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Part 1 Instructions 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 description 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. Assignment 1: Financial Research Report Introduction Provide a brief overview of the information to be provided in the report, including your professional position and company (equity) selected. Rationale for Stock Selection Provide an overview of the company’s: o History o Primary products/services provided by firm o Financial Overview: Include references and supporting data regarding the firm’s growth (DO NOT include financial ratios at this time). o Include cited sources. Client Profile Provide a brief description of the client, enabling you to support stock (equity) selection. Be careful that your description matches the risk level of the stock (equity) chosen. o Age o Name o Marital Status o Profession o Amount wanting to invest? Where funds to invest come from? o Investment goals (ex. Growth, income, risk level) o Other (ex. Stocks client may currently have)
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