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Financial Research Report Essay

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Financial Research Report Marquita Jackson Dr. Glenn Stephens Financial Management – FIN 534 March 4, 2014 Abstract Imagine that you are a financial manager researching investments for your client that aligns with its investment goals. Use the Internet or the Strayer Library to research any U.S. publicly traded company that you may consider as an investment opportunity for your client. The assignment will cover the following topics: Rationale for choosing the company for which to invest Ratio Analysis Stock price analysis Recommendations In this paper, provide a rationale for the U.S. publicly traded company that has been selected, indicating the significant factors driving your decision as a financial manager. Determine the profile of …show more content…

In December 2013, Goldman Sachs analysts upgraded the oil giant to a buy rating, citing a “more defensive” posture that is appropriate for 2014. The firm thinks the company will “turn the corner” before rival Chevron when it comes to production growth as well (Schaefer 2013). Determine the profile of the investor for which this company may be a fit, relative to that potential investor’s investment strategy: Big Oil is especially suited for investors looking to enter the Mexican market given their large international operations. Exxon Mobil has a leg up on some of its competitors, such as Chevron, because the company has a history of doing business in Mexico through its chemical division. Exxon Mobil currently has 250 employees in the country. The company operates a lubricant blending plant in Vallejo and a chemical plant in the port of Tuxpan. The company also has offices in Mexico City. Mexico is the world’s 10th largest oil producer. On December 23, 2013, President Enrique Pena Nieto signed into law legislation, which required changing the Mexican constitution, to open Mexico’s energy market to foreign investment (Zacks Equity Research 2014). Exxon Mobil Corp is the easiest oil and gas stock to hide out in and the company remains undervalued. Exxon Mobil is an equity investment meaning that that the money that is invested in a firm by its owners or holders of common stock but which is not

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