You are on page 1of 16

Student Name __________________

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 $25,000 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 four corporations of your choice,
track their performance, and draw conclusions based on what you have learned. These
corporations must include a Large-cap (Growth & Income), Small-Cap (Aggressive
growth), Mid-cap (Growth) & International corporation.
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 ECONOMICS STUDENTS AND COUNTS


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

DUE DATE: Tuesday, December 15, 2015

Corporation Research Worksheet


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

Stock # 1
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)

Stock # 2

Stock # 1
52 Week High-Low:
Give prices & dates.

52-Week

High

(Look under Key


Statistics)

52-Week Low

Stock # 2
=

Date:

52-Week

High

Date:
=

52-Week Low

Date:

Date:

Most Recent Closing Price =

Most Recent Closing Price =

Date:

Date:

Dividend Per Share =

Dividend Per Share =

Revenue & Profit: What


was this corporations
total revenue and gross
profit
for the most recent year?

Total Revenue =

Total Revenue =

Gross Profit =

Gross Profit =

(Look under Income


Statement)

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

Your opinion of buying this stock:

Your opinion of buying this stock:

Current Selling Price:


Give price & date. (Look
under Summary)

Dividend:
Give price per share, if
applicable.
(Look
underClass:
Summary)
Financial

International, Small cap,


Mid cap, Large cap

(Look under Basic Chart)

St

Corporation Research Worksheet #2


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

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)

Stock # 4

Stock # 3
52 Week High-Low:
Give prices & dates.

52-Week

High

(Look under Key


Statistics)

52-Week Low

Stock # 4
=

Date:

52-Week

High

Date:
=

52-Week Low

Date:

Date:

Most Recent Closing Price =

Most Recent Closing Price =

Date:

Date:

Dividend Per Share =

Dividend Per Share =

Revenue & Profit: What


was this corporations
total revenue and gross
profit
for the most recent year?

Total Revenue =

Total Revenue =

Gross Profit =

Gross Profit =

(Look under Income


Statement)

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

Your opinion of buying this stock:

Your opinion of buying this stock:

Current Selling Price:


Give price & date. (Look
under Summary)

Dividend:
Give price per share, if
applicable.
(Look under Summary)

Financial Class
International, Small cap,
Mid cap, or Large cap

(Look under Basic Chart)

Date:

Name:

STOCK MARKET PROJECT


Stock Purchase Report
Directions:

Using the information you gathered on the Corporation Research Worksheet, choose four stocks
to purchase with your imaginary $25,000.
Using the Internet, 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 $25,000 to spend, including broker fees!!!
Stock # 1
Name of Corporation:

=$

(Purchase price)

(# of shares
purchased)

x 1.05 (fee) = $
(Total price)

(Total cost of stock #1)

+
Stock # 2
Name of Corporation:

(Purchase price)

=$
(# of shares
purchased)

x 1.05 (fee) = $
(Total price)

(Total cost of stock #2)

+
Stock # 3
Name of Corporation:

$
(Purchase price)

=$
(# of shares
purchased)

x 1.05 (fee) = $
(Total price)

(Total cost of stock #3)

+
Stock # 4
Name of Corporation:

$
(Purchase price)

=$
(# of shares

x 1.05 (fee) = $
(Total price)

(Total cost of stock #4) purchased)

Grand Total Spent on All Stock Purchases = $ ______________

TThis

Name: _________________________

STOCK MARKET PROJECT


Weekly Stock Progress: Checkpoint Sheet
Directions: For 5 weeks you will:
Track and record the closing price of your four stocks.
Track and record the Dow Jones Industrial Average (use the symbol ^DJI at the finance.yahoo.com website).
You are required to track your stocks week by week. You MAY NOT wait until the end of the project to fill this out. You will be given
credit for each weekly checkpoint completed on time, and you will lose credit if you do not complete this worksheet on a weekly
basis.
Week
#
1

Date

11.13.15

11.20.15

12.04.15

12.11.15

11.06.15

Stock #1
Closing Price

Stock #2
Closing Price

Stock #3
Closing Price

Stock #4
Closing Price

Dow Jones
Industrial Avg

Teachers
Initials

This Page Intentionally Left Blank

Name: __________________________

STOCK MARKET PROJECT


Stock Sale Reports
Directions: Use the last closing price listed (Week 5) 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 thisdo not wait until the last minute!!!***
Stock # 1
Name of Corporation:

X
(Selling price)

=$
(# of shares sold)

(Total value of stock)

Stock # 2
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)

Stock # 4
Name of Corporation:

X
(Selling price)

=$
(# of shares sold)

(Total value of stock)

Total Value of Stocks (add #1, #2, #3, & #4 together):

Original Amount Spent (See Stock Purchase Report):

TOTAL GAIN OR LOSS ON YOUR INVESTMENTS:

This Page Intentionally Left Blank

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 four 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.

P
R
I
C
E

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, teachers name (typed)
Table of Contents: list of what is located on each page (typed)
Pages must be numbered
Portfolio must be organized in the same order as this checklist
II. Research of Companies (20 points)
Neatly complete Corporation Research Worksheet ***CHECKPOINT-Due: Friday, Nov. 11 ***
Reflection: 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 (20 points)
Neatly complete Stock Purchase Reports worksheet ***CHECKPOINT- Due: Friday, Nov. 11***
Reflection: 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 Mrs. Butler weekly***
V. Media Research (10 points)
Find a recent news article about one of your corporations
Reflection: News Article (1-2 pages double-spaced, typed)
-Summary of article (include a copy of the article)
-How does this information impact your stocks performance?
VI. Overall Summary (20 points)
Complete Stock Sale Reports worksheet
Reflection: Summary of Stock Performance (1-2 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)
Reflection: Self-Evaluation (1-2 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 didnt you like?

Name:

STOCK MARKET PROJECT


Grade Sheet

I. Portfolio Organization:

/ 5 points

II. Research of Companies:

/ 20 points

III. Purchase of Stocks:

/ 20 points

IV. Tracking your Companies:

/ 10 points

V. Media Research:

/ 10 points

VI. Overall Summary:

/ 20 points

VII. Self-Evaluation:

/ 15 points

FINAL GRADE:

Comments:

/ 100 points