Stock Journal Follow Up, business and finance homework help

User Generated

ZNYROYHR

Business Finance

Description

Please note that this assignment is based on a pretend scenario and fictitious money. However, the assignment is based on actual stock pricing in real time situations. Do not invest your personal money for this assignment.

This is the week you have been waiting for – to see if you are walking home a ‘pretend’ millionaire, or whether you would be finding a side job to recoup your losses.

For Week 10, review your investment for the last time. You must:

  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 a MS Excel spreadsheet or MS Word document, put your 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?

Unformatted Attachment Preview

1 Running Head: STOCK JOURNAL AND ANNUAL REPORTS FOLLOW UP Stock Journal and Annual Reports Follow Up Jeffrey Brown Student Strayer University Finance 100 Dr. Katherine Hyatt Instructor Due Date: May 29, 2017 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 Assets, Liabilities and Net Income of said company has increased as compare to its previous financial year whereas, equity and total revenue has decreased as compare to the financial year 2015. Increase in assets and Net income is positive in the interest of investor whereas increase in liability and decrease in equity cause negative effect on investor interest because decrease in equity may be reflection unfair environment for the investor that’s why investors are decreasing investment in the company and the company increases borrowing from financial institutions to fulfill its financial needs. It also shows creditworthiness of the 3 Stock Journal and Annual Reports Follow Up company. Total revenue of the company has also reduced which in negative but on the other hand net income has increased considerably which is positive from the investor point of view. Question No. 2 Previous Share / Stock Price Current Share / Stock price Microsoft $ 65.59 $ 68.255 TSLA, Inc. $ 302.15 $ 315.18 The Hershey Company $ 109.03 $ 107.83 The bullish trend has been witnessed in the share price of Microsoft and TSLA, Inc. The corporation will cause the increase in the value of total investment. Whereas, a current share price of The Hershey Company has slightly decreased from previous share price due to which its current value of the investment will affect negatively. Question No. 3 Comparison Of Total Value Of The Investment Price Per Share Shares Purchase Value Microsoft *4/20/2017 **5/15/2017 $ 65.59 $ 68.255 152 152 $ 9,969.68 $ 10,374.76 TSLA, Inc. *4/20/2017 **5/15/2017 $ 302.15 $ 315.18 16 16 $ 4,834.40 $ 5,042.88 4 Stock Journal and Annual Reports Follow Up The Hershey Company *4/20/2017 **5/15/2017 $ 109.03 $ 107.83 91 $ 9,921.73 91 $ 9,812.53 Total Current Value on Investment as of 04/20/2017 $ 24,725.81 Total Current Value on Investment as of 05/15/2017 $ 25,230.17 Total Gain $ 504.36 *Previous price of the share at the time of selection of the company on 04/20/2017. ** Current / New price per share as on 05.15.2017. Results and trend make be happy because my decision of investment proved to be good and my investment worth has increased and it’s now more than the $ 25,000. This is because of increase in the share price of Microsoft and TSLA, Inc. Corporation. Stock prices of the company primarily depend upon the company performance which attracts the investors to buy their stock. So, due to increase in the interest of buying of the particular company the demand increase and supply gets decreased so prices move up. 5 Stock Journal and Annual Reports Follow Up Reference: (Nasdaq.com). MICROSOFT Financial Reports. Retrieved on 16th May 2017 from, http://www.nasdaq.com/symbol/msft (Nasdaq.com). TSLA Financial Reports. Retrieved on 16th May 2017 from, http://www.nasdaq.com/symbol/tsla (Nasdaq.com). HERSHEY Financial Reports. http://www.nasdaq.com/symbol/hsy Retrieved on 16th May 2017 from,
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..

1
Running Head: STOCK JOURNAL AND ANNUAL REPORTS FOLLOW UP

Stock Journal and Annual Reports Follow Up
Jeffrey Brown
Student
Strayer University
Finance 100
Dr. Katherine Hyatt
Instructor
Due Date: May 29, 2017

2
STOCK JOURNAL AND ANNUAL REPORTS FOLLOW UP
Question No. 1
The current price of the stock is recorded for 3 companies that are selected in Week 3
stock journal. The comparison table is indicated below that compares the stock price of 3
companies for Week 3, Week 8 and Week 10.
Week 3 Share / Stock
Price

Week 8 Share / Stock
price

Week 10 Share / Stock
price

Microsoft

$ 65.59

$ 68.255

69.96

TSLA, Inc.

$ 302.15

$ 315.18

325.08

The Hershey Company

$ 109.03

$ 107.83

115.96

The bullish trend has been witnessed in the share price of all three companies.
Answer Question No. 2
Comparison of Total Value of the Investment
Price Per Share
*4/20/2017
**5/15/2017
***5/27/2017

Shares Purchase

Value

$ 65.59
$ 68.25
$ 69.96

152
152
152

$ 9,969.68
$ 10,374.76
$ 10,633.92

$ 302.15
$ 315.18
$ 325.08

16
16
16

$ 4,834.40
$ 5,042.88
$ 5,201.28

The Hershey Company
*4/20/2017
$ 109.03
**5/15/2017
$ 107.83
***5/27/2017
$ 115.96
Total Value of Investment as on 04/20/2017

91
91
91

$ 9,921.73
$ 9,81...


Anonymous
Very useful material for studying!

Studypool
4.7
Trustpilot
4.5
Sitejabber
4.4

Related Tags