Stock Journal Follow-up
1. Complete the following homework scenario:
•
o
▪
▪
o
Select one (1) U.S. publicly traded company and review its most recent Annual Report. (You may use one (1) of the three (3)
companies you selected for your Stock Journal assignment.)
Use the Income Statement and Balance Sheet to determine the changes in:
assets, liabilities, and equity
total revenue and net income
Briefly describe the change from the current and prior years in each of these key areas and determine if the changes would be
positive or negative from an investor / stockholder’s view.
Record the current price of the stock for each company you selected in Week 3’s Stock Journal. You may use any price
during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you check it during the
day). Using MS Excel spreadsheet or MS Word document, put your Week 3 and Week 8 stock prices side-by-side, to show your
comparison.
2. Determine the current value of your total investment. Do not make any changes to your investment at this time. Calculate your
total based on the number of shares and the new price per share, for each company.
3. Provide your opinion / assessment of your investments. Evaluate the results of your current investment. Are you happy with the
result and the trend? Are you upset because you’re investment is worth less than $25,000. Feel free to speculate / guess at why you
believe the stock increased, decreased, or remained static.
1.
Week 3 Companies you selected
I have chosen three companies for my stock journal project. The chosen companies are listed below.
1. Microsoft Corporation
2. TSLA Inc
3. The Hershey Company
1. Microsoft Corporation
S10,000 dollar
S10,000/S65.59 = 152 shares
Company – industry, Technology – sector
The company rating is increasing day by day due to its share worth. They have positive earnings per share in the past few
years; the price-earnings ratio is 30.34 whereas the earning per share is 2.12.
2. TSLA, Inc.
S5000
S5000/S302.15 = 16 shares
The TSLA Inc has generated handsome income from sales as compared to another competitor. Moreover, being a car
company for the future, so I think this will be a good long-term investment.
The Hershey Company
$10,000
S10,000 /S109.03 = 91 shares
It's been a profitable company, never has negative earnings per share and paying dividend continuously. Currently, it has $
3.35 EPS and 32.54 prices earning Share. The community rating for the company is increasing day by day as the share value is
increasing from last few years.
Stock
Price
Invest
Can buy
Actually buy
Total bought
MSFT
$65.59
$10,000.00
152.46
152
$9,969.68
TSLA
$302.15
$5,000.00
16.55
16
$4,834.40
HSY
$109.03
$10,000.00
91.72
91
$9,921.73
$25,000.00
$24,725.81
Stock Journal Follow-up
1. Complete the following homework scenario:
•
o
▪
▪
o
Select one (1) U.S. publicly traded company and review its most recent Annual Report. (You may use one (1) of the three (3)
companies you selected for your Stock Journal assignment.) (ENCLOSED BELOW)
Use the Income Statement and Balance Sheet to determine the changes in:
assets, liabilities, and equity
total revenue and net income
Briefly describe the change from the current and prior years in each of these key areas and determine if the changes would be
positive or negative from an investor / stockholder’s view.
Record the current price of the stock for each company you selected in Week 3’s Stock Journal. You may use any price
during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you check it during the
day). Using MS Excel spreadsheet or MS Word document, put your Week 3 and Week 8 stock prices side-by-side, to show your
comparison.
2. Determine the current value of your total investment. Do not make any changes to your investment at this time. Calculate your
total based on the number of shares and the new price per share, for each company.
3. Provide your opinion / assessment of your investments. Evaluate the results of your current investment. Are you happy with the
result and the trend? Are you upset because you’re investment is worth less than $25,000. Feel free to speculate / guess at why you
believe the stock increased, decreased, or remained static.
1.
Companies previously Chosen:
I have chosen three companies for my stock journal project. The chosen companies are listed below.
1. Microsoft Corporation
2. TSLA Inc
3. The Hershey Company
1. Microsoft Corporation
S10,000 dollar
S10,000/S65.59 = 152 shares
Company – industry, Technology – sector
The company rating is increasing day by day due to its share worth. They have positive earnings per share in the past few
years; the price-earnings ratio is 30.34 whereas the earning per share is 2.12.
2. TSLA, Inc.
S5000
S5000/S302.15 = 16 shares
The TSLA Inc has generated handsome income from sales as compared to another competitor. Moreover, being a car
company for the future, so I think this will be a good long-term investment.
The Hershey Company
$10,000
S10,000 /S109.03 = 91 shares
It's been a profitable company, never has negative earnings per share and paying dividend continuously. Currently, it has $
3.35 EPS and 32.54 prices earning Share. The community rating for the company is increasing day by day as the share value is
increasing from last few years.
Stock
Price
Invest
Can buy
Actually buy
Total bought
MSFT
$65.59
$10,000.00
152.46
152
$9,969.68
TSLA
$302.15
$5,000.00
16.55
16
$4,834.40
HSY
$109.03
$10,000.00
91.72
91
$9,921.73
$25,000.00
$24,725.81
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