1. You are a financial planner.  You are invited to speak at a conference of varying investors.  What they share in common is they don't believe in diversifying their investments.  What they don't have in common is some of them would like a short term stock that will maximize their gains in the next 6 weeks, some of them would like a value stock that would provide a high return over the next 30 years, and some of them would like a growth stock which will provide decent growth over  the next 30 years.  So you are going to make a pitch to the group. You are trying to persuade that the stock you are picking is the best for each situation and WHAT WOULD MAKE SOMEONE WANT TO BUY IT.   3. Pick your 3 stocks from your research.  You can put them on the grid and no one can pitch the same stock.: * Company name and stock symbol * How do they make money (list all the sources)- In terms everyone in class can understand * What are their key ratios:  Pick 3 of the following (if there is a different ratio you'd like to include clear it with me first) and describe what the ratio is in terms everyone can understand, compare it to a similar stock in the industry, and explain why the numbers are favorable to the investor.  1.  P/E (Trailing) 2. Dividend & Yield 3. 52 week stock range (high & low) 4. Market Capitalization 5. Debt to Equity 6. Price to Sales * List the 3 - 5 main reasons you want to own this stock (go into detail here)- Include what they should anticipate as a rate of return.  Include why (your educated opinion) the company will excel going forward (might be taking more market share or in a growing market or both!)  * List the 1 thing about this stock that scares you (could make the stock crash)

Answer rating: 100% (QA)

As a financial planner I understand that each investor has different investment preferences and goals Here are three stock recommendations tailored to meet the specific needs of different investors Sh... View the full answer