Assignment #1
FIN 534
Week 7
, Introduction
As a financial manager, it is my responsibility to research investment accounts for my
clients. In my career, I have worked with all different types of people ranging from young to
old, risk-takers to financial conservative, and people with very little to a lot of financial
experience. My research includes a mandatory consultation with my client, so I can get to know
them and their investor style better. Afterwards I will follow up with an extensive economy
analysis to rate the best-performing stocks and the stock that may have a bright future ahead.
Once I have identified the perfect stock based on the client’s profile, I perform a complete
financial review of the company to assess their financial health. If the company is financially
healthy, I then assess the risk for my client. Lastly, I give my final recommendation along with
all supporting documentation.
The Rationale for Investing in Disney
According to Disney’s, formally Walt Disney Company, website, the company is a
multinational mass media and entertainment company. Disney is responsible for so many
childhood memories due to its large footprint and nostalgic content. Disney’s footprint is very
diverse. The conglomerate is in several industries worldwide such as media networks,
hospitality, recreational entertainment, studio entertainment, retail, and my favorite, streaming
services.
As you can see, Disney is a great investment account option. To add, Disney recently
released their newest streaming service named Disney+. Disney+ is competing with streaming
services like Netflix, HBO, Apple TV+, and Amazon Prime. “With only a few notable
exceptions, Netflix is losing a host of Disney content to the new service, meaning if you or the
FIN 534
Week 7
, Introduction
As a financial manager, it is my responsibility to research investment accounts for my
clients. In my career, I have worked with all different types of people ranging from young to
old, risk-takers to financial conservative, and people with very little to a lot of financial
experience. My research includes a mandatory consultation with my client, so I can get to know
them and their investor style better. Afterwards I will follow up with an extensive economy
analysis to rate the best-performing stocks and the stock that may have a bright future ahead.
Once I have identified the perfect stock based on the client’s profile, I perform a complete
financial review of the company to assess their financial health. If the company is financially
healthy, I then assess the risk for my client. Lastly, I give my final recommendation along with
all supporting documentation.
The Rationale for Investing in Disney
According to Disney’s, formally Walt Disney Company, website, the company is a
multinational mass media and entertainment company. Disney is responsible for so many
childhood memories due to its large footprint and nostalgic content. Disney’s footprint is very
diverse. The conglomerate is in several industries worldwide such as media networks,
hospitality, recreational entertainment, studio entertainment, retail, and my favorite, streaming
services.
As you can see, Disney is a great investment account option. To add, Disney recently
released their newest streaming service named Disney+. Disney+ is competing with streaming
services like Netflix, HBO, Apple TV+, and Amazon Prime. “With only a few notable
exceptions, Netflix is losing a host of Disney content to the new service, meaning if you or the
