Stock Journal and Annual Reports Follow Up

User Generated

ZNYROYHR

Business Finance

Description

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.

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 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.

Unformatted Attachment Preview

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
Purchase answer to see full attachment
User generated content is uploaded by users for the purposes of learning and should be used following Studypool's honor code & terms of service.

Explanation & Answer

Find the attached ..Let me know if there is any confusion

1

Running Head: STOCK JOURNAL AND ANNUAL REPORTS FOLLOW UP

Stock Journal and Annual Reports Follow Up
Student Name:
Course/Number:
Due Date:
Faculty Name:

2

Stock Journal and Annual Reports Follow Up
Stock Journal and Annual Reports Follow Up
Question No. 1
Company selected for reviewing the most recent financial reports is Microsoft.
Financial data mentioned in the table below is compiled from the financial statement of
Microsoft Company available on www.nasdaq.com
2016

2015

Assets

139,660,000

122,797,000

Liabilities

121,697,000

94,389,000

Equity

71,997,000

80,083,000

Total Revenue

85,320,000

93,580,000

Net income

16,798,000

12,193,000

Figures show that Ass...


Anonymous
Just what I needed…Fantastic!

Studypool
4.7
Trustpilot
4.5
Sitejabber
4.4

Similar Content

Related Tags