STOCK RESEARCH DATA EXAMPLES The summary page for a stock has much…
QuestionSTOCK RESEARCH DATA EXAMPLES The summary page for a stock has much…STOCK RESEARCH DATA EXAMPLES The summary page for a stock has much information (1st screen print below). In the top area, you will see the stock, current price per share and the market it trades in.Then below that you will see various tabs including summary, financials, analysis, options, ownership, company, history and related. You can “dig” further into various things to analyze in each of these tabs. The top area is a graph that can be adjusted from daily fluctuation in stock price to monthly, annually or since the beginning.If you move your cursor over the graph you will see the price changes.For the bottom screen, you will see the day’s opening price, the day’s price range, the dividend rate per share in dollars and the dividend rate yield, the Price/Earnings (P/E) in dollars and then annual earnings per share in dollarsThe second column shows the previous day’s closing price, the 52-week high and low price range for a share of stock, beta(a measure of risk). The third column shows the volume of shares traded, market cap. And shares of the stock outstanding (this last column is not needed for our research).The example is for the msn money website, but yahoo finance and others have similar info.PURPOSE – To create portfolio of at least 5 stocks. During the project, each student will document how stocks were chosen (journal); stock transactions that were made (buys/sells) (transaction document) and how each stock in the portfolio is doing each week for the project period. (tracking)Each student will liquidate his/her portfolio at the end of the project and submit the final report and spreadsheets by the calendar due date.PROCEDURES – highlights of detail in document link above -Invest $50,000 in at least 5 stocks (can invest up to $1,000 less than $50,000, the difference is put into a savings account which is also part of the portfolio)Keep a journal of what research was done – complete the spreadsheet provided with the project. This journal is the documentation of what stocks you looked at, what info you gathered about it, and the decision made (to include in the portfolio or not) This can be documented in the “notes” area. You may want to utilized PFP 38 for some of the things to look for when comparing stocks. The information is gathered once during the project for each stock researched.Keep a transaction history page (provided) of all purchases/sales – complete the worksheet provided. The headings are broken down into two parts (the purchase and the sale). The purchase asks for at what price did you pay, how many of shares and the fee ($50 at time of purchase and $50 at time of sale). The price X the number of shares plus the fee is your investment in that stock (done automatically on the worksheet). The return on investment for the 8 week period is the earnings divided by the total invested ($50,000)Keep a weekly tracker of your portfolio (complete the worksheet provided). We are tracking the price of each stock in the portfolio once per week for 8 weeks. The savings should be determined by taking the $50,000 less the investments in each stock on the day of purchase less the total of $250 in transaction fees. This number stays the same until stock is sold.At the end of the project – each student will summarize the results – which stocks are in the portfolio and what the results were (Did you make a profit, what stocks did well, which did not, etc.and “presented” to the class via discussion (a separate discussion forum has been created). The three worksheets are to be submitted via the assignment tool for the project.Names______________________________________________ STOCK DATA JOURNAL Date Corporation Ticker Exchange Current Price 52 Wk High 52 Wk Low Div per sh EPS P/E Industry Notes STOCK TRACKING WORKSHEET Week Date Company 1 Close Price # shares Value Week Date Company 2 Close Price #shares Value 1 0,00 1 0,002 0,00 2 0,003 0,00 3 0,004 0,00 4 0,005 0,00 5 0,006 0,00 6 0,007 0,00 7 0,008 0,00 8 0,00 Week Date Company 3 Close Price # shares Value Week Date Company 4 Close Price # shares Value1 0,00 1 0,002 0,00 2 0,003 0,00 3 0,004 0,00 4 0,005 0,00 5 0,006 0,00 6 0,007 0,00 7 0,008 0,00 8 0,00 Week Date Company 5 Close Price # shares Value 1 0,00 2 0,00 3 0,00 4 0,00 5 0,00 6 0,00 7 0,00 8 0,00 9 0,00 10 0,00 Week Date Savings 1 2 3 4 5 6 7 8 9 10 Names______________________________________________ STOCK TRANSACTION WORKSHEET At time of purchase At time of sale: Earnings from Stock Purch Date Corporation Purch Price # sh commission Investment sale date sale price # shares commission proceeds gain/(loss)loss Div/sh for pd.* Div earning Total return 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 0,00 ————– ————– ————– ————– ————– ————–Totals 0 0,00 0 0,00 0,00 0,00 0,00 Savings ***** $50.000,00 Total amount at start of project 50.000,00 *****Needs to be less than $1,000 after recotding your purchases- this is a formula and will change when you input your purchase info *div/share=dividends earned per share (should be the quarterly amount if falls in ownership period). Return on Investment Summary: Return (loss) on Investment (ROI)= Net return (loss) x 100 = Total Invested BusinessManagementProject ManagementBUS 110Share Question
