Websites
Databases
Business Company Resource Center
Proquest Multiple Databases
(Newsday, New York Times, Wall Street Journal)
STOCK MARKET PROJECT
Future stockbrokers: this is your opportunity to test your skills at playing Wall Street! This project will require you to follow the stock market for four weeks on a daily basis. In order to complete this project, you will need access to the Web or to a major newspaper (ex. The NewYork Times, Newsday, etc.)
Part I: Stock Selection
1. You will receive an imaginary $10,000 worth of Kraemer dollars to invest in the stock market. A smart investor would do research on the stocks he/she is considering. How will you invest your money? Do you put it all in one stock? Do you diversify, split it evenly among the various stocks or some other arrangement? Why or why not?
o Research a minimum of three stocks using newspapers, magazines, or the Web. Some good websites include Yahoo http://www.yahoo.com (Finance), Hoover’s Online (http://www.hoovers.com/free/), or CNN Money (http://money.cnn.com/). Look at the company’s annual report, SEC filings and recent articles on the company’s plans to help you in your decision.
o Go to www.yahoo.com and then select “Finance”. Enter the stock symbol or follow the links to find your company’s stock symbol. Select a stock from the attached company list or you may select one of your own choosing.
o After entering the stock symbol, follow the links and print a company profile and a 1 year performance chart FOR EACH COMPANY WHERE YOU WILL BUY STOCK.
Part II: Stock Purchasing
1. Complete the Stock Market Comparison Worksheet. Answer questions on both sides of the worksheet. For both the newspaper and the Web, the value of the stock will be given as the “Last” value (closing price). PURCHASE YOUR STOCKS AT THE CLOSING PRICE WHICH WILL BE LISTED AFTER 5:OO P.M. Keep in mind that stocks are listed as dollars and fractions of dollars. Each whole number equals one dollar, each 1/8th equals 12 cents, and each 1/16th equals 6 cents. For example, a stock with a “Last Value” of 45 3/16 would be worth $45.18 per individual share.
Part III: Stock Tracking
1. Every day after 5 PM for the next four weeks (12/14/09-1/08/10), you will look up each of your company’s stock values to see how your stocks have fared. You can get the company stock values by newspaper or on the Web. For both the newspaper and the Web, the value of the stock will be given as the “Last” value (closing price). PURCHASE YOUR STOCKS AT THE CLOSING PRICE WHICH WILL BE LISTED AFTER 5:OO P.M. Keep in mind that stocks are listed as dollars and fractions of dollars. Each whole number equals one dollar, each 1/8th equals 12 cents, and each 1/16th equals 6 cents. For example, a stock with a “Last Value” of 45 3/16 would be worth $45.18 per individual share.
2. Complete the Stock Market Tracking Worksheet each day to track your stocks. In the first chart, detail information on the initial purchase, then fill in chart for each day following the initial purchase. Keep track on gains/losses. If you need additional sheets, make more copies. Follow the example below:
INITIAL PURCHASE - Date: Monday, 12/14/09
COMPANY NAME
STOCK TICKER SYMBOL
# OF SHARES
PURCHASED
PURCHASE PRICE
VALUE
AT&T T 20 $61.00 $1,220.00
Allied Signal ALD 90 $40.00 $3,600.00
IBM IBM 50 $98.00 $4,900.00
Texaco TX 10 $28.00 $280.00
Total: 10,000
Date: Tuesday, 12/15/09
COMPANY NAME
STOCK TICKER SYMBOL
# OF SHARES
OWNED CLOSING PRICE NET VALUE GAIN/
LOSS (from previous day)
AT&T T 20 $60.00 $1,200.00 -20
Allied Signal ALD 90 $45.00 $4,050.00 +450
IBM IBM 50 $98.00 $4,900.00 No change
Texaco TX 10 $30.00 $300.00 +20
Total: 10,450 +$450
Part IV: Your Stock Portfolio
DUE THURSDAY 1/14/10 - NO LATE PROJECTS WILL BE ACCEPTED!
1. Typed, neat, and PROFESSIONALLY put together, you must submit your stock portfolio in any format you choose which includes ALL of the following:
o Company Profiles and 1 year performance chart for each of the stocks you chose. (10 points)
o Stock Market Comparison Worksheet comparing the stocks you chose. (15 points)
o Stock Market Tracking Worksheet for EVERY DAY (12/14/09-1/8/10) to track your stocks. (40 points)
o Imagine you sold your stocks on the last day you tracked them (Friday, 1/8/10). Remember your initial $10,000 investment on Monday 12/14/09. Write a two page summary of your project which includes how much money you made or lost in total, and which stocks were your “big winners” or “big losers.” Also include whether or not you would ever purchase these stocks again given the opportunity or what other stocks you may have wished you had invested in. If your stocks did exceptionally well, why do you think they did? If your stocks did especially poorly, why do you think they did? Also discuss your initial process in selecting the stocks and why you decided to purchase the stocks you eventually chose. Were you happy with that decision? What type of things may have affected how your stock performed? (30 points)
o Neatness and Professionalism – the look of your entire project and how it is presented (5 points)
PROJECT COUNTS AS A TEST GRADE – GOOD LUCK!
SAMPLE STOCKS
Stock Symbol Company Name
GE General Electric Company
IBM International Business Machines
GM General Motors Corporation
F Ford Motor Company
CA Computer Associates International
CSCO Cisco Systems Inc.
INTC Intel Corporation
C Citigroup Inc.
HDI Harley Davidson Inc.
ANF Abercrombie & Fitch Co.
VZ Verizon Communications
PFE Pfizer Inc.
MSFT Microsoft Corporation
MOT Motorola Inc.
AA Alcoa Inc.
DIS The Walt Disney Company
WMT Wal-Mart Stores Inc.
You are not limited to these stocks. If there are other stocks you would like to follow, please see me.
STOCK MARKET COMPARISON WORKSHEET
STOCK 1 STOCK 2 STOCK 3
Initial Investment
Company Name
Stock Symbol
Company Does?
Share Price (close 12/14/09)
P/E Ratio
Volume
52 Week Range
Dividend
STOCK MARKET COMPARISON WORKSHEET
1. How did you decide which stocks to invest in?
2. How did you decide the amount of money invested in each stock? Did you diversify? Why or why not?
3. Is there any recent news about the companies you chose which would give you a good indication on how the stock would perform?
4. About how much do you expect to make over and above your initial investment (best guess)?
STOCK MARKET TRACKING WORKSHEET
INITIAL PURCHASE - Date: Monday, 12/14/09
COMPANY
NAME
STOCK TICKER
SYMBOL #
OF SHARES
PURCHASED
PURCHASE PRICE
VALUE
Total:
Date: Tuesday, 12/15/09
COMPANY
NAME
STOCK TICKERSYMBOL
# OF SHARESOWNED
CLOSING PRICE
NET VALUE GAIN/
LOSS (from previous day)
Total:
Date: ________________
COMPANY
NAME
STOCK TICKERSYMBOL
# OF SHARES OWNED
CLOSING PRICE
NET VALUE GAIN/
LOSS (from previous day)
Total:
STOCK MARKET TRACKING WORKSHEET
Date: _______________
COMPANY
NAME
STOCK TICKER SYMBOL
# OF SHARESOWNED
CLOSING PRICE
NET VALUE GAIN/
LOSS (from previous day)
Total:
Date: ________________
COMPANYNAME
STOCK TICKERSYMBOL
# OF SHARESOWNED
CLOSING PRICE
NET VALUE GAIN/
LOSS (from previous day)
Total:
Date: ________________
COMPANYNAME
STOCK TICKERSYMBOL
# OF SHARESOWNED
CLOSING PRICE
NET VALUE GAIN/
LOSS (from previous day)
Total:
