the type of investor who would be the best candidate for the chosen investment (such as a risk-averse investor, an aggressive investor, a broker, and a dealer in the market.). Did not provide a rationale for why this investment is a solid choice. Did not support the assertion that someone with the investor profile outlined should invest in this stock./ 25 ptsCite five references.6.25 to >5.62 ptsExemplaryExceeded required number of references; all references high-quality choices.5.62 to >4.99 ptsCompetentMet required number of references; all references high-quality choices.4.99 to >4.37 ptsSatisfactoryDid not meet the required number of references; some references poor-quality choices.4.37 to >3.74 ptsNeeds ImprovementDid not meet the required number of references; all references poor-quality choices.3.74 to >0 ptsUnacceptableNo references provided./ 6.25 ptsClarity, writing mechanics, and formatting requirements.12.5 to >11.24 ptsExemplary0–2 errors present.11.24 to >9.99 ptsCompetent3–4 errors present.9.99 to >8.74 ptsSatisfactory5–6 errors present.8.74 to >7.49 ptsNeeds Improvement7–8 errors present.7.49 to >0 ptsUnacceptableMore than 8 errors present./ 12.5 pts
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