Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define their characteristics and goals such as an employee or employer, relatively young (less than 40 years) or close to retirement, having some savings/property, a risk taker or risk averter, etc. Next, use Nexis Uni at the Strayer University library, located at Nexis Uni, click on “Company Dossier” 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.)
You will only do part 1 of this assignment,
Part 1 (1–2 pages)
Provide a rationale for the stock that you selected, indicating the significant economic, financial, and other factors that led you to consider this stock.
Suggest the primary reasons why the selected stock is a suitable investment for your client. Include a descriiption of your client’s profile.
List five resources you’ll use to complete this assignment and begin to build your reference list. Remember you must use at least five quality academic resources for the final assignment.
1. Discuss Ford (the motor company) When they were established, a
1. Discuss Ford (the motor company)
When they were established, a graph with past revenue and growth since 2005, their market share, and future focus points.
2. Fund Management Ratios for Telsa for the last 5 years.
about 3-4 paragraphs discussing this plus supporting trend graph.
3. Telsa vs Ford (competition Financial Analysis)
1-2 paragraphs explaining findings and numbers to support (table)
Current and previous year <2020 [supanova_question]
The final is a 2 page investment summary based on REFM_case_1674_Monroe.docx.pdf.
Finance Assignment Help The final is a 2 page investment summary based on REFM_case_1674_Monroe.docx.pdf. All information needed to complete the case file can be found in the documents attached below.
Please first read REFM_case_1674_Monroe.docx.pdf, this has the case study details. A rubric for the paper is also attached, please go over it to see if all areas were covered. Please include in the paper, the following:
Write a 2-page investment summary (not including charts, tables, and figures) with financial and market highlights that summarize:
• investment overview and suggested strategy
• stability of the income stream of the property
o quality of the property and its ability to attract apartment renters
o attractiveness of the neighborhood that the property is in
• base case discounted cash flow model with
o suggested offering price for the property
o typical investment metrics such as IRR
o sensitivity analysis table with alternative scenarios and corresponding impacts to investment return (i.e. what if rents go down or remain flat in this market over time)
• value of the property relative to other properties in the market based on price per square foot and capitalization rate.
Investment DCF template:
Feel free to use this simplified DCF template I made, or continue to use your own. ProForma_1674_Monroe.xlsx[supanova_question]
fair price per share (intrinsic price per share)
For Stocks DAN and AMZN
C. Estimate the fair price per share (intrinsic price per share) of the two companies using both DDM and P/E multiplier methods. For expected future dividends and expected P/E ratio, use Value Line estimates.
a. Interpret your results and show whether the stocks are overvalued, undervalued, or fairly valued. (15%)
b. Discuss the limitations of your estimation. (7%)
c. What are your investment recommendations? (6%)