Name ___________________________________________

STOCK MARKET PROJECT
2009-2010

decide on their potential for success. and track their progress over a period of time. To accomplish these tasks.000 into corporate stocks. You will be taking on the role of stockbroker to research different corporations. track their performance. The final project will be all the information that you have gathered and put together as a portfolio. During the project you will be asked to identify changes in the market and analyze the outcomes of your investment. This multi-week project will give you the opportunity to fictitiously invest $10. and draw conclusions based on what you have learned. you will have to research three corporations of your choice.STOCK MARKET PROJECT Introduction Brokers make millions and lose millions on Wall Street based on their ability to identify successful companies. 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 Corporation Name: Stock Symbol: Stock Exchange: NYSE.yahoo. 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 # 1 .com to complete the following charts for your three corporations.Name: ________________________________________ STOCK MARKET PROJECT Corporation Research Worksheet Directions: Use finance. NASDAQ.

Is there room for growth or is the share price overvalued? Your opinion of buying this stock: Your opinion of buying this stock: (Look under „Key Statistics‟) Current Selling Price: Give price & date. (Look under „Summary‟) Dividend: Give price per share. (Look under „Summary‟) (Look under „Basic Chart‟) . Stock # 1 52-Week High = $ __________ 52-Week High = $ __________ Date: ____________________ Date: ____________________ 52-Week Low = $ __________ 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 corporation‟s 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.Sample 52 Week High-Low: Give prices & dates. if applicable.

yahoo.com to complete the following charts for your three corporations. 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 # 3 . NASDAQ.Name: ________________________________________ STOCK MARKET PROJECT Corporation Research Worksheet #2 Directions: Use finance. Stock # 2 Corporation Name: Stock Symbol: Stock Exchange: NYSE.

Stock # 2 52 Week High-Low: Give prices & dates. Stock # 3 52-Week High = $ __________ 52-Week High = $ __________ Date: ____________________ Date: ____________________ 52-Week Low = $ __________ 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 corporation‟s 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: (Look under „Key Statistics‟) Current Selling Price: Give price & date. (Look under „Summary‟) (Look under „Basic Chart‟) . (Look under „Summary‟) Dividend: Give price per share. if applicable.

Use this worksheet and a calculator to figure the cost of buying your stocks. look up the current closing price for the stocks you chose. including broker fees!!! Stock # 1 Name of Corporation: ___________________________________________ $__________ X __________ = $____________ x 1.05 (fee) = $______________ (Purchase price) (# of shares purchased) (Total price) (Total cost of stock #3) Grand Total Spent on All Stock Purchases = $_______________ .000. This will be your purchase price.Name: _________________________________ Date: _______________________ STOCK MARKET PROJECT Stock Purchase Report Directions: Using the information you gathered on the Corporation Research Worksheet.000 to spend. you only have $10.05 (fee) = $______________ (Purchase price) (# of shares purchased) (Total price) (Total cost of stock #2) + Stock # 3 Name of Corporation: ___________________________________________ $__________ X __________ = $____________ x 1.05 (fee) = $______________ (Purchase price) (# of shares purchased) (Total price) (Total cost of stock #1) + Stock # 2 Name of Corporation: ___________________________________________ $__________ X __________ = $____________ x 1. choose three stocks to purchase with your imaginary $10. Using the Internet or newspaper. Remember. Put the date you “buy” on the top right corner of this worksheet.

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yahoo. and you will lose credit if you do not complete this worksheet on a weekly basis.Name: ____________________________________________ STOCK MARKET PROJECT Weekly Stock Progress: Checkpoint Sheet Directions: For 6 weeks you will: Track and record the closing price of your three stocks. You will be given credit for each weekly checkpoint completed on time. Week # Date Stock #1: Stock #2: Stock #3: _______________ ______________ ______________ Closing Price: Closing Price: Closing Price: 1 $ $ $ 2 $ $ $ 3 $ $ $ 4 $ $ $ 5 $ $ $ 6 $ $ $ Dow Jones Industrial Average Teacher’s Initials .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. Track and record the Dow Jones Industrial Average (use the symbol ^DJI at the finance.

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***Please see me if you need help with this—do 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) Total Value of Stocks #1. #2.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. & #3: $___________________ Original Amount Spent (See Stock Purchase Report): $___________________ TOTAL GAIN OR LOSS ON YOUR INVESTMENTS: $ __________________ .

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you will have created a visual illustration of your stocks‟ progress over a 6-week period.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. P R I C E WEEK . When you are done. 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.

STUDENT INITIALS: __________ I. semester. 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. Self-Evaluation (15 points) ESSAY: “Self-Evaluation” (2 pages double-spaced. and are ready to receive a grade for your efforts. 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. Overall Summary (20 points) Complete Stock Sale Reports worksheet Complete Stock Line Graph worksheet ESSAY: “Summary of Stock Performance” (1 page 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? . Additional information may be provided at your own discretion. Research of Companies (20 points) Neatly complete Corporation Research Worksheet ***CHECKPOINT. teacher‟s name (typed) Table of Contents: list of what is located on each page (typed) Pages must be numbered Portfolio must be complete. class. 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. and in the same order as this checklist __________ II.Due __________*** ESSAY: “What to Consider Before You Invest” (1-2 pages double-spaced.Name: _________________________________ STOCK MARKET PROJECT Portfolio Checklist Your portfolio MUST include all of the following parts. 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. date. You are to initial next to each topic in the space below to show that you understand the requirements. Portfolio Organization (5 points) Title page: include name. Purchase of Stocks (15 points) Neatly complete Stock Purchase Reports worksheet ESSAY: “Choice of Stocks” (1-2 pages double-spaced. in a 1” binder. have successfully completed the assignment. typed) -Summary of article (include a copy of the article) -How does this information impact your stock‟s performance? __________ VI.

Tracking your Companies: ____/ 10 points V. Overall Summary: ____/ 20 points VII.Name: _______________________________________ STOCK MARKET PROJECT Grade Sheet I. Purchase of Stocks: ____/ 15 points IV. Media Research: ____/ 15 points VI. Research of Companies: ____/ 20 points III. Self-Evaluation: ____/ 15 points FINAL GRADE: Comments: ______/ 100 points . Portfolio Organization: ____/ 5 points II.