Stock Market Project Part Three

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Charlotte Georgiana Hamilton
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1 Introduction to Business Coon Rapids Stock Market Project Part Three Deadline: The start of class time, Wednesday, Feb 25 Submission: In-Class If you re missing the class period during which this exercise due, the information from the Investment Recommendations Worksheet plus a copy of the Yahoo portfolio print-out to your instructor at mark.widdel@anokaramsey.edu. Your documents should be received before the end-time of your class period. Values: 60 points (Three Investment Recommendations Worksheet) 75 points (Yahoo Stock Market Portfolio Print-out) Action 1: Recommend Three More Companies for Long-Term Investment 1. Identify three companies that at this time, offer a potentially good long-term investment. The stocks must be listed on the New York Stock Exchange or NASDAQ. The stocks must be in addition to the one chosen for Part 1 of the stock market project. Ideas for companies worthy of long-term investment can be gathered from the Internet sources posted on the class support website: Stock Market Resources and Business News & Information. You re encouraged to use any Internet site that you wish, but make sure it s credible and current. 2. Identify three reasons why you believe buying stock of each of the companies will provide an investor a good return-on-investment. Your reasons should reflect good business-based rationale which is factual, relevant and from a credible source. At least two of the stated reasons should be based upon the financial information collected for the stock data sheet. You do not need to submit a completed stock data sheet for each of your choices, but you should be looking up the data sheet numbers and considering them as the basis of your recommendation. 1

Your documents should be received before the end-time of your class period.

2 Include the exact source page of the information that forms the basis of each of your rationale (just copy a single address into the cell on the Investments Recommendation Worksheet.) 3. Look up on at Yahoo Finance, the information necessary for the completion of the Investment Recommendations Worksheet: company symbol, official company name, current stock price and the date and time the given stock price was posted. ( Reminder: To search for the stock information about a company, just key the company name (or symbol) into the search box. 4. For each of your three companies recommended for investment, enter your information in the following table. A blank copy of the worksheet (shown on the following page) is available for downloading from the class website. The information submitted in this worksheet must be keyed. 2

the given stock price was posted. (http://finance.yahoo.com) Reminder: To search for the stock information about a company, just key the company name (or symbol) into the search box. 4.

3 Stock Market Project - Part 3 Name/Section: Three Investment Recommendations Stock 1 (Ticker) Symbol: Company Name: Current Price (per share): Date and time of the listed stock price: Why is this company a good long-term investment? Reason 1: Reference Reason 2: Reason 3: Stock 2 (Ticker) Symbol: Company Name: Current Price (per share): Date and time of stock price: Why is this company a good long-term investment? Reason 1: Reference Reason 2: Reason 3: 3

4 Stock 3 (Ticker) Symbol: Company Name: Current Price (per share): Date and time of stock price: Why is this company a good long-term investment? Reason 1: Reference Reason 2: Reason 3: Action 2: Create an Online Portfolio 1. Go to At the Yahoo Finance webpage, click on My Portfolio. 4

Reason 1: Reference Reason 2: Reason 3: Action 2: Create an Online Portfolio

5 2. If requested, sign in with your Yahoo user name and password. 3. Click on My Portfolio Then select Create Portfolio from the dropdown list (you will not have the existing portfolios as I do). Instructions (with screen shot) are given on the following page. 5

6 Create a portfolio with this specific name Portfolio 1 BUS 1101-sec Your first and last name For example: Portfolio 1 BUS Mark Widdel (Note: The 9 AM class is sec 1; the 10 AM class is sec 2) Then enter the symbols for the four companies you ve chosen for investment. (Stock Market Project Parts 1 & 3) Name: Portfolio 1 B1101-(your class section) Your Name (first and last). Type in one of the ticker symbols, then click on Add Symbol. Do this for each of your four stock picks. Spell the ticker symbols correctly! Note that you ll end with your stocks listed here. There is one blank space between each ticker symbol. If edits are necessary, make them here. Complete the remaining specifications on this page, shown below. 1 st Set the default view to Performance. 2 nd Check the box to Sort. 3 rd Click on Save. 6

Type in one of the ticker symbols, then click on Add Symbol. Do this for each of your four stock picks. Spell the ticker symbols correctly! Note that you ll end with your stocks listed here.

7 The following screen showing your unfinished Portfolio 1 will be displayed Make sure you re in Performance view. You re not done because these cells are empty of information. 4. Prepare to enter the purchase price, purchase date and number of shares for each stock (taken from your Three Investment Recommendations Worksheet). From the utility menu, click on Edit. To enter the purchase data, click on Edit. Your next screen will be the Edit Portfolio window. - This space is intentionally left as empty. - 7

Prepare to enter the purchase price, purchase date and number of shares for each stock (taken from your Three Investment

8 5. Click on Add/Edit holdings data Click on Add/Edit holdings data The Add/Edit Holdings window will appear. - This space is intentionally left as empty. - 8

9 6. From the Add/Edit Holdings page: Enter the following information for each company: (The four stocks you re buying should be listed. If not, click on Add Symbol and add it or them to the page.) 1. Purchase date (trade date) - The date you listed for the stock price quote on your data sheet or recommendations worksheet. 2. Number of shares Enter 100 as the number purchased for each company. 3. Price paid per share - The stock price you listed on the stock data sheet or recommendation worksheet. Click on Save. Enter only the first three categories of information. The others remain blank. Check your entries before saving this edit. Enter 100 shares for each. The resulting screen should appear similar to mine. Your screen will show real-time Gain & Loss. There is no Gain (or Loss) shown in this example because it was created during the weekend, while the stock markets were closed. 9

Price paid per share - The stock price you listed on the stock data sheet or recommendation worksheet. Click on Save. Enter only the first three categories of information. The others remain blank.

10 Note: If your view doesn t show the columns in the order shown in the following example, make sure the Performance View tab is selected. If necessary, click to switch to Performance View. If any of these cells are empty or contain error codes, you ve made an error when entering the data for the symbol, price paid or number of shares.. Click on Add/Edit holdings to correct your mistake. And if you still don t have these exact columns in the order shown above, then then please click on Customize current view and add or delete columns as necessary. If necessary, get rid of any extra columns of unnecessary information. To edit the displayed fields and their order, click on Customize current view. To select and arrange columns: Customize current view The Customize View window will open. Order your columns of information as in this screen shot. Make your field list match this example. Fields to Display Category Don t forget to scroll down and SAVE. 1. Symbol (Basic) 2. Name (Basic) 3. Price Paid (Portfolios) 4. Time & Price (Basic) 5. Shares (Portfolios) 6. Mkt Value (Portfolios) 7. Gain & % Gain (Portfolios) 8. and beyond are left blank 10

And if you still don t have these exact columns in the order shown above, then then please click on Customize current view and add or delete columns as necessary.

11 The Final Step 7. Print your Performance View page, showing the information about your 4 stocks. Write your name at the top of the document (even though it s included in your portfolio name.) Staple the Yahoo portfolio print-out to the back of the recommendations worksheet. Submit your completed document to the in-basket. Don t forget to write your name at the top of the print-out before turning it in. ACE THIS ASSIGNMENT! Check for perfection before handing-in. Your selected stocks match those on the Investment Recommendation Worksheet. The price paid matches the price on the worksheet. The number of shares for each stock is 100. There are no error codes showing in any of the cells. 11

) Staple the Yahoo portfolio print-out to the back of the recommendations worksheet. Submit your completed document to the in-basket.

Stock Market Project Part One

Introduction to Business - Sec 01 Stock Market Project Part One Deadline: Noon, Fri- Feb 22 Upload to: The related D2L drop box Value: 50 points Save with this file name: Overview Your Last Name BBY Data