Stock Market Project Economics (Povletich) Spring 2016

Transcription

1 Stock Market Project Economics (Povletich) Spring 2016 Name: Brokers make millions and lose millions on Wall Street based on their ability to identify successful companies. You will be taking on the role of a stockbroker to research different corporations, decide on their potential for success, and track their progress over a period of time. This multi-week project will give you the opportunity to fictitiously invest $10,000 into three corporate stocks (yes, you need to spend it all!). During the project you will be asked to identify changes in the market and analyze the outcomes of your investment. IMPORTANT: You may NOT research the same companies as anyone else in your group!! This will be considered cheating and you will earn a 0 on the project. Due Date: We will be working on this project over the course of the next few weeks but you will turn the entire project in on Monday, May 16 (Periods 2/4) or Tuesday, May 17 (Period 7). Late projects will lose 10% each day. This project will be worth 200 points in the project category of your grade so it will make an impact on your grade as you head in to the final exam!

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3 Corporation Research Worksheet #1 Directions: Use finance.yahoo.com to complete the following chart for your corporation. Be sure to write NEATLY! Corporation Name: Stock Exchange: NYSE, NASDAQ, AMEX Stock Symbol: CEO/Management: Who is the CEO and how much does he/she make? Corporation Headquarters What is the corporation s address: Products and/or Services (Summarize): Major Competitors: Who are the major competitors of your corporation? (Click on Competitors ) 52 Week High-Low: (Look under Key Statistics ) 52-Week High: $ on (date) 52-Week Low: $ on (date) Current Selling Price: (Look under Historical Prices ) Closing Price on Monday 4/25: $ Dividend: Give price per share, if applicable. If not, write N/A. Dividend per Share: $ (Look under Summary ) Revenue and Profit: What was this corporation s total revenue and gross profit last year? (Look under Income Statement ) Total Revenue: $ Gross Profit: $ General Corporation Summary: In your opinion, why is this stock a good investment? Your summary should be based on the data included on this sheet and an analysis of the 1 and/or 5 year graph. Be specific. Use complete sentences.

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5 Corporation Research Worksheet #2 Directions: Use finance.yahoo.com to complete the following chart for your corporation. Be sure to write NEATLY! Corporation Name: Stock Exchange: NYSE, NASDAQ, AMEX Stock Symbol: CEO/Management: Who is the CEO and how much does he/she make? Corporation Headquarters What is the corporation s address: Products and/or Services (Summarize): Major Competitors: Who are the major competitors of your corporation? (Click on Competitors ) 52 Week High-Low: (Look under Key Statistics ) 52-Week High: $ on (date) 52-Week Low: $ on (date) Current Selling Price: (Look under Historical Prices ) Closing Price on Monday 4/25: $ Dividend: Give price per share, if applicable. If not, write N/A. Dividend per Share: $ (Look under Summary ) Revenue and Profit: What was this corporation s total revenue and gross profit last year? (Look under Income Statement ) Total Revenue: $ Gross Profit: $ General Corporation Summary: In your opinion, why is this stock a good investment? Your summary should be based on the data included on this sheet and an analysis of the 1 and/or 5 year graph. Be specific. Use complete sentences.

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7 Corporation Research Worksheet #3 Directions: Use finance.yahoo.com to complete the following chart for your corporation. Be sure to write NEATLY! Corporation Name: Stock Exchange: NYSE, NASDAQ, AMEX Stock Symbol: Ticker CEO/Management: Who is the CEO and how much does he/she make? Corporation Headquarters What is the corporation s address: Products and/or Services (Summarize): Major Competitors: Who are the major competitors of your corporation? (Click on Competitors ) 52 Week High-Low: (Look under Key Statistics ) 52-Week High: $ on (date) 52-Week Low: $ on (date) Current Selling Price: (Look under Historical Prices ) Closing Price on Monday 4/25: $ Dividend: Give price per share, if applicable. If not, write N/A. Dividend per Share: $ (Look under Summary ) Revenue and Profit: What was this corporation s total revenue and gross profit last year? (Look under Income Statement ) Total Revenue: $ Gross Profit: $ General Corporation Summary: In your opinion, why is this stock a good investment? Your summary should be based on the data included on this sheet and an analysis of the 1 and/or 5 year graph. Be specific. Use complete sentences.

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9 Stock Purchase Report Directions: Using the information you gathered on your Corporation Research Worksheet, complete the following purchase report for your three corporate stocks with your imaginary $10,000. For the purposes of tracking your stocks for longer than the last three weeks of class, you re going to look up the purchase price on January 25, This will be your purchase price. Use this worksheet and a calculator to figure the cost of buying your stocks. Remember, you only have $10,000 to spend, including broker fees. You should have less than $100 left after your purchases. Date of Purchase: January 25, 2016 Stock #1 Name of Corporation: Ticker Symbol: $ X = $ X 1.05 (fee) = $ (Purchase Price) (Number of shares) (Total Price) (Total Cost of Stock #1) Stock #2 Name of Corporation: Ticker Symbol: $ X = $ X 1.05 (fee) = $ (Purchase Price) (Number of shares) (Total Price) (Total Cost of Stock #1) Stock #3 Name of Corporation: Ticker Symbol: $ X = $ X 1.05 (fee) = $ (Purchase Price) (Number of shares) (Total Price) (Total Cost of Stock #1) Total Spent on All Stock Purchases = $ (Must be between $ $10,000)

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11 Stock Tracking Track and record the closing price of your three stocks as well as the Dow Jones Industrial Average (use the symbol ^DJI on the finance.yahoo.com website) on the dates listed. Date Stock #1 Stock #2 Stock #3 Dow Jones Industrial Average January 25, 2016 February 22, 2016 March 21, 2016 April 25, 2016 May 2, 2016 May 9, 2016 May 13, 2016

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13 Stock Sale Report Directions: Use the last closing price listed (May 13, 2016) on your Stock Tracking Chart and the number of shares you originally purchased to figure out how much you made or lost on your stocks. Date of Sale: May 13, 2016 Stock #1 Name of Corporation: $ X = $ (Selling Price) (Number of shares) (Total Value of Stock #1) Stock #2 Name of Corporation: $ X = $ (Selling Price) (Number of shares) (Total Value of Stock #2) Stock #3 Name of Corporation: $ X = $ (Selling Price) (Number of shares) (Total Value of Stock #3) Total Value of Stocks #1, #2, and #3: Original Amount Spent (see Stock Purchase Report: $ $ TOTAL GAIN (+) OR LOSS (-) ON YOUR INVESTMENTS: $