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Name ___________________________________________

STOCK MARKET PROJECT

2009 - 2010

STOCK MARKET PROJECT

Introduction

Brokers make millions and lose millions on Wall Street based on their ability to

identify successful companies. You will be taking on the role of stockbroker to

research different corporations, decide on their potential for success, and track

their progress over a period of time.

This multi-week project will give you the opportunity to fictitiously invest $10,

into corporate stocks. During the project you will be asked to identify changes in

the market and analyze the outcomes of your investment.

To accomplish these tasks, you will have to research three corporations of your

choice, track their performance, and draw conclusions based on what you have

learned.

The final project will be all the information that you have gathered and put together

as a portfolio.

THIS IS A REQUIRED PROJECT FOR ALL SENIORS AND COUNTS

AS 50% OF YOUR FINAL EXAM GRADE FOR THIS COURSE!!!

NOTE: Late projects will lose 10%

credit per day!!!

DUE DATE: _________________________________________

Sample Stock # 1

52 Week High-Low: Give prices & dates.

(Look under „Key Statistics‟)

52 - Week High = $ __________

Date: ____________________

52 - Week Low = $ __________

Date: ____________________

52 - Week High = $ __________

Date: ____________________

52 - Week Low = $ __________

Date: ____________________

Current Selling Price: Give price & date.

(Look under „Summary‟)

Most Recent Closing Price =

$ __________________

Date: _______________

Most Recent Closing Price =

$ __________________

Date: _______________

Dividend: Give price per share, if applicable.

(Look under „Summary‟)

Dividend Per Share =

$ ___________

Dividend Per Share =

$ ___________

Revenue & Profit: What was this corporation‟s total revenue and gross profit for the most recent year?

(Look under „Income Statement‟)

Total Revenue =

$ ________________________

Gross Profit =

$ ________________________

Total Revenue =

$ ________________________

Gross Profit =

$ ________________________

General Corporation Summary: Describe how the corporation has done in the last year. Is there room for growth or is the share price overvalued?

(Look under „Basic Chart‟)

Your opinion of buying this stock: Your opinion of buying this stock:

Name: ________________________________________

STOCK MARKET PROJECT

Corporation Research Worksheet

Directions: Use finance.yahoo.com to complete the following charts for your three corporations.

Stock # 2 Stock # 3

Corporation Name:

Stock Symbol:

Stock Exchange: NYSE, NASDAQ, AMEX

CEO/Management: Who is the CEO and how much does he/she make?

(Look under „Profile‟)

Corporation Headquarters/Address:

(Look under „Profile‟)

Products and/or Services (Summarize):

(Look under „Profile‟)

Major Competitors: Who are the major competitors of your corporation?

(Click on „Competitors‟)

Name: _________________________________ Date: _______________________

STOCK MARKET PROJECT

Stock Purchase Report

Directions:

Using the information you gathered on the Corporation Research Worksheet, choose three stocks to purchase with your imaginary $10,000. Using the Internet or newspaper, look up the current closing price for the stocks you chose. This will be your purchase price. Put the date you “buy” on the top right corner of this worksheet. Use this worksheet and a calculator to figure the cost of buying your stocks. Remember, you only have $10,000 to spend, including broker fees!!!

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Grand Total Spent on All Stock Purchases = $_______________

Stock # 1 Name of Corporation: ___________________________________________

$ __________ X __________ = $____________ x 1.05 (fee) = $______________

(Purchase price) (# of shares (Total price) (Total cost of stock #1) purchased)

Stock # 2 Name of Corporation: ___________________________________________

$ __________ X __________ = $____________ x 1.05 (fee) = $______________

(Purchase price) (# of shares (Total price) (Total cost of stock #2) purchased)

Stock # 3 Name of Corporation: ___________________________________________

$ __________ X __________ = $____________ x 1.05 (fee) = $______________

(Purchase price) (# of shares (Total price) (Total cost of stock #3) purchased)

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Name: _____________________________

STOCK MARKET PROJECT

Stock Sale Reports

Directions: Use the last closing price listed (Week 6) on your Weekly Stock Progress: Checkpoint Sheet and the number of shares you originally purchased on your Stock Purchase Report worksheet to figure out how much you made or lost on your stocks.

*****Please see me if you need help with this—do not wait until the last minute!!!*****

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Total Value of Stocks #1, #2, & #3: $___________________

Original Amount Spent (See Stock Purchase Report) : $___________________

TOTAL GAIN OR LOSS ON YOUR INVESTMENTS: $ __________________

Stock # 2 Name of Corporation: ___________________________________________

$ _____________ X _____________ = $ ___________________

(Selling price) (# of shares sold) ( Total value of stock )

Stock # 1 Name of Corporation: ___________________________________________

$ _____________ X _____________ = $ ___________________

(Selling price) (# of shares sold) ( Total value of stock )

Stock # 3 Name of Corporation: ___________________________________________

$ _____________ X _____________ = $ ___________________

(Selling price) (# of shares sold) ( Total value of stock )

Name: _______________________________________

STOCK MARKET PROJECT

Line Graph

Directions: Use all of the data you have collected on your stocks and graph the information using the form below. All three stocks should be plotted on this graph. Be sure to set your price increments so that all of your stocks can be plotted on the same line graph. Be sure to completely label all information and use a different color to represent all your stocks. When you are done, you will have created a visual illustration of your stocks‟ progress over a 6-week period.

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R

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WEEK

Name: _________________________________

STOCK MARKET PROJECT

Portfolio Checklist

Your portfolio MUST include all of the following parts. Additional information may be provided at your own discretion. You are to initial next to each topic in the space below to show that you understand the requirements, have successfully completed the assignment, and are ready to receive a grade for your efforts.

STUDENT INITIALS:

__________ I. Portfolio Organization (5 points) Title page: include name, semester, class, date, teacher‟s name (typed) Table of Contents: list of what is located on each page (typed) Pages must be numbered Portfolio must be complete, in a 1” binder, and in the same order as this checklist

__________ II. Research of Companies (20 points) Neatly complete Corporation Research Worksheet *****CHECKPOINT- Due __________*** ESSAY:** “What to Consider Before You Invest” (1-2 pages double-spaced, typed)

- What do you do before you invest in a stock? - What information should you research before you invest? - Where should you research a company? - What were your initial expectations for your stocks?

__________ III. Purchase of Stocks (15 points) Neatly complete Stock Purchase Reports worksheet ESSAY: “Choice of Stocks” (1-2 pages double-spaced, typed) -Why did you choose the stocks you did? -Are they aggressive or conservative stocks? -Are your investments different from those of a 55-year old? How? Why?

__________ IV. Tracking Your Companies (10 points) Complete Weekly Stock Progress worksheet *****CHECKPOINT: Checked by teacher weekly*****

__________ V. Media Research (15 points) Find a recent news article about one of your corporations ESSAY: “News Article” (1-2 pages double-spaced, typed) -Summary of article (include a copy of the article)

• How does this information impact your stock‟s performance?

__________ VI. Overall Summary (20 points) Complete Stock Sale Reports worksheet Complete Stock Line Graph worksheet ESSAY: “Summary of Stock Performance” (1 page double-spaced, typed) -How much money did you make or lose? -How did it compare to the Dow Jones Industrial Average? -How would you invest differently next time?

__________ VII. Self-Evaluation (15 points) ESSAY: “Self-Evaluation” (2 pages double-spaced, typed)

- What would you do differently next time to be more successful with your investments? - How is what you learned about the stock market of use to you in the real world? - What did you enjoy about the project? What didn’t you like?