Points: 300
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Assignment 1: Financial Research Report
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Criteria
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Unacceptable
Below 70% F
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Fair
70-79% C
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Proficient
80-89% B
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Exemplary
90-100% A
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1. Provide a rationale for the U.S. publicly traded company that you selected, indicating the significant factors driving your decision as a financial manager.
Weight: 15%
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Did not submit or incompletely provided a rationale for the U.S. publicly traded company that you selected; did not submit or incompletely indicated the significant factors driving your decision as a financial manager.
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Partially provided a rationale for the U.S. publicly traded company that you selected; partially indicated the significant factors driving your decision as a financial manager.
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Satisfactorily provided a rationale for the U.S. publicly traded company that you selected; satisfactorily indicated the significant factors driving your decision as a financial manager.
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Thoroughly provided a rationale for the U.S. publicly traded company that you selected; thoroughly indicated the significant factors driving your decision as a financial manager.
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2. Determine the profile of the investor for which this company may be a fit, relative to that potential investor’s investment strategy. Provide support for your rationale. Weight: 15%
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Did not submit or incompletely determined the profile of the investor for which this company may be a fit, relative to that potential investor’s investment strategy. Did not submit or incompletely provided support for your rationale.
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Partially determined the profile of the investor for which this company may be a fit, relative to that potential investor’s investment strategy. Partially provided support for your rationale.
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Satisfactorily determined the profile of the investor for which this company may be a fit, relative to that potential investor’s investment strategy. Satisfactorily provided support for your rationale.
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Thoroughly determined the profile of the investor for which this company may be a fit, relative to that potential investor’s investment strategy. Thoroughly provided support for your rationale.
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3. Select any five (5) financial ratios that you have learned about in the text. Analyze the past three (3) years of the company’s financial data, which you may obtain 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.)
Weight: 20%
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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 the company’s financial data, which you may obtain from the company’s financial statements. Did not submit or incompletely determined the company’s financial health.
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Partially selected any five (5) financial ratios that you have learned about in the text. Partially analyzed the past three (3) years of the company’s financial data, which you may obtain from the company’s financial statements. Partially determined the company’s financial health.
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Satisfactorily selected any five (5) financial ratios that you have learned about in the text. Satisfactorily analyzed the past three (3) years of the company’s financial data, which you may obtain from the company’s financial statements. Satisfactorily determined the company’s financial health.
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Thoroughly selected any five (5) financial ratios that you have learned about in the text. Thoroughly analyzed the past three (3) years of the company’s financial data, which you may obtain from the company’s financial statements. Thoroughly determined the company’s financial health.
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4. Based on your financial review, determine the risk level of the company from your investor’s point of view. Indicate key strategies that you may use in order to minimize these perceived risks.
Weight: 15%
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Did not submit or incompletely determined the risk level of the company 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.
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Partially determined the risk level of the company 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.
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Satisfactorily determined the risk level of the company 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.
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Thoroughly determined the risk level of the company 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.
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5. Provide your recommendations of this stock as an investment opportunity. Support your rationale with resources, such as peer-reviewed articles or material from the Strayer Library.
Weight: 20%
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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 or material from the Strayer Library.
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Partially provided your recommendations of this stock as an investment opportunity. Partially supported your rationale with resources, such as peer-reviewed articles or material from the Strayer Library.
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Satisfactorily provided your recommendations of this stock as an investment opportunity. Satisfactorily supported your rationale with resources, such as peer-reviewed articles or material from the Strayer Library.
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Thoroughly provided your recommendations of this stock as an investment opportunity. Thoroughly supported your rationale with resources, such as peer-reviewed articles or material from the Strayer Library.
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6. 5 references
Weight: 5%
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No references provided
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Does not meet the required number of references; some or all references poor quality choices.
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Meets number of required references; all references high quality choices.
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Exceeds number of required references; all references high quality choices.
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7. Clarity, writing mechanics, and formatting requirements
Weight: 10%
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More than 6 errors present
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5-6 errors present
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3-4 errors present
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0-2 errors present
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