fin100 week 10 stock journal, business and finance homework help

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  1. 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 the MS Excel spreadsheet provided to you, put your Week 3, Week 8, and Week 10 stock prices side-by-side, to show the comparison.
  2. Determine the total value of your investment.
  3. Provide your final opinion / assessment of your investments. Did you make money or lose money? Discuss your results and, based on hindsight, describe what you would do differently.
  4. Discuss what you learned from this assignment. Do you believe this assignment will help you in the future in any way?

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Total cost of accounts Value of accounts Difference $ Difference % Stock Name Stock 1 BAC-PL Stock 2 TSLA Stock 3 GOOGLE Stock Index Traded (NSYE, NASDAQ) 0.95 0.029 0.019 Symbol B.P T G Quantity 686 21 14 BAC-PL – Bank of America S10,000 dollar S10,000/S14.56 = 686 shares Company – industry – sector Despite of this company having some positive earnings per share for the past years with only one negati TSLA S5000 S5000/S240.76 = 21 shares Their sales are relatively good compared to other companies in the sector. Moreover, this is not just a pr GOOGLE $10,000 S10,000/S707.88 = 14 shares This company has a good past since it has been experiencing profits since 2014 with no indication of neg Reference http://www.reuters.com/finance/personal-finance Total cost of accounts Value of accounts Difference $ Difference % Purchase Price Per Share $14.58 $238.10 $714.23 $20,165.00 $26,400.00 $6,235.00 30.92% Trade Fees $70 $45 $50 Total Cost (Purchase Price + Fees) $10,070 $5,045 $5,050 Current Quote $8,000 $4,500 $7,200 he past years with only one negative in the past two years, it is undervalued. They expect an increase in revenue from 7%. ctor. Moreover, this is not just a present company but a future one and there is release of a new model. Thus, this company c nce 2014 with no indication of negative earnings per share. They are engaged in buying technology of other companies since t Market Value Gain/Loss ($) $12,000 $1,930 $7,500 $2,455 $6,900 $1,850 Gain/Loss (%) 19.16% 48.66% 36.63% an increase in revenue from 7%. a new model. Thus, this company can be a good long term investment. chnology of other companies since they are still developing. They experience a LT growth rate of 14.7%. BAC-PL – Bank of America S10,000 dollar S10,000/S14.56 = 686 shares Company – industry – sector Despite of this company having some positive earnings per share for the past years with only one negative in the past two years, it is undervalued. They expect an increase in revenue from 7%. TSLA S5000 S5000/S240.76 = 21 shares Their sales are relatively good compared to other companies in the sector. Moreover, this is not just a present company but a future one and there is release of a new model. Thus, this company can be a good long term investment. GOOGLE $10,000 S10,000/S707.88 = 14 shares This company has a good past since it has been experiencing profits since 2014 with no indication of negative earnings per share. They are engaged in buying technology of other companies since they are still developing. They experience a LT growth rate of 14.7%. Reference http://www.reuters.com/finance/personal-finance Week 8 Stock Journal George Geysimonyan Professor Jason Powers 5/24/17 Stock Journal | Trading Plan:  Reason for trading I am trading in order to gain profits and expand the market share through investing in publicly traded firms that have strong working capital and great profit margins.  My Approach I will be investing an amount of $25,000 across the three companies listed below; Kohl’s Corporation NYSE KSS to the tune of $10,000 Target Corporation NYSE: TGT to the tune of $10,000 PepsiCo, Inc. NYSE: PEP to the tune of $5,000  My Objectives • Based on the Newyork Stock Exchange as of 24/05/2017 at 08:22 AM, Kohl’s Corporation KSS stock was at $37.79 USD per share. (This means that I will be able to purchase 264 shares at $37.79 = $9,976.56) • Based on the Newyork Stock Exchange as of 24/05/2017 at 08:29 AM, Target Corporation TGT stock was at $54.49 USD per share. (This means that I will purchase 183 shares at $54.49 = $9,971.67) • Based on the Newyork Stock Exchange as of 24/05/2017 at 08:43 AM, PepsiCo, Inc. PEP stock was priced at $115.05 USD per share. (I can therefore purchase 43 shares at $115.05 = $4,947.15). Total: $24,895.38  The reason for investing in the companies: According to the Kohls 2016 Annual Report, the company’s total current assets were valued at $5.08 Billion while its total current total liabilities were $2.71 Billion. This gives an accounting ratio of 1.87:1 for the Kohl’s Corporation regarding its total current assets to total current liabilities. This is an indication that the assets of the company are strong while the liabilities are low, a clear indication that Kohl’s Corporation has a strong profitability. According to the Target Corps’ Five-Year Dividend History, the firm has significantly grown in the fields of dividends and the year-end yields percentage. The dividend history indicates that the amount of dividends payable had increased significantly from $0.25 in 2011 to $0.56 in 2016. Despite the fact that the company’s shares haven’t been split since the year 2000, the financial performance of the firm is strong. PepsiCo, Inc., on the other hand, is one of the leading beverage companies in the world alongside Lipton, Sierra Mist, Mountain Dew, and 7UP. Additionally, the company has clinched the snack market with Tropicana, Quaker, and Frito-Lay food product. I have a strong belief in the brand, being one of the loyal customers. Moreover, according to the company’s balance sheet, its total assets are valued at $66.7 Billion with a low amount of liabilities totaling at $17.6 Billion. This is a clear indication that the company has a strong financial stamina. References https://www.nyse.com/quote/XNYS:KSS https://www.nyse.com/quote/XNYS:TGT https://www.nyse.com/quote/XNYS:PEP 1 George Geysimonyan Week 10 Homework Professor Jason Powers Fin 100: Principles of Finance 05/30/17 2 a) Current ratio This measures the ability of a company to pay current liabilities with current assets Current ratio is calculated using the following formula: Current Assets Current Liabilities Current asset = 2015-23031000 Current liabilities-17578000 23031000÷17578000=1.3102 Current Ratio = b) Return on assets = net income/ average total assets and expressed as a percentage 2015- Net income-5452000 Average total assets-$66700000000 5452000÷66700000000=0.00008×100=0.008 c) ROE = Net income÷ total assets × total assets ÷ shareholders’ equity =5452000÷66700000000×66700000000÷12068000=0.4518 d) Debt/equity ratio = total liabilities Shareholders’ equity 17600000000÷12068000=1458.4 What inferences can you draw from the ratios? 1) The current ratio- since the current assets are more than the current liabilities, it shows that the business is healthy and it can meet its liabilities. 2) Return on assets- shows the efficiency of the firm, according to the company the efficiency is low. The company is not fully utilizing its total assets. 3) Return on equity- the shareholders’ investment is generating a good income. 4) Debt/equity ratio- the company is using a lot of debts to finance its assets
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Attached.

Running Head: STOCK JOURNAL

1

Stock Journal
Institutional Affiliation
Date

STOCK JOURNAL

2

1. Record the value of the stock in each company.


Kohl’s Co.

NYSE: MCK – Nov 2

08:22 AM EDT

Current Stock Price: 37.79 up 1.10 (1.59%)


Target Co.

NYSE: MMM - Nov 2

08:29 AM EDT

Current Stock Price: 54.49 up 1.97 (1.20%)


PepsiCo, Inc.

NYSE: DGX – Nov 2

08:43 AM EDT

Current Stock Price: 115.05 up 3.80 (2.45%)
2. Determine the total value of your investment.
• McKesson Co: $9,976.56
• 3M Co: $9,971.67
• Quest Diagnostics: $4,947.15
• Total Price: $24,895.38
P...


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