Investment Analyst
Assignment 3: You Are an Investment Analyst As the
representative from your accounting firm or practice, you are in charge of
stock market analysis that will be presented to clients as part of professional
consultation process. One of your high-profile clients is trying to determine
the
possible investment potential between two companies.
However, before you can recommend investments to clients, you need to
familiarize yourself with the background of the companies, analyze stock
trends, research current events, and analyze financial statements. Select one
(1) pair of
these companies and conduct your analysis. • Pepsi versus
Coca Cola, or • Amazon versus eBay Write an eight to ten (8-10) page paper in
which you: 1. Analyze each company’s history, product / services, major
customers, major suppliers, and leadership and provide a synopsis of each
company. 2. Based on the stock price for the timeline listed
below, present a graph that illustrates the stock price of each company.
Indicate conclusions that can be drawn based on the trend: a. The day of its
initial public offering b. January 1, 2012 c. January 1, 2011 d. January 1,
2010 3.
Research and summarize at least two (2) news events (this
may include mergers, acquisitions, or political issues) that occurred from 2010
to the present day and the potential impact on the stock price of each company.
Indicate how this influences your investment decision related to the
company. 4. Provide an overall financial analysis for each
company that highlights the key characteristics for investment and how this may
impact an investor’s decision. 5. Based on your review of the financial data
for each company, indicate the accuracy and reliability of the data for
making investment decision. Provide support for your conclusion.
6. Recommend which company you consider as the better investment for your
client and how you will present your recommendation. Support your
recommendation with data from your analysis. 7. Use at least four (4)
quality academic resources in this assignment. Note:
Wikipedia and other Websites do not quality as academic resources. Your
assignment must follow these formatting requirements:
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